Mutual fund

Sundaram Mid Cap Fund

Sundaram Mutual Fund · Equity

Current range: July 2026 → August 2026

Fund Quality

Good fund77.6 / 100

#4 of 26 in Mid Cap Fund

Returns20%: 73.1
Consistency20%: 91.9
Downside20%: 68.3
Fees10%: –
Risk10%: 76.5

Increasing Financial Services exposure while reducing Fast Moving Consumer Goods.

Sector allocation, Feb 2026 → Aug 2026

73Holdings
15Increased
10Reduced
2New
2Exited

AUM ₹14,864 cr · 31 Aug 202644 historical disclosures

Fund Quality

Good77.6 / 100

Rank 4 of 26 in Mid Cap Fund
Stable · −2.6 since 30 Jun 2026

Provisional ratingLow confidence

Performance735-year return 15.7% a year against a peer median of 14.3%.
Consistency92Beat the peer median in 96% of rolling 1-year and 100% of rolling 3-year periods over 5 years.
Downside protection68Deepest fall −20.7% in 5 years; fell 98% as much as the peer median in down months.
Value for money—Not measured. No AMFI TER row is linked to this plan for the as-of month.
Portfolio riskPartial evidence77Top 10 stocks are 23% of assets, about 61 effective holdings.
Manager & process stability—Not measured. Manager appointment records and process documentation are not loaded, so manager and process stability cannot be assessed.

Strengths: Beat the category median in most rolling years; Less concentrated than most category peers; Long-term returns ahead of most category peers.

Provisional: some supporting dimensions have no usable data yet, so this rating rests mainly on returns, consistency and downside protection.

How Fund Quality works

Each diversified active fund is compared with its current category peers over identical five- and three-year windows, using its Direct Growth plan. Index funds, ETFs and sector or thematic funds are not rated.
Six dimensions are scored 0–100 against peers. Returns, consistency and downside protection carry most of the weight; value for money, portfolio risk and manager stability support them. A dimension without evidence is left out and the rest re-weighted; it is never scored as zero or average.
Great is 85+, Good 70–85, Average 50–70, Poor 30–50 and Awful below 30. Great also needs strong returns, consistency and downside protection and five years of history; weak downside protection caps a fund at Average.
A rating with all three core dimensions and only one supporting dimension is provisional and lower confidence. Without all three core dimensions there is no rating.
Fund Quality is not a return ranking and not a recommendation. Past performance does not predict future returns.
Peers are the plan's current AMFI category; dated category history is not loaded, so a fund that changed category is compared with its current peers throughout.
Closed and merged schemes are not loaded, so peer groups contain survivors only.
No fund-to-benchmark mapping is loaded, so nothing here measures performance against the fund's benchmark.
Manager & process stability is not assessed: its data is not loaded. Mandate discipline is not part of the rating.
Fund Quality describes past evidence. In a 2019–2023 test, funds with higher return, consistency and downside scores did not go on to beat their peers over the next three years.
Past performance and risk do not predict future results. Fund Quality is not a recommendation to buy, sell or switch.
Methodology fund_quality_v1, NAV as of 1 Oct 2026.

Latest changes

Current range: July 2026 → August 2026

What changed?

