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Small Cap · Sundaram Mutual Fund · AMFI code 100794Sundaram Small Cap Fund
Disclosed for 24 months, Sep 2018 to Sep 2026.
Portfolio value
₹2,955 Cr
down ₹626 Cr vs Sep 2024
- Stocks held
- 75
- down 6 vs Sep 2024
- Top 10 weight
- 24.6%
- of the portfolio in its ten largest
- Cash & debt
- 3.3%
- cash, money market and debt
- Moves this month
- 10 in · 16 out
- added to 10, trimmed 53
Sundaram Small Cap Fund is an active equity fund in the Small Cap category from Sundaram Mutual Fund. In March 2025 it disclosed 75 stocks worth ₹2,955 Cr, down ₹626 Cr from Sep 2024. Its largest positions were Aster DM Healthcare Limited (3.1%), Affle (India) Limited (2.8%), Safari Industries (India) Limited (2.7%); the ten largest together made up 24.6% of the portfolio, and Industrial Products was the biggest sector at 9.5% of its equity. Cash and debt stood at 3.3%. Compared with Sep 2024 the fund entered 10 new stocks and exited 16.
Against 34 other Small Cap funds
Concentration
41%
Top-10 weight is higher than 41% of peers
Breadth
35%
Holds more stocks than 35% of peers
Cash
26%
Holds more cash than 26% of peers
Holdings in March 2025
Download CSVEvery line the fund disclosed, with the change against Sep 2024. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 3.11%
- Δ weight
- up 1.15 pts
- Value
- ₹91.8 Cr
- Δ value
- up ₹21.6 Cr
- Status
- Added
- Weight
- 2.78%
- Δ weight
- up 0.70 pts
- Value
- ₹82 Cr
- Δ value
- up ₹7.8 Cr
- Status
- Added
- Weight
- 2.68%
- Δ weight
- up 0.13 pts
- Value
- ₹79.2 Cr
- Δ value
- down ₹12 Cr
- Status
- Trimmed
- Cash, TREPS & receivables
- Weight
- 2.58%
- Δ weight
- up 1.13 pts
- Value
- ₹76.2 Cr
- Δ value
- up ₹24.3 Cr
- Status
- Added
- Weight
- 2.58%
- Δ weight
- down 0.25 pts
- Value
- ₹76.2 Cr
- Δ value
- down ₹25.2 Cr
- Status
- Trimmed
- Weight
- 2.43%
- Δ weight
- up 1.29 pts
- Value
- ₹71.9 Cr
- Δ value
- up ₹31 Cr
- Status
- Added
- Weight
- 2.27%
- Δ weight
- up 1.66 pts
- Value
- ₹67.1 Cr
- Δ value
- up ₹45.1 Cr
- Status
- Added
- Weight
- 2.26%
- Δ weight
- down 0.09 pts
- Value
- ₹66.9 Cr
- Δ value
- down ₹17.4 Cr
- Status
- Trimmed
- Weight
- 2.19%
- Δ weight
- up 1.56 pts
- Value
- ₹64.9 Cr
- Δ value
- up ₹42.1 Cr
- Status
- Added
- Weight
- 2.19%
- Δ weight
- up 0.07 pts
- Value
- ₹64.8 Cr
- Δ value
- down ₹11.3 Cr
- Status
- Trimmed
- Weight
- 2.10%
- Δ weight
- up 0.80 pts
- Value
- ₹62.2 Cr
- Δ value
- up ₹15.4 Cr
- Status
- Added
- Weight
- 1.97%
- Δ weight
- up 0.71 pts
- Value
- ₹58.2 Cr
- Δ value
- up ₹13.2 Cr
- Status
- Added
- Weight
- 1.89%
- Δ weight
- up 1.89 pts
- Value
- ₹56 Cr
- Δ value
- up ₹56 Cr
- Status
- New
- Weight
- 1.89%
- Δ weight
- down 0.14 pts
- Value
- ₹55.8 Cr
- Δ value
- down ₹16.7 Cr
- Status
- Trimmed
- Weight
- 1.86%
- Δ weight
- up 0.21 pts
- Value
- ₹54.9 Cr
- Δ value
- down ₹4 Cr
- Status
- Trimmed
- Weight
- 1.83%
- Δ weight
- up 1.83 pts
- Value
- ₹54 Cr
- Δ value
- up ₹54 Cr
- Status
- New
- Weight
- 1.76%
