Scheme

Sundaram Mid Cap Fund

Holds 72 companies worth ₹13,250 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹13,854 CrSundaram Mid Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.8% on Aug 2026, ₹14,863 Cr.
Largest holding
Mahindra Mahindra Financial Services LtdMahindra Mahindra Financial Services Ltd is 2.7% of this scheme's NAV.
Fund manager
Shalav SaketRuns its co-manager part since 24 Feb 2021, as the fund house dates it. With Bharath S (co-manager).

Holdings^{(Aug 2016 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	72 companies ·	₹ Cr
	Mahindra Mahindra Financial Services Ltd	380
	Kalyan Jewellers India Limited	357
	Cummins India	332
	Federal Bank	327
	IDFC Bank Limited	312
	Thermax	305
	Coforge Limited	280
	Sona Blw Precision Forgings	280
	Phoenix Mills Limited	271
	Coromandel International	264
	Marico	259
	Jindal Steel and Power Limited	254
	IndusInd Bank	253
	AU Small Finance Bank Limited	252
	Max Financial Services Limited	248
	Bombay Stock Exchange Limited BSE	244
	Ashok Leyland	243
	Lupin	242
	GE Vernova T D India Limited	242
	Dr Lal Path Labs Limited	233
	Gland Pharma Limited	231
	Suzlon Energy Limited	228
	TVS Motor Co Ltd	222
	Polycab India Limited	221
	FSN E Commerce Ventures Limited	217
	One 97 Communications Limited	213
	Fortis Healthcare Limited	208
	Jubilant Foodworks Limited	207
	360 One Wam Limited	206
	MOTILAL OSWAL FINANCIAL SERVICE LTD	202
	Mankind Pharma Limited	199
	LG Electronics Inc	196
	Delhivery Limited	195
	Tata Capital Limited	187
	Tube Investments of India Ltd	182
	LandT Technology Services Limited	174
	Swiggy Limited	173
	TVS Holdings Limited	170
	JK Cement	169
	Alkem Laboratories Limited	168
	Info Edge India Limited	166
	Hindustan Petroleum Corp Ltd	165
	Dixon Technologies India Limited	156
	Indian Bank	155
	Torrent Power	150
	Kirloskar Oil Engines Limited	145
	SCHAEFFLER I LTD	144
	JSW Energy	141
	Amber Enterprises India Limited	140
	Bharat Electronics	140

Mahindra Mahindra Financial…
Kalyan Jewellers India Limi…

Market value of each ticked company in Sundaram Mid Cap Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Mahindra Mahindra Financial Services Ltd	Kalyan Jewellers India Limited
Sept 2025	₹328 Cr	₹247 Cr
Oct 2025	₹376 Cr	₹284 Cr
Nov 2025	₹440 Cr	₹285 Cr
Dec 2025	₹465 Cr	₹287 Cr
Jan 2026	₹432 Cr	₹244 Cr
Feb 2026	₹430 Cr	₹276 Cr
Mar 2026	₹329 Cr	₹253 Cr
Apr 2026	₹357 Cr	₹278 Cr
May 2026	₹349 Cr	₹239 Cr
Jun 2026	₹369 Cr	₹251 Cr
Jul 2026	₹451 Cr	₹395 Cr
Aug 2026	₹436 Cr	₹388 Cr
Sept 2026	₹380 Cr	₹357 Cr

Fig. 1.Market value of each ticked company in Sundaram Mid Cap Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	9	13.45

Mid Cap	46	65.98

Small Cap	16	15.86

Unlisted	1	0.35

Cash & others		4.36

Sectors

Companies

Fig. 2.This scheme's holdings, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

Buying and selling, month by month^{(Oct 2025 – Sept 2026)}

Buying and selling, month by month. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Portfolio^{(Sept 2026)}

Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures. Click a column's header to sort by it.

