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 Apr 2026 Comparing Mar 2026 → Apr 2026

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Stocks Held

Apr 2026

Equity Holdings

₹12,946.81 Cr

Equity only, excl. debt & cash

Top 5 Weight

14.4%

Diversified

Top 10 Weight

24.6%

Diversified

Changes

4 new · 3 exits

Top Sector

Banks

8.5% of portfolio

📋 What Happened This Month Sundaram Mid Cap Fund Direct Plan made 4 new additions and exited 3 stocks this month. The biggest new buy was One 97 Communications Limited (Financial Technology (Fintech)) at 0.74% weight. Dalmia Bharat Limited was the biggest exit (Cement & Cement Products), which was held at 0.44%. Among existing holdings, Max Financial Services Limited saw the biggest increase — now at 1.99% of the portfolio. United Breweries Limited was trimmed the most, now at 0.37%. 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.

NAV Performance

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

-1.73%

+3.43%

-0.14%

+5.56%

Latest NAV

₹1,568.36

04 Jun 2026

52W High

₹1,613.36

-3% from High

52W Low

₹1,240.51

+26% 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

19.1%

+ve in 82% windows

88.9% / -33.6%

3Y Rolling Avg

16.6% 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)

1.20

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.67

Penalises downside volatility only.

Std Deviation (3Y)

15.5%

Lower = more consistent returns.

NAV Chart ₹1,568.36 04 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: ₹1,568.36

Sector Shift Industry allocation month-over-month

Feb 2026 → Mar 2026

Sector	Prev	Curr ▼	Delta
Banks	9.2%	8.7%	▼ -0.6%
Industrial Products	8.5%	8.4%	▼ -0.1%
Auto Components	6.6%	6.4%	▼ -0.2%
Electrical Equipment	5.0%	6.1%	▲ +1.1%
Pharmaceuticals & Biotechnology	5.3%	5.7%	▲ +0.5%
Consumer Durables	4.9%	5.2%	▲ +0.3%
Finance	6.5%	4.9%	▼ -1.6%
Capital Markets	4.5%	4.8%	▲ +0.3%
Healthcare Services	4.6%	4.5%	▼ -0.1%
IT - Software	3.6%	3.9%	▲ +0.3%

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%

🟢

Biggest New Buy

One 97 Communications Limited

0.74% weight · Financial Technology (Fintech)

🔴

Biggest Exit

Dalmia Bharat Limited

0.44% was held · Cement & Cement Products

↑

Biggest Add

Max Financial Services Limited

+0.81% · now 1.99%

↓

Biggest Trim

United Breweries Limited

-0.88% · now 0.37%

🤝 Other funds also bought this month

One 97 Communications Limited 33 funds

Radico Khaitan Limited 30 funds

Nippon Life India Asset Management Limited 28 funds

National Aluminium Company Limited 27 funds

👋 Other funds also exited

Dalmia Bharat Limited 15 funds

Zydus Lifesciences Limited 14 funds

LIC Housing Finance Limited 6 funds

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 → Apr 2026

🟢 4 New Entries 🔴 3 Exits ↑ 34 Increased ↓ 37 Decreased

#	Stock	Sector	Weight (Apr 2026)
1	One 97 Communications Limited ₹98.62 Cr	Financial Technology (Fintech)	0.74%
2	Nippon Life India Asset Management Limited ₹93.67 Cr	Capital Markets	0.70%
3	Radico Khaitan Limited ₹61.01 Cr	Beverages	0.46%
4	National Aluminium Company Limited ₹59.90 Cr	Non - Ferrous Metals	0.45%