- Δ weight
- down 0.55 pts
- Value
- ₹52 Cr
- Δ value
- down ₹30.8 Cr
- Status
- Trimmed
- Weight
- 1.74%
- Δ weight
- down 0.17 pts
- Value
- ₹51.6 Cr
- Δ value
- down ₹17.1 Cr
- Status
- Trimmed
- Weight
- 1.73%
- Δ weight
- up 0.26 pts
- Value
- ₹51 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 1.71%
- Δ weight
- down 0.30 pts
- Value
- ₹50.7 Cr
- Δ value
- down ₹21.3 Cr
- Status
- Trimmed
- Sundaram Liquid Fund - Direct GrowthFund units
- Weight
- 1.70%
- Δ weight
- down 0.40 pts
- Value
- ₹50.1 Cr
- Δ value
- down ₹24.9 Cr
- Status
- Trimmed
- Unidentified holdings
- Weight
- 1.67%
- Δ weight
- up 1.67 pts
- Value
- ₹49.4 Cr
- Δ value
- up ₹49.4 Cr
- Status
- New
- Weight
- 1.65%
- Δ weight
- up 1.65 pts
- Value
- ₹48.8 Cr
- Δ value
- up ₹48.8 Cr
- Status
- New
- Weight
- 1.59%
- Δ weight
- down 0.01 pts
- Value
- ₹47 Cr
- Δ value
- down ₹10.3 Cr
- Status
- Trimmed
- Weight
- 1.57%
- Δ weight
- down 0.68 pts
- Value
- ₹46.5 Cr
- Δ value
- down ₹34.3 Cr
- Status
- Trimmed
- Weight
- 1.57%
- Δ weight
- up 0.28 pts
- Value
- ₹46.4 Cr
- Δ value
- up ₹19 L
- Status
- Held
- Weight
- 1.56%
- Δ weight
- up 1.56 pts
- Value
- ₹46.2 Cr
- Δ value
- up ₹46.2 Cr
- Status
- New
- Weight
- 1.53%
- Δ weight
- up 0.24 pts
- Value
- ₹45.1 Cr
- Δ value
- down ₹95 L
- Status
- Trimmed
- Weight
- 1.46%
- Δ weight
- down 0.08 pts
- Value
- ₹43.3 Cr
- Δ value
- down ₹12.2 Cr
- Status
- Trimmed
- Weight
- 1.42%
- Δ weight
- up 0.92 pts
- Value
- ₹42.1 Cr
- Δ value
- up ₹24 Cr
- Status
- Added
- Weight
- 1.41%
- Δ weight
- up 0.19 pts
- Value
- ₹41.6 Cr
- Δ value
- down ₹2.2 Cr
- Status
- Trimmed
- Weight
- 1.40%
- Δ weight
- up 1.40 pts
- Value
- ₹41.5 Cr
- Δ value
- up ₹41.5 Cr
- Status
- New
- Weight
- 1.37%
- Δ weight
- down 0.27 pts
- Value
- ₹40.4 Cr
- Δ value
- down ₹18.1 Cr
- Status
- Trimmed
- Weight
- 1.32%
- Δ weight
- up 0.06 pts
- Value
- ₹39 Cr
- Δ value
- down ₹6.1 Cr
- Status
- Trimmed
- Weight
- 1.32%
- Δ weight
- down 1.64 pts
- Value
- ₹39 Cr
- Δ value
- down ₹67.1 Cr
- Status
- Trimmed
- Weight
- 1.28%
- Δ weight
- up 1.28 pts
- Value
- ₹37.7 Cr
- Δ value
- up ₹37.7 Cr
- Status
- New
- Weight
- 1.22%
- Δ weight
- up 0.03 pts
- Value
- ₹36.1 Cr
- Δ value
- down ₹6.4 Cr
- Status
- Trimmed
- Weight
- 1.22%
- Δ weight
- down 0.58 pts
- Value
- ₹36 Cr
- Δ value
- down ₹28.2 Cr
- Status
- Trimmed
- Weight
- 1.21%
- Δ weight
- up 0.37 pts
- Value
- ₹35.7 Cr
- Δ value
- up ₹5.9 Cr
- Status
- Added
- Weight
- 1.20%
- Δ weight
- up 1.20 pts
- Value
- ₹35.5 Cr
- Δ value
- up ₹35.5 Cr
- Status
- New
- Weight
- 1.17%
- Δ weight
- down 0.02 pts
- Value
- ₹34.5 Cr
- Δ value
- down ₹8.1 Cr
- Status
- Trimmed
- Weight
- 1.14%
- Δ weight
- up 0.21 pts
- Value
- ₹33.5 Cr
- Δ value
- up ₹39 L
- Status
- Added
- Weight
- 1.13%
- Δ weight
- up 0.14 pts
- Value
- ₹33.4 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 1.11%
- Δ weight
- down 0.18 pts
- Value
- ₹32.8 Cr
- Δ value
- down ₹13.2 Cr
- Status
- Trimmed
- Weight
- 1.06%
- Δ weight
- up 0.01 pts
