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 Jul 2026 Comparing Jun 2026 → Jul 2026

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Stocks Held

Jul 2026

Equity Holdings

₹13,886.97 Cr

Equity only, excl. debt & cash

AAUM

₹12,665.15 Cr

Apr-Jun 2026 · Direct + Regular

Top 5 Weight

13.8%

Diversified

Top 10 Weight

24.5%

Diversified

Changes

0 new · 3 exits

Top Sector

Banks

9.5% of portfolio

Launch Date

24 Jun 2002

10+ year track record

AAUM (Average Assets Under Management) of ₹12,665.15 Cr for Apr-Jun 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 exited 3 stocks from its portfolio this month. Premier Energies Limited was the biggest exit (Electrical Equipment), which was held at 0.77%. Among existing holdings, Kalyan Jewellers India Limited saw the biggest increase — now at 2.72% of the portfolio. GE Vernova T&D India Limited was trimmed the most, now at 2.09%. Mahindra & Mahindra Financial Services Limited remains the top holding with Banks the dominant sector at 9.5%. ↓ 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

+3.65%

+5.00%

+6.43%

+10.45%

Latest NAV

₹1,682.14

24 Aug 2026

52W High

₹1,690.01

-0% from High

52W Low

₹1,240.51

+36% 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

18.9%

+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)

1.02

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.42

Penalises downside volatility only.

Std Deviation (3Y)

15.7%

Lower = more consistent returns.

NAV Chart ₹1,682.14 24 Aug 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: ₹1,682.14

Sector Shift Industry allocation month-over-month

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%

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%

🔴

Biggest Exit

Premier Energies Limited

0.77% was held · Electrical Equipment

↑

Biggest Add

Kalyan Jewellers India Limited

+0.93% · now 2.72%

↓

Biggest Trim

GE Vernova T&D India Limited

-0.82% · now 2.09%

👋 Other funds also exited

Oberoi Realty Limited 20 funds

Premier Energies Limited 13 funds

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 → Jul 2026

🔴 3 Exits ↑ 31 Increased ↓ 40 Decreased

#	Stock	Sector	Last Weight (Jun 2026)
1	Premier Energies Limited ₹107.34 Cr	Electrical Equipment	0.77%
2	Procter & Gamble Hygiene and Health Care Limited ₹86.30 Cr	Personal Products	0.62%
3	Oberoi Realty Limited ₹32.51 Cr	Realty	0.23%

#	Stock	Sector	Jun 2026	Jul 2026	Change
1	Kalyan Jewellers India Limited ₹395.18 Cr	Consumer Durables	1.79%	2.72%	+0.93%
2	IndusInd Bank Limited ₹263.24 Cr	Banks	1.02%	1.81%	+0.79%
3	Mahindra & Mahindra Financial Services Limited ₹451.33 Cr	Finance	2.63%	3.11%	+0.48%
4	TVS Motor Company Limited ₹233.23 Cr	Automobiles	1.15%	1.61%	+0.46%
5	Sona BLW Precision Forgings Limited ₹263.13 Cr	Auto Components	1.38%	1.81%	+0.43%
6	L&T Technology Services Limited ₹176.45 Cr	IT - Services	0.82%	1.22%	+0.40%
7	Swiggy Limited ₹136.48 Cr	Retailing	0.60%	0.94%	+0.34%
8	Dr. Lal Path Labs Limited ₹223.86 Cr	Healthcare Services	1.26%	1.54%	+0.28%
9	Coforge Limited ₹293.43 Cr	IT - Software	1.78%	2.02%	+0.24%
10	Dixon Technologies (India) Limited ₹182.64 Cr	Consumer Durables	1.10%	1.26%	+0.16%
11	Tata Capital Limited ₹129.33 Cr	Finance	0.74%	0.89%	+0.15%
12	The Federal Bank Limited ₹393.38 Cr	Banks	2.58%	2.71%	+0.13%
13	One 97 Communications Limited ₹151.76 Cr	Financial Technology (Fintech)	0.92%	1.05%	+0.13%
14	Info Edge (India) Limited ₹102.60 Cr	Retailing	0.58%	0.71%	+0.13%
15	Ashok Leyland Limited ₹169.95 Cr	Agricultural, Commercial & Construction Vehicles	1.05%	1.17%	+0.12%
16	Devyani International Limited ₹94.42 Cr	Leisure Services	0.55%	0.65%	+0.10%
17	Jubilant Foodworks Limited ₹201.60 Cr	Leisure Services	1.32%	1.39%	+0.07%
18	IDFC First Bank Limited ₹324.15 Cr	Banks	2.17%	2.23%	+0.06%
19	FSN E-Commerce Ventures Limited ₹225.88 Cr	Retailing	1.50%	1.56%	+0.06%
20	TVS HOLDINGS LIMTED ₹213.01 Cr	Finance	1.41%	1.47%	+0.06%
21	AU Small Finance Bank Limited ₹239.83 Cr	Banks	1.60%	1.65%	+0.05%
22	Lupin Limited ₹275.81 Cr	Pharmaceuticals & Biotechnology	1.86%	1.90%	+0.04%
23	UNO Minda Limited ₹113.33 Cr	Auto Components	0.74%	0.78%	+0.04%
24	Radico Khaitan Limited ₹107.31 Cr	Beverages	0.70%	0.74%	+0.04%
25	Coromandel International Limited ₹359.80 Cr	Fertilizers & Agrochemicals	2.45%	2.48%	+0.03%
26	360 One WAM Limited ₹232.74 Cr	Capital Markets	1.57%	1.60%	+0.03%
27	Deepak Nitrite Limited ₹113.03 Cr	Chemicals & Petrochemicals	0.75%	0.78%	+0.03%
28	Bharti Hexacom Limited ₹93.84 Cr	Telecom - Services	0.62%	0.65%	+0.03%
29	PI Industries Limited ₹70.22 Cr	Fertilizers & Agrochemicals	0.46%	0.48%	+0.02%
30	Marico Limited ₹287.31 Cr	Agricultural Food & other Products	1.97%	1.98%	+0.01%
31	Jindal Steel Limited ₹233.63 Cr	Ferrous Metals	1.60%	1.61%	+0.01%

