Sundaram Mid Cap Fund

Sundaram Mutual FundEquityPortfolio as of 31 July 2026

Sundaram Mid Cap Fund holds 78 instruments (95.72% equity), led by Mahindra & Mahindra Financial Services Limited (3.11%), Cummins India Limited (2.75%) and Kalyan Jewellers India Limited (2.72%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
78
Equity Allocation
95.72%
AMC
Sundaram Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Sundaram Mid Cap Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 78 instruments with an equity allocation of 95.72%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Sundaram Mid Cap Fund's top 10 holdings account for 24.47% of its portfolio, more diversified than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 26.04% of net assets, spread across 12 sectors in total. Since its 30 June 2026 disclosure, the fund added 0 new positions and exited 3 positions, with Kalyan Jewellers India Limited seeing the largest move (+0.93pp to 2.72%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

3 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Kalyan Jewellers India Limited1.79% → 2.72%▲ +0.93
IndusInd Bank Limited1.02% → 1.81%▲ +0.79
Mahindra & Mahindra Financial Services Limited2.63% → 3.11%▲ +0.48
TVS Motor Company Limited1.15% → 1.61%▲ +0.46
Sona BLW Precision Forgings Limited1.38% → 1.81%▲ +0.43
L&T Technology Services Limited0.82% → 1.22%▲ +0.4
Swiggy Limited0.6% → 0.94%▲ +0.34
Dr. Lal Path Labs Ltd.1.26% → 1.54%▲ +0.28
Coforge Limited1.78% → 2.02%▲ +0.24
Dixon Technologies (India) Limited1.1% → 1.26%▲ +0.16

Biggest Weight Reductions

StockWeightChange
GE Vernova T&D India Limited2.91% → 2.09%▼ -0.82
Suzlon Energy Limited2.42% → 1.91%▼ -0.51
Colgate Palmolive (India) Limited0.91% → 0.46%▼ -0.45
Cummins India Limited3.03% → 2.75%▼ -0.28
Bharat Electronics Limited1.48% → 1.26%▼ -0.22
Polycab India Limited1.95% → 1.73%▼ -0.22
BSE Limited2.6% → 2.38%▼ -0.22
Tube Investments of India Limited1.65% → 1.45%▼ -0.2
Max Financial Services Limited2.04% → 1.87%▼ -0.17
Motilal Oswal Financial Services Limited1.23% → 1.07%▼ -0.16

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 3.25%, Mar: 2.76%, Apr: 2.67%, May: 2.55%, Jun: 2.63%, Jul: 3.11%
3.11%
Feb: 4.03%, Mar: 4.05%, Apr: 3.35%, May: 3.22%, Jun: 3.03%, Jul: 2.75%
2.75%
Feb: 2.09%, Mar: 2.13%, Apr: 2.08%, May: 1.75%, Jun: 1.79%, Jul: 2.72%
2.72%
Feb: 2.36%, Mar: 2.27%, Apr: 2.23%, May: 2.2%, Jun: 2.58%, Jul: 2.71%
2.71%
Feb: 2.69%, Mar: 2.64%, Apr: 2.43%, May: 2.1%, Jun: 2.45%, Jul: 2.48%
2.48%

Full Portfolio (78 holdings)

