What stocks does Sundaram Mid Cap Fund Direct Plan hold?

Sundaram Mid Cap Fund Direct Plan holds a portfolio of Indian equity stocks disclosed monthly by Sundaram Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Sundaram Mid Cap Fund Direct Plan?

Sundaram Mid Cap Fund Direct Plan is managed by Sundaram Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Sundaram Mid Cap Fund Direct Plan?

Sundaram Mid Cap Fund Direct Plan is classified as a Mid Cap mutual fund under SEBI's mutual fund categorisation framework.

How often is Sundaram Mid Cap Fund Direct Plan portfolio data updated?

Portfolio holdings for Sundaram Mid Cap Fund Direct Plan are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Sundaram Mutual Fund

Sundaram Mid Cap Fund Direct Plan - Growth

Mid Cap Data as of May 2026 Comparing Apr 2026 → May 2026

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Stocks Held

May 2026

Equity Holdings

₹13,243.27 Cr

Equity only, excl. debt & cash

Top 5 Weight

14.2%

Diversified

Top 10 Weight

24.6%

Diversified

Changes

2 new · 3 exits

Top Sector

Industrial Products

8.2% of portfolio

📋 What Happened This Month Sundaram Mid Cap Fund Direct Plan made 2 new additions and exited 3 stocks this month. The biggest new buy was Kirloskar Oil Engines Limited (Industrial Products) at 0.70% weight. Apollo Tyres Limited was the biggest exit (Auto Components), which was held at 0.76%. Among existing holdings, Suzlon Energy Limited saw the biggest increase — now at 2.09% of the portfolio. Indian Bank was trimmed the most, now at 1.22%. GE Vernova T&D India Limited remains the top holding with Industrial Products the dominant sector at 8.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · Sundaram Mid Cap Fund Direct Plan - Growth

+1.81%

+13.55%

+3.26%

+7.68%

Latest NAV

₹1,618.49

24 Jun 2026

52W High

₹1,633.64

-1% from High

52W Low

₹1,240.51

+30% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+5.0%

2024

+33.1%

2023

+41.5%

2022

+5.8%

2021

+38.6%

2020

+12.7%

2019

+0.5%

2018

-14.8%

2017

+41.8%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

19.0%

+ve in 82% windows

88.9% / -33.6%

3Y Rolling Avg

16.7% p.a.

+ve in 89% windows

35.1% / -10.3%

5Y Rolling Avg

17.7% p.a.

+ve in 100% windows

34.2% / 5.8%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-20.5%

Rec: Oct 2025 (11 mo)

COVID-19 Crash

-39.2%

Rec: Dec 2020 (1yr)

2022 Rate Hike

-17.0%

Rec: Aug 2022 (3 mo)

2018 IL&FS

-17.3%

Rec: Dec 2020 (3yr 2mo)

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

1.21

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.69

Penalises downside volatility only.

Std Deviation (3Y)

15.7%

Lower = more consistent returns.

NAV Chart ₹1,618.49 24 Jun 2026

Simple Moving Avg: Click to draw · click again to remove

Sundaram Mid Cap Fund Direct Plan - Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹1,618.49

Sector Shift Industry allocation month-over-month

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Banks	8.7%	8.5%	▼ -0.2%
Industrial Products	8.4%	7.4%	▼ -0.9%
Electrical Equipment	6.1%	7.0%	▲ +0.8%
Capital Markets	4.8%	6.4%	▲ +1.7%
Auto Components	6.4%	6.2%	▼ -0.2%
Consumer Durables	5.2%	5.3%	▲ +0.2%
Pharmaceuticals & Biotechnology	5.7%	5.1%	▼ -0.7%
Healthcare Services	4.5%	4.4%	● -0.1%
Finance	4.9%	4.2%	▼ -0.7%
IT - Software	3.9%	3.6%	▼ -0.3%

Apr 2026 → May 2026

Sector	Prev	Curr ▼	Delta
Industrial Products	7.4%	8.2%	▲ +0.8%
Banks	8.5%	8.0%	▼ -0.5%
Electrical Equipment	7.0%	7.9%	▲ +0.9%
Capital Markets	6.4%	7.3%	▲ +0.9%
Auto Components	6.2%	5.7%	▼ -0.5%
Pharmaceuticals & Biotechnology	5.1%	5.4%	▲ +0.3%
Consumer Durables	5.3%	5.3%	● 0.0%
Healthcare Services	4.4%	4.5%	● +0.1%
Finance	4.2%	4.0%	▼ -0.2%
IT - Software	3.6%	3.9%	▲ +0.3%