#	Stock	Sector	Jun 2026	Jul 2026	Change
1	GE Vernova T&D India Limited ₹302.63 Cr	Electrical Equipment	2.91%	2.09%	-0.82%
2	Suzlon Energy Limited ₹277.14 Cr	Electrical Equipment	2.42%	1.91%	-0.51%
3	Colgate Palmolive (India) Limited ₹67.21 Cr	Personal Products	0.91%	0.46%	-0.45%
4	Cummins India Limited ₹398.47 Cr	Industrial Products	3.03%	2.75%	-0.28%
5	BSE Limited ₹344.63 Cr	Capital Markets	2.60%	2.38%	-0.22%
6	Polycab India Limited ₹250.43 Cr	Industrial Products	1.95%	1.73%	-0.22%
7	Bharat Electronics Limited ₹182.29 Cr	Aerospace & Defense	1.48%	1.26%	-0.22%
8	Tube Investments of India Limited ₹210.60 Cr	Auto Components	1.65%	1.45%	-0.20%
9	Max Financial Services Limited ₹270.57 Cr	Insurance	2.04%	1.87%	-0.17%
10	Motilal Oswal Financial Services Limited ₹154.88 Cr	Capital Markets	1.23%	1.07%	-0.16%
11	ZF Commercial Vehicle Control Systems India Limited ₹152.33 Cr	Auto Components	1.19%	1.05%	-0.14%
12	The Phoenix Mills Limited ₹265.06 Cr	Realty	1.94%	1.83%	-0.11%
13	JSW Energy Limited ₹150.47 Cr	Power	1.13%	1.04%	-0.09%
14	Kirloskar Oil Engines Limited ₹109.49 Cr	Industrial Products	0.84%	0.75%	-0.09%
15	Fortis Healthcare Limited ₹255.44 Cr	Healthcare Services	1.84%	1.76%	-0.08%
16	Thermax Limited ₹228.76 Cr	Electrical Equipment	1.66%	1.58%	-0.08%
17	PB Fintech Limited ₹210.79 Cr	Financial Technology (Fintech)	1.53%	1.45%	-0.08%
18	Mankind Pharma Limited ₹148.18 Cr	Pharmaceuticals & Biotechnology	1.09%	1.02%	-0.07%
19	LG Electronics India Ltd ₹125.95 Cr	Consumer Durables	0.94%	0.87%	-0.07%
20	Fractal Analytics Ltd ₹77.14 Cr	IT - Software	0.60%	0.53%	-0.07%
21	Hindustan Petroleum Corporation Limited ₹183.18 Cr	Petroleum Products	1.32%	1.26%	-0.06%
22	Max Healthcare Institute Limited ₹132.24 Cr	Healthcare Services	0.97%	0.91%	-0.06%
23	Billionbrains Garage Ventures Ltd ₹116.29 Cr	Capital Markets	0.86%	0.80%	-0.06%
24	Grindwell Norton Limited ₹106.01 Cr	Industrial Products	0.79%	0.73%	-0.06%
25	Gland Pharma Limited ₹215.25 Cr	Pharmaceuticals & Biotechnology	1.53%	1.48%	-0.05%
26	Schaeffler India Limited ₹101.98 Cr	Auto Components	0.75%	0.70%	-0.05%
27	JK Cement Limited ₹180.97 Cr	Cement & Cement Products	1.29%	1.25%	-0.04%
28	Torrent Power Limited ₹169.60 Cr	Power	1.21%	1.17%	-0.04%
29	Amber Enterprises India Limited ₹148.81 Cr	Consumer Durables	1.07%	1.03%	-0.04%
30	Emami Limited ₹112.25 Cr	Personal Products	0.81%	0.77%	-0.04%
31	Nippon Life India Asset Management Limited ₹122.24 Cr	Capital Markets	0.87%	0.84%	-0.03%
32	Indegene Limited ₹80.73 Cr	Healthcare Services	0.59%	0.56%	-0.03%
33	Delhivery Limited ₹229.05 Cr	Transport Services	1.60%	1.58%	-0.02%
34	APL Apollo Tubes Limited ₹109.17 Cr	Industrial Products	0.77%	0.75%	-0.02%
35	Chalet Hotels Limited ₹89.89 Cr	Leisure Services	0.64%	0.62%	-0.02%
36	Indian Bank ₹160.61 Cr	Banks	1.12%	1.11%	-0.01%
37	Persistent Systems Limited ₹154.68 Cr	IT - Software	1.08%	1.07%	-0.01%
38	Prestige Estates Projects Limited ₹148.61 Cr	Realty	1.03%	1.02%	-0.01%
39	Berger Paints (I) Limited ₹58.46 Cr	Consumer Durables	0.41%	0.40%	-0.01%
40	JSW Infrastructure Ltd ₹56.20 Cr	Transport Infrastructure	0.40%	0.39%	-0.01%

