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 Sep 2026 Comparing Jul 2026 → Sep 2026

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Stocks Held

Sep 2026

Equity Holdings

₹13,250.34 Cr

Equity only, excl. debt & cash

AAUM

₹13,685.13 Cr

Jul-Sep 2026 · Direct + Regular

Top 5 Weight

12.3%

Diversified

Top 10 Weight

22.4%

Diversified

Changes

2 new · 3 exits

Top Sector

Banks

9.4% of portfolio

Launch Date

24 Jun 2002

10+ year track record

AAUM (Average Assets Under Management) of ₹13,685.13 Cr for Jul-Sep 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 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 Ferrous Industries Ltd. (Industrial Products) at 0.58% weight. Max Healthcare Institute Limited was the biggest exit (Healthcare Services), which was held at 0.91%. Among existing holdings, Thermax Limited saw the biggest increase — now at 2.20% of the portfolio. PB Fintech Limited was trimmed the most, now at 0.72%. Mahindra & Mahindra Financial Services Limited remains the top holding with Banks the dominant sector at 9.4%. ↓ 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

-8.21%

-10.58%

-6.47%

-5.57%

Latest NAV

₹1,469.48

23 Oct 2026

52W High

₹1,690.28

-13% from High

52W Low

₹1,366.01

+8% 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

18.6%

+ve in 83% windows

88.9% / -33.6%

3Y Rolling Avg

16.9% p.a.

+ve in 90% windows

35.1% / -10.3%

5Y Rolling Avg

17.8% 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. · CAGR, Sharpe Ratio & Standard Deviation — Mutual Fund Guide →

Sharpe Ratio (3Y)

0.50

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

0.69

Penalises downside volatility only.

Std Deviation (3Y)

15.9%

Lower = more consistent returns.

NAV Chart ₹1,469.48 23 Oct 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: ₹1,469.48

Sector Shift Industry allocation month-over-month

Jun 2026 → Jul 2026

Sector	Prev	Curr ▼	Delta
Banks	8.5%	9.5%	▲ +1.0%
Industrial Products	7.4%	6.7%	▼ -0.7%
Capital Markets	7.1%	6.7%	▼ -0.4%
Consumer Durables	5.3%	6.3%	▲ +1.0%
Auto Components	5.7%	5.8%	● +0.1%
Pharmaceuticals & Biotechnology	5.8%	5.7%	● -0.1%
Electrical Equipment	7.8%	5.6%	▼ -2.2%
Finance	4.8%	5.5%	▲ +0.7%
Healthcare Services	4.7%	4.8%	▲ +0.1%
IT - Software	3.5%	3.6%	▲ +0.2%

Jul 2026 → Sep 2026

Sector	Prev	Curr ▼	Delta
Banks	9.5%	9.4%	▼ -0.1%
Industrial Products	6.7%	7.2%	▲ +0.5%
Capital Markets	6.7%	6.3%	▼ -0.4%
Consumer Durables	6.3%	6.1%	▼ -0.2%
Auto Components	5.8%	6.1%	▲ +0.3%
Pharmaceuticals & Biotechnology	5.7%	6.1%	▲ +0.4%
Electrical Equipment	5.6%	5.6%	● +0.0%
Finance	5.5%	5.3%	▼ -0.2%
Healthcare Services	4.8%	4.2%	▼ -0.6%
Retailing	3.2%	4.0%	▲ +0.8%

🟢

Biggest New Buy

Kirloskar Ferrous Industries Ltd.

