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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
₹4,155 Cr
up ₹233 Cr vs Jul 2026
- Stocks held
- 73
- up 4 vs Jul 2026
- Top 10 weight
- 30.3%
- of the portfolio in its ten largest
- Cash & debt
- 4.1%
- cash, money market and debt
- Moves this month
- 5 in · 1 out
- added to 10, trimmed 29
Sundaram Small Cap Fund is an active equity fund in the Small Cap category from Sundaram Mutual Fund. In August 2026 it disclosed 73 stocks worth ₹4,155 Cr, up ₹233 Cr from Jul 2026. Its largest positions were MTAR Technologies Limited (4.5%), Rategain Travel Technologies Limited (3.5%), SJS Enterprises Pvt Limited (3.5%); the ten largest together made up 30.3% of the portfolio, and Auto Components was the biggest sector at 10.0% of its equity. Cash and debt stood at 4.1%. Compared with Jul 2026 the fund entered 5 new stocks and exited 1.
Against 34 other Small Cap funds
Concentration
88%
Top-10 weight is higher than 88% of peers
Breadth
35%
Holds more stocks than 35% of peers
Cash
38%
Holds more cash than 38% of peers
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 4.49%
- Δ weight
- up 0.62 pts
- Value
- ₹187 Cr
- Δ value
- up ₹34.9 Cr
- Status
- Added
- Weight
- 3.46%
- Δ weight
- down 0.13 pts
- Value
- ₹144 Cr
- Δ value
- up ₹3 Cr
- Status
- Added
- Weight
- 3.46%
- Δ weight
- down 0.06 pts
- Value
- ₹144 Cr
- Δ value
- up ₹5.6 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 3.39%
- Δ weight
- down 1.02 pts
- Value
- ₹141 Cr
- Δ value
- down ₹32 Cr
- Status
- Trimmed
- Weight
- 3.20%
- Δ weight
- up 0.07 pts
- Value
- ₹133 Cr
- Δ value
- up ₹10.4 Cr
- Status
- Added
- Weight
- 3.04%
- Δ weight
- down 0.49 pts
- Value
- ₹126 Cr
- Δ value
- down ₹12.1 Cr
- Status
- Trimmed
- Weight
- 2.74%
- Δ weight
- down 0.14 pts
- Value
- ₹114 Cr
- Δ value
- up ₹85 L
- Status
- Added
- Weight
- 2.65%
- Δ weight
- up 0.08 pts
- Value
- ₹110 Cr
- Δ value
- up ₹9.2 Cr
- Status
- Added
- Weight
- 2.63%
- Δ weight
- up 0.17 pts
- Value
- ₹109 Cr
- Δ value
- up ₹12.9 Cr
- Status
- Added
- Weight
- 2.34%
- Δ weight
- up 0.20 pts
- Value
- ₹97.4 Cr
- Δ value
- up ₹13.1 Cr
- Status
- Added
- Weight
- 2.33%
- Δ weight
- up 0.23 pts
- Value
- ₹97 Cr
- Δ value
- up ₹14.3 Cr
- Status
- Added
- Weight
- 2.21%
- Δ weight
- down 0.02 pts
- Value
- ₹92 Cr
- Δ value
- up ₹4.5 Cr
- Status
- Added
- Weight
- 2.04%
- Δ weight
- down 0.19 pts
- Value
- ₹84.6 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 1.95%
- Δ weight
- up 0.24 pts
- Value
- ₹81.2 Cr
- Δ value
- up ₹13.9 Cr
- Status
- Added
- Weight
- 1.84%
- Δ weight
- up 0.23 pts
- Value
- ₹76.4 Cr
- Δ value
- up ₹13.4 Cr
- Status
- Added
- Weight
- 1.73%
- Δ weight
- up 0.11 pts
- Value
- ₹72 Cr
- Δ value
- up ₹8.3 Cr
- Status
- Added
- Weight
- 1.59%
- Δ weight
- down 0.45 pts
- Value
- ₹65.9 Cr
- Δ value
- down ₹13.8 Cr
- Status
- Trimmed
- Weight
- 1.55%
- Δ weight
- up 1.55 pts
- Value
- ₹64.2 Cr
- Δ value
- up ₹64.2 Cr
- Status
- New
- Weight
- 1.50%
- Δ weight
- up 0.20 pts
- Value
- ₹62.5 Cr
- Δ value
- up ₹11.4 Cr
- Status
- Added
- Weight
- 1.50%
- Δ weight
- down 0.19 pts
- Value
- ₹62.2 Cr
- Δ value
- down ₹4 Cr
- Status
- Trimmed
- Weight
- 1.47%
- Δ weight
- down 0.21 pts
- Value
- ₹61 Cr
- Δ value
- down ₹5 Cr
- Status
- Trimmed
- Weight
- 1.46%
- Δ weight
- down 0.04 pts
- Value
- ₹60.7 Cr
- Δ value
