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Sundaram Mid Cap Fund Direct-Growth Portfolio Analysis
Portfolio Overview
as on Dec 31, 2025| Number of stocks | 75 |
| Top 10 Stocks (%) | 26.429999999999996 % |
| Top 5 Stocks (%) | 15.489999999999998 % |
| Top 3 Stocks (%) | 10.309999999999999 % |
Portfolio Aggregates
as on Dec 31, 2025Large Cap Stocks (%)
9.507816 %
This fund
Vs
13.18 %
Category
Mid Cap Stocks (%)
69.40896599999999 %
This fund
Vs
69.95 %
Category
Small Cap Stocks (%)
16.543217999999996 %
This fund
Vs
16.87 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Dec 31, 2025- %
- #
| Sector | Dec 25 | Oct 25 | Sep 25 | Aug 25 | May 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 17.990000000000002 % | 2,391 Cr | 15.880000000000003 % | 2,103 Cr | 15.339999999999998 % | 1,929 Cr | 14.68 % | 1,836 Cr | 12.74 % | 1,572 Cr | 13.259999999999998 % | 1,502 Cr | 15.060000000000002 % | 1,902 Cr | 16.37 % | 2,034 Cr | 16.580000000000002 % | 2,049 Cr | 16.51 % | 2,166 Cr | 17.11 % | 2,176 Cr | 16.979999999999997 % | 2,118 Cr | 17.97 % | 2,122 Cr | 18.38 % | 2,027 Cr | 19.78 % | 2,122 Cr | 20.940000000000005 % | 2,151 Cr | 21.579999999999995 % | 2,214 Cr | 23.709999999999997 % | 2,397 Cr | |
| Capital Goods | 12.839999999999998 % | 1,707 Cr | 13.239999999999997 % | 1,752 Cr | 12.989999999999998 % | 1,637 Cr | 12.62 % | 1,577 Cr | 10.81 % | 1,334 Cr | 9.929999999999998 % | 1,124 Cr | 9.18 % | 1,156 Cr | 9.510000000000002 % | 1,181 Cr | 9.809999999999999 % | 1,211 Cr | 9.82 % | 1,289 Cr | 9.14 % | 1,162 Cr | 9.81 % | 1,224 Cr | 9.99 % | 1,179 Cr | 11.590000000000002 % | 1,278 Cr | 10.45 % | 1,120 Cr | 9.67 % | 993.08 Cr | 9.25 % | 948.56 Cr | 8.98 % | 908.16 Cr | |
| Services | 10.629999999999999 % | 1,413 Cr | 11.01 % | 1,457 Cr | 10.61 % | 1,335 Cr | 11.16 % | 1,394 Cr | 11.750000000000002 % | 1,449 Cr | 12.209999999999999 % | 1,384 Cr | 15.16 % | 1,913 Cr | 14.47 % | 1,797 Cr | 14.069999999999999 % | 1,735 Cr | 13.999999999999998 % | 1,839 Cr | 14.41 % | 1,832 Cr | 13.5 % | 1,685 Cr | 13.360000000000001 % | 1,580 Cr | 13.57 % | 1,496 Cr | 13.88 % | 1,490 Cr | 13.46 % | 1,382 Cr | 13.5 % | 1,385 Cr | 12.2 % | 1,233 Cr | |
| Healthcare | 9.779999999999998 % | 1,299 Cr | 10.4 % | 1,375 Cr | 11.709999999999999 % | 1,474 Cr | 11.809999999999999 % | 1,476 Cr | 10.4 % | 1,284 Cr | 10.830000000000002 % | 1,227 Cr | 11.0 % | 1,388 Cr | 10.3 % | 1,279 Cr | 11.26 % | 1,390 Cr | 11.030000000000001 % | 1,449 Cr | 11.19 % | 1,422 Cr | 10.979999999999999 % | 1,368 Cr | 11.139999999999997 % | 1,316 Cr | 10.83 % | 1,191 Cr | 11.26 % | 1,208 Cr | 11.549999999999999 % | 1,185 Cr | 11.309999999999999 % | 1,160 Cr | 10.96 % | 1,109 Cr | |
