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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
₹3,285 Cr
down ₹55.5 Cr vs Sep 2025
- Stocks held
- 67
- up 1 vs Sep 2025
- Top 10 weight
- 28.5%
- of the portfolio in its ten largest
- Cash & debt
- 3.8%
- cash, money market and debt
- Moves this month
- 3 in · 2 out
- added to 10, trimmed 42
Sundaram Small Cap Fund is an active equity fund in the Small Cap category from Sundaram Mutual Fund. In January 2026 it disclosed 67 stocks worth ₹3,285 Cr, down ₹55.5 Cr from Sep 2025. Its largest positions were MTAR Technologies Limited (3.8%), Craftsman Automation Limited (2.9%), SJS Enterprises Pvt Limited (2.9%); the ten largest together made up 28.5% of the portfolio, and Banks was the biggest sector at 11.0% of its equity. Cash and debt stood at 3.8%. Compared with Sep 2025 the fund entered 3 new stocks and exited 2.
Against 34 other Small Cap funds
Concentration
74%
Top-10 weight is higher than 74% of peers
Breadth
29%
Holds more stocks than 29% of peers
Cash
38%
Holds more cash than 38% of peers
Holdings in January 2026
Download CSVEvery line the fund disclosed, with the change against Sep 2025. Click a column to sort; click a company to see every fund that owns it.
| MTAR Technologies Limited | 3.84% | up 1.62 pts | ₹126 Cr | up ₹52.1 Cr | Added |
| Cash, TREPS & receivables | 3.81% | up 0.66 pts | ₹125 Cr | up ₹20 Cr | Added |
| Craftsman Automation Limited | 2.94% | up 0.08 pts | ₹96.6 Cr | up ₹98 L | Added |
| SJS Enterprises Pvt Limited | 2.93% | up 0.14 pts | ₹96.3 Cr | up ₹3.1 Cr | Added |
| Aster DM Healthcare Limited | 2.83% | down 0.74 pts | ₹92.8 Cr | down ₹26.2 Cr | Trimmed |
| EID Parry India Limited | 2.77% | up 0.01 pts | ₹91.1 Cr | down ₹1.1 Cr | Trimmed |
| DCB Bank Limited | 2.70% | up 0.95 pts | ₹88.7 Cr | up ₹30.4 Cr | Added |
| Affle (India) Limited | 2.68% | down 0.41 pts | ₹88.1 Cr | down ₹15.1 Cr | Trimmed |
| Rategain Travel Technologies Limited | 2.67% | down 0.04 pts | ₹87.8 Cr | down ₹3 Cr | Trimmed |
| Safari Industries (India) Limited | 2.67% | down 0.16 pts | ₹87.8 Cr | down ₹6.8 Cr | Trimmed |
| PNB Housing Finance Limited | 2.49% | down 0.08 pts | ₹81.6 Cr | down ₹4 Cr | Trimmed |
| Axis Bank Limited | 2.28% | up 0.76 pts | ₹74.9 Cr | up ₹24 Cr | Added |
| Ujjivan Small Finance Bank Limited | 2.18% | down 0.13 pts | ₹71.6 Cr | down ₹5.6 Cr | Trimmed |
| Cholamandalam Financial Holdings Limited | 1.99% | down 0.24 pts | ₹65.5 Cr | down ₹9.1 Cr | Trimmed |
| Eternal Limited | 1.84% | up 0.39 pts | ₹60.6 Cr | up ₹12 Cr | Added |
| Neuland Laboratories Limited | 1.81% | down 0.15 pts | ₹59.4 Cr | down ₹6.1 Cr | Trimmed |
| Chalet Hotels Limited | 1.78% | down 0.13 pts | ₹58.3 Cr | down ₹5.4 Cr | Trimmed |
| Equitas Small Finance Bank Limited | 1.72% | up 0.12 pts | ₹56.6 Cr | up ₹2.9 Cr | Added |
| Adani Ports and Special Economic Zone Limited | 1.69% | up 0.05 pts | ₹55.4 Cr | up ₹64 L | Added |
| Angel One Limited | 1.63% | up 0.20 pts | ₹53.6 Cr | up ₹5.7 Cr | Added |
| CSB Bank Limited | 1.60% | down 0.11 pts | ₹52.5 Cr | down ₹4.6 Cr | Trimmed |
| Info Edge (India) Limited | 1.56% | up 0.16 pts | ₹51.3 Cr | up ₹4.5 Cr | Added |
| KSB Limited | 1.55% | down 0.22 pts | ₹50.9 Cr | down ₹8.1 Cr | Trimmed |
| Natco Pharma Limited | 1.54% | up 0.20 pts | ₹50.5 Cr | up ₹5.8 Cr | Added |
| Balrampur Chini Mills Limited | 1.52% | down 0.10 pts | ₹49.8 Cr | down ₹4.2 Cr | Trimmed |
| Sanofi Consumer Healthcare India Limited | 1.50% | down 0.14 pts | ₹49.2 Cr | down ₹5.5 Cr | Trimmed |
| Greenpanel Industries Limited | 1.49% | down 0.24 pts | ₹48.8 Cr | down ₹8.8 Cr | Trimmed |
| RHI Magnesita India Limited | 1.47% | up 0.14 pts | ₹48.2 Cr | up ₹3.9 Cr | Added |
| ZF Commercial Vehicle Control Systems India Limited | 1.44% | up 0.48 pts | ₹47.4 Cr | up ₹15.2 Cr | Added |
