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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
₹3,681 Cr
up ₹118 Cr vs Apr 2026
- Stocks held
- 70
- up 1 vs Apr 2026
- Top 10 weight
- 29.8%
- of the portfolio in its ten largest
- Cash & debt
- 5.2%
- cash, money market and debt
- Moves this month
- 2 in · 1 out
- added to 10, trimmed 30
Sundaram Small Cap Fund is an active equity fund in the Small Cap category from Sundaram Mutual Fund. In May 2026 it disclosed 70 stocks worth ₹3,681 Cr, up ₹118 Cr from Apr 2026. Its largest positions were MTAR Technologies Limited (5.7%), Aster DM Healthcare Limited (3.3%), SJS Enterprises Pvt Limited (3.3%); the ten largest together made up 29.8% of the portfolio, and Banks was the biggest sector at 9.3% of its equity. Cash and debt stood at 5.2%. Compared with Apr 2026 the fund entered 2 new stocks and exited 1.
Against 34 other Small Cap funds
Concentration
85%
Top-10 weight is higher than 85% of peers
Breadth
29%
Holds more stocks than 29% of peers
Cash
50%
Holds more cash than 50% of peers
Holdings in May 2026
Download CSVEvery line the fund disclosed, with the change against Apr 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 5.67%
- Δ weight
- up 0.42 pts
- Value
- ₹209 Cr
- Δ value
- up ₹21.5 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 4.43%
- Δ weight
- down 0.06 pts
- Value
- ₹163 Cr
- Δ value
- up ₹3.2 Cr
- Status
- Added
- Weight
- 3.33%
- Δ weight
- up 0.02 pts
- Value
- ₹122 Cr
- Δ value
- up ₹4.6 Cr
- Status
- Added
- Weight
- 3.30%
- Δ weight
- up 0.37 pts
- Value
- ₹122 Cr
- Δ value
- up ₹17.1 Cr
- Status
- Added
- Weight
- 3.11%
- Δ weight
- up 0.52 pts
- Value
- ₹115 Cr
- Δ value
- up ₹22.1 Cr
- Status
- Added
- Weight
- 2.68%
- Δ weight
- down 0.13 pts
- Value
- ₹98.6 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 2.60%
- Δ weight
- up 0.30 pts
- Value
- ₹95.8 Cr
- Δ value
- up ₹13.9 Cr
- Status
- Added
- Weight
- 2.46%
- Δ weight
- up 0.06 pts
- Value
- ₹90.6 Cr
- Δ value
- up ₹5.1 Cr
- Status
- Added
- Weight
- 2.41%
- Δ weight
- up 0.04 pts
- Value
- ₹88.7 Cr
- Δ value
- up ₹4.3 Cr
- Status
- Added
- Weight
- 2.15%
- Δ weight
- down 0.33 pts
- Value
- ₹79 Cr
- Δ value
- down ₹9.3 Cr
- Status
- Trimmed
- Weight
- 2.12%
- Δ weight
- down 0.21 pts
- Value
- ₹77.9 Cr
- Δ value
- down ₹5.1 Cr
- Status
- Trimmed
- Weight
- 2.08%
- Δ weight
- up 0.19 pts
- Value
- ₹76.6 Cr
- Δ value
- up ₹9.4 Cr
- Status
- Added
- Weight
- 2.04%
- Δ weight
- up 0.21 pts
- Value
- ₹75 Cr
- Δ value
- up ₹9.8 Cr
- Status
- Added
- Weight
- 1.93%
- Δ weight
- up 0.11 pts
- Value
- ₹71.2 Cr
- Δ value
- up ₹6 Cr
- Status
- Added
- Weight
- 1.91%
- Δ weight
- up 0.10 pts
- Value
