Sundaram Mid Cap Fund
The fund is positioned for infrastructure-driven growth and financial deepening in India's mid-cap segment, with a deliberate tilt toward power transmission, banking, and industrial cyclicals that benefit from capex momentum. The manager's shift out of defensive liquid holdings into TREPS and fresh exposure to telecom and consumer discretionary (Radico Khaitan) suggests increasing conviction in near-term economic acceleration. With top-5 concentration modest at 14.4% and 82 holdings well-diversified across sectors, the portfolio balances conviction with prudent risk management while capturing the mid-cap growth thesis.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Regular Growth | ₹1423.2435 | +1.50% | +6.81% | +23.09% | +19.99% |
Portfolio Metrics(latest month)
vs Category Peers
Active Stock PickerActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| One 97 Communications Ltd | 0.74% |
| Nippon Life India Asset Management Ltd | 0.70% |
| Radico Khaitan Ltd | 0.46% |
| National Aluminium Company Ltd | 0.45% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Cummins India Ltd INE298A01020 | 3.35% |
| 2 | GE Vernova T and D India Ltd INE200A01026 | 3.34% |
| 3 | Mahindra & Mahindra Financial Services Ltd INE774D01024 | 2.67% |
| 4 | BSE Ltd INE118H01025 | 2.57% |
| 5 | Coromandel International Ltd INE169A01031 | 2.43% |
| 6 | TREPS | 2.38% |
| 7 | The Federal Bank Ltd INE171A01029 | 2.23% |
| 8 | Kalyan Jewellers India Ltd INE303R01014 | 2.08% |
| 9 | IDFC First Bank Ltd INE092T01019 | 1.99% |
| 10 | Max Financial Services Ltd INE180A01020 | 1.99% |
| 11 | Marico Ltd INE196A01026 | 1.97% |
| 12 | Jindal Steel & Power Ltd INE749A01030 | 1.94% |
| 13 | Fortis Health Care Ltd INE061F01013 | 1.86% |
| 14 | The Phoenix Mills Ltd INE211B01039 | 1.86% |
| 15 | Lupin Ltd INE326A01037 | 1.86% |
| 16 | PB Fintech Ltd INE417T01026 | 1.85% |
| 17 | Delhivery Ltd INE148O01028 | 1.75% |
| 18 | Polycab India Ltd INE455K01017 | 1.67% |
| 19 | Indian Bank INE562A01011 | 1.64% |
| 20 | Coforge Ltd INE591G01025 | 1.64% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Sundaram Mid Cap Fund hold?
Sundaram Mid Cap Fund holds 80 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 14.36% of NAV.
What is the largest holding in Sundaram Mid Cap Fund?
The largest position in Sundaram Mid Cap Fund is Cummins India Ltd, accounting for 3.35% of NAV in the Industrial Products sector.
Is Sundaram Mid Cap Fund a concentrated or diversified fund?
With a Gini coefficient of 0.289, Sundaram Mid Cap Fund is well-diversified. The HHI concentration index is 15,197 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 14.36% of the portfolio.
What is the market cap allocation of Sundaram Mid Cap Fund?
Based on SEBI's AMFI classification, Sundaram Mid Cap Fund's equity portfolio is split as: Large Cap: 9.50%, Mid Cap: 71.66%, Small Cap: 14.95%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Sundaram Mid Cap Fund invest in most?
Sundaram Mid Cap Fund has the highest allocation to Banks (8.52%), Industrial Products (7.43%), Electrical Equipment (6.96%). The fund is invested across 32 sectors in total.
How actively managed is Sundaram Mid Cap Fund compared to other Mid Cap Fund funds?
Sundaram Mid Cap Fund has an Active Share of 53.33%, classifying it as "Active Stock Picker" among 30 Mid Cap Fund peers. This indicates a moderate level of differentiation from category peers.
What changed in Sundaram Mid Cap Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Sundaram Mid Cap Fund added 4 new stocks (including One 97 Communications Ltd) and exited 3 stocks (including Dalmia Cement (Bharat) Ltd.). Total holding count increased from 81 to 82 stocks.