| Automobile | 8.28 % | 1,102 Cr | 7.569999999999999 % | 1,000 Cr | 7.949999999999999 % | 1,003 Cr | 7.989999999999999 % | 999.83 Cr | 7.57 % | 934.88 Cr | 8.430000000000001 % | 955.22 Cr | 8.57 % | 1,082 Cr | 8.840000000000002 % | 1,099 Cr | 9.34 % | 1,153 Cr | 10.570000000000002 % | 1,386 Cr | 10.670000000000002 % | 1,357 Cr | 9.899999999999999 % | 1,234 Cr | 9.98 % | 1,181 Cr | 9.82 % | 1,081 Cr | 8.86 % | 950.44 Cr | 9.389999999999999 % | 965.46 Cr | 9.58 % | 982.76 Cr | 10.399999999999999 % | 1,049 Cr | |
| Consumer Staples | 6.25 % | 831.04 Cr | 6.08 % | 805.3 Cr | 6.31 % | 794.6 Cr | 5.1899999999999995 % | 649.08 Cr | 4.02 % | 496.05 Cr | 4.109999999999999 % | 465.75 Cr | 3.71 % | 467.79 Cr | 3.7800000000000002 % | 469.06 Cr | 3.29 % | 406.44 Cr | 2.9 % | 380.45 Cr | 2.73 % | 347.24 Cr | 2.64 % | 328.13 Cr | 2.34 % | 276.48 Cr | 1.94 % | 213.19 Cr | 2.13 % | 228 Cr | 1.97 % | 201.57 Cr | 1.7200000000000002 % | 176.5 Cr | 1.9100000000000001 % | 193.28 Cr | |
| Technology | 4.859999999999999 % | 646.72 Cr | 4.82 % | 638.54 Cr | 4.74 % | 596.13 Cr | 5.050000000000001 % | 631.42 Cr | 5.1499999999999995 % | 635.28 Cr | 5.66 % | 641.75 Cr | 5.359999999999999 % | 677.07 Cr | 5.12 % | 635.89 Cr | 4.71 % | 581.9 Cr | 4.57 % | 599.93 Cr | 4.7 % | 597.61 Cr | 4.57 % | 569.97 Cr | 4.46 % | 525.85 Cr | 4.25 % | 468.63 Cr | 4.369999999999999 % | 469.55 Cr | 4.27 % | 437.99 Cr | 5.0 % | 512.7 Cr | 4.9 % | 495.57 Cr | |
| Energy | 4.76 % | 632.05 Cr | 4.68 % | 617.8 Cr | 4.68 % | 589.3 Cr | 4.26 % | 531.83 Cr | 3.92 % | 483.53 Cr | 3.96 % | 447.97 Cr | 3.5700000000000003 % | 449.01 Cr | 3.49 % | 434.1 Cr | 4.029999999999999 % | 496.44 Cr | 4.28 % | 561.69 Cr | 4.31 % | 549.52 Cr | 4.279999999999999 % | 533.03 Cr | 3.9299999999999997 % | 464.92 Cr | 4.29 % | 472.84 Cr | 4.47 % | 478.37 Cr | 4.73 % | 485.81 Cr | 4.17 % | 427.96 Cr | 4.37 % | 442.38 Cr | |
| Chemicals | 4.47 % | 593.85 Cr | 4.34 % | 574.04 Cr | 4.77 % | 600.95 Cr | 4.87 % | 610.29 Cr | 4.97 % | 614.21 Cr | 5.1 % | 577.23 Cr | 4.67 % | 589.8 Cr | 4.7299999999999995 % | 586.36 Cr | 4.58 % | 566.89 Cr | 4.47 % | 586.95 Cr | 4.720000000000001 % | 601.06 Cr | 4.820000000000001 % | 601.36 Cr | 4.640000000000001 % | 549.59 Cr | 3.8 % | 419.57 Cr | 3.2399999999999993 % | 348.41 Cr | 3.13 % | 320.81 Cr | 3.19 % | 327.59 Cr | 3.56 % | 359.77 Cr | |
| Construction | 3.8 % | 505.43 Cr | 3.7800000000000002 % | 500.27 Cr | 3.58 % | 450.57 Cr | 3.59 % | 448.59 Cr | 3.75 % | 461.81 Cr | 3.6100000000000003 % | 408.89 Cr | 3.3899999999999997 % | 427.64 Cr | 3.0700000000000003 % | 382.65 Cr | 3.04 % | 376.13 Cr | 2.81 % | 368.89 Cr | 2.23 % | 283.66 Cr | 2.3200000000000003 % | 289.14 Cr | 2.25 % | 265.04 Cr | 2.45 % | 270.13 Cr | 2.06 % | 220.87 Cr | 2.2 % | 225.52 Cr | 2.02 % | 207.28 Cr | 2.02 % | 204.11 Cr | |
| Materials | 3.46 % | 459.02 Cr | 3.42 % | 453.47 Cr | 4.0 % | 503.44 Cr | 4.33 % | 542.3 Cr | 5.27 % | 651.43 Cr | 4.97 % | 564.52 Cr | 4.43 % | 559.93 Cr | 4.449999999999999 % | 553.76 Cr | 4.2 % | 519.18 Cr | 4.279999999999999 % | 562.4 Cr | 5.1899999999999995 % | 658.57 Cr | 5.41 % | 673.34 Cr | 5.2 % | 615.09 Cr | 5.11 % | 563.61 Cr | 5.11 % | 547.44 Cr | 4.300000000000001 % | 442.39 Cr | 4.4 % | 451.56 Cr | 4.51 % | 456.93 Cr | |
