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Sundaram Mid Cap Fund Direct-Growth Portfolio Analysis

Portfolio Overview

as on Sep 30, 2025
Number of stocks75
Top 10 Stocks (%) 26.139999999999997 %
Top 5 Stocks (%) 15.329999999999998 %
Top 3 Stocks (%) 9.95 %

Portfolio Aggregates

as on Sep 30, 2025
Large Cap Stocks (%)

12.95244 %

This fund

Vs

13.25 %

Category

Mid Cap Stocks (%)

68.04864 %

This fund

Vs

71.5 %

Category

Small Cap Stocks (%)

15.658919999999998 %

This fund

Vs

15.25 %

Category

Tiny Cap Stocks (%)

0.0 %

This fund

Vs

0.0 %

Category

Historical Trend in Sector Stocks Holding

as on Sep 30, 2025
  • %
  • #
Sector 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 Dec 23 Nov 23 Oct 23 Sep 23
Financial 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 23.029999999999998 % 2,274 Cr 22.41 % 2,083 Cr 22.199999999999996 % 1,882 Cr 23.900000000000002 % 2,097 Cr 17.15
Capital Goods 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 7.8500000000000005 % 777.05 Cr 7.6 % 705.32 Cr 7.66 % 649.31 Cr 8.14 % 715.17 Cr 13.24
Healthcare 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 10.53 % 1,040 Cr 10.57 % 983.21 Cr 9.96 % 844.41 Cr 9.899999999999999 % 869.04 Cr 11.14
Services 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 12.379999999999999 % 1,223 Cr 11.399999999999999 % 1,058 Cr 10.93 % 926.96 Cr 10.270000000000001 % 902.78 Cr 12.14
Automobile 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 10.579999999999998 % 1,045 Cr 10.339999999999998 % 960.56 Cr 10.66 % 903.67 Cr 10.73 % 942.12 Cr 7.44
Consumer Staples 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 2.41 % 237.96 Cr 2.38 % 221.86 Cr 2.64 % 224.39 Cr 2.8600000000000003 % 251.34 Cr 3.98
Chemicals 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 4.7 % 463.92 Cr 4.91 % 456.82 Cr 4.9 % 415.58 Cr 5.2299999999999995 % 457.92 Cr 4.88
Technology 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 4.7700000000000005 % 471.4 Cr 4.61 % 429.25 Cr 4.47 % 379.25 Cr 4.140000000000001 % 363.35 Cr 5.8
Energy 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 3.9399999999999995 % 389.68 Cr 4.16 % 387.55 Cr 4.46 % 378.72 Cr 4.51 % 396.57 Cr 3.71
Materials 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 3.85 % 381.83 Cr 4.390000000000001 % 407.74 Cr 4.5600000000000005 % 386.5 Cr 4.84 % 424.75 Cr 4.38
Construction 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 2.25 % 222.56 Cr 2.32 % 216.01 Cr 2.07 % 175.45 Cr 2.01 % 176.18 Cr 3.69
Metals & Mining 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 4.21 % 416.1 Cr 4.140000000000001 % 385.21 Cr 4.42 % 375.35 Cr 4.43 % 388.64 Cr 3.67
Consumer Discretionary 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 5.59 % 551.37 Cr 5.62 % 521.82 Cr 5.62 % 476.13 Cr 4.77 % 419.02 Cr 2.88
Communication 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 0 % 0 0 % 0 0 % 0 0 % 0 2.87
Others 2.63 % 330.69 Cr 4.34 % 543.38 Cr 7.46 % 920.39 Cr 2.47 % 279.77 Cr 2.54 % 321.2 Cr 3.5 % 434.37 Cr 5.13 % 634.2 Cr 0.9400000000000001 % 123.64 Cr 3.66 % 466.07 Cr 4.46 % 556.33 Cr 4.260000000000001 % 504.16 Cr 2.66 % 293.37 Cr 2.8099999999999996 % 301.74 Cr 3.2600000000000002 % 334.48 Cr 0 % 0 2.67 % 270.56 Cr 3.7399999999999998 % 369.49 Cr 4.97 % 461.65 Cr 5.26 % 446.02 Cr 4.1 % 359.73 Cr 3.35
Insurance 0.49 % 61.31 Cr 0.49 % 61.79 Cr 0.99 % 122.57 Cr 0.97 % 110.07 Cr 0.8 % 101.5 Cr 0.75 % 92.86 Cr 0.41 % 51.08 Cr 0.3 % 39.27 Cr 0.3 % 37.91 Cr 0.28 % 34.45 Cr 0 % 0 0.46 % 50.77 Cr 0.54 % 58.06 Cr 0.54 % 55.2 Cr 0.47 % 48.68 Cr 0.44 % 44.22 Cr 0 % 0 0 % 0 0 % 0 0 % 0 1.41