Current range: July 2026 → August 2026

StockSharesPortfolio weight

Ashok Leyland Ltd.ASHOKLEY

Capital Goods

Shares+₹102 cr10.23M → 15.50M+5.27M+51.6% shares

Portfolio weight1.2% → 1.8%+0.7 pp weight

Tata Capital Ltd.TATACAP

Financial Services

Shares+₹79.5 cr3.54M → 5.67M+2.14M+60.3% shares

Portfolio weight0.9% → 1.4%+0.5 pp weight

LG Electronics India Ltd.LGEINDIA

Consumer Durables

Shares+₹67.2 cr845.00K → 1.14M+292.50K+34.6% shares

Portfolio weight0.9% → 1.3%+0.4 pp weight

One 97 Communications Ltd.PAYTM

Financial Services

Shares+₹66.3 cr1.13M → 1.27M+140.00K+12.4% shares

Portfolio weight1.0% → 1.5%+0.4 pp weight

Schaeffler India Ltd.SCHAEFFLER

Automobile and Auto Components

Shares+₹46.6 cr250.00K → 370.00K+120.00K+48.0% shares

Portfolio weight0.7% → 1.0%+0.3 pp weight

National Aluminium Co. Ltd.NATIONALUM

Metals & Mining

Shares+₹40.4 cr2.55M → 3.40M+850.00K+33.3% shares

Portfolio weight0.6% → 0.9%+0.3 pp weight

Thermax Ltd.THERMAX

Capital Goods

Shares+₹35.0 cr531.27K → 676.11K+144.84K+27.3% shares

Portfolio weight1.6% → 1.8%+0.2 pp weight

AU Small Finance Bank Ltd.AUBANK

Financial Services

Shares+₹30.6 cr2.29M → 2.49M+200.00K+8.7% shares

Portfolio weight1.7% → 1.8%+0.2 pp weight

Devyani International Ltd.DEVYANI

Consumer Services

Shares+₹23.5 cr8.27M → 8.50M+230.71K+2.8% shares

Portfolio weight0.7% → 0.8%+0.1 pp weight

L&T Technology Services Ltd.LTTS

Information Technology

Shares+₹18.4 cr496.27K → 540.00K+43.73K+8.8% shares

Portfolio weight1.2% → 1.3%+0.1 pp weight

Kirloskar Oil Eng Ltd.KIRLOSENG

Capital Goods

Shares+₹18.4 cr500.00K → 609.00K+109.00K+21.8% shares

Portfolio weight0.8% → 0.9%+0.1 pp weight

IndusInd Bank Ltd.INDUSINDBK

Financial Services

Shares+₹16.8 cr2.60M → 2.75M+155.00K+6.0% shares

Portfolio weight1.8% → 1.9%+0.1 pp weight

Lupin Ltd.LUPIN

Healthcare

Shares−₹14.9 cr1.14M → 1.19M+50.00K+4.4% shares

Portfolio weight1.9% → 1.8%−0.1 pp weight

Amber Enterprises India Ltd.AMBER

Consumer Durables

Shares+₹11.2 cr200.00K → 210.00K+10.00K+5.0% shares

Portfolio weight1.0% → 1.1%+0.1 pp weight

Swiggy Ltd.SWIGGY

Consumer Services

Shares+₹2.8 cr4.79M → 4.94M+150.00K+3.1% shares

Portfolio weight0.9% → 0.9%−0.0 pp weight

Current portfolio

Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.