- ₹70.4 Cr
- Δ value
- up ₹5.7 Cr
- Status
- Added
- Weight
- 1.91%
- Δ weight
- down 0.04 pts
- Value
- ₹70.3 Cr
- Δ value
- up ₹1 Cr
- Status
- Added
- Weight
- 1.84%
- Δ weight
- down 0.03 pts
- Value
- ₹67.7 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Added
- Weight
- 1.66%
- Δ weight
- down 0.08 pts
- Value
- ₹61 Cr
- Δ value
- down ₹74 L
- Status
- Trimmed
- Weight
- 1.58%
- Δ weight
- down 0.18 pts
- Value
- ₹58.2 Cr
- Δ value
- down ₹4.6 Cr
- Status
- Trimmed
- Weight
- 1.58%
- Δ weight
- down 0.10 pts
- Value
- ₹58.2 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 1.57%
- Δ weight
- down 0.13 pts
- Value
- ₹57.7 Cr
- Δ value
- down ₹2.6 Cr
- Status
- Trimmed
- Weight
- 1.54%
- Δ weight
- down 0.43 pts
- Value
- ₹56.8 Cr
- Δ value
- down ₹13.6 Cr
- Status
- Trimmed
- Weight
- 1.54%
- Δ weight
- up 0.03 pts
- Value
- ₹56.6 Cr
- Δ value
- up ₹2.7 Cr
- Status
- Added
- Weight
- 1.49%
- Δ weight
- down 0.04 pts
- Value
- ₹54.9 Cr
- Δ value
- up ₹36 L
- Status
- Added
- Weight
- 1.44%
- Δ weight
- down 0.11 pts
- Value
- ₹53 Cr
- Δ value
- down ₹2.2 Cr
- Status
- Trimmed
- Weight
- 1.43%
- Δ weight
- down 0.13 pts
- Value
- ₹52.6 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 1.43%
- Δ weight
- up <0.01 pts
- Value
- ₹52.5 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Weight
- 1.32%
- Δ weight
- down 0.02 pts
- Value
- ₹48.6 Cr
- Δ value
- up ₹74 L
- Status
- Added
- Weight
- 1.26%
- Δ weight
- down 0.04 pts
- Value
- ₹46.4 Cr
- Δ value
- down ₹8 L
- Status
- Held
- Weight
- 1.25%
- Δ weight
- down 0.12 pts
- Value
- ₹46.1 Cr
- Δ value
- down ₹2.9 Cr
- Status
- Trimmed
- Weight
- 1.23%
- Δ weight
- down 0.02 pts
- Value
- ₹45.1 Cr
- Δ value
- up ₹66 L
- Status
- Added
- Weight
- 1.20%
- Δ weight
- up 1.20 pts
- Value
- ₹44.2 Cr
- Δ value
- up ₹44.2 Cr
- Status
- New
- Weight
- 1.19%
- Δ weight
- up 0.01 pts
- Value
- ₹44 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Weight
- 1.19%
- Δ weight
- down 0.14 pts
- Value
- ₹43.8 Cr
- Δ value
- down ₹3.6 Cr
- Status
- Trimmed
- Weight
- 1.17%
- Δ weight
- down 0.32 pts
- Value
- ₹43 Cr
- Δ value
- down ₹10.1 Cr
- Status
- Trimmed
- Weight
- 1.12%
- Δ weight
- down 0.28 pts
- Value
- ₹41.3 Cr
- Δ value
- down ₹8.7 Cr
- Status
- Trimmed
- Weight
- 1.11%
- Δ weight
- down 0.01 pts
- Value
- ₹40.8 Cr
- Δ value
- up ₹91 L
- Status
- Added
- Weight
- 1.10%
- Δ weight
- down 0.10 pts
- Value
- ₹40.4 Cr
- Δ value
- down ₹2.2 Cr
- Status
- Trimmed
- Weight
- 1.09%
- Δ weight
- down 0.03 pts
- Value
- ₹40.2 Cr
- Δ value
- up ₹27 L
- Status
- Added
- Weight
- 1.08%
- Δ weight
- down 0.14 pts
- Value
- ₹39.8 Cr
- Δ value
- down ₹3.8 Cr
- Status
- Trimmed
- Weight
- 1.08%