Sector Allocation Vs Category

as on Sep 30, 2025

Complete Current Stock Holdings

as on Sep 30, 2025
StocksSectors% of holdingValue3m6m1Y
Cummins India Ltd.Capital Goods 3.97 % 500.13 Cr3.2%3.41%3.64%
Coromandel International Ltd.Chemicals 3.06 % 385.06 Cr2.6%2.23%1.86%
Fortis Healthcare Ltd.Healthcare 2.92 % 367.66 Cr2.27%2.13%2.47%
GE Vernova T&D India LtdCapital Goods 2.77 % 349.2 Cr1.55%1.0%--
Mahindra & Mahindra Financial Services Ltd.Financial 2.61 % 328.17 Cr1.29%1.26%0.98%
Lupin Ltd.Healthcare 2.38 % 299.95 Cr2.59%2.32%1.92%
Hindustan Petroleum Corporation Ltd.Energy 2.16 % 272.44 Cr1.57%1.52%1.37%
Indian BankFinancial 2.15 % 270.42 Cr1.91%1.84%2.04%
IDFC First Bank Ltd.Financial 2.09 % 262.41 Cr------
Marico Ltd.Consumer Staples 2.03 % 255.27 Cr1.52%0.85%--
Jindal Steel Ltd.Metals & Mining 2.01 % 253.19 Cr0.98%1.05%1.24%
Kalyan Jewellers India Ltd.Consumer Discretionary 1.96 % 246.71 Cr3.65%4.23%3.48%
Jubilant FoodWorks Ltd.Services 1.96 % 246.81 Cr1.57%1.43%1.25%
The Federal Bank Ltd.Financial 1.89 % 238.16 Cr3.05%3.0%3.36%
JK Cement Ltd.Materials 1.87 % 235.04 Cr1.4%1.09%0.66%
The Phoenix Mills Ltd.Construction 1.85 % 232.33 Cr------
Persistent Systems Ltd.Technology 1.83 % 230.39 Cr2.48%2.06%2.1%
Coforge Ltd.Technology 1.82 % 229.07 Cr1.22%0.9%1.26%
Delhivery Ltd.Services 1.69 % 212.5 Cr1.43%1.45%1.5%
PB Fintech Ltd.Services 1.63 % 204.96 Cr2.02%1.49%1.31%
BSE Ltd.Services 1.61 % 202.5 Cr1.39%0.92%--
Bharat Electronics Ltd.Capital Goods 1.61 % 203.21 Cr1.37%1.16%1.64%
TVS Holdings Ltd.Automobile 1.52 % 191.11 Cr1.24%1.65%1.59%
Polycab India Ltd.Capital Goods 1.52 % 191.86 Cr1.21%1.06%1.4%
United Breweries Ltd.Consumer Staples 1.44 % 181.48 Cr1.39%1.14%0.98%
Chalet Hotels Ltd.Services 1.41 % 177.24 Cr1.38%1.2%1.54%
Apollo Tyres Ltd.Automobile 1.39 % 175.53 Cr1.36%1.14%0.49%
Max Healthcare Institute Ltd.Healthcare 1.38 % 173.17 Cr1.39%1.2%1.28%
Indus Towers Ltd.Communication 1.38 % 173.82 Cr1.29%0.3%--
ZF Commercial Vehicle Control Systems India Ltd.Automobile 1.32 % 166.63 Cr0.4%1.11%1.35%
Dr. Lal Pathlabs Ltd.Healthcare 1.27 % 159.88 Cr0.76%0.55%--
TVS Motor Company Ltd.Automobile 1.27 % 160.15 Cr0.87%1.03%0.99%
LIC Housing Finance Ltd.Financial 1.19 % 149.82 Cr0.82%0.59%--
Alkem Laboratories Ltd.Healthcare 1.19 % 149.41 Cr1.47%1.52%1.45%
AU Small Finance Bank Ltd.Financial 1.19 % 149.38 Cr1.67%2.12%1.3%
Shriram Finance LtdFinancial 1.19 % 150.15 Cr1.11%1.45%1.95%
Supreme Industries Ltd.Materials 1.16 % 146.58 Cr0.82%0.86%--
Colgate-Palmolive (India) Ltd.Consumer Staples 1.12 % 141.54 Cr------
UNO Minda Ltd.Automobile 1.09 % 137.2 Cr0.93%0.94%0.75%
L&T Technology Services Ltd.Technology 1.09 % 136.66 Cr------
Motilal Oswal Financial Services Ltd.Financial 1.03 % 129.98 Cr------
Procter & Gamble Hygiene and Health Care Ltd.Consumer Staples 1.03 % 129.57 Cr------
