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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
₹3,341 Cr
up ₹385 Cr vs Mar 2025
- Stocks held
- 66
- down 9 vs Mar 2025
- Top 10 weight
- 27.7%
- of the portfolio in its ten largest
- Cash & debt
- 3.1%
- cash, money market and debt
- Moves this month
- 6 in · 15 out
- added to 10, trimmed 15
Sundaram Small Cap Fund is an active equity fund in the Small Cap category from Sundaram Mutual Fund. In September 2025 it disclosed 66 stocks worth ₹3,341 Cr, up ₹385 Cr from Mar 2025. Its largest positions were Aster DM Healthcare Limited (3.6%), Affle (India) Limited (3.1%), Craftsman Automation Limited (2.9%); the ten largest together made up 27.7% of the portfolio, and Banks was the biggest sector at 9.5% of its equity. Cash and debt stood at 3.1%. Compared with Mar 2025 the fund entered 6 new stocks and exited 15.
Against 34 other Small Cap funds
Concentration
62%
Top-10 weight is higher than 62% of peers
Breadth
29%
Holds more stocks than 29% of peers
Cash
26%
Holds more cash than 26% of peers
Holdings in September 2025
Download CSVEvery line the fund disclosed, with the change against Mar 2025. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 3.56%
- Δ weight
- up 0.46 pts
- Value
- ₹119 Cr
- Δ value
- up ₹27.2 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 3.14%
- Δ weight
- up 0.56 pts
- Value
- ₹105 Cr
- Δ value
- up ₹28.8 Cr
- Status
- Added
- Weight
- 3.09%
- Δ weight
- up 0.32 pts
- Value
- ₹103 Cr
- Δ value
- up ₹21.2 Cr
- Status
- Added
- Weight
- 2.86%
- Δ weight
- up 0.59 pts
- Value
- ₹95.7 Cr
- Δ value
- up ₹28.6 Cr
- Status
- Added
- Weight
- 2.83%
- Δ weight
- up 0.15 pts
- Value
- ₹94.5 Cr
- Δ value
- up ₹15.3 Cr
- Status
- Added
- Weight
- 2.79%
- Δ weight
- up 0.82 pts
- Value
- ₹93.2 Cr
- Δ value
- up ₹35 Cr
- Status
- Added
- Weight
- 2.76%
- Δ weight
- up 0.66 pts
- Value
- ₹92.2 Cr
- Δ value
- up ₹30.1 Cr
- Status
- Added
- Weight
- 2.72%
- Δ weight
- up 0.83 pts
- Value
- ₹90.8 Cr
- Δ value
- up ₹35 Cr
- Status
- Added
- Weight
- 2.56%
- Δ weight
- up 0.13 pts
- Value
- ₹85.6 Cr
- Δ value
- up ₹13.7 Cr
- Status
- Added
- Weight
- 2.31%
- Δ weight
- up 0.12 pts
- Value
- ₹77.2 Cr
- Δ value
- up ₹12.5 Cr
- Status
- Added
- Sundaram Liquid Fund - Direct GrowthFund units
- Weight
- 2.25%
- Δ weight
- up 0.55 pts
- Value
- ₹75.1 Cr
- Δ value
- up ₹25 Cr
- Status
- Added
- Weight
- 2.23%
- Δ weight
- down 0.35 pts
- Value
- ₹74.6 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 2.22%
- Δ weight
- up 0.39 pts
- Value
- ₹74 Cr
- Δ value
- up ₹20 Cr
- Status
- Added
- Weight
- 1.96%
- Δ weight
- up 0.31 pts
