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Sundaram Mid Cap Fund - Growth

  • Regular
  • Direct
Category : Mid Cap Fund
Fund House : Sundaram Mutual Fund
Equity Holding : 95.22% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 95.22%
No of Stocks : 75 (Category Avg - 69.74) | Large Cap Investments : 10.54%| Mid Cap Investments : 38.63% | Small Cap Investments : 16.82% | Other : 29.2%

Portfolio Summary (as on 31st Aug,2025)

Particulars This Scheme Category
No. of Stocks 75 69.61
Top 5 Stock Weight 14.98% 16.9%
Top 10 Stock Weight 25.71% 30.06%
Top 3 Sector Weight 15.58% 21.09%
Category - Mid Cap Fund
Particulars This Scheme Category
Average mcap (Cr) 12105.18 14291.8
Holdings in large cap stocks 10.54% 9.35%
Holdings in mid cap stocks 38.63% 35.05%
Holdings in small cap stocks 16.82% 18.26%
Category - Mid Cap Fund

Top 10 Stocks holding in Portfolio (as on 31st Aug,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Cummins India Ltd. Compressors, pumps & diesel engines 4936.3 3.95% 0.31% 3.95% (Aug 2025) 3.15% (Apr 2025) 12.90 L 0.00
Coromandel International Ltd. Fertilizers 3954.6 3.16% -0.50% 3.66% (Jul 2025) 2.23% (Sep 2024) 17.13 L 0.00
Fortis Healthcare Ltd. Hospital 3535.9 2.83% 0.19% 2.83% (Aug 2025) 2.13% (Sep 2024) 38.79 L 0.00
GE T&D India Ltd. Heavy electrical equipment 3278.2 2.62% 0.07% 2.62% (Aug 2025) 1% (Sep 2024) 11.80 L 0.00
Mahindra & Mahindra Financial Services Ltd. Non banking financial company (nbfc) 3027.3 2.42% -0.02% 2.44% (Jul 2025) 1.14% (Oct 2024) 1.19 Cr 0.00
Lupin Ltd. Pharmaceuticals 2973.8 2.38% 0.01% 2.59% (Dec 2024) 2.22% (May 2025) 15.69 L 19.88 k
Kalyan Jewellers India Ltd. Gems, jewellery and watches 2710.1 2.17% -0.67% 4.23% (Sep 2024) 2.17% (Aug 2025) 53.76 L -6.41 L
J.K. Cement Ltd. Cement & cement products 2591.7 2.07% 0.05% 2.07% (Aug 2025) 1.09% (Sep 2024) 3.73 L -9.46 k
Persistent Systems Ltd. Computers - software & consulting 2572.6 2.06% 0.07% 2.51% (Jan 2025) 1.99% (Jul 2025) 4.85 L 0.00
Indian Bank Public sector bank 2564.4 2.05% 0.07% 2.34% (Jan 2025) 1.84% (Sep 2024) 39.26 L -0.95 L
- indicates change in weight in the portfolio. # indicates a new entry.

Complete equity Portfolio (as on 31st Aug,2025)

