Loading…
Mid Cap · Sundaram Mutual Fund · AMFI code 101538Sundaram Mid Cap Fund
Disclosed for 24 months, Sep 2018 to Sep 2026.
Portfolio value
₹12,585 Cr
up ₹1,252 Cr vs Mar 2025
- Stocks held
- 73
- down 3 vs Mar 2025
- Top 10 weight
- 26.1%
- of the portfolio in its ten largest
- Cash & debt
- 2.6%
- cash, money market and debt
- Moves this month
- 13 in · 16 out
- added to 10, trimmed 17
Sundaram Mid Cap Fund is an active equity fund in the Mid Cap category from Sundaram Mutual Fund. In September 2025 it disclosed 73 stocks worth ₹12,585 Cr, up ₹1,252 Cr from Mar 2025. Its largest positions were Cummins India Limited (4.0%), Coromandel International Limited (3.1%), Fortis Healthcare Limited (2.9%); the ten largest together made up 26.1% of the portfolio, and Industrial Products was the biggest sector at 8.9% of its equity. Cash and debt stood at 2.6%. Compared with Mar 2025 the fund entered 13 new stocks and exited 16.
Against 32 other Mid Cap funds
Concentration
44%
Top-10 weight is higher than 44% of peers
Breadth
53%
Holds more stocks than 53% of peers
Cash
56%
Holds more cash than 56% of peers
Holdings in September 2025
Download CSVEvery line the fund disclosed, with the change against Mar 2025. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 3.97%
- Δ weight
- up 0.55 pts
- Value
- ₹500 Cr
- Δ value
- up ₹113 Cr
- Status
- Added
- Weight
- 3.06%
- Δ weight
- up <0.01 pts
- Value
- ₹385 Cr
- Δ value
- up ₹38.8 Cr
- Status
- Added
- Weight
- 2.92%
- Δ weight
- up 0.53 pts
- Value
- ₹368 Cr
- Δ value
- up ₹96.8 Cr
- Status
- Added
- Weight
- 2.77%
- Δ weight
- up 1.12 pts
- Value
- ₹349 Cr
- Δ value
- up ₹162 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 2.63%
- Δ weight
- up 0.16 pts
- Value
- ₹331 Cr
- Δ value
- up ₹50.9 Cr
- Status
- Added
- Weight
- 2.61%
- Δ weight
- up 0.46 pts
- Value
- ₹328 Cr
- Δ value
- up ₹84.5 Cr
- Status
- Added
- Weight
- 2.38%
- Δ weight
- down 0.03 pts
- Value
- ₹300 Cr
- Δ value
- up ₹26.1 Cr
- Status
- Added
- Weight
- 2.16%
- Δ weight
- up 0.26 pts
- Value
- ₹272 Cr
- Δ value
- up ₹56.2 Cr
- Status
- Added
- Weight
- 2.15%
- Δ weight
- up 0.10 pts
- Value
- ₹270 Cr
- Δ value
- up ₹38.5 Cr
- Status
- Added
- Weight
- 2.09%
- Δ weight
- up 2.09 pts
- Value
- ₹262 Cr
- Δ value
- up ₹262 Cr
- Status
- New
- Weight
- 2.03%
- Δ weight
- down 0.04 pts
- Value
- ₹255 Cr
- Δ value
- up ₹20.7 Cr
- Status
- Added
- Weight
- 2.01%
- Δ weight
- up 0.40 pts
- Value
- ₹253 Cr
- Δ value
- up ₹70.2 Cr
- Status
- Added
- Weight
- 1.96%
- Δ weight
- up 0.39 pts
- Value
- ₹247 Cr
- Δ value
- up ₹68.7 Cr
- Status
- Added
- Weight
- 1.96%
- Δ weight
- down 0.52 pts
- Value
- ₹247 Cr
- Δ value
- down ₹34.4 Cr
- Status
- Trimmed
- Weight
- 1.89%
- Δ weight
- down 1.38 pts
- Value
- ₹238 Cr
- Δ value
- down ₹133 Cr
- Status
- Trimmed
- Weight
- 1.87%
- Δ weight
- up 0.19 pts