0.58% weight · Industrial Products

🔴

Biggest Exit

Max Healthcare Institute Limited

0.91% was held · Healthcare Services

↑

Biggest Add

Thermax Limited

+0.62% · now 2.20%

↓

Biggest Trim

PB Fintech Limited

-0.73% · now 0.72%

🤝 Other funds also bought this month

Manipal Health Enterprises Ltd 28 funds

Kirloskar Ferrous Industries Ltd. 2 funds

👋 Other funds also exited

Max Healthcare Institute Limited 32 funds

Colgate Palmolive (India) Limited 20 funds

Berger Paints (I) Limited 13 funds

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Sep 2026

Jul 2026 → Sep 2026

🟢 2 New Entries 🔴 3 Exits ↑ 31 Increased ↓ 37 Decreased

#	Stock	Sector	Weight (Sep 2026)
1	Kirloskar Ferrous Industries Ltd. ₹80.44 Cr	Industrial Products	0.58%
2	Manipal Health Enterprises Ltd ₹48.02 Cr	Healthcare Services	0.35%

#	Stock	Sector	Last Weight (Jul 2026)
1	Max Healthcare Institute Limited ₹132.24 Cr	Healthcare Services	0.91%
2	Colgate Palmolive (India) Limited ₹67.21 Cr	Personal Products	0.46%
3	Berger Paints (I) Limited ₹58.46 Cr	Consumer Durables	0.40%

#	Stock	Sector	Jul 2026	Sep 2026	Change
1	Thermax Limited ₹305.30 Cr	Electrical Equipment	1.58%	2.20%	+0.62%
2	Ashok Leyland Limited ₹242.85 Cr	Agricultural, Commercial & Construction Vehicles	1.17%	1.75%	+0.58%
3	LG Electronics India Ltd ₹196.05 Cr	Consumer Durables	0.87%	1.42%	+0.55%
4	Info Edge (India) Limited ₹165.94 Cr	Retailing	0.71%	1.20%	+0.49%
5	One 97 Communications Limited ₹213.11 Cr	Financial Technology (Fintech)	1.05%	1.54%	+0.49%
6	Tata Capital Limited ₹186.93 Cr	Finance	0.89%	1.35%	+0.46%
7	Mankind Pharma Limited ₹199.05 Cr	Pharmaceuticals & Biotechnology	1.02%	1.44%	+0.42%
8	Motilal Oswal Financial Services Limited ₹201.53 Cr	Capital Markets	1.07%	1.45%	+0.38%
9	Schaeffler India Limited ₹144.19 Cr	Auto Components	0.70%	1.04%	+0.34%
10	Swiggy Limited ₹172.59 Cr	Retailing	0.94%	1.25%	+0.31%
11	Kirloskar Oil Engines Limited ₹145.05 Cr	Industrial Products	0.75%	1.05%	+0.30%
12	Radico Khaitan Limited ₹138.50 Cr	Beverages	0.74%	1.00%	+0.26%
13	Jindal Steel Limited ₹254.14 Cr	Ferrous Metals	1.61%	1.83%	+0.22%
14	National Aluminium Company Limited ₹115.92 Cr	Non - Ferrous Metals	0.62%	0.84%	+0.22%
15	Sona BLW Precision Forgings Limited ₹279.71 Cr	Auto Components	1.81%	2.02%	+0.21%
16	Gland Pharma Limited ₹230.50 Cr	Pharmaceuticals & Biotechnology	1.48%	1.66%	+0.18%
17	AU Small Finance Bank Limited ₹251.56 Cr	Banks	1.65%	1.82%	+0.17%
18	Dr. Lal Path Labs Limited ₹233.47 Cr	Healthcare Services	1.54%	1.69%	+0.15%
19	Devyani International Limited ₹110.75 Cr	Leisure Services	0.65%	0.80%	+0.15%
20	APL Apollo Tubes Limited ₹122.65 Cr	Industrial Products	0.75%	0.89%	+0.14%
21	The Phoenix Mills Limited ₹270.90 Cr	Realty	1.83%	1.96%	+0.13%
22	Jubilant Foodworks Limited ₹207.46 Cr	Leisure Services	1.39%	1.50%	+0.11%
23	Indegene Limited ₹92.58 Cr	Healthcare Services	0.56%	0.67%	+0.11%
24	L&T Technology Services Limited ₹174.34 Cr	IT - Services	1.22%	1.26%	+0.04%
25	JSW Infrastructure Ltd ₹59.81 Cr	Transport Infrastructure	0.39%	0.43%	+0.04%
26	UNO Minda Limited ₹112.32 Cr	Auto Components	0.78%	0.81%	+0.03%
27	Emami Limited ₹110.68 Cr	Personal Products	0.77%	0.80%	+0.03%
28	IndusInd Bank Limited ₹252.84 Cr	Banks	1.81%	1.83%	+0.02%
29	IDFC First Bank Limited ₹311.74 Cr	Banks	2.23%	2.25%	+0.02%
30	Indian Bank ₹154.73 Cr	Banks	1.11%	1.12%	+0.01%
31	Chalet Hotels Limited ₹87.75 Cr	Leisure Services	0.62%	0.63%	+0.01%