| Metals & Mining | 3.4 % | 451.51 Cr | 3.3200000000000003 % | 440.4 Cr | 3.4099999999999997 % | 428.64 Cr | 3.13 % | 391.24 Cr | 3.39 % | 418.32 Cr | 3.5 % | 397.11 Cr | 2.5300000000000002 % | 319.02 Cr | 2.62 % | 326.27 Cr | 2.73 % | 335.99 Cr | 2.8 % | 367.57 Cr | 2.89 % | 366.97 Cr | 3.05 % | 380.69 Cr | 3.81 % | 449.67 Cr | 3.9099999999999997 % | 430.82 Cr | 3.5599999999999996 % | 381.46 Cr | 3.3899999999999997 % | 347.91 Cr | 3.61 % | 370.84 Cr | 3.9499999999999997 % | 398.37 Cr | |
| Consumer Discretionary | 2.85 % | 379.28 Cr | 2.81 % | 371.89 Cr | 3.37 % | 423.44 Cr | 3.82 % | 476.77 Cr | 4.95 % | 609.68 Cr | 4.77 % | 540.48 Cr | 5.1499999999999995 % | 650.35 Cr | 5.029999999999999 % | 624.84 Cr | 5.279999999999999 % | 651.65 Cr | 5.67 % | 744.26 Cr | 5.72 % | 727.22 Cr | 5.99 % | 746.38 Cr | 5.720000000000001 % | 675.98 Cr | 4.72 % | 520.56 Cr | 5.35 % | 573.72 Cr | 5.75 % | 590.02 Cr | 5.8100000000000005 % | 595.84 Cr | 5.43 % | 548.36 Cr | |
| Communication | 2.0300000000000002 % | 270.44 Cr | 2.21 % | 292.94 Cr | 2.15 % | 270.71 Cr | 2.2 % | 275.2 Cr | 2.45 % | 301.6 Cr | 2.2199999999999998 % | 250.63 Cr | 1.67 % | 210.04 Cr | 1.54 % | 191.25 Cr | 1.12 % | 137.95 Cr | 0.6599999999999999 % | 86.94 Cr | 0.5800000000000001 % | 74.56 Cr | 0.5700000000000001 % | 70.73 Cr | 0.53 % | 63.2 Cr | 0.34 % | 37.38 Cr | 0.29 % | 31.65 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 |
Complete Current Stock Holdings
as on Dec 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Cummins India Ltd. | Capital Goods | 3.86 % | 513.06 Cr | 3.86% | 3.97% | 3.42% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 3.5 % | 465.22 Cr | 3.5% | 2.61% | 2.15% |
| Coromandel International Ltd. | Chemicals | 2.95 % | 392.09 Cr | 2.95% | 3.06% | 3.06% |
| GE Vernova T&D India Ltd | Capital Goods | 2.73 % | 362.92 Cr | 2.73% | 2.77% | 1.65% |
| IDFC First Bank Ltd. | Financial | 2.45 % | 325.13 Cr | 2.45% | 2.09% | -- |
| The Federal Bank Ltd. | Financial | 2.38 % | 316.94 Cr | 2.38% | 1.89% | 3.27% |
| Hindustan Petroleum Corporation Ltd. | Energy | 2.31 % | 306.63 Cr | 2.31% | 2.16% | 1.91% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 2.16 % | 287.14 Cr | 2.16% | 1.96% | 2.48% |
| Marico Ltd. | Consumer Staples | 2.07 % | 275 Cr | 2.07% | 2.03% | 2.07% |
| PB Fintech Ltd. | Services | 2.02 % | 268.1 Cr | 2.02% | 1.63% | 1.69% |
| The Phoenix Mills Ltd. | Construction | 1.99 % | 264.49 Cr | 1.99% | 1.85% | 1.36% |
| Fortis Healthcare Ltd. | Healthcare | 1.97 % | 261.7 Cr | 1.97% | 2.92% | 2.39% |
| Coforge Ltd. | Technology | 1.94 % | 257.77 Cr | 1.94% | 1.82% | 1.46% |
| Indian Bank | Financial | 1.9 % | 252.02 Cr | 1.9% | 2.15% | 2.05% |
| Jindal Steel Ltd. | Metals & Mining | 1.89 % | 250.82 Cr | 1.89% | 2.01% | 1.61% |