🟢

Biggest New Buy

Kirloskar Oil Engines Limited

0.70% weight · Industrial Products

🔴

Biggest Exit

Apollo Tyres Limited

0.76% was held · Auto Components

↑

Biggest Add

Suzlon Energy Limited

+0.49% · now 2.09%

↓

Biggest Trim

Indian Bank

-0.42% · now 1.22%

🤝 Other funds also bought this month

Kirloskar Oil Engines Limited 14 funds

JSW Infrastructure Ltd 11 funds

👋 Other funds also exited

Gujarat State Petronet Limited 86 funds

United Breweries Limited 10 funds

Apollo Tyres Limited 3 funds

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 → May 2026

🟢 2 New Entries 🔴 3 Exits ↑ 28 Increased ↓ 43 Decreased

#	Stock	Sector	Weight (May 2026)
1	Kirloskar Oil Engines Limited ₹96.40 Cr	Industrial Products	0.70%
2	JSW Infrastructure Ltd ₹23.08 Cr	Transport Infrastructure	0.17%

#	Stock	Sector	Last Weight (Apr 2026)
1	Apollo Tyres Limited ₹101.83 Cr	Auto Components	0.76%
2	Gujarat State Petronet Limited ₹91.11 Cr	Gas	0.68%
3	United Breweries Limited ₹49.28 Cr	Beverages	0.37%

#	Stock	Sector	Apr 2026	May 2026	Change
1	Suzlon Energy Limited ₹286.67 Cr	Electrical Equipment	1.60%	2.09%	+0.49%
2	Thermax Limited ₹219.74 Cr	Electrical Equipment	1.19%	1.61%	+0.42%
3	Tube Investments of India Limited ₹205.76 Cr	Auto Components	1.13%	1.50%	+0.37%
4	JSW Energy Limited ₹161.43 Cr	Power	0.81%	1.18%	+0.37%
5	FSN E-Commerce Ventures Limited ₹172.46 Cr	Retailing	0.93%	1.26%	+0.33%
6	360 One WAM Limited ₹226.42 Cr	Capital Markets	1.35%	1.65%	+0.30%
7	National Aluminium Company Limited ₹102.93 Cr	Non - Ferrous Metals	0.45%	0.75%	+0.30%
8	BSE Limited ₹391.87 Cr	Capital Markets	2.57%	2.86%	+0.29%
9	Gland Pharma Limited ₹198.00 Cr	Pharmaceuticals & Biotechnology	1.16%	1.45%	+0.29%
10	Polycab India Limited ₹260.63 Cr	Industrial Products	1.67%	1.90%	+0.23%
11	Max Financial Services Limited ₹302.16 Cr	Insurance	1.99%	2.21%	+0.22%
12	Amber Enterprises India Limited ₹158.41 Cr	Consumer Durables	0.96%	1.16%	+0.20%
13	Coforge Limited ₹248.82 Cr	IT - Software	1.64%	1.82%	+0.18%
14	One 97 Communications Limited ₹123.91 Cr	Financial Technology (Fintech)	0.74%	0.91%	+0.17%
15	Dr. Lal Path Labs Limited ₹168.78 Cr	Healthcare Services	1.08%	1.23%	+0.15%
16	LG Electronics India Ltd ₹124.96 Cr	Consumer Durables	0.76%	0.91%	+0.15%
17	Nippon Life India Asset Management Limited ₹115.80 Cr	Capital Markets	0.70%	0.85%	+0.15%
18	Radico Khaitan Limited ₹80.30 Cr	Beverages	0.46%	0.59%	+0.13%
19	Mankind Pharma Limited ₹142.54 Cr	Pharmaceuticals & Biotechnology	0.92%	1.04%	+0.12%
20	Billionbrains Garage Ventures Ltd ₹110.62 Cr	Capital Markets	0.70%	0.81%	+0.11%
21	Grindwell Norton Limited ₹93.91 Cr	Industrial Products	0.60%	0.69%	+0.09%
22	Motilal Oswal Financial Services Limited ₹159.88 Cr	Capital Markets	1.09%	1.17%	+0.08%
23	GE Vernova T&D India Limited ₹463.37 Cr	Electrical Equipment	3.34%	3.39%	+0.05%
24	Persistent Systems Limited ₹186.99 Cr	IT - Software	1.33%	1.37%	+0.04%
25	Fractal Analytics Ltd ₹95.23 Cr	IT - Software	0.66%	0.70%	+0.04%
26	Marico Limited ₹271.16 Cr	Agricultural Food & other Products	1.97%	1.98%	+0.01%
27	Indegene Limited ₹81.73 Cr	Healthcare Services	0.59%	0.60%	+0.01%
28	Berger Paints (I) Limited ₹56.23 Cr	Consumer Durables	0.40%	0.41%	+0.01%