#	Stock	Sector	Jul 2026	Sep 2026	Change
1	PB Fintech Limited ₹100.13 Cr	Financial Technology (Fintech)	1.45%	0.72%	-0.73%
2	BSE Limited ₹243.65 Cr	Capital Markets	2.38%	1.76%	-0.62%
3	Coromandel International Limited ₹264.32 Cr	Fertilizers & Agrochemicals	2.48%	1.91%	-0.57%
4	Mahindra & Mahindra Financial Services Limited ₹380.07 Cr	Finance	3.11%	2.74%	-0.37%
5	Cummins India Limited ₹331.77 Cr	Industrial Products	2.75%	2.39%	-0.36%
6	The Federal Bank Limited ₹326.92 Cr	Banks	2.71%	2.36%	-0.35%
7	GE Vernova T&D India Limited ₹241.56 Cr	Electrical Equipment	2.09%	1.74%	-0.35%
8	Suzlon Energy Limited ₹227.96 Cr	Electrical Equipment	1.91%	1.65%	-0.26%
9	Fortis Healthcare Limited ₹208.13 Cr	Healthcare Services	1.76%	1.50%	-0.26%
10	Bharat Electronics Limited ₹139.79 Cr	Aerospace & Defense	1.26%	1.01%	-0.25%
11	TVS HOLDINGS LIMTED ₹169.50 Cr	Finance	1.47%	1.22%	-0.25%
12	Delhivery Limited ₹194.71 Cr	Transport Services	1.58%	1.41%	-0.17%
13	Lupin Limited ₹242.01 Cr	Pharmaceuticals & Biotechnology	1.90%	1.75%	-0.15%
14	Dixon Technologies (India) Limited ₹155.56 Cr	Consumer Durables	1.26%	1.12%	-0.14%
15	Polycab India Limited ₹220.72 Cr	Industrial Products	1.73%	1.59%	-0.14%
16	Tube Investments of India Limited ₹181.69 Cr	Auto Components	1.45%	1.31%	-0.14%
17	Kalyan Jewellers India Limited ₹356.83 Cr	Consumer Durables	2.72%	2.58%	-0.14%
18	ZF Commercial Vehicle Control Systems India Limited ₹128.76 Cr	Auto Components	1.05%	0.93%	-0.12%
19	Marico Limited ₹259.38 Cr	Agricultural Food & other Products	1.98%	1.87%	-0.11%
20	360 One WAM Limited ₹206.00 Cr	Capital Markets	1.60%	1.49%	-0.11%
21	PI Industries Limited ₹53.18 Cr	Fertilizers & Agrochemicals	0.48%	0.38%	-0.10%
22	Torrent Power Limited ₹149.51 Cr	Power	1.17%	1.08%	-0.09%
23	Persistent Systems Limited ₹137.25 Cr	IT - Software	1.07%	0.99%	-0.08%
24	Max Financial Services Limited ₹247.90 Cr	Insurance	1.87%	1.79%	-0.08%
25	Alkem Laboratories Limited ₹168.03 Cr	Pharmaceuticals & Biotechnology	1.29%	1.21%	-0.08%
26	Deepak Nitrite Limited ₹96.38 Cr	Chemicals & Petrochemicals	0.78%	0.70%	-0.08%
27	Hindustan Petroleum Corporation Limited ₹164.66 Cr	Petroleum Products	1.26%	1.19%	-0.07%
28	Bharti Hexacom Limited ₹83.15 Cr	Telecom - Services	0.65%	0.60%	-0.05%
29	Prestige Estates Projects Limited ₹136.26 Cr	Realty	1.02%	0.98%	-0.04%
30	JK Cement Limited ₹168.73 Cr	Cement & Cement Products	1.25%	1.22%	-0.03%
31	Nippon Life India Asset Management Limited ₹112.62 Cr	Capital Markets	0.84%	0.81%	-0.03%
32	JSW Energy Limited ₹141.39 Cr	Power	1.04%	1.02%	-0.02%
33	Amber Enterprises India Limited ₹140.44 Cr	Consumer Durables	1.03%	1.01%	-0.02%
34	Grindwell Norton Limited ₹98.93 Cr	Industrial Products	0.73%	0.71%	-0.02%
35	Fractal Analytics Ltd ₹70.32 Cr	IT - Software	0.53%	0.51%	-0.02%
36	TVS Motor Company Limited ₹222.03 Cr	Automobiles	1.61%	1.60%	-0.01%
37	Billionbrains Garage Ventures Ltd ₹110.04 Cr	Capital Markets	0.80%	0.79%	-0.01%