| BSE Ltd. | Services | 1.87 % | 248.78 Cr | 1.87% | 1.61% | 1.35% |
| Persistent Systems Ltd. | Technology | 1.82 % | 242.45 Cr | 1.82% | 1.83% | 2.36% |
| Jubilant FoodWorks Ltd. | Services | 1.77 % | 235.25 Cr | 1.77% | 1.96% | 1.57% |
| Lupin Ltd. | Healthcare | 1.67 % | 221.51 Cr | 1.67% | 2.38% | 2.42% |
| AU Small Finance Bank Ltd. | Financial | 1.59 % | 211.55 Cr | 1.59% | 1.19% | 1.04% |
| JK Cement Ltd. | Materials | 1.59 % | 210.9 Cr | 1.59% | 1.87% | 1.67% |
| TVS Holdings Ltd. | Automobile | 1.55 % | 206.38 Cr | 1.55% | 1.52% | 1.2% |
| Polycab India Ltd. | Capital Goods | 1.53 % | 203.28 Cr | 1.53% | 1.52% | 1.08% |
| Delhivery Ltd. | Services | 1.52 % | 202.03 Cr | 1.52% | 1.69% | 1.22% |
| Bharat Electronics Ltd. | Capital Goods | 1.51 % | 201.02 Cr | 1.51% | 1.61% | 1.5% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 1.45 % | 192.81 Cr | 1.45% | 1.32% | 1.07% |
| TVS Motor Company Ltd. | Automobile | 1.3 % | 173.24 Cr | 1.3% | 1.27% | 0.99% |
| Dixon Technologies (India) Ltd. | Capital Goods | 1.25 % | 165.83 Cr | 1.25% | 0.75% | 0.28% |
| United Breweries Ltd. | Consumer Staples | 1.24 % | 165.13 Cr | 1.24% | 1.44% | 1.69% |
| 360 One Wam Ltd. | Financial | 1.24 % | 165.35 Cr | 1.24% | 1.02% | -- |
| Indus Towers Ltd. | Communication | 1.23 % | 164.1 Cr | 1.23% | 1.38% | 1.5% |
| Chalet Hotels Ltd. | Services | 1.22 % | 162.21 Cr | 1.22% | 1.41% | 1.35% |
| Apollo Tyres Ltd. | Automobile | 1.2 % | 159.66 Cr | 1.2% | 1.39% | 1.57% |
| Dr. Lal Pathlabs Ltd. | Healthcare | 1.18 % | 156.4 Cr | 1.18% | 1.27% | 1.12% |
| Max Healthcare Institute Ltd. | Healthcare | 1.18 % | 157.13 Cr | 1.18% | 1.38% | 1.5% |
| Alkem Laboratories Ltd. | Healthcare | 1.14 % | 151.66 Cr | 1.14% | 1.19% | 1.62% |
| Motilal Oswal Financial Services Ltd. | Financial | 1.14 % | 151.28 Cr | 1.14% | 1.03% | -- |
| Suzlon Energy Ltd. | Capital Goods | 1.13 % | 150.29 Cr | 1.13% | 1.02% | 0.27% |
| Sona BLW Precision Forgings Ltd. | Automobile | 1.13 % | 150 Cr | 1.13% | 1.0% | 0.65% |
| L&T Technology Services Ltd. | Technology | 1.1 % | 146.5 Cr | 1.1% | 1.09% | -- |
| LIC Housing Finance Ltd. | Financial | 1.08 % | 143.07 Cr | 1.08% | 1.19% | 1.0% |
| Gland Pharma Ltd. | Healthcare | 1.06 % | 140.9 Cr | 1.06% | 0.44% | -- |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | 1.05 % | 139.12 Cr | 1.05% | 1.12% | -- |
| Torrent Power Ltd. | Energy | 1.02 % | 135.55 Cr | 1.02% | 1.0% | 1.31% |
| Prestige Estates Projects Ltd. | Construction | 1.0 % | 133.23 Cr | 1.0% | 0.92% | 0.88% |
| UNO Minda Ltd. | Automobile | 0.99 % | 131.75 Cr | 0.99% | 1.09% | 0.86% |
| Indusind Bank Ltd. | Financial | 0.99 % | 131.39 Cr | 0.99% | -- | -- |
| Max Financial Services Ltd. | Financial | 0.98 % | 130.78 Cr | 0.98% | 0.98% | 0.79% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | 0.95 % | 126.76 Cr | 0.95% | 1.03% | -- |