- Value
- ₹65.5 Cr
- Δ value
- up ₹16.7 Cr
- Status
- Added
- Weight
- 1.91%
- Δ weight
- up 0.05 pts
- Value
- ₹63.7 Cr
- Δ value
- up ₹8.8 Cr
- Status
- Added
- Weight
- 1.77%
- Δ weight
- down 0.50 pts
- Value
- ₹59 Cr
- Δ value
- down ₹7.8 Cr
- Status
- Trimmed
- Weight
- 1.75%
- Δ weight
- up 0.32 pts
- Value
- ₹58.3 Cr
- Δ value
- up ₹16.3 Cr
- Status
- Added
- Weight
- 1.72%
- Δ weight
- down 0.03 pts
- Value
- ₹57.6 Cr
- Δ value
- up ₹5.6 Cr
- Status
- Added
- Weight
- 1.71%
- Δ weight
- up 0.14 pts
- Value
- ₹57.1 Cr
- Δ value
- up ₹10.6 Cr
- Status
- Added
- Weight
- 1.64%
- Δ weight
- up 0.08 pts
- Value
- ₹54.8 Cr
- Δ value
- up ₹8.6 Cr
- Status
- Added
- Weight
- 1.64%
- Δ weight
- down 0.26 pts
- Value
- ₹54.7 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 1.62%
- Δ weight
- down 0.58 pts
- Value
- ₹54 Cr
- Δ value
- down ₹10.9 Cr
- Status
- Trimmed
- Weight
- 1.61%
- Δ weight
- down 0.14 pts
- Value
- ₹53.6 Cr
- Δ value
- up ₹2.1 Cr
- Status
- Added
- Weight
- 1.58%
- Δ weight
- up <0.01 pts
- Value
- ₹52.7 Cr
- Δ value
- up ₹6.1 Cr
- Status
- Added
- Weight
- 1.52%
- Δ weight
- up 1.52 pts
- Value
- ₹50.9 Cr
- Δ value
- up ₹50.9 Cr
- Status
- New
- Weight
- 1.49%
- Δ weight
- down 0.22 pts
- Value
- ₹49.8 Cr
- Δ value
- down ₹88 L
- Status
- Trimmed
- Weight
- 1.46%
- Δ weight
- up 0.54 pts
- Value
- ₹48.6 Cr
- Δ value
- up ₹21.4 Cr
- Status
- Added
- Weight
- 1.43%
- Δ weight
- up 1.43 pts
- Value
- ₹47.9 Cr
- Δ value
- up ₹47.9 Cr
- Status
- Added
- Weight
- 1.43%
- Δ weight
- up 0.56 pts
- Value
- ₹47.8 Cr
- Δ value
- up ₹22.1 Cr
- Status
- Added
- Weight
- 1.42%
- Δ weight
- up 0.05 pts
- Value
- ₹47.5 Cr
- Δ value
- up ₹7.1 Cr
- Status
- Added
- Weight
- 1.40%
- Δ weight
- up 1.40 pts
- Value
- ₹46.7 Cr
- Δ value
- up ₹46.7 Cr
- Status
- New
- Weight
- 1.38%
- Δ weight
- up 0.06 pts
- Value
- ₹46.2 Cr
- Δ value
- up ₹7.2 Cr
- Status
- Added
- Weight
- 1.34%
- Δ weight
- up 1.34 pts
- Value
- ₹44.7 Cr
- Δ value
- up ₹44.7 Cr
- Status
- New
- Weight
- 1.33%
- Δ weight
- down 0.40 pts
- Value
- ₹44.3 Cr
- Δ value
- down ₹6.7 Cr
- Status
- Trimmed
- Weight
- 1.31%
- Δ weight
- down 0.10 pts
- Value
- ₹43.6 Cr
- Δ value
- up ₹2 Cr
- Status
- Added
- Weight
- 1.27%
- Δ weight
- up 0.15 pts
- Value
- ₹42.3 Cr
- Δ value
- up ₹9.4 Cr
- Status
- Added
- Weight
- 1.26%
- Δ weight
- down 0.02 pts
- Value
- ₹41.9 Cr
- Δ value
- up ₹4.2 Cr
- Status
- Added
- Weight
- 1.21%
- Δ weight
- up <0.01 pts
- Value
- ₹40.3 Cr
- Δ value
- up ₹4.8 Cr
- Status
- Added
- Weight
- 1.18%
- Δ weight
- down 0.22 pts
- Value
- ₹39.5 Cr
- Δ value
- down ₹2 Cr
- Status
- Trimmed
- Weight