- Value
- ₹31.4 Cr
- Δ value
- down ₹6.3 Cr
- Status
- Trimmed
- Weight
- 1.05%
- Δ weight
- down 0.33 pts
- Value
- ₹31.1 Cr
- Δ value
- down ₹18.2 Cr
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- down 0.17 pts
- Value
- ₹30.6 Cr
- Δ value
- down ₹12.5 Cr
- Status
- Trimmed
- Weight
- 0.97%
- Δ weight
- down 0.18 pts
- Value
- ₹28.8 Cr
- Δ value
- down ₹12.6 Cr
- Status
- Trimmed
- Weight
- 0.96%
- Δ weight
- down 0.06 pts
- Value
- ₹28.5 Cr
- Δ value
- down ₹8.1 Cr
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down 0.15 pts
- Value
- ₹28.1 Cr
- Δ value
- down ₹11.2 Cr
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down 0.48 pts
- Value
- ₹28.1 Cr
- Δ value
- down ₹23.1 Cr
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down 0.21 pts
- Value
- ₹28 Cr
- Δ value
- down ₹13.4 Cr
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- up 0.01 pts
- Value
- ₹27.9 Cr
- Δ value
- down ₹5.5 Cr
- Status
- Trimmed
- Weight
- 0.92%
- Δ weight
- up 0.02 pts
- Value
- ₹27.3 Cr
- Δ value
- down ₹5.1 Cr
- Status
- Trimmed
- Weight
- 0.92%
- Δ weight
- down 0.15 pts
- Value
- ₹27.3 Cr
- Δ value
- down ₹11.1 Cr
- Status
- Trimmed
- Weight
- 0.92%
- Δ weight
- up 0.92 pts
- Value
- ₹27.2 Cr
- Δ value
- up ₹27.2 Cr
- Status
- New
- Weight
- 0.90%
- Δ weight
- down 0.06 pts
- Value
- ₹26.6 Cr
- Δ value
- down ₹7.9 Cr
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- up 0.26 pts
- Value
- ₹25.7 Cr
- Δ value
- up ₹3.8 Cr
- Status
- Added
- Weight
- 0.81%
- Δ weight
- up 0.81 pts
- Value
- ₹24 Cr
- Δ value
- up ₹24 Cr
- Status
- New
- Weight
- 0.79%
- Δ weight
- down 0.03 pts
- Value
- ₹23.4 Cr
- Δ value
- down ₹5.9 Cr
- Status
- Trimmed
- Weight
- 0.73%
- Δ weight
- down 0.78 pts
- Value
- ₹21.7 Cr
- Δ value
- down ₹32.5 Cr
- Status
- Trimmed
- Weight
- 0.73%
- Δ weight
- up 0.05 pts
- Value
- ₹21.6 Cr
- Δ value
- down ₹2.9 Cr
- Status
- Trimmed
- Weight
- 0.70%
- Δ weight
- down 0.47 pts
- Value
- ₹20.6 Cr
- Δ value
- down ₹21.1 Cr
- Status
- Trimmed
- Weight
- 0.69%
- Δ weight
- down 0.35 pts
- Value
- ₹20.4 Cr
- Δ value
- down ₹17 Cr
- Status
- Trimmed
- 364 Days Tbill (MDDebt
- Weight
- 0.67%
- Δ weight
- up 0.14 pts
- Value
- ₹19.9 Cr
- Δ value
- up ₹63 L
- Status
- Added
- Weight
- 0.65%
- Δ weight
- down 0.18 pts
- Value
- ₹19.3 Cr
- Δ value
- down ₹10.7 Cr
- Status
- Trimmed
- Weight
- 0.63%
- Δ weight
- down 0.31 pts
- Value
- ₹18.7 Cr
- Δ value
- down ₹15 Cr
- Status
- Trimmed
- Weight
- 0.50%
- Δ weight
- down 1.02 pts
- Value
- ₹14.7 Cr
- Δ value
- down ₹39.8 Cr
- Status
- Trimmed
- Weight
- 0.49%
- Δ weight
- down 0.03 pts
- Value
- ₹14.6 Cr
- Δ value
- down ₹4.3 Cr
- Status
- Trimmed
- Weight
- 0.44%
- Δ weight
- down 0.09 pts
- Value
- ₹12.9 Cr
- Δ value
- down ₹6 Cr
- Status
- Trimmed
- Weight
- 0.37%
- Δ weight
- down 0.14 pts
- Value
- ₹10.9 Cr
- Δ value
- down ₹7.3 Cr
- Status
- Trimmed
- Weight
- 0.33%
- Δ weight
- down 0.13 pts
- Value
- ₹9.9 Cr
- Δ value
- down ₹6.8 Cr
- Status
- Trimmed
- Weight
- 0.33%
