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 Jun 2026 Comparing May 2026 → Jun 2026

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Stocks Held

Jun 2026

Equity Holdings

₹13,507.14 Cr

Equity only, excl. debt & cash

Top 5 Weight

13.8%

Diversified

Top 10 Weight

24.8%

Diversified

Changes

2 new · 3 exits

Top Sector

Banks

8.5% 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 Ashok Leyland Limited (Agricultural, Commercial & Construction Vehicles) at 1.05% weight. Supreme Industries Limited was the biggest exit (Industrial Products), which was held at 0.88%. Among existing holdings, The Federal Bank Limited saw the biggest increase — now at 2.58% of the portfolio. GE Vernova T&D India Limited was trimmed the most, now at 2.91%. Cummins India Limited remains the top holding with Banks the dominant sector at 8.5%. ↓ 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

+2.77%

+6.32%

+6.36%

+7.48%

Latest NAV

₹1,638.03

14 Jul 2026

52W High

₹1,650.75

-1% from High

52W Low

₹1,240.51

+32% 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

16.8% p.a.

+ve in 89% 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. What do these mean? →

Sharpe Ratio (3Y)

1.15

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.60

Penalises downside volatility only.

Std Deviation (3Y)

15.7%

Lower = more consistent returns.

NAV Chart ₹1,638.03 14 Jul 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: ₹1,638.03

Sector Shift Industry allocation month-over-month

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%

May 2026 → Jun 2026

Sector	Prev	Curr ▼	Delta
Banks	8.0%	8.5%	▲ +0.5%
Electrical Equipment	7.9%	7.8%	▼ -0.1%
Industrial Products	8.2%	7.4%	▼ -0.8%
Capital Markets	7.3%	7.1%	▼ -0.2%
Pharmaceuticals & Biotechnology	5.4%	5.8%	▲ +0.4%
Auto Components	5.7%	5.7%	● +0.1%
Consumer Durables	5.3%	5.3%	● 0.0%
Finance	4.0%	4.8%	▲ +0.8%
Healthcare Services	4.5%	4.7%	▲ +0.2%
IT - Software	3.9%	3.5%	▼ -0.4%

🟢

Biggest New Buy

Ashok Leyland Limited

1.05% weight · Agricultural, Commercial & Construction Vehicles

🔴

Biggest Exit

Supreme Industries Limited

0.88% was held · Industrial Products

↑

Biggest Add

The Federal Bank Limited

+0.38% · now 2.58%

↓

Biggest Trim

GE Vernova T&D India Limited

-0.48% · now 2.91%

🤝 Other funds also bought this month

Ashok Leyland Limited 28 funds

Tata Capital Limited 7 funds

👋 Other funds also exited

Indus Towers Limited 13 funds

NHPC Limited 6 funds

Supreme Industries Limited 3 funds

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 → Jun 2026

🟢 2 New Entries 🔴 3 Exits ↑ 33 Increased ↓ 38 Decreased

#	Stock	Sector	Weight (Jun 2026)
1	Ashok Leyland Limited ₹147.67 Cr	Agricultural, Commercial & Construction Vehicles	1.05%
2	Tata Capital Limited ₹103.60 Cr	Finance	0.74%

#	Stock	Sector	Last Weight (May 2026)
1	Supreme Industries Limited ₹120.67 Cr	Industrial Products	0.88%
2	Indus Towers Limited ₹97.25 Cr	Telecom - Services	0.71%
3	NHPC Limited ₹85.82 Cr	Power	0.63%