#	Stock	Sector	Last Weight (Mar 2026)
1	Dalmia Bharat Limited ₹52.41 Cr	Cement & Cement Products	0.44%
2	LIC Housing Finance Limited ₹49.53 Cr	Finance	0.42%
3	Zydus Lifesciences Limited ₹26.09 Cr	Pharmaceuticals & Biotechnology	0.22%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Max Financial Services Limited ₹265.60 Cr	Insurance	1.18%	1.99%	+0.81%
2	Suzlon Energy Limited ₹214.39 Cr	Electrical Equipment	1.07%	1.60%	+0.53%
3	BSE Limited ₹344.09 Cr	Capital Markets	2.13%	2.57%	+0.44%
4	JSW Energy Limited ₹108.02 Cr	Power	0.40%	0.81%	+0.41%
5	Thermax Limited ₹159.03 Cr	Electrical Equipment	0.79%	1.19%	+0.40%
6	Torrent Power Limited ₹203.82 Cr	Power	1.14%	1.52%	+0.38%
7	FSN E-Commerce Ventures Limited ₹124.69 Cr	Retailing	0.56%	0.93%	+0.37%
8	LG Electronics India Ltd ₹101.37 Cr	Consumer Durables	0.44%	0.76%	+0.32%
9	360 One WAM Limited ₹181.06 Cr	Capital Markets	1.13%	1.35%	+0.22%
10	Billionbrains Garage Ventures Ltd ₹93.49 Cr	Capital Markets	0.53%	0.70%	+0.17%
11	Sona BLW Precision Forgings Limited ₹190.01 Cr	Auto Components	1.27%	1.42%	+0.15%
12	Deepak Nitrite Limited ₹119.47 Cr	Chemicals & Petrochemicals	0.74%	0.89%	+0.15%
13	Amber Enterprises India Limited ₹127.79 Cr	Consumer Durables	0.82%	0.96%	+0.14%
14	Motilal Oswal Financial Services Limited ₹145.48 Cr	Capital Markets	0.97%	1.09%	+0.12%
15	IDFC First Bank Limited ₹266.57 Cr	Banks	1.89%	1.99%	+0.10%
16	AU Small Finance Bank Limited ₹213.35 Cr	Banks	1.49%	1.59%	+0.10%
17	Prestige Estates Projects Limited ₹130.05 Cr	Realty	0.87%	0.97%	+0.10%
18	Devyani International Limited ₹86.30 Cr	Leisure Services	0.55%	0.65%	+0.10%
19	IndusInd Bank Limited ₹141.99 Cr	Banks	0.98%	1.06%	+0.08%
20	Fractal Analytics Ltd ₹88.92 Cr	IT - Software	0.58%	0.66%	+0.08%
21	The Phoenix Mills Limited ₹249.47 Cr	Realty	1.79%	1.86%	+0.07%
22	PB Fintech Limited ₹247.38 Cr	Financial Technology (Fintech)	1.78%	1.85%	+0.07%
23	Swiggy Limited ₹94.61 Cr	Retailing	0.65%	0.71%	+0.06%
24	Gujarat State Petronet Limited ₹91.11 Cr	Gas	0.62%	0.68%	+0.06%
25	Fortis Healthcare Limited ₹249.48 Cr	Healthcare Services	1.81%	1.86%	+0.05%
26	Polycab India Limited ₹223.04 Cr	Industrial Products	1.62%	1.67%	+0.05%
27	Tube Investments of India Limited ₹151.70 Cr	Auto Components	1.09%	1.13%	+0.04%
28	L&T Technology Services Limited ₹132.46 Cr	IT - Services	0.96%	0.99%	+0.03%
29	Grindwell Norton Limited ₹80.44 Cr	Industrial Products	0.58%	0.60%	+0.02%
30	Indegene Limited ₹78.31 Cr	Healthcare Services	0.57%	0.59%	+0.02%
31	Colgate Palmolive (India) Limited ₹134.16 Cr	Personal Products	0.99%	1.00%	+0.01%
32	Emami Limited ₹125.35 Cr	Personal Products	0.93%	0.94%	+0.01%
33	Premier Energies Limited ₹111.63 Cr	Electrical Equipment	0.82%	0.83%	+0.01%
34	Berger Paints (I) Limited ₹53.14 Cr	Consumer Durables	0.39%	0.40%	+0.01%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	United Breweries Limited ₹49.28 Cr	Beverages	1.25%	0.37%	-0.88%
