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Mid Cap · Sundaram Mutual Fund · AMFI code 101538Sundaram Mid Cap Fund
Disclosed for 24 months, Sep 2018 to Sep 2026.
Portfolio value
₹14,026 Cr
up ₹339 Cr vs May 2026
- Stocks held
- 76
- down 1 vs May 2026
- Top 10 weight
- 24.8%
- of the portfolio in its ten largest
- Cash & debt
- 2.6%
- cash, money market and debt
- Moves this month
- 2 in · 3 out
- added to 10, trimmed 29
Sundaram Mid Cap Fund is an active equity fund in the Mid Cap category from Sundaram Mutual Fund. In June 2026 it disclosed 76 stocks worth ₹14,026 Cr, up ₹339 Cr from May 2026. Its largest positions were Cummins India Limited (3.0%), GE Vernova T&D India Limited (2.9%), Mahindra & Mahindra Financial Services Limited (2.6%); the ten largest together made up 24.8% of the portfolio, and Banks was the biggest sector at 8.8% of its equity. Cash and debt stood at 2.6%. Compared with May 2026 the fund entered 2 new stocks and exited 3.
Against 32 other Mid Cap funds
Concentration
25%
Top-10 weight is higher than 25% of peers
Breadth
63%
Holds more stocks than 63% of peers
Cash
53%
Holds more cash than 53% of peers
Holdings in June 2026
Download CSVEvery line the fund disclosed, with the change against May 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 3.03%
- Δ weight
- down 0.20 pts
- Value
- ₹424 Cr
- Δ value
- down ₹16.6 Cr
- Status
- Trimmed
- Weight
- 2.91%
- Δ weight
- down 0.48 pts
- Value
- ₹408 Cr
- Δ value
- down ₹55.5 Cr
- Status
- Trimmed
- Weight
- 2.63%
- Δ weight
- up 0.08 pts
- Value
- ₹369 Cr
- Δ value
- up ₹20.3 Cr
- Status
- Added
- Weight
- 2.60%
- Δ weight
- down 0.26 pts
- Value
- ₹365 Cr
- Δ value
- down ₹26.5 Cr
- Status
- Trimmed
- Weight
- 2.58%
- Δ weight
- up 0.38 pts
- Value
- ₹362 Cr
- Δ value
- up ₹61.3 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 2.56%
- Δ weight
- down 0.25 pts
- Value
- ₹360 Cr
- Δ value
- down ₹24.9 Cr
- Status
- Trimmed
- Weight
- 2.45%
- Δ weight
- up 0.35 pts
- Value
- ₹344 Cr
- Δ value
- up ₹55.7 Cr
- Status
- Added
- Weight
- 2.42%
- Δ weight
- up 0.33 pts
- Value
- ₹340 Cr
- Δ value
- up ₹53.3 Cr
- Status
- Added
- Weight
- 2.17%
- Δ weight
- up 0.17 pts
- Value
- ₹304 Cr
- Δ value
- up ₹31.3 Cr
- Status
- Added
- Weight
- 2.04%
- Δ weight
- down 0.17 pts
- Value
- ₹286 Cr
- Δ value
- down ₹16.2 Cr
- Status
- Trimmed
- Weight
- 1.97%
- Δ weight
- down 0.01 pts
- Value
- ₹276 Cr
- Δ value
- up ₹4.8 Cr
- Status
- Added
- Weight
- 1.95%
- Δ weight
- up 0.05 pts
- Value
- ₹274 Cr
- Δ value
- up ₹13.3 Cr
- Status
- Added
- Weight
- 1.94%
- Δ weight
- up 0.13 pts
- Value
- ₹273 Cr
- Δ value
- up ₹24.8 Cr
- Status
- Added
- Weight
- 1.86%
- Δ weight
- up 0.07 pts
- Value
- ₹261 Cr
- Δ value
- up ₹16.3 Cr
- Status
- Added
- Weight
- 1.84%
- Δ weight
- up 0.01 pts
- Value
- ₹259 Cr
- Δ value
- up ₹7.7 Cr
- Status
- Added
- Weight
- 1.79%
- Δ weight
- up 0.04 pts
- Value
- ₹251 Cr
- Δ value