#	Stock	Sector	May 2026	Jun 2026	Change
1	The Federal Bank Limited ₹361.81 Cr	Banks	2.20%	2.58%	+0.38%
2	Coromandel International Limited ₹343.69 Cr	Fertilizers & Agrochemicals	2.10%	2.45%	+0.35%
3	Suzlon Energy Limited ₹340.00 Cr	Electrical Equipment	2.09%	2.42%	+0.33%
4	FSN E-Commerce Ventures Limited ₹210.60 Cr	Retailing	1.26%	1.50%	+0.24%
5	JSW Infrastructure Ltd ₹55.77 Cr	Transport Infrastructure	0.17%	0.40%	+0.23%
6	IDFC First Bank Limited ₹304.28 Cr	Banks	1.99%	2.17%	+0.18%
7	Alkem Laboratories Limited ₹181.26 Cr	Pharmaceuticals & Biotechnology	1.11%	1.29%	+0.18%
8	Tube Investments of India Limited ₹231.74 Cr	Auto Components	1.50%	1.65%	+0.15%
9	Kirloskar Oil Engines Limited ₹118.20 Cr	Industrial Products	0.70%	0.84%	+0.14%
10	The Phoenix Mills Limited ₹272.80 Cr	Realty	1.81%	1.94%	+0.13%
11	Max Healthcare Institute Limited ₹135.94 Cr	Healthcare Services	0.85%	0.97%	+0.12%
12	Prestige Estates Projects Limited ₹143.87 Cr	Realty	0.92%	1.03%	+0.11%
13	Radico Khaitan Limited ₹97.54 Cr	Beverages	0.59%	0.70%	+0.11%
14	Grindwell Norton Limited ₹110.57 Cr	Industrial Products	0.69%	0.79%	+0.10%
15	Mahindra & Mahindra Financial Services Limited ₹369.49 Cr	Finance	2.55%	2.63%	+0.08%
16	Gland Pharma Limited ₹214.57 Cr	Pharmaceuticals & Biotechnology	1.45%	1.53%	+0.08%
17	Lupin Limited ₹261.27 Cr	Pharmaceuticals & Biotechnology	1.79%	1.86%	+0.07%
18	Motilal Oswal Financial Services Limited ₹172.94 Cr	Capital Markets	1.17%	1.23%	+0.06%
19	Polycab India Limited ₹273.93 Cr	Industrial Products	1.90%	1.95%	+0.05%
20	Thermax Limited ₹233.21 Cr	Electrical Equipment	1.61%	1.66%	+0.05%
21	AU Small Finance Bank Limited ₹224.00 Cr	Banks	1.55%	1.60%	+0.05%
22	Mankind Pharma Limited ₹152.74 Cr	Pharmaceuticals & Biotechnology	1.04%	1.09%	+0.05%
23	Billionbrains Garage Ventures Ltd ₹120.90 Cr	Capital Markets	0.81%	0.86%	+0.05%
24	Kalyan Jewellers India Limited ₹251.39 Cr	Consumer Durables	1.75%	1.79%	+0.04%
25	Delhivery Limited ₹224.35 Cr	Transport Services	1.57%	1.60%	+0.03%
26	JK Cement Limited ₹180.98 Cr	Cement & Cement Products	1.26%	1.29%	+0.03%
27	Dr. Lal Path Labs Limited ₹176.97 Cr	Healthcare Services	1.23%	1.26%	+0.03%
28	LG Electronics India Ltd ₹131.14 Cr	Consumer Durables	0.91%	0.94%	+0.03%
29	Nippon Life India Asset Management Limited ₹122.30 Cr	Capital Markets	0.85%	0.87%	+0.02%
30	Fortis Healthcare Limited ₹258.67 Cr	Healthcare Services	1.83%	1.84%	+0.01%
31	TVS Motor Company Limited ₹161.17 Cr	Automobiles	1.14%	1.15%	+0.01%
32	Dixon Technologies (India) Limited ₹154.96 Cr	Consumer Durables	1.09%	1.10%	+0.01%
33	One 97 Communications Limited ₹128.99 Cr	Financial Technology (Fintech)	0.91%	0.92%	+0.01%