2	Cummins India Limited ₹447.64 Cr	Industrial Products	4.05%	3.35%	-0.70%
3	Indus Towers Limited ₹127.08 Cr	Telecom - Services	1.38%	0.95%	-0.43%
4	Indian Bank ₹219.35 Cr	Banks	2.03%	1.64%	-0.39%
5	Persistent Systems Limited ₹178.27 Cr	IT - Software	1.64%	1.33%	-0.31%
6	Apollo Tyres Limited ₹101.83 Cr	Auto Components	1.05%	0.76%	-0.29%
7	Hindustan Petroleum Corporation Limited ₹202.26 Cr	Petroleum Products	1.77%	1.51%	-0.26%
8	Lupin Limited ₹248.98 Cr	Pharmaceuticals & Biotechnology	2.10%	1.86%	-0.24%
9	Dixon Technologies (India) Limited ₹150.75 Cr	Consumer Durables	1.37%	1.13%	-0.24%
10	Coromandel International Limited ₹325.40 Cr	Fertilizers & Agrochemicals	2.64%	2.43%	-0.21%
11	TVS HOLDINGS LIMTED ₹206.42 Cr	Finance	1.70%	1.54%	-0.16%
12	Supreme Industries Limited ₹123.17 Cr	Industrial Products	1.07%	0.92%	-0.15%
13	Jindal Steel Limited ₹259.22 Cr	Ferrous Metals	2.08%	1.94%	-0.14%
14	Marico Limited ₹263.18 Cr	Agricultural Food & other Products	2.10%	1.97%	-0.13%
15	APL Apollo Tubes Limited ₹120.28 Cr	Industrial Products	1.03%	0.90%	-0.13%
16	Alkem Laboratories Limited ₹148.73 Cr	Pharmaceuticals & Biotechnology	1.23%	1.11%	-0.12%
17	JK Cement Limited ₹175.75 Cr	Cement & Cement Products	1.42%	1.31%	-0.11%
18	GE Vernova T&D India Limited ₹446.62 Cr	Electrical Equipment	3.44%	3.34%	-0.10%
19	TVS Motor Company Limited ₹162.68 Cr	Automobiles	1.32%	1.22%	-0.10%
20	Gland Pharma Limited ₹154.77 Cr	Pharmaceuticals & Biotechnology	1.26%	1.16%	-0.10%
21	Mahindra & Mahindra Financial Services Limited ₹357.26 Cr	Finance	2.76%	2.67%	-0.09%
22	Coforge Limited ₹219.03 Cr	IT - Software	1.72%	1.64%	-0.08%
23	Dr. Lal Path Labs Limited ₹144.23 Cr	Healthcare Services	1.16%	1.08%	-0.08%
24	Max Healthcare Institute Limited ₹119.54 Cr	Healthcare Services	0.97%	0.89%	-0.08%
25	Bharti Hexacom Limited ₹88.58 Cr	Telecom - Services	0.74%	0.66%	-0.08%
26	Bharat Electronics Limited ₹216.98 Cr	Aerospace & Defense	1.69%	1.62%	-0.07%
27	Info Edge (India) Limited ₹81.40 Cr	Retailing	0.68%	0.61%	-0.07%
28	ZF Commercial Vehicle Control Systems India Limited ₹169.57 Cr	Auto Components	1.33%	1.27%	-0.06%
29	Kalyan Jewellers India Limited ₹278.02 Cr	Consumer Durables	2.13%	2.08%	-0.05%
30	The Federal Bank Limited ₹298.42 Cr	Banks	2.27%	2.23%	-0.04%
31	UNO Minda Limited ₹114.00 Cr	Auto Components	0.89%	0.85%	-0.04%
32	Schaeffler India Limited ₹103.68 Cr	Auto Components	0.81%	0.77%	-0.04%
33	Oberoi Realty Limited ₹50.09 Cr	Realty	0.41%	0.37%	-0.04%
34	Jubilant Foodworks Limited ₹212.12 Cr	Leisure Services	1.62%	1.59%	-0.03%
35	Chalet Hotels Limited ₹90.92 Cr	Leisure Services	0.71%	0.68%	-0.03%
36	Procter & Gamble Hygiene and Health Care Limited ₹102.43 Cr	Personal Products	0.79%	0.77%	-0.02%
37	Mankind Pharma Limited ₹123.57 Cr	Pharmaceuticals & Biotechnology	0.93%	0.92%	-0.01%