- up ₹12.2 Cr
- Status
- Added
- Weight
- 1.78%
- Δ weight
- down 0.04 pts
- Value
- ₹250 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Held
- Weight
- 1.66%
- Δ weight
- up 0.06 pts
- Value
- ₹233 Cr
- Δ value
- up ₹13.5 Cr
- Status
- Added
- Weight
- 1.65%
- Δ weight
- up 0.15 pts
- Value
- ₹232 Cr
- Δ value
- up ₹26 Cr
- Status
- Added
- Weight
- 1.60%
- Δ weight
- down 0.27 pts
- Value
- ₹225 Cr
- Δ value
- down ₹31.2 Cr
- Status
- Trimmed
- Weight
- 1.60%
- Δ weight
- up 0.03 pts
- Value
- ₹224 Cr
- Δ value
- up ₹9.4 Cr
- Status
- Added
- Weight
- 1.60%
- Δ weight
- up 0.04 pts
- Value
- ₹224 Cr
- Δ value
- up ₹11.3 Cr
- Status
- Added
- Weight
- 1.57%
- Δ weight
- down 0.08 pts
- Value
- ₹220 Cr
- Δ value
- down ₹6.1 Cr
- Status
- Trimmed
- Weight
- 1.53%
- Δ weight
- up 0.08 pts
- Value
- ₹215 Cr
- Δ value
- up ₹16.6 Cr
- Status
- Added
- Weight
- 1.53%
- Δ weight
- down 0.29 pts
- Value
- ₹214 Cr
- Δ value
- down ₹35 Cr
- Status
- Trimmed
- Weight
- 1.50%
- Δ weight
- up 0.24 pts
- Value
- ₹211 Cr
- Δ value
- up ₹38.1 Cr
- Status
- Added
- Weight
- 1.48%
- Δ weight
- down 0.03 pts
- Value
- ₹207 Cr
- Δ value
- up ₹53 L
- Status
- Held
- Weight
- 1.41%
- Δ weight
- down 0.02 pts
- Value
- ₹198 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Weight
- 1.38%
- Δ weight
- down 0.01 pts
- Value
- ₹193 Cr
- Δ value
- up ₹3.9 Cr
- Status
- Added
- Weight
- 1.32%
- Δ weight
- down 0.06 pts
- Value
- ₹185 Cr
- Δ value
- down ₹3.7 Cr
- Status
- Trimmed
- Weight
- 1.32%
- Δ weight
- down 0.06 pts
- Value
- ₹185 Cr
- Δ value
- down ₹4.4 Cr
- Status
- Trimmed
- Weight
- 1.29%
- Δ weight
- up 0.19 pts
- Value
- ₹181 Cr
- Δ value
- up ₹29.8 Cr
- Status
- Added
- Weight
- 1.29%
- Δ weight
- up 0.03 pts
- Value
- ₹181 Cr
- Δ value
- up ₹9.1 Cr
- Status
- Added
- Weight
- 1.26%
- Δ weight
- up 0.03 pts
- Value
- ₹177 Cr
- Δ value
- up ₹8.2 Cr
- Status
- Added
- Weight
- 1.23%
- Δ weight
- up 0.06 pts
- Value
- ₹173 Cr
- Δ value
- up ₹13.1 Cr
- Status
- Added
- Weight
- 1.21%
- Δ weight
- down 0.01 pts
- Value
- ₹170 Cr
- Δ value
- up ₹3 Cr
- Status
- Added
- Weight
- 1.19%
- Δ weight
- down 0.05 pts
- Value
- ₹166 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Weight
- 1.15%
- Δ weight
- up 0.01 pts
- Value
- ₹161 Cr
- Δ value
- up ₹4.9 Cr
- Status
- Added
- Weight
- 1.13%
- Δ weight
- down 0.05 pts
- Value
- ₹158 Cr
- Δ value
- down ₹3.2 Cr
- Status
- Trimmed
- Sundaram Liquid Fund - Direct GrowthFund units
- Weight
- 1.12%
- Δ weight
- up 0.71 pts
- Value
- ₹157 Cr
- Δ value
- up ₹100 Cr
- Status
- Added
- Weight
- 1.12%
- Δ weight
- down 0.10 pts
- Value
- ₹157 Cr
- Δ value
- down ₹9.8 Cr
- Status
- Trimmed
- Weight
- 1.10%
- Δ weight
- up 0.01 pts
- Value
- ₹155 Cr
- Δ value
- up ₹5.1 Cr
- Status
- Added
- Weight
- 1.09%
- Δ weight
- up 0.05 pts
- Value
- ₹153 Cr
- Δ value
- up ₹10.2 Cr
- Status
- Added
- Weight
- 1.08%
- Δ weight
- down 0.29 pts
- Value
- ₹151 Cr