- Value
- ₹235 Cr
- Δ value
- up ₹45.2 Cr
- Status
- Added
- Weight
- 1.85%
- Δ weight
- up 0.49 pts
- Value
- ₹232 Cr
- Δ value
- up ₹78.3 Cr
- Status
- Added
- Weight
- 1.83%
- Δ weight
- down 0.53 pts
- Value
- ₹230 Cr
- Δ value
- down ₹37 Cr
- Status
- Trimmed
- Weight
- 1.82%
- Δ weight
- up 0.36 pts
- Value
- ₹229 Cr
- Δ value
- up ₹63.6 Cr
- Status
- Added
- Weight
- 1.69%
- Δ weight
- up 0.47 pts
- Value
- ₹213 Cr
- Δ value
- up ₹74 Cr
- Status
- Added
- Weight
- 1.63%
- Δ weight
- down 0.06 pts
- Value
- ₹205 Cr
- Δ value
- up ₹13.5 Cr
- Status
- Added
- Weight
- 1.61%
- Δ weight
- up 0.12 pts
- Value
- ₹203 Cr
- Δ value
- up ₹33.5 Cr
- Status
- Added
- Weight
- 1.61%
- Δ weight
- up 0.26 pts
- Value
- ₹203 Cr
- Δ value
- up ₹49.1 Cr
- Status
- Added
- Weight
- 1.52%
- Δ weight
- up 0.44 pts
- Value
- ₹192 Cr
- Δ value
- up ₹69.2 Cr
- Status
- Added
- Weight
- 1.52%
- Δ weight
- up 0.32 pts
- Value
- ₹191 Cr
- Δ value
- up ₹55.4 Cr
- Status
- Added
- Weight
- 1.44%
- Δ weight
- down 0.25 pts
- Value
- ₹181 Cr
- Δ value
- down ₹9.7 Cr
- Status
- Trimmed
- Weight
- 1.41%
- Δ weight
- up 0.06 pts
- Value
- ₹177 Cr
- Δ value
- up ₹24.5 Cr
- Status
- Added
- Weight
- 1.39%
- Δ weight
- down 0.17 pts
- Value
- ₹176 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 1.38%
- Δ weight
- down 0.11 pts
- Value
- ₹174 Cr
- Δ value
- up ₹4.4 Cr
- Status
- Added
- Weight
- 1.38%
- Δ weight
- down 0.13 pts
- Value
- ₹173 Cr
- Δ value
- up ₹2.8 Cr
- Status
- Added
- Weight
- 1.32%
- Δ weight
- up 0.25 pts
- Value
- ₹167 Cr
- Δ value
- up ₹45.2 Cr
- Status
- Added
- Weight
- 1.27%
- Δ weight
- up 0.28 pts
- Value
- ₹160 Cr
- Δ value
- up ₹47.5 Cr
- Status
- Added
- Weight
- 1.27%
- Δ weight
- up 0.16 pts
- Value
- ₹160 Cr
- Δ value
- up ₹33.5 Cr
- Status
- Added
- Sundaram Liquid Fund - Direct GrowthFund units
- Weight
- 1.23%
- Δ weight
- down 2.78 pts
- Value
- ₹155 Cr
- Δ value
- down ₹299 Cr
- Status
- Trimmed
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 1.19%
- Δ weight
- up 0.20 pts
- Value
- ₹150 Cr
- Δ value
- up ₹37.5 Cr
- Status
- Added
- Weight
- 1.19%
- Δ weight
- up 0.19 pts
- Value
- ₹150 Cr
- Δ value
- up ₹36.7 Cr
- Status
- Added
- Weight
- 1.19%
- Δ weight
- down 0.43 pts
- Value
- ₹149 Cr
- Δ value
- down ₹34.3 Cr
- Status
- Trimmed
- Weight
- 1.19%
- Δ weight
- up 0.15 pts
- Value
- ₹149 Cr
- Δ value
- up ₹31.8 Cr
- Status
- Added
- Weight
- 1.16%
- Δ weight
- up 0.23 pts
- Value
- ₹147 Cr
- Δ value
- up ₹40.7 Cr
- Status
- Added
- Weight
- 1.12%
- Δ weight
- up 1.12 pts
- Value
- ₹142 Cr
- Δ value
- up ₹142 Cr
- Status
- New
- Weight
- 1.09%
- Δ weight
- up 0.23 pts
- Value
- ₹137 Cr
- Δ value
- up ₹39.6 Cr
- Status
- Added
- Weight
- 1.09%
- Δ weight
- up 1.09 pts
- Value
- ₹137 Cr
- Δ value
- up ₹137 Cr
- Status
- New
- Weight
- 1.03%
- Δ weight
- up 1.03 pts
- Value