Help me understand this table
Stock Invested in
Sector
Sector Total
Value(Mn)
% of Total Holdings
1M Change
1Y Highest Holding
1Y Lowest Holding
Quantity
1M Change in Qty
M-Cap
GroupName
Cummins India Ltd. Compressors, pumps & diesel engines 3.95 4936.3 3.95% 0.31% 3.95% (Aug 2025) 3.15% (Apr 2025) 12.90 L 0.00 Mid Cap 38.63
Coromandel International Ltd. Fertilizers 3.16 3954.6 3.16% -0.50% 3.66% (Jul 2025) 2.23% (Sep 2024) 17.13 L 0.00 Mid Cap 38.63
Fortis Healthcare Ltd. Hospital 4.26 3535.9 2.83% 0.19% 2.83% (Aug 2025) 2.13% (Sep 2024) 38.79 L 0.00 Other 29.2
GE T&D India Ltd. Heavy electrical equipment 3.65 3278.2 2.62% 0.07% 2.62% (Aug 2025) 1% (Sep 2024) 11.80 L 0.00 Small Cap 16.82
Mahindra & Mahindra Financial Services Ltd. Non banking financial company (nbfc) 3.55 3027.3 2.42% -0.02% 2.44% (Jul 2025) 1.14% (Oct 2024) 1.19 Cr 0.00 Mid Cap 38.63
Lupin Ltd. Pharmaceuticals 5.71 2973.8 2.38% 0.01% 2.59% (Dec 2024) 2.22% (May 2025) 15.69 L 19.88 k Large Cap 10.54
Kalyan Jewellers India Ltd. Gems, jewellery and watches 2.17 2710.1 2.17% -0.67% 4.23% (Sep 2024) 2.17% (Aug 2025) 53.76 L -6.41 L Other 29.2
J.K. Cement Ltd. Cement & cement products 3.06 2591.7 2.07% 0.05% 2.07% (Aug 2025) 1.09% (Sep 2024) 3.73 L -9.46 k Small Cap 16.82
Persistent Systems Ltd. Computers - software & consulting 3.98 2572.6 2.06% 0.07% 2.51% (Jan 2025) 1.99% (Jul 2025) 4.85 L 0.00 Other 29.2
Indian Bank Public sector bank 2.05 2564.4 2.05% 0.07% 2.34% (Jan 2025) 1.84% (Sep 2024) 39.26 L -0.95 L Mid Cap 38.63
Marico Ltd. Personal care 3.72 2539.8 2.03% 0.06% 2.19% (Apr 2025) 0.85% (Sep 2024) 34.99 L 0.00 Large Cap 10.54
Jubilant Foodworks Ltd. Restaurants 3.03 2471.9 1.98% 0.36% 1.98% (Aug 2025) 1.29% (Oct 2024) 39.38 L 8.28 L Other 29.2
IDFC First Bank Ltd. Private sector bank 3.83 2422.6 1.94% 0.07% 1.94% (Aug 2025) 0% (Sep 2024) 3.56 Cr 14.62 L Mid Cap 38.63
Coforge Ltd. Computers - software & consulting 3.98 2398.8 1.92% 0.12% 1.92% (Aug 2025) 0.9% (Sep 2024) 13.91 L 91.52 k Other 29.2
Federal Bank Ltd. Private sector bank 3.83 2366.6 1.89% -0.09% 3.39% (Nov 2024) 1.89% (Aug 2025) 1.23 Cr 0.00 Mid Cap 38.63
Hindustan Petroleum Corporation Ltd. Refineries & marketing 1.85 2309.7 1.85% -0.19% 2.1% (Jun 2025) 1.42% (Oct 2024) 61.44 L 0.00 Large Cap 10.54
# Jindal Steel Ltd. Iron & steel products 2.61 2251.2 1.80% 0.00% 1.82% (Jul 2025) 0.96% (Nov 2024) 23.80 L 0.00 Mid Cap 38.63
Delhivery Ltd. Logistics solution provider 1.8 2247.4 1.80% 0.09% 1.8% (Aug 2025) 1.22% (Mar 2025) 48.02 L -2.60 L Other 29.2
Phoenix Mills Ltd. Residential, commercial projects 3.59 2245.2 1.80% 0.04% 1.8% (Aug 2025) 0% (Sep 2024) 14.94 L 0.00 Small Cap 16.82
PB Fintech Ltd. Financial technology (fintech) 1.71 2132.5 1.71% -0.03% 2.02% (Dec 2024) 1.49% (Sep 2024) 12.04 L 0.00 Other 29.2
BSE Ltd. Exchange and data platform 1.66 2080.6 1.66% -0.23% 2.1% (Jun 2025) 0.92% (Sep 2024) 9.93 L 10.56 k Small Cap 16.82
Apollo Tyres Limited Tyres & rubber products 1.54 1921.4 1.54% 0.05% 1.68% (Apr 2025) 1.14% (Sep 2024) 41.57 L 0.00 Mid Cap 38.63
Chalet Hotels Ltd. Hotels & resorts 1.51 1882.5 1.51% 0.16% 1.51% (Aug 2025) 1.2% (Sep 2024) 18.63 L 0.00 Other 29.2
Polycab India Limited Cables - electricals 1.49 1867.3 1.49% 0.09% 1.49% (Aug 2025) 1.03% (Feb 2025) 2.63 L 4.66 k Other 29.2
Bharat Electronics Ltd. Aerospace & defense 1.49 1858.4 1.49% -0.04% 1.76% (Jun 2025) 1.16% (Sep 2024) 50.31 L 0.00 Mid Cap 38.63