- 1.18%
- Δ weight
- up 0.12 pts
- Value
- ₹39.5 Cr
- Δ value
- up ₹8 Cr
- Status
- Added
- Weight
- 1.14%
- Δ weight
- down 0.07 pts
- Value
- ₹38.2 Cr
- Δ value
- up ₹2.3 Cr
- Status
- Added
- Weight
- 1.10%
- Δ weight
- down 0.04 pts
- Value
- ₹36.7 Cr
- Δ value
- up ₹3.2 Cr
- Status
- Added
- Weight
- 1.09%
- Δ weight
- up 0.17 pts
- Value
- ₹36.5 Cr
- Δ value
- up ₹9.2 Cr
- Status
- Added
- Weight
- 1.09%
- Δ weight
- down 0.12 pts
- Value
- ₹36.3 Cr
- Δ value
- up ₹67 L
- Status
- Added
- Weight
- 1.08%
- Δ weight
- up 0.03 pts
- Value
- ₹36.1 Cr
- Δ value
- up ₹5 Cr
- Status
- Added
- Weight
- 1.07%
- Δ weight
- down 0.45 pts
- Value
- ₹35.9 Cr
- Δ value
- down ₹9.2 Cr
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- up 0.12 pts
- Value
- ₹35.9 Cr
- Δ value
- up ₹7.7 Cr
- Status
- Added
- Weight
- 1.05%
- Δ weight
- up 0.08 pts
- Value
- ₹34.9 Cr
- Δ value
- up ₹6.4 Cr
- Status
- Added
- Weight
- 0.98%
- Δ weight
- up 0.03 pts
- Value
- ₹32.9 Cr
- Δ value
- up ₹4.7 Cr
- Status
- Added
- Weight
- 0.98%
- Δ weight
- up 0.08 pts
- Value
- ₹32.9 Cr
- Δ value
- up ₹6.3 Cr
- Status
- Added
- Weight
- 0.98%
- Δ weight
- up 0.98 pts
- Value
- ₹32.7 Cr
- Δ value
- up ₹32.7 Cr
- Status
- New
- Weight
- 0.96%
- Δ weight
- up 0.96 pts
- Value
- ₹32.2 Cr
- Δ value
- up ₹32.2 Cr
- Status
- New
- Weight
- 0.94%
- Δ weight
- down 0.19 pts
- Value
- ₹31.4 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 0.94%
- Δ weight
- down 0.01 pts
- Value
- ₹31.3 Cr
- Δ value
- up ₹3.4 Cr
- Status
- Added
- Weight
- 0.89%
- Δ weight
- down 0.03 pts
- Value
- ₹29.7 Cr
- Δ value
- up ₹2.4 Cr
- Status
- Added
- Weight
- 0.87%
- Δ weight
- up 0.18 pts
- Value
- ₹29 Cr
- Δ value
- up ₹8.6 Cr
- Status
- Added
- Weight
- 0.85%
- Δ weight
- up 0.04 pts
- Value
- ₹28.5 Cr
- Δ value
- up ₹4.5 Cr
- Status
- Added
- Weight
- 0.83%
- Δ weight
- down 0.76 pts
- Value
- ₹27.7 Cr
- Δ value
- down ₹19.3 Cr
- Status
- Trimmed
- Weight
- 0.82%
- Δ weight
- up 0.03 pts
- Value
- ₹27.5 Cr
- Δ value
- up ₹4.1 Cr
- Status
- Added
- Weight
- 0.76%
- Δ weight
- down 0.21 pts
- Value
- ₹25.5 Cr
- Δ value
- down ₹3.3 Cr
- Status
- Trimmed
- Weight
- 0.76%
- Δ weight
- down 0.18 pts
- Value
- ₹25.5 Cr
- Δ value
- down ₹2.5 Cr
- Status
- Trimmed
- Weight
- 0.66%
- Δ weight
- down 0.07 pts
- Value
- ₹22.1 Cr
- Δ value
- up ₹38 L
- Status
- Added
- Weight
- 0.62%
- Δ weight
- down 0.84 pts
- Value
- ₹20.8 Cr
- Δ value
- down ₹22.4 Cr
- Status
- Trimmed
- Sundaram Money Market Fund-Direct Plan - GrowthFund units
- Weight
- 0.62%
- Δ weight
- up 0.62 pts
- Value
- ₹20.6 Cr
- Δ value
- up ₹20.6 Cr
- Status
- New
- Weight
- 0.60%