- Δ weight
- down 0.15 pts
- Value
- ₹9.7 Cr
- Δ value
- down ₹7.5 Cr
- Status
- Trimmed
- Weight
- 0.29%
- Δ weight
- down 0.10 pts
- Value
- ₹8.6 Cr
- Δ value
- down ₹5.5 Cr
- Status
- Trimmed
- Weight
- 0.25%
- Δ weight
- down 0.80 pts
- Value
- ₹7.3 Cr
- Δ value
- down ₹30.1 Cr
- Status
- Trimmed
- Weight
- 0.21%
- Δ weight
- down 1.12 pts
- Value
- ₹6.3 Cr
- Δ value
- down ₹41.4 Cr
- Status
- Trimmed
- Weight
- 0.17%
- Δ weight
- up 0.17 pts
- Value
- ₹5 Cr
- Δ value
- up ₹5 Cr
- Status
- New
- Weight
- <0.01%
- Δ weight
- down 1.47 pts
- Value
- ₹4 L
- Δ value
- down ₹52.8 Cr
- Status
- Trimmed
- Weight
- <0.01%
- Δ weight
- —
- Value
- ₹0 L
- Δ value
- —
- Status
- Held
What changed, Sep 2024 to Mar 2025
New New positions (10)
- Sanofi Consumer Healthcare India Limited1.9% · ₹56 Cr
- MTAR Technologies Limited1.8% · ₹54 Cr
- Neuland Laboratories Limited1.7% · ₹48.8 Cr
- Adani Ports and Special Economic Zone Limited1.6% · ₹46.2 Cr
- ION Exchange (India) Limited1.4% · ₹41.5 Cr
- Tega Industries Limited1.3% · ₹37.7 Cr
- R Systems International Ltd1.2% · ₹35.5 Cr
- Eternal Limited0.9% · ₹27.2 Cr
- Electronics Mart India Limited
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Sep 2024, the weight rose most in Aerospace & Defense (+2.0 pts) and Retailing (+1.9 pts), and fell most in Capital Markets (−3.6 pts) and IT - Software (−2.6 pts).
- Aerospace & Defense0.0% → 2.0%new+2.0 pts
- Retailing0.0% → 1.9%new+1.9 pts
- IT - Services3.6% → 5.4%+1.8 pts
- Auto Components4.7% → 6.5%+1.7 pts
- Agricultural Food & Other Products0.7% → 2.4%+1.7 pts
- Transport Infrastructure0.0% → 1.7%new+1.7 pts
- Capital Markets7.6% → 4.0%−3.6 pts
- IT - Software5.3% → 2.7%−2.6 pts
- Industrial Products11.6% → 9.5%−2.1 pts
- Construction4.7% → 2.9%−1.7 pts
- Personal Products2.8% → 1.3%−1.5 pts
- Petroleum Products1.1% → 0.0%exited−1.1 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Mar 2022 | Mar 2024 | Sep 2024 | Sep 2024 | Sep 2024 | Mar 2025 |
|---|---|---|---|---|---|---|
| Industrial Products | 11.9% | 10.2% | 11.6% | 11.6% | 11.6% | 9.5% |
| Consumer Durables | 11.6% | 6.5% | 9.1% | 9.1% | 9.1% | 8.4% |
| Banks | 8.1% | 11.0% | 8.6% | 8.6% | 8.6% | 8.0% |
| Finance | 6.4% | 14.4% | 6.6% | 6.6% | 6.6% | 7.4% |
| Auto Components | 3.3% | 1.9% | 4.7% | 4.7% | 4.7% | 6.5% |
| Pharmaceuticals & Biotechnology | 6.2% | 6.4% | 4.8% | 4.8% | 4.8% | 5.9% |
| IT - Services | 4.5% | 3.1% | 3.6% | 3.6% | 3.6% | 5.4% |
| Healthcare Services | 1.1% | 2.2% | 3.4% | 3.4% | 3.4% | 4.7% |
| Capital Markets | 8.6% | 7.9% | 7.6% | 7.6% | 7.6% | 4.0% |
| Leisure Services | 3.1% | 4.0% | 3.8% | 3.8% | 3.8% | 3.8% |
Allocation in Mar 2025change vs Sep 2024
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Mar 2025
3.3%
▲ 1.3 pts vs Sep 2024
- Cash alone
- 2.6%
- cash and net receivables
- A year earlier
- 3.1%
- Mar 2024 · now ▲ 0.2 pts
- Last 12 months
- 2.0% – 3.3%
- lowest to highest · record 6.2% in Mar 2023
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.