United Breweries Ltd. Breweries & distilleries 1.47 1837.3 1.47% -0.06% 1.77% (Apr 2025) 1.14% (Sep 2024) 9.93 L 110.00 Large Cap 10.54
WABCO India Ltd. Auto components & equipments 5.61 1817.5 1.45% 0.10% 1.45% (Aug 2025) 0.36% (Nov 2024) 1.29 L 0.00 Mid Cap 38.63
Max Healthcare Institute Ltd. Hospital 4.26 1793.3 1.43% -0.10% 1.55% (Jun 2025) 1.2% (Sep 2024) 15.54 L 0.00 Other 29.2
TVS Holdings Ltd. Auto components & equipments 5.61 1778.1 1.42% 0.03% 1.65% (Sep 2024) 1.2% (Mar 2025) 1.50 L -2.00 k Small Cap 16.82
Indus Towers Ltd. Telecom - infrastructure 1.37 1716.5 1.37% -0.09% 1.77% (Apr 2025) 0.3% (Sep 2024) 50.69 L 0.00 Large Cap 10.54
DR. LAL PATHLABS Ltd. Healthcare service provider 1.37 1707.4 1.37% 0.07% 1.37% (Aug 2025) 0.55% (Sep 2024) 5.16 L 0.00 Small Cap 16.82
Supreme Industries Ltd. Plastic products - industrial 1.27 1591.3 1.27% 0.06% 1.31% (May 2025) 0.77% (Oct 2024) 3.56 L 0.00 Mid Cap 38.63
TVS Motor Company Ltd. 2/3 wheelers 1.64 1526 1.22% 0.18% 1.22% (Aug 2025) 0.87% (Dec 2024) 4.66 L 0.00 Mid Cap 38.63
LIC Housing Finance Ltd. Housing finance company 1.18 1472.2 1.18% -0.06% 1.26% (Jun 2025) 0.59% (Sep 2024) 26.52 L 0.00 Mid Cap 38.63
Alkem Laboratories Ltd. Pharmaceuticals 5.71 1460.7 1.17% 0.07% 1.68% (Apr 2025) 1.06% (Jun 2025) 2.75 L 0.00 Mid Cap 38.63
Au Small Finance Bank Ltd. Other bank 1.14 1428.6 1.14% -0.03% 2.12% (Sep 2024) 1.04% (Mar 2025) 19.90 L 0.00 Mid Cap 38.63
Shriram Finance Ltd. Non banking financial company (nbfc) 3.55 1414.2 1.13% -0.04% 1.45% (Sep 2024) 0.89% (May 2025) 24.37 L 1.07 L Other 29.2
UNO Minda Ltd. Auto components & equipments 5.61 1351.1 1.08% 0.21% 1.08% (Aug 2025) 0.85% (Apr 2025) 10.56 L 0.00 Small Cap 16.82
L&T Technology Services Ltd. It enabled services 1.07 1342.9 1.07% 0.03% 1.07% (Aug 2025) 0% (Sep 2024) 3.18 L 12.02 k Mid Cap 38.63
Devyani International Ltd. Restaurants 3.03 1318 1.05% 0.11% 1.05% (Aug 2025) 0.68% (Nov 2024) 75.65 L 2.43 L Other 29.2
Suzlon Energy Ltd. Heavy electrical equipment 3.65 1286 1.03% 0.01% 1.03% (Aug 2025) 0.26% (Feb 2025) 2.28 Cr 20.05 L Small Cap 16.82
Mankind Pharma Ltd. Pharmaceuticals 5.71 1274.1 1.02% -0.03% 1.05% (Jul 2025) 0% (Sep 2024) 5.16 L 0.00 Other 29.2
Torrent Power Ltd. Integrated power utilities 1.01 1263 1.01% -0.06% 1.83% (Sep 2024) 1.01% (Aug 2025) 10.29 L 0.00 Mid Cap 38.63
Max Financial Services Ltd. Life insurance 1.49 1253.4 1.00% 0.07% 1.01% (Jun 2025) 0.69% (Dec 2024) 7.82 L 0.00 Mid Cap 38.63
Motilal Oswal Financial Services Ltd. Stockbroking & allied 1 1247 1.00% -0.05% 1.05% (Jul 2025) 0% (Sep 2024) 14.55 L 0.00 Small Cap 16.82
Deepak Nitrite Ltd. Specialty chemicals 0.96 1205.4 0.96% 0.03% 1.15% (Sep 2024) 0.93% (Jul 2025) 6.74 L 35.39 k Small Cap 16.82
Prestige Estates Projects Ltd. Residential, commercial projects 3.59 1202.4 0.96% -0.03% 1.09% (Jun 2025) 0.81% (Sep 2024) 7.70 L 0.00 Mid Cap 38.63
360 ONE WAM Ltd. Other financial services 1.51 1164.3 0.93% 0.05% 0.93% (Aug 2025) 0% (Sep 2024) 11.44 L 85.81 k Other 29.2
FSN E-Commerce Ventures Ltd. E-retail/ e-commerce 0.87 1086.1 0.87% 0.06% 0.87% (Aug 2025) 0% (Sep 2024) 47.19 L -1.68 L Other 29.2
Sona BLW Precision Forgings Ltd. Auto components & equipments 5.61 1073.9 0.86% 0.02% 0.86% (Aug 2025) 0.5% (Dec 2024) 24.24 L 84.29 k Other 29.2
- Oberoi Realty Ltd. Residential, commercial projects 3.59 1038.4 0.83% 0.00% 2.55% (Dec 2024) 0.83% (Aug 2025) 6.45 L 0.00 Mid Cap 38.63