- Δ value
- down ₹35.5 Cr
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- down 0.08 pts
- Value
- ₹151 Cr
- Δ value
- down ₹7.8 Cr
- Status
- Trimmed
- Weight
- 1.05%
- Δ weight
- up 1.05 pts
- Value
- ₹148 Cr
- Δ value
- up ₹148 Cr
- Status
- New
- Weight
- 1.03%
- Δ weight
- up 0.11 pts
- Value
- ₹144 Cr
- Δ value
- up ₹18 Cr
- Status
- Added
- Weight
- 1.02%
- Δ weight
- down 0.01 pts
- Value
- ₹143 Cr
- Δ value
- up ₹1.5 Cr
- Status
- Added
- Weight
- 0.97%
- Δ weight
- up 0.12 pts
- Value
- ₹136 Cr
- Δ value
- up ₹19.8 Cr
- Status
- Added
- Weight
- 0.94%
- Δ weight
- up 0.02 pts
- Value
- ₹131 Cr
- Δ value
- up ₹6.2 Cr
- Status
- Added
- Weight
- 0.92%
- Δ weight
- up 0.01 pts
- Value
- ₹129 Cr
- Δ value
- up ₹5.1 Cr
- Status
- Added
- Weight
- 0.91%
- Δ weight
- down 0.05 pts
- Value
- ₹128 Cr
- Δ value
- down ₹4 Cr
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- up 0.03 pts
- Value
- ₹122 Cr
- Δ value
- up ₹6.5 Cr
- Status
- Added
- Weight
- 0.86%
- Δ weight
- up 0.05 pts
- Value
- ₹121 Cr
- Δ value
- up ₹10.3 Cr
- Status
- Added
- Weight
- 0.84%
- Δ weight
- up 0.14 pts
- Value
- ₹118 Cr
- Δ value
- up ₹21.8 Cr
- Status
- Added
- Weight
- 0.82%
- Δ weight
- down 0.10 pts
- Value
- ₹115 Cr
- Δ value
- down ₹10.7 Cr
- Status
- Trimmed
- Weight
- 0.81%
- Δ weight
- down 0.01 pts
- Value
- ₹114 Cr
- Δ value
- up ₹1.5 Cr
- Status
- Added
- Weight
- 0.79%
- Δ weight
- up 0.10 pts
- Value
- ₹111 Cr
- Δ value
- up ₹16.7 Cr
- Status
- Added
- Weight
- 0.77%
- Δ weight
- down 0.03 pts
- Value
- ₹107 Cr
- Δ value
- down ₹1 Cr
- Status
- Trimmed
- Weight
- 0.77%
- Δ weight
- down 0.04 pts
- Value
- ₹107 Cr
- Δ value
- down ₹2.5 Cr
- Status
- Trimmed
- Weight
- 0.75%
- Δ weight
- down 0.09 pts
- Value
- ₹105 Cr
- Δ value
- down ₹9.2 Cr
- Status
- Trimmed
- Weight
- 0.75%
- Δ weight
- down 0.01 pts
- Value
- ₹105 Cr
- Δ value
- up ₹97 L
- Status
- Added
- Weight
- 0.74%
- Δ weight
- down 0.04 pts
- Value
- ₹104 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Weight
- 0.74%
- Δ weight
- up 0.74 pts
- Value
- ₹104 Cr
- Δ value
- up ₹104 Cr
- Status
- New
- Weight
- 0.70%
- Δ weight
- up 0.11 pts
- Value
- ₹97.5 Cr
- Δ value
- up ₹17.2 Cr
- Status
- Added
- Weight
- 0.64%
- Δ weight
- up 0.01 pts
- Value
- ₹90.3 Cr
- Δ value
- up ₹3.2 Cr
- Status
- Added
- Weight
- 0.62%
- Δ weight
- down 0.13 pts
- Value
- ₹86.6 Cr
- Δ value
- down ₹16.3 Cr
- Status
- Trimmed
- Weight
- 0.62%
- Δ weight
- down 0.02 pts
- Value
- ₹86.6 Cr
- Δ value
- down ₹73 L
- Status
- Trimmed
- Weight
- 0.62%
- Δ weight
- down 0.05 pts
- Value
- ₹86.3 Cr
- Δ value
- down ₹5.4 Cr
- Status
- Trimmed
- Weight
- 0.60%
- Δ weight
- down 0.09 pts
- Value
- ₹84.3 Cr
- Δ value
- down ₹10.9 Cr
- Status
- Trimmed
- Weight
- 0.60%
- Δ weight
- down 0.06 pts
- Value
- ₹83.8 Cr
- Δ value
- down ₹6.5 Cr
- Status
- Trimmed
- Weight
- 0.59%
- Δ weight
- down 0.01 pts
- Value
- ₹82.3 Cr
- Δ value
- up ₹60 L
