Fundalysisby DARKHORSESTOCKS

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).

AUM(Jun 2010 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202613,854−6.8%
Aug 202614,863+2.5%
Jul 202614,504+3.4%
Jun 202614,026+2.5%
May 202613,687+2.3%
Apr 202613,378+12.5%
Mar 202611,897−10.1%
Feb 202613,235+2.5%
Jan 202612,918−2.8%
Dec 202513,293−0.4%
Nov 202513,347+0.8%
Oct 202513,236+5.2%
AUM at month end, Sept 2026
₹13,854 Cr
+4.7% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2013 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202610.63%+0.69 pt
Jun 20269.94%+0.48 pt
Mar 20269.47%+0.10 pt
Dec 20259.36%+0.09 pt
Direct plans' share of AUM, Sept 2026
10.63%
+1.27 pt since Dec 2025
Fig. 2.Sundaram Mid Cap Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Midcap 150 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−7.03%−7.09%––−5.61%
3 months *
−5.73%−5.92%––−3.26%
6 months *
+2.37%+1.95%––+6.88%
1 year
−0.08%−0.91%+0.37%−0.46 pt+2.81%
3 years
+16.36%+15.40%+13.93%+2.43 pt+15.87%
5 years
+14.90%+13.92%+13.66%+1.24 pt+13.94%
10 years
+13.66%+12.74%+16.03%−2.37 pt+16.44%
Since launch
+17.23%+22.65%+17.41%−0.18 pt+18.24%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Midcap 150 TRI. * From NAVs. Source: AMFI.