Bharti Hexacom Ltd. Telecom - equipment & accessories 0.83 1035.6 0.83% -0.03% 0.89% (Jun 2025) 0.36% (Sep 2024) 5.84 L 0.00 Other 29.2
Amber Enterprises India Ltd. Household appliances 1.65 1027.1 0.82% -0.01% 0.83% (Jul 2025) 0.43% (Sep 2024) 1.41 L 10.00 k Small Cap 16.82
APL Apollo Tubes Ltd. Iron & steel products 2.61 1013.2 0.81% 0.01% 0.93% (May 2025) 0.49% (Sep 2024) 6.31 L 0.00 Other 29.2
- NHPC Ltd. Power generation 0.81 1006.8 0.81% -0.01% 0.81% (Jul 2025) 0% (Sep 2024) 1.30 Cr 7.75 L Mid Cap 38.63
Zydus Lifesciences Ltd. Pharmaceuticals 5.71 1004.3 0.80% -0.06% 1.56% (Oct 2024) 0.8% (Aug 2025) 10.24 L -1.01 L Mid Cap 38.63
Schaeffler India Ltd. Auto components & equipments 5.61 999.9 0.80% -0.05% 0.94% (Sep 2024) 0.77% (Apr 2025) 2.59 L 0.00 Other 29.2
Crompton Greaves Consumer Electricals Ltd. Household appliances 1.65 996 0.80% -0.11% 1.01% (May 2025) 0% (Sep 2024) 30.18 L -5.00 L Mid Cap 38.63
# Procter & Gamble Hygiene & Health Care Ltd. Personal care 3.72 989.8 0.79% 0.79% 0.79% (Aug 2025) 0% (Sep 2024) 75.64 k 75.64 k Large Cap 10.54
- Dixon Technologies (India) Ltd. Consumer electronics 0.77 961.7 0.77% 0.00% 0.77% (Jul 2025) 0% (Sep 2024) 57.62 k 0.00 Other 29.2
Pi Industries Ltd. Pesticides & agrochemicals 0.75 943 0.75% -0.11% 0.87% (Mar 2025) 0.6% (Dec 2024) 2.55 L 0.00 Mid Cap 38.63
Emami Ltd. Personal care 3.72 924.2 0.74% -0.02% 0.76% (Jul 2025) 0% (Sep 2024) 16.11 L 10.25 k Mid Cap 38.63
Associated Cement Companies Ltd. Cement & cement products 3.06 826.8 0.66% 0.01% 1.24% (Feb 2025) 0.65% (Jul 2025) 4.59 L 0.00 Mid Cap 38.63
Gujarat State Petronet Ltd. Gas transmission/marketing 0.59 739 0.59% -0.01% 0.78% (Sep 2024) 0.59% (Aug 2025) 25.49 L 1.52 L Mid Cap 38.63
CRISIL Ltd. Other financial services 1.51 730.5 0.58% 0.14% 0.58% (Aug 2025) 0% (Sep 2024) 1.47 L 41.69 k Mid Cap 38.63
Grindwell Norton Ltd. Abrasives & bearings 0.99 648 0.52% 0.01% 1.26% (Sep 2024) 0.51% (Jul 2025) 4.14 L 0.00 Small Cap 16.82
ICICI Prudential Life Insurance Co Ltd. Life insurance 1.49 618 0.49% -0.01% 1.03% (Feb 2025) 0.3% (Sep 2024) 10.30 L 0.00 Large Cap 10.54
Indegene Ltd. Healthcare research, analytics & technology 0.47 589.9 0.47% 0.02% 0.47% (Aug 2025) 0% (Sep 2024) 10.88 L 48.58 k Other 29.2
SKF India Ltd. Abrasives & bearings 0.99 583 0.47% 0.05% 0.47% (Aug 2025) 0% (Sep 2024) 1.31 L 25.39 k Small Cap 16.82
Ola Electric Mobility Ltd. 2/3 wheelers 1.64 511.6 0.41% 0.07% 0.63% (Nov 2024) 0.33% (Jul 2025) 94.66 L -7.34 L Other 29.2
Gland Pharma Ltd. Pharmaceuticals 5.71 428 0.34% 0.08% 0.34% (Aug 2025) 0% (Sep 2024) 2.29 L 68.69 k Other 29.2
Dalmia Bharat Ltd. Cement & cement products 3.06 413.3 0.33% 0.03% 0.33% (Aug 2025) 0% (Sep 2024) 1.72 L 0.00 Mid Cap 38.63
# Colgate - Palmolive (India) Limited Personal care 3.72 199.7 0.16% 0.16% 0.16% (Aug 2025) 0% (Sep 2024) 85.65 k 85.65 k Large Cap 10.54
Voltas Limited Household appliances 1.65 34.5 0.03% -0.22% 1.01% (Sep 2024) 0.03% (Aug 2025) 25.13 k -2.14 L Mid Cap 38.63
# TVS Motor Company Ltd. - Preference Shares 2/3 wheelers 1.64 18.6 0.01% 0.01% 0% (Sep 2025) 0% (Sep 2025) 18.63 L 18.63 L Other 29.2
Trent Limited Speciality retail 264.6 0.00% -0.21% - - - - Mid Cap 38.63
Margin Other 1402.2 0.00% -1.11% - - - - Other 29.2
Gujarat Gas Ltd. Gas transmission/marketing 0.59 141.5 0.00% -0.11% - - - - Other 29.2
Astral Ltd. Plastic products - industrial 1.27 360.8 0.00% -0.29% - - - - Mid Cap 38.63
- indicates change in weight in the portfolio. # indicates a new entry.