#	Stock	Sector	Apr 2026	May 2026	Change
1	Indian Bank ₹166.60 Cr	Banks	1.64%	1.22%	-0.42%
2	Coromandel International Limited ₹287.95 Cr	Fertilizers & Agrochemicals	2.43%	2.10%	-0.33%
3	Kalyan Jewellers India Limited ₹239.16 Cr	Consumer Durables	2.08%	1.75%	-0.33%
4	Torrent Power Limited ₹166.75 Cr	Power	1.52%	1.22%	-0.30%
5	Indus Towers Limited ₹97.25 Cr	Telecom - Services	0.95%	0.71%	-0.24%
6	Jubilant Foodworks Limited ₹189.47 Cr	Leisure Services	1.59%	1.38%	-0.21%
7	NHPC Limited ₹85.82 Cr	Power	0.84%	0.63%	-0.21%
8	Delhivery Limited ₹214.98 Cr	Transport Services	1.75%	1.57%	-0.18%
9	Cummins India Limited ₹441.08 Cr	Industrial Products	3.35%	3.22%	-0.13%
10	Hindustan Petroleum Corporation Limited ₹189.05 Cr	Petroleum Products	1.51%	1.38%	-0.13%
11	Mahindra & Mahindra Financial Services Limited ₹349.15 Cr	Finance	2.67%	2.55%	-0.12%
12	Emami Limited ₹112.55 Cr	Personal Products	0.94%	0.82%	-0.12%
13	Bharat Electronics Limited ₹206.64 Cr	Aerospace & Defense	1.62%	1.51%	-0.11%
14	TVS HOLDINGS LIMTED ₹196.26 Cr	Finance	1.54%	1.43%	-0.11%
15	APL Apollo Tubes Limited ₹109.87 Cr	Industrial Products	0.90%	0.80%	-0.10%
16	Procter & Gamble Hygiene and Health Care Limited ₹91.68 Cr	Personal Products	0.77%	0.67%	-0.10%
17	TVS Motor Company Limited ₹156.29 Cr	Automobiles	1.22%	1.14%	-0.08%
18	Jindal Steel Limited ₹255.85 Cr	Ferrous Metals	1.94%	1.87%	-0.07%
19	Lupin Limited ₹244.93 Cr	Pharmaceuticals & Biotechnology	1.86%	1.79%	-0.07%
20	L&T Technology Services Limited ₹125.38 Cr	IT - Services	0.99%	0.92%	-0.07%
21	UNO Minda Limited ₹107.39 Cr	Auto Components	0.85%	0.78%	-0.07%
22	Devyani International Limited ₹79.82 Cr	Leisure Services	0.65%	0.58%	-0.07%
23	PI Industries Limited ₹70.83 Cr	Fertilizers & Agrochemicals	0.58%	0.52%	-0.06%
24	The Phoenix Mills Limited ₹247.97 Cr	Realty	1.86%	1.81%	-0.05%
25	JK Cement Limited ₹171.89 Cr	Cement & Cement Products	1.31%	1.26%	-0.05%
26	Prestige Estates Projects Limited ₹125.90 Cr	Realty	0.97%	0.92%	-0.05%
27	Deepak Nitrite Limited ₹114.38 Cr	Chemicals & Petrochemicals	0.89%	0.84%	-0.05%
28	Swiggy Limited ₹90.27 Cr	Retailing	0.71%	0.66%	-0.05%
29	AU Small Finance Bank Limited ₹212.70 Cr	Banks	1.59%	1.55%	-0.04%
30	Sona BLW Precision Forgings Limited ₹189.52 Cr	Auto Components	1.42%	1.38%	-0.04%
31	Dixon Technologies (India) Limited ₹149.81 Cr	Consumer Durables	1.13%	1.09%	-0.04%
32	Colgate Palmolive (India) Limited ₹131.83 Cr	Personal Products	1.00%	0.96%	-0.04%
33	Supreme Industries Limited ₹120.67 Cr	Industrial Products	0.92%	0.88%	-0.04%
34	Max Healthcare Institute Limited ₹116.18 Cr	Healthcare Services	0.89%	0.85%	-0.04%
35	Premier Energies Limited ₹108.36 Cr	Electrical Equipment	0.83%	0.79%	-0.04%
36	Chalet Hotels Limited ₹87.09 Cr	Leisure Services	0.68%	0.64%	-0.04%
37	The Federal Bank Limited ₹300.50 Cr	Banks	2.23%	2.20%	-0.03%
38	Fortis Healthcare Limited ₹250.96 Cr	Healthcare Services	1.86%	1.83%	-0.03%
39	PB Fintech Limited ₹249.36 Cr	Financial Technology (Fintech)	1.85%	1.82%	-0.03%
40	ZF Commercial Vehicle Control Systems India Limited ₹169.28 Cr	Auto Components	1.27%	1.24%	-0.03%
41	IndusInd Bank Limited ₹141.72 Cr	Banks	1.06%	1.04%	-0.02%
42	Bharti Hexacom Limited ₹87.30 Cr	Telecom - Services	0.66%	0.64%	-0.02%
43	Schaeffler India Limited ₹103.78 Cr	Auto Components	0.77%	0.76%	-0.01%