- ₹130 Cr
- Δ value
- up ₹130 Cr
- Status
- New
- Weight
- 1.03%
- Δ weight
- up 1.03 pts
- Value
- ₹130 Cr
- Δ value
- up ₹130 Cr
- Status
- New
- Weight
- 1.02%
- Δ weight
- up 1.02 pts
- Value
- ₹128 Cr
- Δ value
- up ₹128 Cr
- Status
- New
- Weight
- 1.02%
- Δ weight
- up 0.75 pts
- Value
- ₹128 Cr
- Δ value
- up ₹97.4 Cr
- Status
- Added
- Weight
- 1.00%
- Δ weight
- up 0.36 pts
- Value
- ₹126 Cr
- Δ value
- up ₹53.1 Cr
- Status
- Added
- Weight
- 1.00%
- Δ weight
- down 0.03 pts
- Value
- ₹126 Cr
- Δ value
- up ₹8.7 Cr
- Status
- Added
- Weight
- 1.00%
- Δ weight
- up 0.09 pts
- Value
- ₹126 Cr
- Δ value
- up ₹23 Cr
- Status
- Added
- Weight
- 1.00%
- Δ weight
- down 0.31 pts
- Value
- ₹125 Cr
- Δ value
- down ₹23.2 Cr
- Status
- Trimmed
- Weight
- 0.98%
- Δ weight
- up 0.19 pts
- Value
- ₹123 Cr
- Δ value
- up ₹33.5 Cr
- Status
- Added
- Weight
- 0.92%
- Δ weight
- up 0.08 pts
- Value
- ₹116 Cr
- Δ value
- up ₹20.7 Cr
- Status
- Added
- Weight
- 0.92%
- Δ weight
- up 0.05 pts
- Value
- ₹116 Cr
- Δ value
- up ₹16.8 Cr
- Status
- Added
- Weight
- 0.89%
- Δ weight
- up 0.89 pts
- Value
- ₹113 Cr
- Δ value
- up ₹113 Cr
- Status
- New
- Weight
- 0.87%
- Δ weight
- up 0.87 pts
- Value
- ₹110 Cr
- Δ value
- up ₹110 Cr
- Status
- New
- Weight
- 0.86%
- Δ weight
- down 0.01 pts
- Value
- ₹109 Cr
- Δ value
- up ₹9.3 Cr
- Status
- Added
- Weight
- 0.85%
- Δ weight
- down <0.01 pts
- Value
- ₹106 Cr
- Δ value
- up ₹10.2 Cr
- Status
- Added
- Weight
- 0.81%
- Δ weight
- down 0.56 pts
- Value
- ₹102 Cr
- Δ value
- down ₹53.4 Cr
- Status
- Trimmed
- Weight
- 0.77%
- Δ weight
- up 0.05 pts
- Value
- ₹96.9 Cr
- Δ value
- up ₹15.7 Cr
- Status
- Added
- Weight
- 0.75%
- Δ weight
- up 0.47 pts
- Value
- ₹94 Cr
- Δ value
- up ₹62.7 Cr
- Status
- Added
- Weight
- 0.71%
- Δ weight
- down 0.15 pts
- Value
- ₹89.7 Cr
- Δ value
- down ₹8.5 Cr
- Status
- Trimmed
- Weight
- 0.71%
- Δ weight
- down 0.10 pts
- Value
- ₹88.8 Cr
- Δ value
- down ₹2.1 Cr
- Status
- Trimmed
- Weight
- 0.70%
- Δ weight
- down 0.23 pts
- Value
- ₹87.9 Cr
- Δ value
- down ₹16.9 Cr
- Status
- Trimmed
- Weight
- 0.69%
- Δ weight
- up 0.34 pts
- Value
- ₹86.7 Cr
- Δ value
- up ₹46.7 Cr
- Status
- Added
- Weight
- 0.65%
- Δ weight
- down 0.22 pts
- Value
- ₹82.2 Cr
- Δ value
- down ₹17 Cr
- Status
- Trimmed
- Weight
- 0.63%
- Δ weight
- up 0.01 pts
- Value
- ₹78.9 Cr
- Δ value
- up ₹9.1 Cr
- Status
- Added
- Weight
- 0.55%
- Δ weight
- down 0.49 pts
- Value
- ₹69 Cr
- Δ value
- down ₹48.8 Cr
- Status
- Trimmed
- Weight
- 0.52%
- Δ weight
- up 0.52 pts
- Value
- ₹65.4 Cr
- Δ value
- up ₹65.4 Cr
- Status
- New
- Weight
- 0.49%
- Δ weight
- up 0.49 pts
- Value
- ₹62.3 Cr
- Δ value
- up ₹62.3 Cr
- Status
- New
- Weight
- 0.49%
- Δ weight
- down 0.48 pts
- Value
- ₹61.3 Cr
- Δ value
- down ₹48.8 Cr
- Status
- Trimmed
- Weight
- 0.49%
- Δ weight