New Stocks added in Portfolio (in 1 month period ending 31st Aug,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
# TVS Motor Company Ltd. - Preference Shares 2/3 wheelers 18.6 0.01% 0.01% 0% (Sep 2025) 0% (Sep 2025) 18.63 L 1862960
# Procter & Gamble Hygiene & Health Care Ltd. Personal care 989.8 0.79% 0.79% 0.79% (Aug 2025) 0% (Sep 2024) 75.64 k 75639
# Colgate - Palmolive (India) Limited Personal care 199.7 0.16% 0.16% 0.16% (Aug 2025) 0% (Sep 2024) 85.65 k 85654

Stocks removed from Portfolio (in 1 month period ending 31st Aug,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Trent Limited Speciality retail 264.6 0.00% -0.21% 3.03% (Sep 2024) 0% (Sep 2024) 0.00 -52738
Margin Other 1402.2 0.00% -1.11% 0% (Sep 2025) 0% (Sep 2025) 0.00 0
Gujarat Gas Ltd. Gas transmission/marketing 141.5 0.00% -0.11% 0.15% (Sep 2024) 0% (Sep 2024) 0.00 -321233
Astral Ltd. Plastic products - industrial 360.8 0.00% -0.29% 1.13% (Jan 2025) 0% (Sep 2024) 0.00 -257519