Suzlon Energy Ltd.Capital Goods 1.02 % 127.93 Cr0.27%0.36%--
360 One Wam Ltd.Financial 1.02 % 128.18 Cr------
Sona BLW Precision Forgings Ltd.Automobile 1.0 % 126.27 Cr0.5%0.63%0.7%
Torrent Power Ltd.Energy 1.0 % 125.43 Cr1.18%1.83%1.79%
Deepak Nitrite Ltd.Chemicals 1.0 % 126.22 Cr1.06%1.15%--
Mankind Pharma Ltd.Healthcare 1.0 % 125.57 Cr0.45%----
Max Financial Services Ltd.Financial 0.98 % 123.28 Cr0.69%0.83%1.56%
Prestige Estates Projects Ltd.Construction 0.92 % 116.25 Cr0.84%0.81%0.08%
Devyani International Ltd.Services 0.92 % 116.26 Cr0.74%0.77%0.75%
NHPC Ltd.Energy 0.89 % 112.52 Cr------
FSN E-Commerce Ventures Ltd.Services 0.87 % 109.65 Cr------
Schaeffler India Ltd.Capital Goods 0.86 % 108.82 Cr0.85%0.94%1.0%
APL Apollo Tubes Ltd.Metals & Mining 0.85 % 106.46 Cr0.5%0.49%0.59%
Oberoi Realty Ltd.Construction 0.81 % 101.99 Cr2.55%2.0%2.12%
Bharti Hexacom Ltd.Communication 0.77 % 96.88 Cr0.38%0.36%--
Dixon Technologies (India) Ltd.Capital Goods 0.75 % 94.04 Cr------
PI Industries Ltd.Chemicals 0.71 % 89.67 Cr0.6%0.73%0.78%
Amber Enterprises India Ltd.Consumer Discretionary 0.71 % 88.8 Cr0.68%0.43%--
Crompton Greaves Consumer Electricals Ltd.Consumer Discretionary 0.7 % 87.91 Cr------
Emami Ltd.Consumer Staples 0.69 % 86.72 Cr------
Zydus Lifesciences Ltd.Healthcare 0.65 % 82.18 Cr1.48%1.53%2.36%
Gujarat State Petronet Ltd.Energy 0.63 % 78.9 Cr0.69%0.78%1.57%
Grindwell Norton Ltd.Metals & Mining 0.55 % 68.98 Cr1.05%1.26%1.56%
OthersOthers 0.52 % ------
Crisil Ltd.Services 0.52 % 65.38 Cr------
SKF India Ltd.Capital Goods 0.49 % 62.28 Cr------
ACC Ltd.Materials 0.49 % 61.18 Cr0.84%0.74%--
ICICI Prudential Life Insurance Company Ltd.Insurance 0.49 % 61.31 Cr0.8%0.3%--
Indegene Ltd.Healthcare 0.48 % 61.02 Cr------
Dalmia Bharat Ltd.Materials 0.48 % 60.63 Cr----1.46%
Gland Pharma Ltd.Healthcare 0.44 % 55.77 Cr------
Ola Electric Mobility Ltd.Automobile 0.35 % 44.21 Cr0.56%0.63%--
TVS Motor Company Ltd - Pref. SharesAutomobile 0.01 % ------

Top Stocks bought last month

StocksSectorsCurrent ValueLast Month ValueAbsolute Change
Colgate-Palmolive (India) Ltd. Consumer Staples141.54 Cr19.97 Cr121.57 Cr
Hindustan Petroleum Corporation Ltd. Energy272.44 Cr230.96 Cr41.47 Cr
Procter & Gamble Hygiene and Health Care Ltd. Consumer Staples129.57 Cr98.98 Cr30.59 Cr
Jindal Steel Ltd. Metals & Mining253.19 Cr225.12 Cr28.07 Cr
Mahindra & Mahindra Financial Services Ltd. Financial328.17 Cr302.72 Cr25.45 Cr

Top Stocks sold last month

StocksSectorsCurrent ValueLast Month ValueAbsolute Change
Zydus Lifesciences Ltd. Healthcare82.18 Cr100.42 Cr18.24 Cr
ACC Ltd. Materials61.18 Cr82.68 Cr21.49 Cr
JK Cement Ltd. Materials235.04 Cr259.16 Cr24.12 Cr
Kalyan Jewellers India Ltd. Consumer Discretionary246.71 Cr271.01 Cr24.29 Cr
Persistent Systems Ltd. Technology230.39 Cr257.25 Cr26.86 Cr