Full Portfolio

78 stocks — Apr 2026

#	Stock	Sector	Weight & Value
1	Cummins India Limited ₹447.64 Cr	Industrial Products	3.35%
2	GE Vernova T&D India Limited ₹446.62 Cr	Electrical Equipment	3.34%
3	Mahindra & Mahindra Financial Services Limited ₹357.26 Cr	Finance	2.67%
4	BSE Limited ₹344.09 Cr	Capital Markets	2.57%
5	Coromandel International Limited ₹325.40 Cr	Fertilizers & Agrochemicals	2.43%
6	The Federal Bank Limited ₹298.42 Cr	Banks	2.23%
7	Kalyan Jewellers India Limited ₹278.02 Cr	Consumer Durables	2.08%
8	IDFC First Bank Limited ₹266.57 Cr	Banks	1.99%
9	Max Financial Services Limited ₹265.60 Cr	Insurance	1.99%
10	Marico Limited ₹263.18 Cr	Agricultural Food & other Products	1.97%
11	Jindal Steel Limited ₹259.22 Cr	Ferrous Metals	1.94%
12	Lupin Limited ₹248.98 Cr	Pharmaceuticals & Biotechnology	1.86%
13	The Phoenix Mills Limited ₹249.47 Cr	Realty	1.86%
14	Fortis Healthcare Limited ₹249.48 Cr	Healthcare Services	1.86%
15	PB Fintech Limited ₹247.38 Cr	Financial Technology (Fintech)	1.85%
16	Delhivery Limited ₹233.65 Cr	Transport Services	1.75%
17	Polycab India Limited ₹223.04 Cr	Industrial Products	1.67%
18	Indian Bank ₹219.35 Cr	Banks	1.64%
19	Coforge Limited ₹219.03 Cr	IT - Software	1.64%
20	Bharat Electronics Limited ₹216.98 Cr	Aerospace & Defense	1.62%
21	Suzlon Energy Limited ₹214.39 Cr	Electrical Equipment	1.60%
22	AU Small Finance Bank Limited ₹213.35 Cr	Banks	1.59%
23	Jubilant Foodworks Limited ₹212.12 Cr	Leisure Services	1.59%
24	TVS HOLDINGS LIMTED ₹206.42 Cr	Finance	1.54%
25	Torrent Power Limited ₹203.82 Cr	Power	1.52%
26	Hindustan Petroleum Corporation Limited ₹202.26 Cr	Petroleum Products	1.51%
27	Sona BLW Precision Forgings Limited ₹190.01 Cr	Auto Components	1.42%
28	360 One WAM Limited ₹181.06 Cr	Capital Markets	1.35%
29	Persistent Systems Limited ₹178.27 Cr	IT - Software	1.33%
30	JK Cement Limited ₹175.75 Cr	Cement & Cement Products	1.31%
31	ZF Commercial Vehicle Control Systems India Limited ₹169.57 Cr	Auto Components	1.27%
32	TVS Motor Company Limited ₹162.68 Cr	Automobiles	1.22%
33	Thermax Limited ₹159.03 Cr	Electrical Equipment	1.19%
34	Gland Pharma Limited ₹154.77 Cr	Pharmaceuticals & Biotechnology	1.16%
35	Tube Investments of India Limited ₹151.70 Cr	Auto Components	1.13%
36	Dixon Technologies (India) Limited ₹150.75 Cr	Consumer Durables	1.13%
37	Alkem Laboratories Limited ₹148.73 Cr	Pharmaceuticals & Biotechnology	1.11%
38	Motilal Oswal Financial Services Limited ₹145.48 Cr	Capital Markets	1.09%