Current range: Change columns compare with July 2026


Mahindra & Mahindra Financial Services Ltd.M&MFIN	Financial Services	−₹14.9 cr0.0% shares	11.70M	2.9%	+₹436 cr	Unchanged
Kalyan Jewellers India Ltd.KALYANKJIL	Consumer Durables	−₹7.5 cr0.0% shares	6.45M	2.6%	+₹388 cr	Unchanged
Cummins India Ltd.CUMMINSIND	Capital Goods	−₹29.9 cr0.0% shares	722.00K	2.5%	+₹369 cr	Unchanged
Federal Bank Ltd.FEDERALBNK	Financial Services	−₹26.0 cr−6.0% shares	10.30M	2.5%	+₹367 cr	Reduced
Coforge Ltd.COFORGE	Information Technology	+₹40.1 cr−1.5% shares	1.68M	2.2%	+₹334 cr	Reduced
Coromandel International Ltd.COROMANDEL	Chemicals	−₹29.1 cr0.0% shares	1.74M	2.2%	+₹331 cr	Unchanged
IDFC First Bank Ltd.IDFCFIRSTB	Financial Services	+₹4.9 cr0.0% shares	38.28M	2.2%	+₹329 cr	Unchanged
GE Vernova T&D India Ltd.GVT&D	Capital Goods	+₹8.5 cr0.0% shares	700.00K	2.1%	+₹311 cr	Unchanged
Max Financial Services Ltd.MFSL	Financial Services	+₹13.4 cr0.0% shares	1.80M	1.9%	+₹284 cr	Unchanged
IndusInd Bank Ltd.INDUSINDBK	Financial Services	+₹16.8 cr+6.0% shares	2.75M	1.9%	+₹280 cr	Increased
BSE Ltd.BSE	Financial Services	−₹65.7 cr−10.1% shares	850.00K	1.9%	+₹279 cr	Reduced
Suzlon Energy Ltd.SUZLON	Capital Goods	−₹2.8 cr0.0% shares	57.73M	1.8%	+₹274 cr	Unchanged
Sona BLW Precision Forgings Ltd.SONACOMS	Automobile and Auto Components	+₹10.9 cr−1.5% shares	3.37M	1.8%	+₹274 cr	Reduced
Ashok Leyland Ltd.ASHOKLEY	Capital Goods	+₹102 cr+51.6% shares	15.50M	1.8%	+₹272 cr	Increased
Marico Ltd.MARICO	Fast Moving Consumer Goods	−₹16.7 cr0.0% shares	3.30M	1.8%	+₹271 cr	Unchanged
AU Small Finance Bank Ltd.AUBANK	Financial Services	+₹30.6 cr+8.7% shares	2.49M	1.8%	+₹270 cr	Increased
Phoenix Mills Ltd.PHOENIXLTD	Realty	+₹93.8 L0.0% shares	1.40M	1.8%	+₹266 cr	Unchanged
Thermax Ltd.THERMAX	Capital Goods	+₹35.0 cr+27.3% shares	676.11K	1.8%	+₹264 cr	Increased
Lupin Ltd.LUPIN	Healthcare	−₹14.9 cr+4.4% shares	1.19M	1.8%	+₹261 cr	Increased
Polycab India Ltd.POLYCAB	Capital Goods	+₹9.3 cr0.0% shares	275.00K	1.7%	+₹260 cr	Unchanged
Jindal Steel Ltd.JINDALSTEL	Metals & Mining	+₹19.2 cr0.0% shares	2.12M	1.7%	+₹253 cr	Unchanged
PB Fintech Ltd.POLICYBZR	Financial Services	+₹36.0 cr0.0% shares	1.32M	1.7%	+₹247 cr	Unchanged
Fortis Healthcare Ltd.FORTIS	Healthcare	−₹10.3 cr0.0% shares	2.70M	1.6%	+₹245 cr	Unchanged
Gland Pharma Ltd.GLAND	Healthcare	+₹27.2 cr−2.3% shares	840.11K	1.6%	+₹242 cr	Reduced
FSN E-Commerce Ventures Ltd.NYKAA	Consumer Services	+₹10.9 cr0.0% shares	6.78M	1.6%	+₹237 cr	Unchanged
360 ONE WAM Ltd.360ONE	Financial Services	+₹2.3 cr−2.4% shares	2.00M	1.6%	+₹235 cr	Reduced
TVS Motor Company Ltd.TVSMOTOR	Automobile and Auto Components	+₹1.5 cr0.0% shares	540.74K	1.6%	+₹235 cr	Unchanged
Dr. Lal Path Labs Ltd.LALPATHLAB	Healthcare	+₹3.5 cr0.0% shares	1.18M	1.5%	+₹227 cr	Unchanged
Jubilant Foodworks Ltd.JUBLFOOD	Consumer Services	+₹23.7 cr−1.3% shares	4.54M	1.5%	+₹225 cr	Reduced
One 97 Communications Ltd.PAYTM	Financial Services	+₹66.3 cr+12.4% shares	1.27M	1.5%	+₹218 cr	Increased
Delhivery Ltd.DELHIVERY	Services	−₹12.2 cr0.0% shares	4.75M	1.5%	+₹217 cr	Unchanged
Tube Investments of India Ltd.TIINDIA	Automobile and Auto Components	+₹2.1 cr0.0% shares	765.00K	1.4%	+₹213 cr	Unchanged
Tata Capital Ltd.TATACAP	Financial Services	+₹79.5 cr+60.3% shares	5.67M	1.4%	+₹209 cr	Increased
L&T Technology Services Ltd.LTTS	Information Technology	+₹18.4 cr+8.8% shares	540.00K	1.3%	+₹195 cr	Increased
LG Electronics India Ltd.LGEINDIA	Consumer Durables	+₹67.2 cr+34.6% shares	1.14M	1.3%	+₹193 cr	Increased
Dixon Technologies (India) Ltd.DIXON	Consumer Durables	+₹10.4 cr0.0% shares	130.00K	1.3%	+₹193 cr	Unchanged
TVS Holdings LimitedTVSHLTD	Automobile and Auto Components	−₹21.4 cr0.0% shares	144.78K	1.3%	+₹192 cr	Unchanged
Motilal Oswal Financial Services Ltd.MOTILALOFS	Financial Services	+₹34.7 cr0.0% shares	1.82M	1.3%	+₹190 cr	Unchanged
Bharat Electronics Ltd.BEL	Capital Goods	+₹3.4 cr−4.7% shares	4.48M	1.2%	+₹186 cr	Reduced
Alkem Laboratories Ltd.ALKEM	Healthcare	−₹13.7 cr0.0% shares	325.43K	1.2%	+₹173 cr	Unchanged
Indian BankINDIANB	Financial Services	+₹12.0 cr0.0% shares	1.92M	1.2%	+₹173 cr	Unchanged
Hindustan Petroleum Corporation Ltd.HINDPETRO	Oil Gas & Consumable Fuels	−₹11.3 cr0.0% shares	4.70M	1.2%	+₹172 cr	Unchanged
J.K. Cement Ltd.JKCEMENT	Construction Materials	−₹10.3 cr0.0% shares	332.41K	1.1%	+₹171 cr	Unchanged
Amber Enterprises India Ltd.AMBER	Consumer Durables	+₹11.2 cr+5.0% shares	210.00K	1.1%	+₹160 cr	Increased
ZF Commercial Vehicle Control Systems India Ltd.ZFCVINDIA	Automobile and Auto Components	+₹7.4 cr0.0% shares	630.00K	1.1%	+₹160 cr	Unchanged
Prestige Estates Projects Ltd.PRESTIGE	Realty	+₹1.5 cr0.0% shares	919.50K	1.0%	+₹150 cr	Unchanged
Schaeffler India Ltd.SCHAEFFLER	Automobile and Auto Components	+₹46.6 cr+48.0% shares	370.00K	1.0%	+₹149 cr	Increased
Torrent Power Ltd.TORNTPOWER	Power	−₹23.8 cr0.0% shares	1.20M	1.0%	+₹146 cr	Unchanged
Persistent Systems Ltd.PERSISTENT	Information Technology	−₹9.2 cr−6.7% shares	260.00K	1.0%	+₹145 cr	Reduced
Mankind Pharma Ltd.MANKIND	Healthcare	−₹3.0 cr0.0% shares	600.00K	1.0%	+₹145 cr	Unchanged