- Δ weight
- up 0.16 pts
- Value
- ₹20 Cr
- Δ value
- up ₹7 Cr
- Status
- Added
- Weight
- 0.53%
- Δ weight
- down 0.13 pts
- Value
- ₹17.6 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 0.44%
- Δ weight
- up 0.44 pts
- Value
- ₹14.8 Cr
- Δ value
- up ₹14.8 Cr
- Status
- New
- Weight
- 0.43%
- Δ weight
- down 0.89 pts
- Value
- ₹14.4 Cr
- Δ value
- down ₹24.6 Cr
- Status
- Trimmed
- Weight
- <0.01%
- Δ weight
- —
- Value
- ₹0 L
- Δ value
- —
- Status
- Held
What changed, Mar 2025 to Sep 2025
New New positions (6)
- Axis Bank Limited1.5% · ₹50.9 Cr
- Info Edge (India) Limited1.4% · ₹46.7 Cr
- Natco Pharma Limited1.3% · ₹44.7 Cr
- Ganesha Ecosphere Limited1.0% · ₹32.7 Cr
- ZF Commercial Vehicle Control Systems India Limited1.0% · ₹32.2 Cr
- BSE Limited0.4% · ₹14.8 Cr
Exited Exited (15)
- Power Finance Corporation Limitedwas 1.2% · ₹36.1 Cr
- NIIT LEARNING SYSTEMS LTD
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 Mar 2025, the weight rose most in Auto Components (+2.1 pts) and Retailing (+2.1 pts), and fell most in Finance (−2.3 pts) and Industrial Products (−1.5 pts).
- Auto Components6.5% → 8.6%+2.1 pts
- Retailing1.9% → 3.9%+2.1 pts
- Banks8.0% → 9.5%+1.5 pts
- Textiles & Apparels0.8% → 1.9%+1.1 pts
- IT - Software2.7% → 3.5%+0.7 pts
- Capital Markets4.0% → 4.7%+0.7 pts
- Finance7.4% → 5.1%−2.3 pts
- Industrial Products9.5% → 8.0%−1.5 pts
- Other Consumer Services1.3% → 0.0%exited−1.3 pts
- Realty3.4% → 2.6%−0.8 pts
- Automobiles0.7% → 0.0%exited−0.7 pts
- Cement & Cement Products1.9% → 1.3%−0.7 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 | Sep 2022 | Sep 2024 | Mar 2025 | Mar 2025 | Mar 2025 | Sep 2025 |
|---|---|---|---|---|---|---|
| Banks | 9.1% | 8.6% | 8.0% | 8.0% | 8.0% | 9.5% |
| Auto Components | 3.1% | 4.7% | 6.5% | 6.5% | 6.5% | 8.6% |
| Industrial Products | 12.2% | 11.6% | 9.5% | 9.5% | 9.5% | 8.0% |
| Consumer Durables | 12.3% | 9.1% | 8.4% | 8.4% | 8.4% | 7.8% |
| Pharmaceuticals & Biotechnology | 6.3% | 4.8% | 5.9% | 5.9% | 5.9% | 6.1% |
| IT - Services | 2.8% | 3.6% | 5.4% | 5.4% | 5.4% | 5.7% |
| Healthcare Services | 0.7% | 3.4% | 4.7% | 4.7% | 4.7% | 5.3% |
| Finance | 8.4% | 6.6% | 7.4% | 7.4% | 7.4% | 5.1% |
| Capital Markets | 7.0% | 7.6% | 4.0% | 4.0% | 4.0% | 4.7% |
| Retailing | 1.1% | — | 1.9% | 1.9% | 1.9% | 3.9% |
Allocation in Sep 2025change vs Mar 2025
- Banks (5)
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, Sep 2025
3.1%
▼ 0.1 pts vs Mar 2025
- Cash alone
- 3.1%
- cash and net receivables
- A year earlier
- 2.0%
- Sep 2024 · now ▲ 1.2 pts
- Last 12 months
- 3.1% – 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.