#HoldingSector% to NAV
1Mahindra & Mahindra Financial Services LimitedFinancial Services3.11%
2Cummins India LimitedIndustrials2.75%
3Cash and Other Net Current Assetsother2.73%
4Kalyan Jewellers India LimitedConsumer Discretionary2.72%
5The Federal Bank LimitedFinancial Services2.71%
6Coromandel International LimitedMaterials2.48%
7BSE LimitedFinancial Services2.38%
8IDFC First Bank LimitedFinancial Services2.23%
9GE Vernova T&D India LimitedIndustrials2.09%
10Coforge LimitedInformation Technology2.02%
11Marico LimitedConsumer Staples1.98%
12Suzlon Energy LimitedIndustrials1.91%
13Lupin LimitedHealthcare1.9%
14Max Financial Services LimitedFinancial Services1.87%
15The Phoenix Mills LimitedReal Estate1.83%
16IndusInd Bank LimitedFinancial Services1.81%
17Sona BLW Precision Forgings LimitedConsumer Discretionary1.81%
18Fortis Healthcare LimitedHealthcare1.76%
19Polycab India LimitedIndustrials1.73%
20AU Small Finance Bank LimitedFinancial Services1.65%
21JINDAL STEEL LIMITEDMaterials1.61%
22TVS Motor Company LimitedConsumer Discretionary1.61%
23360 ONE WAM LIMITEDFinancial Services1.6%
24Delhivery LimitedServices1.58%
25Thermax LimitedIndustrials1.58%
26FSN E-Commerce Ventures LimitedConsumer Discretionary1.56%
27Dr. Lal Path Labs Ltd.Healthcare1.54%
28Gland Pharma LimitedHealthcare1.48%
29TVS Holdings LimitedFinancial Services1.47%
30PB Fintech LimitedFinancial Services1.45%
31Tube Investments of India LimitedConsumer Discretionary1.45%
32Jubilant Foodworks LimitedConsumer Discretionary1.39%
33Alkem Laboratories LimitedHealthcare1.29%
34Hindustan Petroleum Corporation LimitedEnergy1.26%
35Dixon Technologies (India) LimitedConsumer Discretionary1.26%
36Bharat Electronics LimitedIndustrials1.26%
37JK Cement LimitedMaterials1.25%
38L&T Technology Services LimitedInformation Technology1.22%
39Ashok Leyland LimitedIndustrials1.17%
40Torrent Power LimitedUtilities1.17%
41Indian BankFinancial Services1.11%
42Motilal Oswal Financial Services LimitedFinancial Services1.07%
43Persistent Systems LimitedInformation Technology1.07%
44ZF Commercial Vehicle Control Systems India LimitedConsumer Discretionary1.05%
45One 97 Communications LimitedFinancial Services1.05%
46JSW Energy LimitedUtilities1.04%
47Amber Enterprises India LimitedConsumer Discretionary1.03%
48Prestige Estates Projects LimitedReal Estate1.02%
49Mankind Pharma LimitedHealthcare1.02%
50Swiggy LimitedConsumer Discretionary0.94%
51Max Healthcare Institute LimitedHealthcare0.91%
52Tata Capital LimitedFinancial Services0.89%
53LG Electronics India LimitedConsumer Discretionary0.87%
54Nippon Life India Asset Management LimitedFinancial Services0.84%
55Billionbrains Garage Ventures LimitedFinancial Services0.8%
56UNO Minda LimitedConsumer Discretionary0.78%
57Deepak Nitrite LimitedMaterials0.78%
58Emami LimitedConsumer Staples0.77%
59Kirloskar Oil Engines LimitedIndustrials0.75%
60APL Apollo Tubes LimitedIndustrials0.75%
61Radico Khaitan LimitedConsumer Staples0.74%
62Grindwell Norton LimitedIndustrials0.73%
63Info Edge (India) LimitedConsumer Discretionary0.71%
64Schaeffler India LimitedConsumer Discretionary0.7%
65Sundaram Money Market Fund Direct Plan - Growthmf0.69%
66Devyani International LimitedConsumer Discretionary0.65%
67Bharti Hexacom LimitedTelecommunication0.65%
68Chalet Hotels LimitedConsumer Discretionary0.62%
69National Aluminium Company LimitedMaterials0.62%
70Indegene LimitedHealthcare0.56%
71Fractal Analytics LimitedInformation Technology0.53%
72PI Industries LimitedMaterials0.48%
73Colgate Palmolive (India) LimitedConsumer Staples0.46%
74TREPStreps0.42%
75Berger Paints (I) LimitedConsumer Discretionary0.4%
76Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) - Direct Plan - Growth Optionmf0.4%
77JSW Infrastructure LimitedServices0.39%
78TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond0.01%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Mahindra & Mahindra Financial Services Limited is 3.11% of Sundaram Mid Cap Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Cummins India Limited is 2.75% of Sundaram Mid Cap Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Kalyan Jewellers India Limited is 2.72% of Sundaram Mid Cap Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, The Federal Bank Limited is 2.71% of Sundaram Mid Cap Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Coromandel International Limited is 2.48% of Sundaram Mid Cap Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Sundaram Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.