Mahindra Mahindra Financial Services Ltd	Equity	Finance	1.17Cr	380	2.74
Kalyan Jewellers India Limited	Equity	Consumer Durables	64.5L	357	2.58
Cummins India	Equity	Industrial Products	6.97L	332	2.40
Federal Bank	Equity	Banks	1.03Cr	327	2.36
IDFC Bank Limited	Equity	Banks	3.83Cr	312	2.25
Thermax	Equity	Electrical Equipment	9L	305	2.20
Coforge Limited	Equity	IT - Software	16L	280	2.02
Sona Blw Precision Forgings	Equity	Auto Components	33.7L	280	2.02
Phoenix Mills Limited	Equity	Realty	14L	271	1.96
Coromandel International	Equity	Fertilizers & Agrochemicals	15L	264	1.91
Marico	Equity	Agricultural Food & other Products	33L	259	1.87
Jindal Steel and Power Limited	Equity	Ferrous Metals	22.4L	254	1.83
IndusInd Bank	Equity	Banks	28.1L	253	1.82
AU Small Finance Bank Limited	Equity	Banks	24.9L	252	1.82
Max Financial Services Limited	Equity	Insurance	18.1L	248	1.79
Bombay Stock Exchange Limited BSE	Equity	Capital Markets	7.88L	244	1.76
Ashok Leyland	Equity	Agricultural, Commercial & Construction Vehicles	1.58Cr	243	1.75
Lupin	Equity	Pharmaceuticals & Biotechnology	11.9L	242	1.75
GE Vernova T D India Limited	Equity	Electrical Equipment	5.75L	242	1.74
Dr Lal Path Labs Limited	Equity	Healthcare Services	11.8L	233	1.69
Gland Pharma Limited	Equity	Pharmaceuticals & Biotechnology	7.95L	231	1.66
Suzlon Energy Limited	Equity	Electrical Equipment	5.77Cr	228	1.65
TVS Motor Co Ltd	Equity	Automobiles	5.41L	222	1.60
Polycab India Limited	Equity	Industrial Products	2.75L	221	1.59
FSN E Commerce Ventures Limited	Equity	Retailing	67.8L	217	1.56
One 97 Communications Limited	Equity	Financial Technology (Fintech)	12.7L	213	1.54
Fortis Healthcare Limited	Equity	Healthcare Services	27L	208	1.50
Jubilant Foodworks Limited	Equity	Leisure Services	45.4L	207	1.50
360 One Wam Limited	Equity	Capital Markets	20L	206	1.49
MOTILAL OSWAL FINANCIAL SERVICE LTD	Equity	Capital Markets	20.3L	202	1.46
Mankind Pharma Limited	Equity	Pharmaceuticals & Biotechnology	7.95L	199	1.44
LG Electronics Inc	Equity	Consumer Durables	11.4L	196	1.42
Delhivery Limited	Equity	Transport Services	47.5L	195	1.41
Tata Capital Limited	Equity	Finance	57L	187	1.35
Tube Investments of India Ltd	Equity	Auto Components	7.65L	182	1.31
LandT Technology Services Limited	Equity	IT - Services	5.4L	174	1.26
Swiggy Limited	Equity	Retailing	69L	173	1.25
TVS Holdings Limited	Equity	Finance	1.4L	170	1.22
JK Cement	Equity	Cement & Cement Products	3.32L	169	1.22
Alkem Laboratories Limited	Equity	Pharmaceuticals & Biotechnology	3.25L	168	1.21
Info Edge India Limited	Equity	Retailing	13.6L	166	1.20
Hindustan Petroleum Corp Ltd	Equity	Petroleum Products	47L	165	1.19
Dixon Technologies India Limited	Equity	Consumer Durables	1.19L	156	1.12
Indian Bank	Equity	Banks	19.2L	155	1.12
Torrent Power	Equity	Power	12L	150	1.08
Kirloskar Oil Engines Limited	Equity	Industrial Products	6.3L	145	1.05
SCHAEFFLER I LTD	Equity	Auto Components	3.7L	144	1.04
JSW Energy	Equity	Power	28.6L	141	1.02
Amber Enterprises India Limited	Equity	Consumer Durables	2.1L	140	1.01
Bharat Electronics	Equity	Aerospace & Defense	36L	140	1.01
Radico Khaitan Limited	Equity	Beverages	3.17L	139	1.00
Persistent Systems	Equity	IT - Software	2.6L	137	0.99
Prestige Estate Project	Equity	Realty	9.2L	136	0.98
ZF Commercial Vehicle Control Systems India Limited	Equity	Auto Components	5.5L	129	0.93
APL Apollo Tubes	Equity	Industrial Products	5.6L	123	0.89
National Aluminium Co Ltd	Equity	Non - Ferrous Metals	34L	116	0.84
Nippon Life Asset Management Limited	Equity	Capital Markets	10.5L	113	0.81
Minda Industries Limited	Equity	Auto Components	9.6L	112	0.81
Devyani international limited	Equity	Leisure Services	85L	111	0.80
Emami	Equity	Personal Products	29.2L	111	0.80
Billionbrains Garage Ventures Ltd	Equity	Capital Markets	59.8L	110	0.79
PB Fintech Limited	Equity	Financial Technology (Fintech)	9.41L	100	0.72
Grindwell Norton Limited	Equity	Industrial Products	4.96L	98.9	0.71
Deepak Nitrite Limited	Equity	Chemicals & Petrochemicals	6.3L	96.4	0.70
Indegene Limited	Equity	Healthcare Services	15.7L	92.6	0.67
Chalet Hotels Limited	Equity	Leisure Services	10.4L	87.8	0.63
Bharti Hexacom Limited	Equity	Telecom - Services	5.84L	83.2	0.60
Kirloskar Ferrous Ind Ltd	Equity	Ferrous Metals	17.1L	80.4	0.58
Fractal Analytics Ltd	Equity	IT - Software	9.5L	70.3	0.51
Jsw Infrastructure Limited	Equity	Transport Infrastructure	16.8L	59.8	0.43
PI Industries Ltd	Equity	Fertilizers & Agrochemicals	2.3L	53.2	0.38
Manipal Health Enterprises Ltd	Equity	Healthcare Services	6.78L	48	0.35

Fig. 4.Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures.