Sundaram Mid Cap Fund
Sundaram Mutual Fund · FM: S. Bharath, Shalav Saket · INF903J01MJ3 · Direct
NAV ₹1628.87 AUM ₹14504 Cr as of 22 Sep 2026
Portfolio as of Jul 2026 · Last Update: 16-Aug-2026 05:02 PM IST
Returns
| 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | Rank (1Y) | TER | |
|---|---|---|---|---|---|---|---|---|---|
| Fund | -0.1% | -3.1% | +0.7% | +14.8% | +5.9% | +18.5% | +16.6% | 19/31 | 1.05% |
Equity allocation
95.72%
Non-equity allocation (combined)
4.28%
All Equity Holdings (73) as of Jul 2026
| # | Company | Value (₹ Cr) | % of AUM | Change |
|---|---|---|---|---|
| 1 | Mahindra & Mahindra Financial Services Ltd | 451.3 | 3.11% | — |
| 2 | Cummins India Ltd | 398.5 | 2.75% | — |
| 3 | Kalyan Jewellers India Ltd | 395.2 | 2.72% | — |
| 4 | The Federal Bank Ltd | 393.4 | 2.71% | — |
| 5 | Coromandel International Ltd | 359.8 | 2.48% | — |
| 6 | BSE Ltd | 344.6 | 2.38% | — |
| 7 | IDFC First Bank Ltd | 324.1 | 2.23% | — |
| 8 | GE Vernova T and D India Ltd | 302.6 | 2.09% | — |
| 9 | Coforge Ltd | 293.4 | 2.02% | — |
| 10 | Marico Ltd | 287.3 | 1.98% | — |
| 11 | Suzlon Energy Ltd | 277.1 | 1.91% | — |
| 12 | Lupin Ltd | 275.8 | 1.90% | — |
| 13 | Max Financial Services Ltd | 270.6 | 1.87% | — |
| 14 | The Phoenix Mills Ltd | 265.1 | 1.83% | — |
| 15 | IndusInd Bank Ltd | 263.2 | 1.81% | — |
| 16 | Sona BLW Precision Forgings Ltd | 263.1 | 1.81% | — |
| 17 | Fortis Health Care Ltd | 255.4 | 1.76% | — |
| 18 | Polycab India Ltd | 250.4 | 1.73% | — |
| 19 | AU Small Finance Bank Ltd | 239.8 | 1.65% | — |
| 20 | Jindal Steel & Power Ltd | 233.6 | 1.61% | — |
| 21 | TVS Motor Company Ltd | 233.2 | 1.61% | — |
| 22 | 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) | 232.7 | 1.60% | — |
| 23 | Delhivery Ltd | 229.1 | 1.58% | — |
| 24 | Thermax Ltd | 228.8 | 1.58% | — |
| 25 | FSN E–Commerce Ventures Ltd(NYKAA) | 225.9 | 1.56% | — |
| 26 | Dr Lal Path Labs Ltd | 223.9 | 1.54% | — |
| 27 | Gland Pharma Ltd | 215.2 | 1.48% | — |
| 28 | TVS Holdings Ltd | 213.0 | 1.47% | — |
| 29 | PB Fintech Ltd | 210.8 | 1.45% | — |
| 30 | Tube Investments of India Ltd | 210.6 | 1.45% | — |
| 31 | Jubilant Foodworks Ltd | 201.6 | 1.39% | — |
| 32 | Alkem Laboratories Ltd | 187.2 | 1.29% | — |
| 33 | Hindustan Petroleum Corporation Ltd | 183.2 | 1.26% | — |
| 34 | Dixon Technologies (India) Ltd | 182.6 | 1.26% | — |
| 35 | Bharat Electronics Ltd | 182.3 | 1.26% | — |
| 36 | JK Cement Ltd | 181.0 | 1.25% | — |
| 37 | L&T Technology Services Ltd | 176.4 | 1.22% | — |
| 38 | Ashok Leyland Ltd | 169.9 | 1.17% | — |
| 39 | Torrent Power Ltd | 169.6 | 1.17% | — |
| 40 | Indian Bank | 160.6 | 1.11% | — |
| 41 | Motilal Oswal Financial Services Ltd | 154.9 | 1.07% | — |
| 42 | Persistent Systems Ltd | 154.7 | 1.07% | — |
| 43 | ZF Commercial Vehicle Control Systems I Ltd | 152.3 | 1.05% | — |
| 44 | One 97 Communications Ltd | 151.8 | 1.05% | — |
| 45 | JSW Energy Ltd | 150.5 | 1.04% | — |
| 46 | Amber Enterprises India Ltd | 148.8 | 1.03% | — |
| 47 | Prestige Estates Projects Ltd | 148.6 | 1.02% | — |
| 48 | Mankind Pharma Ltd | 148.2 | 1.02% | — |
| 49 | Swiggy Ltd | 136.5 | 0.94% | — |
| 50 | Max Healthcare Institute Ltd | 132.2 | 0.91% | — |
| 51 | Tata Capital Ltd | 129.3 | 0.89% | — |
| 52 | LG Electronics India Ltd | 126.0 | 0.87% | — |
| 53 | Nippon Life India Asset Management Ltd | 122.2 | 0.84% | — |
| 54 | Billionbrains Garage Ventures Ltd | 116.3 | 0.80% | — |
| 55 | UNO Minda Ltd | 113.3 | 0.78% | — |
| 56 | Deepak Nitrite Ltd | 113.0 | 0.78% | — |
| 57 | Emami Ltd | 112.2 | 0.77% | — |
| 58 | Kirloskar Oil Engines Ltd | 109.5 | 0.75% | — |
| 59 | APL Apollo Tubes Ltd | 109.2 | 0.75% | — |
| 60 | Radico Khaitan Ltd | 107.3 | 0.74% | — |
| 61 | Grindwell Norton Ltd | 106.0 | 0.73% | — |
| 62 | Info Edge (India) Ltd | 102.6 | 0.71% | — |
| 63 | Schaeffler India Ltd | 102.0 | 0.70% | — |
| 64 | Devyani international limited | 94.4 | 0.65% | — |
| 65 | Bharti Hexacom Ltd | 93.8 | 0.65% | — |
| 66 | Chalet Hotels Ltd | 89.9 | 0.62% | — |
| 67 | National Aluminium Company Ltd | 89.3 | 0.62% | — |
| 68 | Indegene Limited | 80.7 | 0.56% | — |
| 69 | Fractal Analytics Ltd | 77.1 | 0.53% | — |
| 70 | PI Industries Ltd | 70.2 | 0.48% | — |
| 71 | Colgate Palmolive (India) Ltd | 67.2 | 0.46% | — |
| 72 | Berger Paints (I) Ltd | 58.5 | 0.40% | — |
| 73 | JSW Infrastructure Ltd | 56.2 | 0.39% | — |
All disclosed equity positions are shown. Non-equity allocation is the remaining portfolio weight after disclosed equities.