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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
₹3,306 Cr
up ₹21.1 Cr vs Jan 2026
- Stocks held
- 65
- down 2 vs Jan 2026
- Top 10 weight
- 27.7%
- of the portfolio in its ten largest
- Cash & debt
- 5.6%
- cash, money market and debt
- Moves this month
- 0 in · 2 out
- added to 10, trimmed 32
Sundaram Small Cap Fund is an active equity fund in the Small Cap category from Sundaram Mutual Fund. In February 2026 it disclosed 65 stocks worth ₹3,306 Cr, up ₹21.1 Cr from Jan 2026. Its largest positions were MTAR Technologies Limited (4.1%), Aster DM Healthcare Limited (3.3%), SJS Enterprises Pvt Limited (3.1%); the ten largest together made up 27.7% of the portfolio, and Banks was the biggest sector at 10.3% of its equity. Cash and debt stood at 5.6%. Compared with Jan 2026 the fund entered 0 new stocks and exited 2.
Against 34 other Small Cap funds
Concentration
62%
Top-10 weight is higher than 62% of peers
Breadth
26%
Holds more stocks than 26% of peers
Cash
50%
Holds more cash than 50% of peers
Holdings in February 2026
Download CSVEvery line the fund disclosed, with the change against Jan 2026. Click a column to sort; click a company to see every fund that owns it.
- Cash, TREPS & receivables
- Weight
- 5.59%
- Δ weight
- up 1.78 pts
- Value
- ₹185 Cr
- Δ value
- up ₹59.8 Cr
- Status
- Added
- Weight
- 4.06%
- Δ weight
- up 0.22 pts
- Value
- ₹134 Cr
- Δ value
- up ₹8.1 Cr
- Status
- Added
- Weight
- 3.33%
- Δ weight
- up 0.50 pts
- Value
- ₹110 Cr
- Δ value
- up ₹17.2 Cr
- Status
- Added
- Weight
- 3.07%
- Δ weight
- up 0.14 pts
- Value
- ₹102 Cr
- Δ value
- up ₹5.3 Cr
- Status
- Added
- Weight
- 2.63%
- Δ weight
- down 0.14 pts
- Value
- ₹87.1 Cr
- Δ value
- down ₹4.1 Cr
- Status
- Trimmed
- Weight
- 2.49%
- Δ weight
- down 0.21 pts
- Value
- ₹82.5 Cr
- Δ value
- down ₹6.3 Cr
- Status
- Trimmed
- Weight
- 2.48%
- Δ weight
- down 0.01 pts
- Value
- ₹81.9 Cr
- Δ value
- up ₹23 L
- Status
- Held
- Weight
- 2.45%
- Δ weight
- down 0.22 pts
- Value
- ₹81.1 Cr
- Δ value
- down ₹6.7 Cr
- Status
- Trimmed
- Weight
- 2.43%
- Δ weight
- down 0.52 pts
- Value
- ₹80.2 Cr
- Δ value
- down ₹16.5 Cr
- Status
- Trimmed
- Weight
- 2.40%
- Δ weight
- down 0.27 pts
- Value
- ₹79.5 Cr
- Δ value
- down ₹8.3 Cr
- Status
- Trimmed
- Weight
- 2.37%
- Δ weight
- down 0.31 pts
- Value
- ₹78.5 Cr
- Δ value
- down ₹9.7 Cr
- Status
- Trimmed
- Weight
- 2.29%
- Δ weight
- up 0.01 pts
- Value
- ₹75.7 Cr
- Δ value
- up ₹74 L
- Status
- Added
- Weight
- 2.12%
- Δ weight
- up 0.27 pts
- Value
- ₹70 Cr
- Δ value
- up ₹9.4 Cr
- Status
- Added
- Weight
- 1.96%
- Δ weight
- down 0.04 pts
- Value
- ₹64.7 Cr
- Δ value
- down ₹80 L
- Status
- Trimmed
- Weight
- 1.86%
- Δ weight
- down 0.32 pts
- Value
- ₹61.6 Cr
- Δ value
- down ₹10 Cr
- Status
- Trimmed
- Weight
- 1.80%
- Δ weight
- up 0.27 pts
- Value
- ₹59.7 Cr
- Δ value
- up ₹9.2 Cr
- Status
- Added
- Weight
- 1.80%
- Δ weight
- up 0.11 pts
- Value
- ₹59.3 Cr
- Δ value
- up ₹3.9 Cr
- Status
- Added
- Weight
- 1.74%
- Δ weight
- down 0.07 pts
- Value
- ₹57.5 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 1.69%
- Δ weight
- up 0.17 pts
- Value
- ₹55.7 Cr
- Δ value
- up ₹6 Cr
- Status
- Added
- Weight
- 1.67%
- Δ weight
- up 0.12 pts
- Value
- ₹55.4 Cr
- Δ value
- up ₹4.5 Cr
- Status
- Added
- Weight
- 1.67%
- Δ weight
- up 0.46 pts
- Value
- ₹55.1 Cr
- Δ value
- up ₹15.6 Cr