- Δ weight
- up 0.52 pts
- Value
- ₹39.7 Cr
- Δ value
- up ₹19.7 Cr
- Status
- Added
- Weight
- 1.06%
- Δ weight
- up 0.07 pts
- Value
- ₹39 Cr
- Δ value
- up ₹3.7 Cr
- Status
- Added
- Weight
- 1.05%
- Δ weight
- down 0.08 pts
- Value
- ₹38.8 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- down 0.07 pts
- Value
- ₹38.2 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 1.01%
- Δ weight
- up 0.03 pts
- Value
- ₹37.2 Cr
- Δ value
- up ₹2.4 Cr
- Status
- Added
- Weight
- 1.01%
- Δ weight
- down 0.03 pts
- Value
- ₹37.1 Cr
- Δ value
- up ₹16 L
- Status
- Held
- Weight
- 0.98%
- Δ weight
- up 0.06 pts
- Value
- ₹36.1 Cr
- Δ value
- up ₹3.2 Cr
- Status
- Added
- Weight
- 0.92%
- Δ weight
- up 0.01 pts
- Value
- ₹33.9 Cr
- Δ value
- up ₹1.3 Cr
- Status
- Added
- Weight
- 0.91%
- Δ weight
- down 0.11 pts
- Value
- ₹33.3 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Weight
- 0.84%
- Δ weight
- down <0.01 pts
- Value
- ₹30.8 Cr
- Δ value
- up ₹95 L
- Status
- Added
- 364 Days - T BillDebt
- Weight
- 0.82%
- Δ weight
- up 0.82 pts
- Value
- ₹30.3 Cr
- Δ value
- up ₹30.3 Cr
- Status
- New
- Weight
- 0.82%
- Δ weight
- down 0.01 pts
- Value
- ₹30.2 Cr
- Δ value
- up ₹69 L
- Status
- Added
- Weight
- 0.80%
- Δ weight
- down 0.07 pts
- Value
- ₹29.5 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 0.78%
- Δ weight
- up 0.01 pts
- Value
- ₹28.6 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Added
- Weight
- 0.76%
- Δ weight
- down 0.03 pts
- Value
- ₹28.1 Cr
- Δ value
- down ₹28 L
- Status
- Trimmed
- Weight
- 0.76%
- Δ weight
- down 0.07 pts
- Value
- ₹27.8 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 0.73%
- Δ weight
- down 0.11 pts
- Value
- ₹26.9 Cr
- Δ value
- down ₹3.1 Cr
- Status
- Trimmed
- Weight
- 0.73%
- Δ weight
- down 0.02 pts
- Value
- ₹26.7 Cr
- Δ value
- up ₹19 L
- Status
- Added
- Weight
- 0.72%
- Δ weight
- up 0.19 pts
- Value
- ₹26.7 Cr
- Δ value
- up ₹7.5 Cr
- Status
- Added
- Weight
- 0.69%
- Δ weight
- down 0.03 pts
- Value
- ₹25.5 Cr
- Δ value
- down ₹28 L
- Status
- Trimmed
- Weight
- 0.66%
- Δ weight
- down 0.38 pts
- Value
- ₹24.2 Cr
- Δ value
- down ₹12.7 Cr
- Status
- Trimmed
- Weight
- 0.66%
- Δ weight
- down 0.10 pts
- Value
- ₹24.2 Cr
- Δ value
- down ₹2.7 Cr
- Status
- Trimmed
- Weight
- 0.61%
- Δ weight
- up 0.02 pts
- Value
- ₹22.6 Cr
- Δ value
- up ₹1.3 Cr
- Status
- Added
- Weight
- 0.61%
- Δ weight
- up 0.12 pts
- Value
- ₹22.3 Cr
- Δ value
- up ₹4.9 Cr
- Status
- Added
- Sundaram Money Market Fund-Direct Plan - GrowthFund units
- Weight
- 0.58%
- Δ weight
- down 0.02 pts
- Value
- ₹21.3 Cr
- Δ value
- up ₹5 L
- Status
- Held
- Weight
- 0.55%
- Δ weight
- down 0.17 pts
- Value
- ₹20.1 Cr