- Status
- Added
- Weight
- 0.58%
- Δ weight
- down 0.02 pts
- Value
- ₹81.8 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 0.55%
- Δ weight
- down 0.03 pts
- Value
- ₹77.1 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 0.46%
- Δ weight
- down 0.05 pts
- Value
- ₹65.2 Cr
- Δ value
- down ₹5.6 Cr
- Status
- Trimmed
- Weight
- 0.41%
- Δ weight
- down <0.01 pts
- Value
- ₹57.3 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Added
- Weight
- 0.40%
- Δ weight
- up 0.23 pts
- Value
- ₹55.8 Cr
- Δ value
- up ₹32.7 Cr
- Status
- Added
- Weight
- 0.23%
- Δ weight
- down 0.14 pts
- Value
- ₹32.5 Cr
- Δ value
- down ₹18.7 Cr
- Status
- Trimmed
- TVS Motor Company Ltd.Other
- Weight
- 0.01%
- Δ weight
- down <0.01 pts
- Value
- ₹1.9 Cr
- Δ value
- —
- Status
- Held
What changed, May 2026 to Jun 2026
New New positions (2)
- Ashok Leyland Limited1.1% · ₹148 Cr
- Tata Capital Limited0.7% · ₹104 Cr
Exited Exited (3)
- Supreme Industries Limitedwas 0.9% · ₹121 Cr
- Indus Towers Limitedwas 0.7% · ₹97.3 Cr
- NHPC Limitedwas 0.6% · ₹85.8 Cr
Added Biggest additions
- The Federal Bank Limitedup ₹61.3 Cr (+0.38% pts)
- Coromandel International 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 May 2026, the weight rose most in Agricultural, Commercial & Construction Vehicles (+1.1 pts) and Finance (+0.9 pts), and fell most in Industrial Products (−0.8 pts) and Telecom - Services (−0.8 pts).
- Agricultural, Commercial & Construction Vehicles0.0% → 1.1%new+1.1 pts
- Finance2.6% → 3.5%+0.9 pts
- Banks8.3% → 8.8%+0.5 pts
- Pharmaceuticals & Biotechnology5.6% → 6.0%+0.4 pts
- Fertilizers & Agrochemicals2.7% → 3.0%+0.3 pts
- Transport Infrastructure0.2% → 0.4%+0.2 pts
- Industrial Products8.5% → 7.7%−0.8 pts
- Telecom - Services1.4% → 0.6%−0.8 pts
- Power3.1% → 2.4%−0.7 pts
- IT - Software4.0% → 3.6%−0.4 pts
- Financial Technology (fintech)2.8% → 2.5%−0.3 pts
- Ferrous Metals1.9% → 1.7%−0.3 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 | Mar 2023 | Mar 2025 | Sep 2025 | Mar 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|
| Banks | 12.5% | 8.3% | 7.6% | 9.0% | 8.3% | 8.8% |
| Electrical Equipment | — | 3.0% | 3.9% | 6.4% | 8.1% | 8.1% |
| Industrial Products | 9.8% | 10.0% | 8.9% | 8.7% | 8.5% | 7.7% |
| Capital Markets | — | 2.5% | 3.8% | 5.0% | 7.6% | 7.4% |
| Pharmaceuticals & Biotechnology | 6.2% | 6.2% | 5.9% | 6.0% | 5.6% | 6.0% |
| Auto Components | 9.9% | 6.0% | 5.9% | 6.7% | 5.9% | 5.9% |
| Consumer Durables | 6.4% | 5.5% | 4.3% | 5.4% | 5.5% | 5.5% |
| Healthcare Services | 3.6% | 5.4% | 6.3% | 4.7% | 4.7% | 4.8% |
| IT - Software | 4.1% | 6.1% | 3.8% | 4.1% | 4.0% | 3.6% |
| Finance | 7.2% | 5.0% | 5.7% | 3.3% | 2.6% | 3.5% |
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, Jun 2026
2.6%
▼ 0.2 pts vs May 2026
- Cash alone
- 2.6%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.9% – 3.3%
- 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.