What Stocks Does This Fund Hold?

73 stocks — Jul 2026

#	Stock	Sector	Weight & Value
1	Mahindra & Mahindra Financial Services Limited ₹451.33 Cr	Finance	3.11%
2	Cummins India Limited ₹398.47 Cr	Industrial Products	2.75%
3	Kalyan Jewellers India Limited ₹395.18 Cr	Consumer Durables	2.72%
4	The Federal Bank Limited ₹393.38 Cr	Banks	2.71%
5	Coromandel International Limited ₹359.80 Cr	Fertilizers & Agrochemicals	2.48%
6	BSE Limited ₹344.63 Cr	Capital Markets	2.38%
7	IDFC First Bank Limited ₹324.15 Cr	Banks	2.23%
8	GE Vernova T&D India Limited ₹302.63 Cr	Electrical Equipment	2.09%
9	Coforge Limited ₹293.43 Cr	IT - Software	2.02%
10	Marico Limited ₹287.31 Cr	Agricultural Food & other Products	1.98%
11	Suzlon Energy Limited ₹277.14 Cr	Electrical Equipment	1.91%
12	Lupin Limited ₹275.81 Cr	Pharmaceuticals & Biotechnology	1.90%
13	Max Financial Services Limited ₹270.57 Cr	Insurance	1.87%
14	The Phoenix Mills Limited ₹265.06 Cr	Realty	1.83%
15	IndusInd Bank Limited ₹263.24 Cr	Banks	1.81%
16	Sona BLW Precision Forgings Limited ₹263.13 Cr	Auto Components	1.81%
17	Fortis Healthcare Limited ₹255.44 Cr	Healthcare Services	1.76%
18	Polycab India Limited ₹250.43 Cr	Industrial Products	1.73%
19	AU Small Finance Bank Limited ₹239.83 Cr	Banks	1.65%
20	Jindal Steel Limited ₹233.63 Cr	Ferrous Metals	1.61%
21	TVS Motor Company Limited ₹233.23 Cr	Automobiles	1.61%
22	360 One WAM Limited ₹232.74 Cr	Capital Markets	1.60%
23	Delhivery Limited ₹229.05 Cr	Transport Services	1.58%
24	Thermax Limited ₹228.76 Cr	Electrical Equipment	1.58%
25	FSN E-Commerce Ventures Limited ₹225.88 Cr	Retailing	1.56%
26	Dr. Lal Path Labs Limited ₹223.86 Cr	Healthcare Services	1.54%
27	Gland Pharma Limited ₹215.25 Cr	Pharmaceuticals & Biotechnology	1.48%
28	TVS HOLDINGS LIMTED ₹213.01 Cr	Finance	1.47%
29	PB Fintech Limited ₹210.79 Cr	Financial Technology (Fintech)	1.45%
30	Tube Investments of India Limited ₹210.60 Cr	Auto Components	1.45%
31	Jubilant Foodworks Limited ₹201.60 Cr	Leisure Services	1.39%
32	Alkem Laboratories Limited ₹187.17 Cr	Pharmaceuticals & Biotechnology	1.29%
33	Hindustan Petroleum Corporation Limited ₹183.18 Cr	Petroleum Products	1.26%
34	Dixon Technologies (India) Limited ₹182.64 Cr	Consumer Durables	1.26%
35	Bharat Electronics Limited ₹182.29 Cr	Aerospace & Defense	1.26%
36	JK Cement Limited ₹180.97 Cr	Cement & Cement Products	1.25%