#	Stock	Sector	May 2026	Jun 2026	Change
1	GE Vernova T&D India Limited ₹407.88 Cr	Electrical Equipment	3.39%	2.91%	-0.48%
2	PB Fintech Limited ₹214.35 Cr	Financial Technology (Fintech)	1.82%	1.53%	-0.29%
3	Persistent Systems Limited ₹151.47 Cr	IT - Software	1.37%	1.08%	-0.29%
4	Jindal Steel Limited ₹224.67 Cr	Ferrous Metals	1.87%	1.60%	-0.27%
5	BSE Limited ₹365.36 Cr	Capital Markets	2.86%	2.60%	-0.26%
6	Cummins India Limited ₹424.46 Cr	Industrial Products	3.22%	3.03%	-0.19%
7	Max Financial Services Limited ₹285.91 Cr	Insurance	2.21%	2.04%	-0.17%
8	Oberoi Realty Limited ₹32.51 Cr	Realty	0.37%	0.23%	-0.14%
9	National Aluminium Company Limited ₹86.60 Cr	Non - Ferrous Metals	0.75%	0.62%	-0.13%
10	Indian Bank ₹156.80 Cr	Banks	1.22%	1.12%	-0.10%
11	L&T Technology Services Limited ₹114.69 Cr	IT - Services	0.92%	0.82%	-0.10%
12	Fractal Analytics Ltd ₹84.28 Cr	IT - Software	0.70%	0.60%	-0.10%
13	Amber Enterprises India Limited ₹150.60 Cr	Consumer Durables	1.16%	1.07%	-0.09%
14	Deepak Nitrite Limited ₹105.16 Cr	Chemicals & Petrochemicals	0.84%	0.75%	-0.09%
15	360 One WAM Limited ₹220.29 Cr	Capital Markets	1.65%	1.57%	-0.08%
16	Hindustan Petroleum Corporation Limited ₹185.39 Cr	Petroleum Products	1.38%	1.32%	-0.06%
17	Jubilant Foodworks Limited ₹185.08 Cr	Leisure Services	1.38%	1.32%	-0.06%
18	Swiggy Limited ₹83.77 Cr	Retailing	0.66%	0.60%	-0.06%
19	PI Industries Limited ₹65.21 Cr	Fertilizers & Agrochemicals	0.52%	0.46%	-0.06%
20	ZF Commercial Vehicle Control Systems India Limited ₹166.28 Cr	Auto Components	1.24%	1.19%	-0.05%
21	JSW Energy Limited ₹158.20 Cr	Power	1.18%	1.13%	-0.05%
22	Colgate Palmolive (India) Limited ₹127.87 Cr	Personal Products	0.96%	0.91%	-0.05%
23	Procter & Gamble Hygiene and Health Care Limited ₹86.30 Cr	Personal Products	0.67%	0.62%	-0.05%
24	Coforge Limited ₹249.90 Cr	IT - Software	1.82%	1.78%	-0.04%
25	UNO Minda Limited ₹104.43 Cr	Auto Components	0.78%	0.74%	-0.04%
26	Bharat Electronics Limited ₹207.17 Cr	Aerospace & Defense	1.51%	1.48%	-0.03%
27	APL Apollo Tubes Limited ₹107.32 Cr	Industrial Products	0.80%	0.77%	-0.03%
28	Info Edge (India) Limited ₹81.83 Cr	Retailing	0.61%	0.58%	-0.03%
29	Devyani International Limited ₹77.06 Cr	Leisure Services	0.58%	0.55%	-0.03%
30	TVS HOLDINGS LIMTED ₹198.02 Cr	Finance	1.43%	1.41%	-0.02%
31	IndusInd Bank Limited ₹143.25 Cr	Banks	1.04%	1.02%	-0.02%
32	Premier Energies Limited ₹107.34 Cr	Electrical Equipment	0.79%	0.77%	-0.02%
33	Bharti Hexacom Limited ₹86.57 Cr	Telecom - Services	0.64%	0.62%	-0.02%
34	Marico Limited ₹275.96 Cr	Agricultural Food & other Products	1.98%	1.97%	-0.01%
35	Torrent Power Limited ₹169.79 Cr	Power	1.22%	1.21%	-0.01%
36	Emami Limited ₹114.01 Cr	Personal Products	0.82%	0.81%	-0.01%
37	Schaeffler India Limited ₹104.74 Cr	Auto Components	0.76%	0.75%	-0.01%
38	Indegene Limited ₹82.33 Cr	Healthcare Services	0.60%	0.59%	-0.01%

