Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 95.91%Others: 4.09%
Market Cap
Large Cap: 11.32%Mid Cap: 67.60%Small Cap: 13.04%Others: 3.95%
Number of stocks
81
Top 10 Holdings
25.69% of portfolio
Market Cap of Equity
Large Cap
11.32%
Mid Cap
67.60%
Small Cap
13.04%
Others
3.95%
Companies Allocation of Equity
Cummins India Ltd4.05%
GE Vernova T&D India Ltd3.44%
Mahindra & Mahindra Financial Services Ltd2.76%
Coromandel International Ltd2.64%
The Federal Bank Ltd2.27%
BSE Ltd2.13%
Kalyan Jewellers India Ltd2.13%
Marico Ltd2.10%
Lupin Ltd2.10%
Jindal Steel Ltd2.08%
Sector Allocation of Equity
Industrials17.16%
Financial Services19.57%
Basic Materials9.32%
Consumer Cyclical15.40%
Consumer Defensive6.07%
Healthcare10.25%
Real Estate3.07%
Energy1.77%
Technology7.53%
Communication Services2.80%
Utilities2.99%
SIP Amount
Monthly SIP Date
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.