JSW Energy Ltd.JSWENERGY	Power	−₹9.3 cr0.0% shares	2.71M	0.9%	+₹141 cr	Unchanged
Swiggy Ltd.SWIGGY	Consumer Services	+₹2.8 cr+3.1% shares	4.94M	0.9%	+₹139 cr	Increased
APL Apollo Tubes Ltd.APLAPOLLO	Capital Goods	+₹24.2 cr0.0% shares	600.00K	0.9%	+₹133 cr	Unchanged
National Aluminium Co. Ltd.NATIONALUM	Metals & Mining	+₹40.4 cr+33.3% shares	3.40M	0.9%	+₹130 cr	Increased
Kirloskar Oil Eng Ltd.KIRLOSENG	Capital Goods	+₹18.4 cr+21.8% shares	609.00K	0.9%	+₹128 cr	Increased
Nippon Life India Asset Management Ltd.NAM-INDIA	Financial Services	+₹1.1 cr0.0% shares	1.05M	0.8%	+₹123 cr	Unchanged
UNO Minda Ltd.UNOMINDA	Automobile and Auto Components	+₹9.2 cr0.0% shares	960.00K	0.8%	+₹122 cr	Unchanged
Devyani International Ltd.DEVYANI	Consumer Services	+₹23.5 cr+2.8% shares	8.50M	0.8%	+₹118 cr	Increased
Billionbrains Garage Ventures Ltd.GROWW	Financial Services	−₹1.4 cr0.0% shares	5.98M	0.8%	+₹115 cr	Unchanged
Radico Khaitan LtdRADICO	Fast Moving Consumer Goods	+₹3.6 cr0.0% shares	247.22K	0.7%	+₹111 cr	Unchanged
Deepak Nitrite Ltd.DEEPAKNTR	Chemicals	−₹2.8 cr−7.4% shares	630.00K	0.7%	+₹110 cr	Reduced
Info Edge (India) Ltd.NAUKRI	Consumer Services	+₹7.3 cr0.0% shares	836.73K	0.7%	+₹110 cr	Unchanged
Emami Ltd.EMAMILTD	Fast Moving Consumer Goods	−₹9.6 cr0.0% shares	2.82M	0.7%	+₹103 cr	Unchanged
Grindwell Norton LimitedGRINDWELL	Construction	−₹4.9 cr0.0% shares	500.00K	0.7%	+₹101 cr	Unchanged
Chalet Hotels Ltd.CHALET	Consumer Services	+₹10.3 cr0.0% shares	1.11M	0.7%	+₹100 cr	Unchanged
Indegene Ltd.INDGN	Healthcare	+₹15.1 cr0.0% shares	1.57M	0.6%	+₹95.9 cr	Unchanged
Bharti Hexacom Ltd.BHARTIHEXA	Telecommunication	−₹3.6 cr0.0% shares	583.74K	0.6%	+₹90.2 cr	Unchanged
Fractal Analytics LimitedFRACTAL	Information Technology	+₹3.8 cr0.0% shares	950.00K	0.5%	+₹81.0 cr	Unchanged
Kirloskar Ferrous Industries LimitedKIRLFER	Capital Goods	+₹68.0 cr—	1.50M	0.5%	+₹68.0 cr	New
JSW Infrastructure Ltd.JSWINFRA	Services	+₹5.0 cr0.0% shares	1.80M	0.4%	+₹61.2 cr	Unchanged
Manipal Health Enterprises LimitedMANIPALHOS	Healthcare	+₹61.0 cr—	800.00K	0.4%	+₹61.0 cr	New
PI Industries Ltd.PIIND	Chemicals	−₹9.7 cr0.0% shares	255.23K	0.4%	+₹60.5 cr	Unchanged
Berger Paints India Ltd.BERGEPAINT	Consumer Durables	−₹2.5 cr0.0% shares	1.12M	0.4%	+₹55.9 cr	Unchanged
Colgate Palmolive (India) Ltd.COLPAL	Fast Moving Consumer Goods	−₹67.2 cr−100.0% shares	0	—	₹0	Exited
Max Healthcare Institute Ltd.MAXHEALTH	Healthcare	−₹132 cr−100.0% shares	0	—	₹0	Exited

Sundaram Mid Cap Fund

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