What Stocks Does This Fund Hold?

77 stocks — May 2026

#	Stock	Sector	Weight & Value
1	GE Vernova T&D India Limited ₹463.37 Cr	Electrical Equipment	3.39%
2	Cummins India Limited ₹441.08 Cr	Industrial Products	3.22%
3	BSE Limited ₹391.87 Cr	Capital Markets	2.86%
4	Mahindra & Mahindra Financial Services Limited ₹349.15 Cr	Finance	2.55%
5	Max Financial Services Limited ₹302.16 Cr	Insurance	2.21%
6	The Federal Bank Limited ₹300.50 Cr	Banks	2.20%
7	Coromandel International Limited ₹287.95 Cr	Fertilizers & Agrochemicals	2.10%
8	Suzlon Energy Limited ₹286.67 Cr	Electrical Equipment	2.09%
9	IDFC First Bank Limited ₹273.00 Cr	Banks	1.99%
10	Marico Limited ₹271.16 Cr	Agricultural Food & other Products	1.98%
11	Polycab India Limited ₹260.63 Cr	Industrial Products	1.90%
12	Jindal Steel Limited ₹255.85 Cr	Ferrous Metals	1.87%
13	Fortis Healthcare Limited ₹250.96 Cr	Healthcare Services	1.83%
14	PB Fintech Limited ₹249.36 Cr	Financial Technology (Fintech)	1.82%
15	Coforge Limited ₹248.82 Cr	IT - Software	1.82%
16	The Phoenix Mills Limited ₹247.97 Cr	Realty	1.81%
17	Lupin Limited ₹244.93 Cr	Pharmaceuticals & Biotechnology	1.79%
18	Kalyan Jewellers India Limited ₹239.16 Cr	Consumer Durables	1.75%
19	360 One WAM Limited ₹226.42 Cr	Capital Markets	1.65%
20	Thermax Limited ₹219.74 Cr	Electrical Equipment	1.61%
21	Delhivery Limited ₹214.98 Cr	Transport Services	1.57%
22	AU Small Finance Bank Limited ₹212.70 Cr	Banks	1.55%
23	Bharat Electronics Limited ₹206.64 Cr	Aerospace & Defense	1.51%
24	Tube Investments of India Limited ₹205.76 Cr	Auto Components	1.50%
25	Gland Pharma Limited ₹198.00 Cr	Pharmaceuticals & Biotechnology	1.45%
26	TVS HOLDINGS LIMTED ₹196.26 Cr	Finance	1.43%
27	Sona BLW Precision Forgings Limited ₹189.52 Cr	Auto Components	1.38%
28	Jubilant Foodworks Limited ₹189.47 Cr	Leisure Services	1.38%
29	Hindustan Petroleum Corporation Limited ₹189.05 Cr	Petroleum Products	1.38%
30	Persistent Systems Limited ₹186.99 Cr	IT - Software	1.37%
31	FSN E-Commerce Ventures Limited ₹172.46 Cr	Retailing	1.26%
32	JK Cement Limited ₹171.89 Cr	Cement & Cement Products	1.26%
33	ZF Commercial Vehicle Control Systems India Limited ₹169.28 Cr	Auto Components	1.24%
34	Dr. Lal Path Labs Limited ₹168.78 Cr	Healthcare Services	1.23%
35	Torrent Power Limited ₹166.75 Cr	Power	1.22%
36	Indian Bank ₹166.60 Cr	Banks	1.22%
37	JSW Energy Limited ₹161.43 Cr	Power	1.18%
38	Motilal Oswal Financial Services Limited ₹159.88 Cr	Capital Markets	1.17%