| Emami Ltd. | Consumer Staples | 0.94 % | 125 Cr | 0.94% | 0.69% | 0.35% |
| APL Apollo Tubes Ltd. | Metals & Mining | 0.91 % | 120.85 Cr | 0.91% | 0.85% | 0.85% |
| Deepak Nitrite Ltd. | Chemicals | 0.9 % | 119.11 Cr | 0.9% | 1.0% | 1.04% |
| Supreme Industries Ltd. | Materials | 0.88 % | 116.5 Cr | 0.88% | 1.16% | 0.93% |
| Mankind Pharma Ltd. | Healthcare | 0.85 % | 113.24 Cr | 0.85% | 1.0% | 0.9% |
| Oberoi Realty Ltd. | Construction | 0.81 % | 107.69 Cr | 0.81% | 0.81% | 1.37% |
| NHPC Ltd. | Energy | 0.81 % | 107.33 Cr | 0.81% | 0.89% | -- |
| Bharti Hexacom Ltd. | Communication | 0.8 % | 106.33 Cr | 0.8% | 0.77% | 0.72% |
| Devyani International Ltd. | Services | 0.77 % | 102.37 Cr | 0.77% | 0.92% | 0.84% |
| Schaeffler India Ltd. | Capital Goods | 0.73 % | 97.5 Cr | 0.73% | 0.86% | 0.88% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.69 % | 92.14 Cr | 0.69% | 0.71% | 0.8% |
| Billionbrains Garage Ventures Ltd. | Financial | 0.66 % | 88.21 Cr | 0.66% | -- | -- |
| Tube Investments Of India Ltd. | Automobile | 0.65 % | 86.4 Cr | 0.65% | -- | 0.57% |
| Dalmia Bharat Ltd. | Materials | 0.63 % | 83.54 Cr | 0.63% | 0.48% | -- |
| PI Industries Ltd. | Chemicals | 0.62 % | 82.64 Cr | 0.62% | 0.71% | 0.87% |
| Gujarat State Petronet Ltd. | Energy | 0.62 % | 82.52 Cr | 0.62% | 0.63% | 0.62% |
| Grindwell Norton Ltd. | Metals & Mining | 0.6 % | 79.83 Cr | 0.6% | 0.55% | 1.04% |
| FSN E-Commerce Ventures Ltd. | Services | 0.58 % | 76.91 Cr | 0.58% | 0.87% | -- |
| Indegene Ltd. | Healthcare | 0.53 % | 70.48 Cr | 0.53% | 0.48% | -- |
| Crisil Ltd. | Services | 0.51 % | 68.28 Cr | 0.51% | 0.52% | -- |
| Info Edge (India) Ltd. | Services | 0.37 % | 49.65 Cr | 0.37% | -- | 1.36% |
| Berger Paints India Ltd. | Materials | 0.36 % | 48.06 Cr | 0.36% | -- | -- |
| Zydus Lifesciences Ltd. | Healthcare | 0.2 % | 26.69 Cr | 0.2% | 0.65% | 0.88% |
| SKF India Ltd. | Capital Goods | 0.1 % | 13.68 Cr | 0.1% | 0.49% | -- |
| Shriram Finance Ltd | Financial | 0.08 % | 10.33 Cr | 0.08% | 1.19% | 0.99% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | 0.01 % | -- | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Cummins India Ltd. | Capital Goods | 513.06 Cr | -- | 513.06 Cr |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 465.22 Cr | -- | 465.22 Cr |
| Coromandel International Ltd. | Chemicals | 392.09 Cr | -- | 392.09 Cr |
| GE Vernova T&D India Ltd | Capital Goods | 362.92 Cr | -- | 362.92 Cr |
| IDFC First Bank Ltd. | Financial | 325.13 Cr | -- | 325.13 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Info Edge (India) Ltd. | Services | 49.65 Cr | -- | 49.65 Cr |
| Berger Paints India Ltd. | Materials | 48.06 Cr | -- | 48.06 Cr |
| Zydus Lifesciences Ltd. | Healthcare | 26.69 Cr | -- | 26.69 Cr |
| SKF India Ltd. | Capital Goods | 13.68 Cr | -- | 13.68 Cr |
| Shriram Finance Ltd | Financial | 10.33 Cr | -- | 10.33 Cr |