39	Dr. Lal Path Labs Limited ₹144.23 Cr	Healthcare Services	1.08%
40	IndusInd Bank Limited ₹141.99 Cr	Banks	1.06%
41	Colgate Palmolive (India) Limited ₹134.16 Cr	Personal Products	1.00%
42	L&T Technology Services Limited ₹132.46 Cr	IT - Services	0.99%
43	Prestige Estates Projects Limited ₹130.05 Cr	Realty	0.97%
44	Amber Enterprises India Limited ₹127.79 Cr	Consumer Durables	0.96%
45	Indus Towers Limited ₹127.08 Cr	Telecom - Services	0.95%
46	Emami Limited ₹125.35 Cr	Personal Products	0.94%
47	FSN E-Commerce Ventures Limited ₹124.69 Cr	Retailing	0.93%
48	Mankind Pharma Limited ₹123.57 Cr	Pharmaceuticals & Biotechnology	0.92%
49	Supreme Industries Limited ₹123.17 Cr	Industrial Products	0.92%
50	APL Apollo Tubes Limited ₹120.28 Cr	Industrial Products	0.90%
51	Max Healthcare Institute Limited ₹119.54 Cr	Healthcare Services	0.89%
52	Deepak Nitrite Limited ₹119.47 Cr	Chemicals & Petrochemicals	0.89%
53	UNO Minda Limited ₹114.00 Cr	Auto Components	0.85%
54	NHPC Limited ₹112.73 Cr	Power	0.84%
55	Premier Energies Limited ₹111.63 Cr	Electrical Equipment	0.83%
56	JSW Energy Limited ₹108.02 Cr	Power	0.81%
57	Schaeffler India Limited ₹103.68 Cr	Auto Components	0.77%
58	Procter & Gamble Hygiene and Health Care Limited ₹102.43 Cr	Personal Products	0.77%
59	LG Electronics India Ltd ₹101.37 Cr	Consumer Durables	0.76%
60	Apollo Tyres Limited ₹101.83 Cr	Auto Components	0.76%
61	One 97 Communications Limited ₹98.62 Cr	Financial Technology (Fintech)	0.74%
62	Swiggy Limited ₹94.61 Cr	Retailing	0.71%
63	Nippon Life India Asset Management Limited ₹93.67 Cr	Capital Markets	0.70%
64	Billionbrains Garage Ventures Ltd ₹93.49 Cr	Capital Markets	0.70%
65	Gujarat State Petronet Limited ₹91.11 Cr	Gas	0.68%
66	Chalet Hotels Limited ₹90.92 Cr	Leisure Services	0.68%
67	Fractal Analytics Ltd ₹88.92 Cr	IT - Software	0.66%
68	Bharti Hexacom Limited ₹88.58 Cr	Telecom - Services	0.66%
69	Devyani International Limited ₹86.30 Cr	Leisure Services	0.65%
70	Info Edge (India) Limited ₹81.40 Cr	Retailing	0.61%
71	Grindwell Norton Limited ₹80.44 Cr	Industrial Products	0.60%
72	Indegene Limited ₹78.31 Cr	Healthcare Services	0.59%
73	PI Industries Limited ₹77.97 Cr	Fertilizers & Agrochemicals	0.58%
74	Radico Khaitan Limited ₹61.01 Cr	Beverages	0.46%
75	National Aluminium Company Limited ₹59.90 Cr	Non - Ferrous Metals	0.45%
76	Berger Paints (I) Limited ₹53.14 Cr	Consumer Durables	0.40%
77	Oberoi Realty Limited ₹50.09 Cr	Realty	0.37%
78	United Breweries Limited ₹49.28 Cr	Beverages	0.37%