Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis
Portfolio Overview
As of October 31, 2025
Asset Allocation
Equity: 93.55%Others: 6.45%
Market Cap
Large Cap: 10.28%Mid Cap: 67.27%Equity: 3.00%Small Cap: 13.01%
Number of stocks
78
Top 10 Holdings
52.61% of portfolio
Market Cap of Equity
Large Cap
10.2787%
Mid Cap
67.2669%
Equity
3.0012%
Small Cap
13.0076%
Companies Allocation of Equity
Cummins India Ltd8.36%
Mahindra & Mahindra Financial Services Ltd5.68%
Fortis Healthcare Ltd5.55%
Coromandel International Ltd5.50%
GE Vernova T&D India Ltd5.41%
IDFC First Bank Ltd4.69%
Indian Bank4.46%
Hindustan Petroleum Corp Ltd4.42%
Kalyan Jewellers India Ltd4.29%
The Federal Bank Ltd4.24%
Sector Allocation of Equity
Industrials14.56%
Financial Services20.32%
Healthcare10.39%
Basic Materials9.54%
Energy2.21%
Consumer Cyclical16.05%
Technology5.69%
Consumer Defensive6.08%
Real Estate3.78%
Communication Services2.21%
Utilities2.46%
Equity0.27%
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.