39	Amber Enterprises India Limited ₹158.41 Cr	Consumer Durables	1.16%
40	TVS Motor Company Limited ₹156.29 Cr	Automobiles	1.14%
41	Alkem Laboratories Limited ₹151.43 Cr	Pharmaceuticals & Biotechnology	1.11%
42	Dixon Technologies (India) Limited ₹149.81 Cr	Consumer Durables	1.09%
43	Mankind Pharma Limited ₹142.54 Cr	Pharmaceuticals & Biotechnology	1.04%
44	IndusInd Bank Limited ₹141.72 Cr	Banks	1.04%
45	Colgate Palmolive (India) Limited ₹131.83 Cr	Personal Products	0.96%
46	Prestige Estates Projects Limited ₹125.90 Cr	Realty	0.92%
47	L&T Technology Services Limited ₹125.38 Cr	IT - Services	0.92%
48	LG Electronics India Ltd ₹124.96 Cr	Consumer Durables	0.91%
49	One 97 Communications Limited ₹123.91 Cr	Financial Technology (Fintech)	0.91%
50	Supreme Industries Limited ₹120.67 Cr	Industrial Products	0.88%
51	Max Healthcare Institute Limited ₹116.18 Cr	Healthcare Services	0.85%
52	Nippon Life India Asset Management Limited ₹115.80 Cr	Capital Markets	0.85%
53	Deepak Nitrite Limited ₹114.38 Cr	Chemicals & Petrochemicals	0.84%
54	Emami Limited ₹112.55 Cr	Personal Products	0.82%
55	Billionbrains Garage Ventures Ltd ₹110.62 Cr	Capital Markets	0.81%
56	APL Apollo Tubes Limited ₹109.87 Cr	Industrial Products	0.80%
57	Premier Energies Limited ₹108.36 Cr	Electrical Equipment	0.79%
58	UNO Minda Limited ₹107.39 Cr	Auto Components	0.78%
59	Schaeffler India Limited ₹103.78 Cr	Auto Components	0.76%
60	National Aluminium Company Limited ₹102.93 Cr	Non - Ferrous Metals	0.75%
61	Indus Towers Limited ₹97.25 Cr	Telecom - Services	0.71%
62	Kirloskar Oil Engines Limited ₹96.40 Cr	Industrial Products	0.70%
63	Fractal Analytics Ltd ₹95.23 Cr	IT - Software	0.70%
64	Grindwell Norton Limited ₹93.91 Cr	Industrial Products	0.69%
65	Procter & Gamble Hygiene and Health Care Limited ₹91.68 Cr	Personal Products	0.67%
66	Swiggy Limited ₹90.27 Cr	Retailing	0.66%
67	Bharti Hexacom Limited ₹87.30 Cr	Telecom - Services	0.64%
68	Chalet Hotels Limited ₹87.09 Cr	Leisure Services	0.64%
69	NHPC Limited ₹85.82 Cr	Power	0.63%
70	Info Edge (India) Limited ₹83.25 Cr	Retailing	0.61%
71	Indegene Limited ₹81.73 Cr	Healthcare Services	0.60%
72	Radico Khaitan Limited ₹80.30 Cr	Beverages	0.59%
73	Devyani International Limited ₹79.82 Cr	Leisure Services	0.58%
74	PI Industries Limited ₹70.83 Cr	Fertilizers & Agrochemicals	0.52%
75	Berger Paints (I) Limited ₹56.23 Cr	Consumer Durables	0.41%
76	Oberoi Realty Limited ₹51.21 Cr	Realty	0.37%
77	JSW Infrastructure Ltd ₹23.08 Cr	Transport Infrastructure	0.17%