| Larsen & Toubro Limited | 1.43% | up 0.12 pts | ₹46.9 Cr | up ₹3.3 Cr | Added |
| Brigade Enterprises Limited | 1.35% | down 0.23 pts | ₹44.2 Cr | down ₹8.5 Cr | Trimmed |
| Kovai Medical Center and Hospital Limited | 1.24% | down 0.14 pts | ₹40.9 Cr | down ₹5.3 Cr | Trimmed |
| Amber Enterprises India Limited | 1.20% | up 0.26 pts | ₹39.5 Cr | up ₹8.1 Cr | Added |
| Medi Assist Healthcare Services Ltd | 1.19% | down 0.24 pts | ₹39 Cr | down ₹8.8 Cr | Trimmed |
| ION Exchange (India) Limited | 1.19% | up <0.01 pts | ₹38.9 Cr | down ₹61 L | Trimmed |
| CEAT Limited | 1.18% | down 0.24 pts | ₹38.9 Cr | down ₹8.7 Cr | Trimmed |
| Neogen Chemicals Ltd. | 1.17% | up 0.08 pts | ₹38.6 Cr | up ₹2.1 Cr | Added |
| Kalpataru Projects International Limited | 1.17% | down 0.09 pts | ₹38.6 Cr | down ₹3.7 Cr | Trimmed |
| R Systems International Ltd | 1.16% | down 0.04 pts | ₹38.2 Cr | down ₹2.1 Cr | Trimmed |
| Tega Industries Limited | 1.15% | down 0.11 pts | ₹37.8 Cr | down ₹4.2 Cr | Trimmed |
| Gujarat State Petronet Limited | 1.15% | up <0.01 pts | ₹37.6 Cr | down ₹61 L | Trimmed |
| Deepak Nitrite Limited | 1.14% | up 0.54 pts | ₹37.3 Cr | up ₹17.3 Cr | Added |
| Cyient Limited | 1.09% | up 0.01 pts | ₹35.8 Cr | down ₹26 L | Trimmed |
| Westlife Foodworld Limited | 1.09% | down 0.40 pts | ₹35.7 Cr | down ₹14.1 Cr | Trimmed |
| Senco Gold Limited | 1.05% | up 0.18 pts | ₹34.6 Cr | up ₹5.6 Cr | Added |
| Birla Corporation Limited | 1.04% | down 0.14 pts | ₹34.2 Cr | down ₹5.3 Cr | Trimmed |
| Prudent Corporate Advisory Services Limited | 1.04% | down 0.06 pts | ₹34.2 Cr | down ₹2.6 Cr | Trimmed |
| Aavas Financiers Limited | 1.03% | up 1.03 pts | ₹33.9 Cr | up ₹33.9 Cr | New |
| Venus Pipes And Tubes Limited | 1.01% | up 1.01 pts | ₹33.1 Cr | up ₹33.1 Cr | New |
| Emami Limited | 0.99% | down 0.09 pts | ₹32.7 Cr | down ₹3.7 Cr | Trimmed |
What changed, Sep 2025 to Jan 2026
New New positions (3)
- Aavas Financiers Limited1.0% · ₹33.9 Cr
- Venus Pipes And Tubes Limited1.0% · ₹33.1 Cr
- SKF India (Industrial) Ltd0.7% · ₹23.7 Cr
Exited Exited (2)
- SKF India Limitedwas 1.0% · ₹34.9 Cr
- Multi Commodity Exchange of India Limitedwas 0.4% · ₹14.4 Cr
Added Biggest additions
- MTAR Technologies Limitedup ₹52.1 Cr (+1.62% pts)
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 2025, the weight rose most in Aerospace & Defense (+1.7 pts) and Banks (+1.5 pts), and fell most in Healthcare Services (−1.0 pts) and Leisure Services (−0.6 pts).
- Aerospace & Defense2.4% → 4.0%+1.7 pts
- Banks9.5% → 11.0%+1.5 pts
- Finance5.1% → 5.8%+0.7 pts
- Chemicals & Petrochemicals2.5% → 2.9%+0.4 pts
- Retailing3.9% → 4.3%+0.4 pts
- Auto Components8.6% → 8.9%+0.4 pts
- Healthcare Services5.3% → 4.3%−1.0 pts
- Leisure Services3.6% → 3.0%−0.6 pts
- IT - Services5.7% → 5.2%−0.5 pts
- Textiles & Apparels1.9% → 1.5%−0.4 pts
- Realty2.6% → 2.2%−0.3 pts
- Capital Markets4.7% → 4.4%−0.3 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 | Sep 2025 | Sep 2025 | Jan 2026 |
|---|---|---|---|---|---|---|
| Banks | 9.1% | 8.6% | 8.0% | 9.5% | 9.5% | 11.0% |
| Auto Components | 3.1% | 4.7% | 6.5% | 8.6% | 8.6% | 8.9% |
| Industrial Products | 12.2% | 11.6% | 9.5% | 8.0% | 8.0% | 7.8% |
| Consumer Durables | 12.3% | 9.1% | 8.4% | 7.8% | 7.8% | 7.7% |
| Pharmaceuticals & Biotechnology | 6.3% | 4.8% | 5.9% | 6.1% | 6.1% | 6.0% |
| Finance | 8.4% | 6.6% | 7.4% | 5.1% | 5.1% | 5.8% |
| IT - Services | 2.8% | 3.6% | 5.4% | 5.7% | 5.7% | 5.2% |
| Capital Markets | 7.0% | 7.6% | 4.0% | 4.7% | 4.7% | 4.4% |
| Retailing | 1.1% | — | 1.9% | 3.9% | 3.9% | 4.3% |
| Healthcare Services | 0.7% | 3.4% | 4.7% | 5.3% | 5.3% | 4.3% |
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, Jan 2026
3.8%
▲ 0.7 pts vs Sep 2025
- Cash alone
- 3.8%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 3.1% – 3.8%
- 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.