- down 0.73 pts
- Value
- ₹61.2 Cr
- Δ value
- down ₹76.8 Cr
- Status
- Trimmed
- Weight
- 0.48%
- Δ weight
- up 0.48 pts
- Value
- ₹61 Cr
- Δ value
- up ₹61 Cr
- Status
- New
- Weight
- 0.48%
- Δ weight
- up 0.48 pts
- Value
- ₹60.6 Cr
- Δ value
- up ₹60.6 Cr
- Status
- New
- Weight
- 0.44%
- Δ weight
- up 0.44 pts
- Value
- ₹55.8 Cr
- Δ value
- up ₹55.8 Cr
- Status
- New
- Weight
- 0.35%
- Δ weight
- down 0.13 pts
- Value
- ₹44.2 Cr
- Δ value
- down ₹9.9 Cr
- Status
- Trimmed
- TVS Motor Company Ltd.Other
- Weight
- 0.01%
- Δ weight
- up 0.01 pts
- Value
- ₹1.9 Cr
- Δ value
- up ₹1.9 Cr
- Status
- New
What changed, Mar 2025 to Sep 2025
New New positions (13)
- IDFC First Bank Limited2.1% · ₹262 Cr
- Colgate Palmolive (India) Limited1.1% · ₹142 Cr
- L&T Technology Services Limited1.1% · ₹137 Cr
- Motilal Oswal Financial Services Limited1.0% · ₹130 Cr
- Procter & Gamble Hygiene and Health Care Limited1.0% · ₹130 Cr
- 360 One WAM Limited1.0% · ₹128 Cr
- NHPC Limited0.9% · ₹113 Cr
- FSN E-Commerce Ventures Limited0.9% · ₹110 Cr
- CRISIL Limited
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Mar 2025, the weight rose most in Personal Products (+2.6 pts) and Capital Markets (+1.3 pts), and fell most in IT - Software (−2.3 pts) and Retailing (−2.1 pts).
- Personal Products0.4% → 3.0%+2.6 pts
- Capital Markets2.5% → 3.8%+1.3 pts
- IT - Services0.0% → 1.1%new+1.1 pts
- Electrical Equipment3.0% → 3.9%+1.0 pts
- Healthcare Services5.4% → 6.3%+0.9 pts
- Finance5.0% → 5.7%+0.7 pts
- IT - Software6.1% → 3.8%−2.3 pts
- Retailing3.0% → 0.9%−2.1 pts
- Consumer Durables5.5% → 4.3%−1.3 pts
- Industrial Products10.0% → 8.9%−1.1 pts
- Banks8.3% → 7.6%−0.7 pts
- Insurance1.9% → 1.5%−0.4 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Sep 2022 | Sep 2024 | Mar 2025 | Mar 2025 | Mar 2025 | Sep 2025 |
|---|---|---|---|---|---|---|
| Industrial Products | 8.5% | 8.7% | 10.0% | 10.0% | 10.0% | 8.9% |
| Banks | 13.0% | 8.4% | 8.3% | 8.3% | 8.3% | 7.6% |
| Healthcare Services | 2.9% | 4.1% | 5.4% | 5.4% | 5.4% | 6.3% |
| Auto Components | 9.2% | 8.3% | 6.0% | 6.0% | 6.0% | 5.9% |
| Pharmaceuticals & Biotechnology | 5.2% | 7.6% | 6.2% | 6.2% | 6.2% | 5.9% |
| Finance | 8.5% | 8.2% | 5.0% | 5.0% | 5.0% | 5.7% |
| Leisure Services | 1.3% | 3.9% | 4.5% | 4.5% | 4.5% | 4.5% |
| Consumer Durables | 8.0% | 6.9% | 5.5% | 5.5% | 5.5% | 4.3% |
| Electrical Equipment | — | 3.4% | 3.0% | 3.0% | 3.0% | 3.9% |
| Fertilizers & Agrochemicals | 3.2% | 3.1% | 4.2% | 4.2% | 4.2% | 3.9% |
Allocation in Sep 2025change vs Mar 2025
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Sep 2025
2.6%
▲ 0.2 pts vs Mar 2025
- Cash alone
- 2.6%
- cash and net receivables
- A year earlier
- 0.9%
- Sep 2024 · now ▲ 1.7 pts
- Last 12 months
- 2.5% – 2.6%
- lowest to highest · record 5.3% in Mar 2022
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.