What Stocks Does This Fund Hold?

72 stocks — Sep 2026

#	Stock	Sector	Weight & Value
1	Mahindra & Mahindra Financial Services Limited ₹380.07 Cr	Finance	2.74%
2	Kalyan Jewellers India Limited ₹356.83 Cr	Consumer Durables	2.58%
3	Cummins India Limited ₹331.77 Cr	Industrial Products	2.39%
4	The Federal Bank Limited ₹326.92 Cr	Banks	2.36%
5	IDFC First Bank Limited ₹311.74 Cr	Banks	2.25%
6	Thermax Limited ₹305.30 Cr	Electrical Equipment	2.20%
7	Coforge Limited ₹279.86 Cr	IT - Software	2.02%
8	Sona BLW Precision Forgings Limited ₹279.71 Cr	Auto Components	2.02%
9	The Phoenix Mills Limited ₹270.90 Cr	Realty	1.96%
10	Coromandel International Limited ₹264.32 Cr	Fertilizers & Agrochemicals	1.91%
11	Marico Limited ₹259.38 Cr	Agricultural Food & other Products	1.87%
12	IndusInd Bank Limited ₹252.84 Cr	Banks	1.83%
13	Jindal Steel Limited ₹254.14 Cr	Ferrous Metals	1.83%
14	AU Small Finance Bank Limited ₹251.56 Cr	Banks	1.82%
15	Max Financial Services Limited ₹247.90 Cr	Insurance	1.79%
16	BSE Limited ₹243.65 Cr	Capital Markets	1.76%
17	Lupin Limited ₹242.01 Cr	Pharmaceuticals & Biotechnology	1.75%
18	Ashok Leyland Limited ₹242.85 Cr	Agricultural, Commercial & Construction Vehicles	1.75%
19	GE Vernova T&D India Limited ₹241.56 Cr	Electrical Equipment	1.74%
20	Dr. Lal Path Labs Limited ₹233.47 Cr	Healthcare Services	1.69%
21	Gland Pharma Limited ₹230.50 Cr	Pharmaceuticals & Biotechnology	1.66%
22	Suzlon Energy Limited ₹227.96 Cr	Electrical Equipment	1.65%
23	TVS Motor Company Limited ₹222.03 Cr	Automobiles	1.60%
24	Polycab India Limited ₹220.72 Cr	Industrial Products	1.59%
25	FSN E-Commerce Ventures Limited ₹216.80 Cr	Retailing	1.56%
26	One 97 Communications Limited ₹213.11 Cr	Financial Technology (Fintech)	1.54%
27	Jubilant Foodworks Limited ₹207.46 Cr	Leisure Services	1.50%
28	Fortis Healthcare Limited ₹208.13 Cr	Healthcare Services	1.50%
29	360 One WAM Limited ₹206.00 Cr	Capital Markets	1.49%
30	Motilal Oswal Financial Services Limited ₹201.53 Cr	Capital Markets	1.45%
31	Mankind Pharma Limited ₹199.05 Cr	Pharmaceuticals & Biotechnology	1.44%
32	LG Electronics India Ltd ₹196.05 Cr	Consumer Durables	1.42%
33	Delhivery Limited ₹194.71 Cr	Transport Services	1.41%
34	Tata Capital Limited ₹186.93 Cr	Finance	1.35%
35	Tube Investments of India Limited ₹181.69 Cr	Auto Components	1.31%