What Stocks Does This Fund Hold?

76 stocks — Jun 2026

#	Stock	Sector	Weight & Value
1	Cummins India Limited ₹424.46 Cr	Industrial Products	3.03%
2	GE Vernova T&D India Limited ₹407.88 Cr	Electrical Equipment	2.91%
3	Mahindra & Mahindra Financial Services Limited ₹369.49 Cr	Finance	2.63%
4	BSE Limited ₹365.36 Cr	Capital Markets	2.60%
5	The Federal Bank Limited ₹361.81 Cr	Banks	2.58%
6	Coromandel International Limited ₹343.69 Cr	Fertilizers & Agrochemicals	2.45%
7	Suzlon Energy Limited ₹340.00 Cr	Electrical Equipment	2.42%
8	IDFC First Bank Limited ₹304.28 Cr	Banks	2.17%
9	Max Financial Services Limited ₹285.91 Cr	Insurance	2.04%
10	Marico Limited ₹275.96 Cr	Agricultural Food & other Products	1.97%
11	Polycab India Limited ₹273.93 Cr	Industrial Products	1.95%
12	The Phoenix Mills Limited ₹272.80 Cr	Realty	1.94%
13	Lupin Limited ₹261.27 Cr	Pharmaceuticals & Biotechnology	1.86%
14	Fortis Healthcare Limited ₹258.67 Cr	Healthcare Services	1.84%
15	Kalyan Jewellers India Limited ₹251.39 Cr	Consumer Durables	1.79%
16	Coforge Limited ₹249.90 Cr	IT - Software	1.78%
17	Thermax Limited ₹233.21 Cr	Electrical Equipment	1.66%
18	Tube Investments of India Limited ₹231.74 Cr	Auto Components	1.65%
19	AU Small Finance Bank Limited ₹224.00 Cr	Banks	1.60%
20	Jindal Steel Limited ₹224.67 Cr	Ferrous Metals	1.60%
21	Delhivery Limited ₹224.35 Cr	Transport Services	1.60%
22	360 One WAM Limited ₹220.29 Cr	Capital Markets	1.57%
23	Gland Pharma Limited ₹214.57 Cr	Pharmaceuticals & Biotechnology	1.53%
24	PB Fintech Limited ₹214.35 Cr	Financial Technology (Fintech)	1.53%
25	FSN E-Commerce Ventures Limited ₹210.60 Cr	Retailing	1.50%
26	Bharat Electronics Limited ₹207.17 Cr	Aerospace & Defense	1.48%
27	TVS HOLDINGS LIMTED ₹198.02 Cr	Finance	1.41%
28	Sona BLW Precision Forgings Limited ₹193.41 Cr	Auto Components	1.38%
29	Jubilant Foodworks Limited ₹185.08 Cr	Leisure Services	1.32%
30	Hindustan Petroleum Corporation Limited ₹185.39 Cr	Petroleum Products	1.32%
31	Alkem Laboratories Limited ₹181.26 Cr	Pharmaceuticals & Biotechnology	1.29%
32	JK Cement Limited ₹180.98 Cr	Cement & Cement Products	1.29%
33	Dr. Lal Path Labs Limited ₹176.97 Cr	Healthcare Services	1.26%
34	Motilal Oswal Financial Services Limited ₹172.94 Cr	Capital Markets	1.23%
35	Torrent Power Limited ₹169.79 Cr	Power	1.21%
36	ZF Commercial Vehicle Control Systems India Limited ₹166.28 Cr	Auto Components	1.19%
37	TVS Motor Company Limited ₹161.17 Cr	Automobiles	1.15%