- Status
- Added
- Weight
- 1.64%
- Δ weight
- down 0.14 pts
- Value
- ₹54.1 Cr
- Δ value
- down ₹4.2 Cr
- Status
- Trimmed
- Weight
- 1.57%
- Δ weight
- up 0.08 pts
- Value
- ₹52.1 Cr
- Δ value
- up ₹2.8 Cr
- Status
- Added
- Weight
- 1.57%
- Δ weight
- down 0.15 pts
- Value
- ₹51.9 Cr
- Δ value
- down ₹4.6 Cr
- Status
- Trimmed
- Weight
- 1.54%
- Δ weight
- up 0.12 pts
- Value
- ₹51 Cr
- Δ value
- up ₹4.1 Cr
- Status
- Added
- Weight
- 1.49%
- Δ weight
- down 0.14 pts
- Value
- ₹49.2 Cr
- Δ value
- down ₹4.4 Cr
- Status
- Trimmed
- Weight
- 1.45%
- Δ weight
- up 0.01 pts
- Value
- ₹47.9 Cr
- Δ value
- up ₹55 L
- Status
- Added
- Weight
- 1.44%
- Δ weight
- down 0.16 pts
- Value
- ₹47.6 Cr
- Δ value
- down ₹4.9 Cr
- Status
- Trimmed
- Weight
- 1.42%
- Δ weight
- down 0.04 pts
- Value
- ₹47.1 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 1.40%
- Δ weight
- up 0.37 pts
- Value
- ₹46.4 Cr
- Δ value
- up ₹12.6 Cr
- Status
- Added
- Weight
- 1.40%
- Δ weight
- up 0.23 pts
- Value
- ₹46.4 Cr
- Δ value
- up ₹7.9 Cr
- Status
- Added
- Weight
- 1.33%
- Δ weight
- down 0.02 pts
- Value
- ₹43.9 Cr
- Δ value
- down ₹29 L
- Status
- Trimmed
- Weight
- 1.33%
- Δ weight
- down 0.16 pts
- Value
- ₹43.9 Cr
- Δ value
- down ₹5 Cr
- Status
- Trimmed
- Weight
- 1.28%
- Δ weight
- down 0.28 pts
- Value
- ₹42.2 Cr
- Δ value
- down ₹9 Cr
- Status
- Trimmed
- Weight
- 1.26%
- Δ weight
- up 0.09 pts
- Value
- ₹41.8 Cr
- Δ value
- up ₹3.2 Cr
- Status
- Added
- Weight
- 1.22%
- Δ weight
- up 0.07 pts
- Value
- ₹40.3 Cr
- Δ value
- up ₹2.6 Cr
- Status
- Added
- Weight
- 1.21%
- Δ weight
- up 0.03 pts
- Value
- ₹40 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Added
- Weight
- 1.20%
- Δ weight
- down 0.04 pts
- Value
- ₹39.8 Cr
- Δ value
- down ₹1 Cr
- Status
- Trimmed
- Weight
- 1.14%
- Δ weight
- down 0.01 pts
- Value
- ₹37.6 Cr
- Δ value
- up ₹2 L
- Status
- Held
- Weight
- 1.10%
- Δ weight
- down 0.08 pts
- Value
- ₹36.5 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 1.10%
- Δ weight
- down 0.09 pts
- Value
- ₹36.3 Cr
- Δ value
- down ₹2.7 Cr
- Status
- Trimmed
- Weight
- 1.09%
- Δ weight
- down 0.05 pts
- Value
- ₹35.9 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 1.08%
- Δ weight
- up 0.08 pts
- Value
- ₹35.9 Cr
- Δ value
- up ₹2.8 Cr
- Status
- Added
- Weight
- 1.08%
- Δ weight
- down <0.01 pts
- Value
- ₹35.8 Cr
- Δ value
- up ₹12 L
- Status
- Held
- Weight
- 1.08%
- Δ weight
- up 0.03 pts
- Value
- ₹35.7 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Added
- Weight
- 1.01%
- Δ weight
- down 0.03 pts
- Value
- ₹33.5 Cr
- Δ value
- down ₹67 L
- Status
- Trimmed
- Weight
- 1.00%
- Δ weight
- up 0.05 pts
- Value
- ₹33 Cr
- Δ value
- up ₹1.7 Cr
- Status
- Added
- Weight
- 0.98%
- Δ weight
- down 0.06 pts
- Value
- ₹32.4 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 0.94%
- Δ weight
- down 0.05 pts
- Value
- ₹31.2 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 0.93%
- Δ weight
- up 0.08 pts
- Value
- ₹30.7 Cr
- Δ value
- up ₹2.7 Cr
- Status
- Added
- Weight
- 0.90%
- Δ weight
- up 0.02 pts
- Value
- ₹29.7 Cr
- Δ value
- up ₹90 L
- Status
- Added
- Weight
- 0.89%
- Δ weight
- up 0.01 pts
- Value
- ₹29.5 Cr
- Δ value
- up ₹44 L
- Status
- Added
- Weight
- 0.88%
- Δ weight
- up 0.16 pts
- Value
- ₹29.1 Cr
- Δ value
- up ₹5.5 Cr
- Status
- Added
- Weight
- 0.88%
- Δ weight
- down 0.28 pts
- Value
- ₹29.1 Cr
- Δ value
- down ₹9.1 Cr