36	L&T Technology Services Limited ₹174.34 Cr	IT - Services	1.26%
37	Swiggy Limited ₹172.59 Cr	Retailing	1.25%
38	TVS HOLDINGS LIMTED ₹169.50 Cr	Finance	1.22%
39	JK Cement Limited ₹168.73 Cr	Cement & Cement Products	1.22%
40	Alkem Laboratories Limited ₹168.03 Cr	Pharmaceuticals & Biotechnology	1.21%
41	Info Edge (India) Limited ₹165.94 Cr	Retailing	1.20%
42	Hindustan Petroleum Corporation Limited ₹164.66 Cr	Petroleum Products	1.19%
43	Indian Bank ₹154.73 Cr	Banks	1.12%
44	Dixon Technologies (India) Limited ₹155.56 Cr	Consumer Durables	1.12%
45	Torrent Power Limited ₹149.51 Cr	Power	1.08%
46	Kirloskar Oil Engines Limited ₹145.05 Cr	Industrial Products	1.05%
47	Schaeffler India Limited ₹144.19 Cr	Auto Components	1.04%
48	JSW Energy Limited ₹141.39 Cr	Power	1.02%
49	Bharat Electronics Limited ₹139.79 Cr	Aerospace & Defense	1.01%
50	Amber Enterprises India Limited ₹140.44 Cr	Consumer Durables	1.01%
51	Radico Khaitan Limited ₹138.50 Cr	Beverages	1.00%
52	Persistent Systems Limited ₹137.25 Cr	IT - Software	0.99%
53	Prestige Estates Projects Limited ₹136.26 Cr	Realty	0.98%
54	ZF Commercial Vehicle Control Systems India Limited ₹128.76 Cr	Auto Components	0.93%
55	APL Apollo Tubes Limited ₹122.65 Cr	Industrial Products	0.89%
56	National Aluminium Company Limited ₹115.92 Cr	Non - Ferrous Metals	0.84%
57	UNO Minda Limited ₹112.32 Cr	Auto Components	0.81%
58	Nippon Life India Asset Management Limited ₹112.62 Cr	Capital Markets	0.81%
59	Devyani International Limited ₹110.75 Cr	Leisure Services	0.80%
60	Emami Limited ₹110.68 Cr	Personal Products	0.80%
61	Billionbrains Garage Ventures Ltd ₹110.04 Cr	Capital Markets	0.79%
62	PB Fintech Limited ₹100.13 Cr	Financial Technology (Fintech)	0.72%
63	Grindwell Norton Limited ₹98.93 Cr	Industrial Products	0.71%
64	Deepak Nitrite Limited ₹96.38 Cr	Chemicals & Petrochemicals	0.70%
65	Indegene Limited ₹92.58 Cr	Healthcare Services	0.67%
66	Chalet Hotels Limited ₹87.75 Cr	Leisure Services	0.63%
67	Bharti Hexacom Limited ₹83.15 Cr	Telecom - Services	0.60%
68	Kirloskar Ferrous Industries Ltd. ₹80.44 Cr	Industrial Products	0.58%
69	Fractal Analytics Ltd ₹70.32 Cr	IT - Software	0.51%
70	JSW Infrastructure Ltd ₹59.81 Cr	Transport Infrastructure	0.43%
71	PI Industries Limited ₹53.18 Cr	Fertilizers & Agrochemicals	0.38%
72	Manipal Health Enterprises Ltd ₹48.02 Cr	Healthcare Services	0.35%