38	JSW Energy Limited ₹158.20 Cr	Power	1.13%
39	Indian Bank ₹156.80 Cr	Banks	1.12%
40	Dixon Technologies (India) Limited ₹154.96 Cr	Consumer Durables	1.10%
41	Mankind Pharma Limited ₹152.74 Cr	Pharmaceuticals & Biotechnology	1.09%
42	Persistent Systems Limited ₹151.47 Cr	IT - Software	1.08%
43	Amber Enterprises India Limited ₹150.60 Cr	Consumer Durables	1.07%
44	Ashok Leyland Limited ₹147.67 Cr	Agricultural, Commercial & Construction Vehicles	1.05%
45	Prestige Estates Projects Limited ₹143.87 Cr	Realty	1.03%
46	IndusInd Bank Limited ₹143.25 Cr	Banks	1.02%
47	Max Healthcare Institute Limited ₹135.94 Cr	Healthcare Services	0.97%
48	LG Electronics India Ltd ₹131.14 Cr	Consumer Durables	0.94%
49	One 97 Communications Limited ₹128.99 Cr	Financial Technology (Fintech)	0.92%
50	Colgate Palmolive (India) Limited ₹127.87 Cr	Personal Products	0.91%
51	Nippon Life India Asset Management Limited ₹122.30 Cr	Capital Markets	0.87%
52	Billionbrains Garage Ventures Ltd ₹120.90 Cr	Capital Markets	0.86%
53	Kirloskar Oil Engines Limited ₹118.20 Cr	Industrial Products	0.84%
54	L&T Technology Services Limited ₹114.69 Cr	IT - Services	0.82%
55	Emami Limited ₹114.01 Cr	Personal Products	0.81%
56	Grindwell Norton Limited ₹110.57 Cr	Industrial Products	0.79%
57	APL Apollo Tubes Limited ₹107.32 Cr	Industrial Products	0.77%
58	Premier Energies Limited ₹107.34 Cr	Electrical Equipment	0.77%
59	Deepak Nitrite Limited ₹105.16 Cr	Chemicals & Petrochemicals	0.75%
60	Schaeffler India Limited ₹104.74 Cr	Auto Components	0.75%
61	UNO Minda Limited ₹104.43 Cr	Auto Components	0.74%
62	Tata Capital Limited ₹103.60 Cr	Finance	0.74%
63	Radico Khaitan Limited ₹97.54 Cr	Beverages	0.70%
64	Chalet Hotels Limited ₹90.28 Cr	Leisure Services	0.64%
65	Procter & Gamble Hygiene and Health Care Limited ₹86.30 Cr	Personal Products	0.62%
66	Bharti Hexacom Limited ₹86.57 Cr	Telecom - Services	0.62%
67	National Aluminium Company Limited ₹86.60 Cr	Non - Ferrous Metals	0.62%
68	Fractal Analytics Ltd ₹84.28 Cr	IT - Software	0.60%
69	Swiggy Limited ₹83.77 Cr	Retailing	0.60%
70	Indegene Limited ₹82.33 Cr	Healthcare Services	0.59%
71	Info Edge (India) Limited ₹81.83 Cr	Retailing	0.58%
72	Devyani International Limited ₹77.06 Cr	Leisure Services	0.55%
73	PI Industries Limited ₹65.21 Cr	Fertilizers & Agrochemicals	0.46%
74	Berger Paints (I) Limited ₹57.30 Cr	Consumer Durables	0.41%
75	JSW Infrastructure Ltd ₹55.77 Cr	Transport Infrastructure	0.40%
76	Oberoi Realty Limited ₹32.51 Cr	Realty	0.23%