Trend in stock holdings (Top 15 Holding)

Stock Aug 2025 Jul 2025 Jun 2025 May 2025 Apr 2025 Mar 2025 Feb 2025 Jan 2025 Dec 2024 Nov 2024 Oct 2024 Sep 2024 Aug 2024
Cummins India Ltd. 3.95% 3.64% 3.42% 3.42% 3.15% 3.42% 3.30% 3.16% 3.20% 3.45% 3.34% 3.41% 3.47%
Kalyan Jewellers India Ltd. 2.17% 2.84% 2.61% 2.73% 2.66% 2.48% 2.66% 2.60% 3.65% 3.55% 3.75% 4.23% 4.02%
Federal Bank Ltd. 1.89% 1.98% 3.25% 3.15% 3.24% 3.27% 3.27% 3.10% 3.05% 3.39% 3.30% 3.00% 3.06%
Coromandel International Ltd. 3.16% 3.66% 3.35% 3.21% 3.31% 3.06% 2.79% 2.72% 2.60% 2.52% 2.36% 2.23% 2.45%
Lupin Ltd. 2.38% 2.37% 2.28% 2.22% 2.42% 2.42% 2.46% 2.41% 2.59% 2.29% 2.46% 2.32% 2.45%
Fortis Healthcare Ltd. 2.83% 2.64% 2.40% 2.22% 2.27% 2.39% 2.27% 2.13% 2.27% 2.41% 2.30% 2.13% 2.02%
Persistent Systems Ltd. 2.06% 1.99% 2.29% 2.21% 2.21% 2.36% 2.46% 2.51% 2.48% 2.30% 2.11% 2.06% 2.06%
Indian Bank 2.05% 1.98% 2.02% 2.01% 1.98% 2.05% 2.32% 2.34% 1.91% 2.11% 2.31% 1.84% 2.00%
Trent Limited - 0.21% 0.46% 0.65% 0.78% 1.46% 1.62% 2.15% 2.82% 2.83% 2.99% 3.03% 3.40%
Mahindra & Mahindra Financial Services Ltd. 2.42% 2.44% 2.43% 1.98% 2.03% 2.15% 2.20% 2.08% 1.29% 1.27% 1.14% 1.26% 1.15%
Jindal Steel Ltd. 1.80% - - - - - - - - - - - -
Jindal Steel & Power Ltd. - 1.82% 1.75% 1.78% 1.77% 1.61% 1.37% 1.14% 0.98% 0.96% 0.99% 1.05% 1.10%
Hindustan Petroleum Corporation Ltd. 1.85% 2.04% 2.10% 2.05% 1.94% 1.91% 1.65% 1.70% 1.57% 1.49% 1.42% 1.52% 1.49%
PB Fintech Ltd. 1.71% 1.73% 1.71% 1.72% 1.67% 1.69% 1.72% 1.82% 2.02% 1.85% 1.67% 1.49% 1.69%
GE T&D India Ltd. 2.62% 2.55% 2.17% 2.14% 1.58% 1.65% 1.47% 1.47% 1.55% 1.39% 1.13% 1.00% -
Marico Ltd. 2.03% 1.97% 2.03% 2.09% 2.19% 2.07% 1.95% 1.81% 1.52% 1.56% 1.22% 0.85% 0.59%
Name Type of Instrument Weight (%)
TREPS TREPS 3.13%
Net Receivables Net Receivables 1.21%
MF Units MF Units 0.44%

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