- Δ value
- down ₹5.6 Cr
- Status
- Trimmed
- Weight
- 0.52%
- Δ weight
- up 0.52 pts
- Value
- ₹19.2 Cr
- Δ value
- up ₹19.2 Cr
- Status
- New
- Weight
- 0.40%
- Δ weight
- up <0.01 pts
- Value
- ₹14.6 Cr
- Δ value
- up ₹60 L
- Status
- Added
- Weight
- 0.37%
- Δ weight
- down 0.12 pts
- Value
- ₹13.5 Cr
- Δ value
- down ₹4 Cr
- Status
- Trimmed
- Weight
- 0.36%
- Δ weight
- up <0.01 pts
- Value
- ₹13.1 Cr
- Δ value
- up ₹57 L
- Status
- Added
- Weight
- 0.36%
- Δ weight
- down 0.07 pts
- Value
- ₹13.1 Cr
- Δ value
- down ₹2.1 Cr
- Status
- Trimmed
- Weight
- 0.30%
- Δ weight
- down 0.07 pts
- Value
- ₹10.9 Cr
- Δ value
- down ₹2.2 Cr
- Status
- Trimmed
- Weight
- <0.01%
- Δ weight
- —
- Value
- ₹0 L
- Δ value
- —
- Status
- Held
What changed, Apr 2026 to May 2026
New New positions (2)
- Gujarat Gas Limited1.2% · ₹44.2 Cr
- Five Star Business Finance Limited0.5% · ₹19.2 Cr
Exited Exited (1)
- Gujarat State Petronet Limitedwas 1.1% · ₹40.9 Cr
Added Biggest additions
- Rategain Travel Technologies Limitedup ₹22.1 Cr (+0.52% pts)
- MTAR Technologies Limitedup ₹21.5 Cr (+0.42% pts)
- Onemi Technology Solutions 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 Apr 2026, the weight rose most in Finance (+0.9 pts) and Auto Components (+0.7 pts), and fell most in Banks (−0.4 pts) and Industrial Products (−0.4 pts).
- Finance7.3% → 8.2%+0.9 pts
- Auto Components7.8% → 8.4%+0.7 pts
- IT - Software3.2% → 3.7%+0.5 pts
- Aerospace & Defense5.5% → 6.0%+0.5 pts
- Transport Infrastructure1.9% → 2.0%+0.1 pts
- Banks9.7% → 9.3%−0.4 pts
- Industrial Products7.7% → 7.3%−0.4 pts
- Industrial Manufacturing1.1% → 0.7%−0.4 pts
- Food Products2.6% → 2.3%−0.3 pts
- Realty2.2% → 1.9%−0.3 pts
- Chemicals & Petrochemicals3.0% → 2.8%−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 | Mar 2023 | Mar 2025 | Sep 2025 | Feb 2026 | Apr 2026 | May 2026 |
|---|---|---|---|---|---|---|
| Banks | 8.9% | 8.0% | 9.5% | 10.3% | 9.7% | 9.3% |
| Auto Components | 2.1% | 6.5% | 8.6% | 8.6% | 7.8% | 8.4% |
| Finance | 10.0% | 7.4% | 5.1% | 6.2% | 7.3% | 8.2% |
| Industrial Products | 12.7% | 9.5% | 8.0% | 7.9% | 7.7% | 7.3% |
| Consumer Durables | 11.2% | 8.4% | 7.8% | 7.9% | 7.1% | 6.9% |
| Pharmaceuticals & Biotechnology | 5.9% | 5.9% | 6.1% | 6.4% | 6.6% | 6.7% |
| Aerospace & Defense | 0.7% | 2.0% | 2.4% | 4.3% | 5.5% | 6.0% |
| Retailing | 0.9% | 1.9% | 3.9% | 4.6% | 4.8% | 4.8% |
| Healthcare Services | 0.9% | 4.7% | 5.3% | 4.8% | 4.7% | 4.7% |
| IT - Services | 3.1% | 5.4% | 5.7% | 4.4% | 4.1% | 4.2% |
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, May 2026
5.2%
▲ 0.8 pts vs Apr 2026
- Cash alone
- 4.4%
- 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.