37	L&T Technology Services Limited ₹176.45 Cr	IT - Services	1.22%
38	Ashok Leyland Limited ₹169.95 Cr	Agricultural, Commercial & Construction Vehicles	1.17%
39	Torrent Power Limited ₹169.60 Cr	Power	1.17%
40	Indian Bank ₹160.61 Cr	Banks	1.11%
41	Motilal Oswal Financial Services Limited ₹154.88 Cr	Capital Markets	1.07%
42	Persistent Systems Limited ₹154.68 Cr	IT - Software	1.07%
43	One 97 Communications Limited ₹151.76 Cr	Financial Technology (Fintech)	1.05%
44	ZF Commercial Vehicle Control Systems India Limited ₹152.33 Cr	Auto Components	1.05%
45	JSW Energy Limited ₹150.47 Cr	Power	1.04%
46	Amber Enterprises India Limited ₹148.81 Cr	Consumer Durables	1.03%
47	Mankind Pharma Limited ₹148.18 Cr	Pharmaceuticals & Biotechnology	1.02%
48	Prestige Estates Projects Limited ₹148.61 Cr	Realty	1.02%
49	Swiggy Limited ₹136.48 Cr	Retailing	0.94%
50	Max Healthcare Institute Limited ₹132.24 Cr	Healthcare Services	0.91%
51	Tata Capital Limited ₹129.33 Cr	Finance	0.89%
52	LG Electronics India Ltd ₹125.95 Cr	Consumer Durables	0.87%
53	Nippon Life India Asset Management Limited ₹122.24 Cr	Capital Markets	0.84%
54	Billionbrains Garage Ventures Ltd ₹116.29 Cr	Capital Markets	0.80%
55	Deepak Nitrite Limited ₹113.03 Cr	Chemicals & Petrochemicals	0.78%
56	UNO Minda Limited ₹113.33 Cr	Auto Components	0.78%
57	Emami Limited ₹112.25 Cr	Personal Products	0.77%
58	Kirloskar Oil Engines Limited ₹109.49 Cr	Industrial Products	0.75%
59	APL Apollo Tubes Limited ₹109.17 Cr	Industrial Products	0.75%
60	Radico Khaitan Limited ₹107.31 Cr	Beverages	0.74%
61	Grindwell Norton Limited ₹106.01 Cr	Industrial Products	0.73%
62	Info Edge (India) Limited ₹102.60 Cr	Retailing	0.71%
63	Schaeffler India Limited ₹101.98 Cr	Auto Components	0.70%
64	Bharti Hexacom Limited ₹93.84 Cr	Telecom - Services	0.65%
65	Devyani International Limited ₹94.42 Cr	Leisure Services	0.65%
66	Chalet Hotels Limited ₹89.89 Cr	Leisure Services	0.62%
67	National Aluminium Company Limited ₹89.26 Cr	Non - Ferrous Metals	0.62%
68	Indegene Limited ₹80.73 Cr	Healthcare Services	0.56%
69	Fractal Analytics Ltd ₹77.14 Cr	IT - Software	0.53%
70	PI Industries Limited ₹70.22 Cr	Fertilizers & Agrochemicals	0.48%
71	Colgate Palmolive (India) Limited ₹67.21 Cr	Personal Products	0.46%
72	Berger Paints (I) Limited ₹58.46 Cr	Consumer Durables	0.40%
73	JSW Infrastructure Ltd ₹56.20 Cr	Transport Infrastructure	0.39%