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- down 0.22 pts
- Value
- ₹28.8 Cr
- Δ value
- down ₹7 Cr
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- down 0.02 pts
- Value
- ₹28.7 Cr
- Δ value
- down ₹35 L
- Status
- Trimmed
- Weight
- 0.87%
- Δ weight
- up 0.02 pts
- Value
- ₹28.6 Cr
- Δ value
- up ₹90 L
- Status
- Added
- Weight
- 0.78%
- Δ weight
- up 0.03 pts
- Value
- ₹25.7 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Weight
- 0.76%
- Δ weight
- down 0.04 pts
- Value
- ₹25.1 Cr
- Δ value
- down ₹99 L
- Status
- Trimmed
- Weight
- 0.69%
- Δ weight
- up 0.02 pts
- Value
- ₹22.7 Cr
- Δ value
- up ₹97 L
- Status
- Added
- Weight
- 0.68%
- Δ weight
- down 0.05 pts
- Value
- ₹22.3 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 0.65%
- Δ weight
- up 0.07 pts
- Value
- ₹21.4 Cr
- Δ value
- up ₹2.4 Cr
- Status
- Added
- Sundaram Money Market Fund-Direct Plan - GrowthFund units
- Weight
- 0.64%
- Δ weight
- down <0.01 pts
- Value
- ₹21.1 Cr
- Δ value
- up ₹12 L
- Status
- Added
- Weight
- 0.63%
- Δ weight
- down 0.22 pts
- Value
- ₹20.8 Cr
- Δ value
- down ₹7.2 Cr
- Status
- Trimmed
- Weight
- 0.48%
- Δ weight
- down 0.04 pts
- Value
- ₹16 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 0.35%
- Δ weight
- down 0.08 pts
- Value
- ₹11.5 Cr
- Δ value
- down ₹2.5 Cr
- Status
- Trimmed
- Weight
- <0.01%
- Δ weight
- —
- Value
- ₹0 L
- Δ value
- —
- Status
- Held
What changed, Jan 2026 to Feb 2026
New New positions (0)
None.
Exited Exited (2)
- BSE Limitedwas 0.6% · ₹20.3 Cr
- KEI Industries Limitedwas 0.2% · ₹5.4 Cr
Added Biggest additions
- Aster DM Healthcare Limitedup ₹17.2 Cr (+0.50% pts)
- Amber Enterprises India Limitedup ₹15.6 Cr (+0.46% pts)
- Aavas Financiers Limitedup ₹12.6 Cr (+0.37% pts)
- Eternal 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 Jan 2026, the weight rose most in Healthcare Services (+0.6 pts) and Pharmaceuticals & Biotechnology (+0.5 pts), and fell most in IT - Services (−0.8 pts) and Capital Markets (−0.8 pts).
- Healthcare Services4.3% → 4.8%+0.6 pts
- Pharmaceuticals & Biotechnology6.0% → 6.4%+0.5 pts
- Finance5.8% → 6.2%+0.4 pts
- Aerospace & Defense4.0% → 4.3%+0.3 pts
- Construction2.7% → 3.0%+0.3 pts
- Consumer Durables7.7% → 7.9%+0.3 pts
- IT - Services5.2% → 4.4%−0.8 pts
- Capital Markets4.4% → 3.6%−0.8 pts
- Banks11.0% → 10.3%−0.7 pts
- Auto Components8.9% → 8.6%−0.3 pts
- IT - Software3.4% → 3.1%−0.3 pts
- Electrical Equipment0.9% → 0.7%−0.2 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 | Jan 2026 | Feb 2026 |
|---|---|---|---|---|---|---|
| Banks | 9.1% | 8.6% | 8.0% | 9.5% | 11.0% | 10.3% |
| Auto Components | 3.1% | 4.7% | 6.5% | 8.6% | 8.9% | 8.6% |
| Consumer Durables | 12.3% | 9.1% | 8.4% | 7.8% | 7.7% | 7.9% |
| Industrial Products | 12.2% | 11.6% | 9.5% | 8.0% | 7.8% | 7.9% |
| Pharmaceuticals & Biotechnology | 6.3% | 4.8% | 5.9% | 6.1% | 6.0% | 6.4% |
| Finance | 8.4% | 6.6% | 7.4% | 5.1% | 5.8% | 6.2% |
| Healthcare Services | 0.7% | 3.4% | 4.7% | 5.3% | 4.3% | 4.8% |
| Retailing | 1.1% | — | 1.9% | 3.9% | 4.3% | 4.6% |
| IT - Services | 2.8% | 3.6% | 5.4% | 5.7% | 5.2% | 4.4% |
| Aerospace & Defense | — | — | 2.0% | 2.4% | 4.0% | 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, Feb 2026
5.6%
▲ 1.8 pts vs Jan 2026
- Cash alone
- 5.6%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 3.1% – 5.6%
- 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.