- up ₹1.7 Cr
- Status
- Added
- Weight
- 1.46%
- Δ weight
- down 0.15 pts
- Value
- ₹60.5 Cr
- Δ value
- down ₹2.3 Cr
- Status
- Trimmed
- Weight
- 1.46%
- Δ weight
- up 0.07 pts
- Value
- ₹60.5 Cr
- Δ value
- up ₹6.2 Cr
- Status
- Added
- Weight
- 1.40%
- Δ weight
- down 0.17 pts
- Value
- ₹58 Cr
- Δ value
- down ₹3.5 Cr
- Status
- Trimmed
- Weight
- 1.37%
- Δ weight
- up 0.23 pts
- Value
- ₹57.1 Cr
- Δ value
- up ₹12.3 Cr
- Status
- Added
- Weight
- 1.33%
- Δ weight
- up 0.01 pts
- Value
- ₹55.1 Cr
- Δ value
- up ₹3.6 Cr
- Status
- Added
- Weight
- 1.31%
- Δ weight
- down 0.46 pts
- Value
- ₹54.5 Cr
- Δ value
- down ₹14.9 Cr
- Status
- Trimmed
- Weight
- 1.28%
- Δ weight
- down 0.10 pts
- Value
- ₹53.1 Cr
- Δ value
- down ₹87 L
- Status
- Trimmed
- Weight
- 1.28%
- Δ weight
- down 0.09 pts
- Value
- ₹53 Cr
- Δ value
- down ₹74 L
- Status
- Trimmed
- Weight
- 1.27%
- Δ weight
- down 0.04 pts
- Value
- ₹52.6 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Weight
- 1.26%
- Δ weight
- up 0.06 pts
- Value
- ₹52.4 Cr
- Δ value
- up ₹5.4 Cr
- Status
- Added
- Weight
- 1.18%
- Δ weight
- up 0.16 pts
- Value
- ₹49 Cr
- Δ value
- up ₹8.9 Cr
- Status
- Added
- Weight
- 1.16%
- Δ weight
- down 0.04 pts
- Value
- ₹48.2 Cr
- Δ value
- up ₹1.3 Cr
- Status
- Added
- Weight
- 1.16%
- Δ weight
- down 0.01 pts
- Value
- ₹48.1 Cr
- Δ value
- up ₹2.2 Cr
- Status
- Added
- Weight
- 1.15%
- Δ weight
- down 0.21 pts
- Value
- ₹47.9 Cr
- Δ value
- down ₹5.4 Cr
- Status
- Trimmed
- Weight
- 1.12%
- Δ weight
- down 0.32 pts
- Value
- ₹46.4 Cr
- Δ value
- down ₹10.1 Cr
- Status
- Trimmed
- Weight
- 1.11%
- Δ weight
- down 0.05 pts
- Value
- ₹46.3 Cr
- Δ value
- up ₹57 L
- Status
- Added
- Weight
- 1.10%
- Δ weight
- down 0.03 pts
- Value
- ₹45.8 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Weight
- 1.08%
- Δ weight
- down 0.10 pts
- Value
- ₹44.8 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- down 0.08 pts
- Value
- ₹44.3 Cr
- Δ value
- down ₹77 L
- Status
- Trimmed
- Weight
- 1.03%
- Δ weight
- down 0.02 pts
- Value
- ₹42.7 Cr
- Δ value
- up ₹1.7 Cr
- Status
- Added
- Weight
- 1.01%
- Δ weight
- up 1.01 pts
- Value
- ₹42 Cr
- Δ value
- up ₹42 Cr
- Status
- New
- Weight
- 1.00%
- Δ weight
- up 1.00 pts
- Value
- ₹41.4 Cr
- Δ value
- up ₹41.4 Cr
- Status
- New
- Weight
- 0.99%
- Δ weight
- down 0.15 pts
- Value
- ₹41.2 Cr
- Δ value
- down ₹3.6 Cr
- Status
- Trimmed
- Weight
- 0.96%
- Δ weight
- down 0.22 pts
- Value
- ₹40 Cr
- Δ value
- down ₹6.2 Cr
- Status
- Trimmed
- Weight
- 0.96%
- Δ weight
- down 0.01 pts
- Value
- ₹39.7 Cr
- Δ value
- up ₹2 Cr
- Status
- Added
- Weight
- 0.94%
- Δ weight
- down 0.21 pts
- Value
- ₹39.2 Cr
- Δ value
- down ₹6.1 Cr
- Status
- Trimmed
- Weight
- 0.91%
- Δ weight
- down 0.12 pts
- Value
- ₹37.7 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 0.88%
- Δ weight
- up 0.02 pts
- Value
- ₹36.8 Cr
- Δ value
- up ₹3 Cr
- Status
- Added
- Weight
- 0.88%
- Δ weight
- down 0.10 pts
- Value
- ₹36.7 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 0.85%
- Δ weight
- up 0.20 pts
- Value
- ₹35.2 Cr
- Δ value
- up ₹9.8 Cr
- Status
- Added
- Weight
- 0.84%
- Δ weight
- down 0.13 pts
- Value
- ₹35 Cr
- Δ value
- down ₹3.1 Cr
- Status
- Trimmed
- Weight
- 0.80%
- Δ weight
- down 0.05 pts
- Value
- ₹33.4 Cr
- Δ value
- down ₹10 L
- Status
- Held
- Weight
- 0.77%
- Δ weight
- up 0.02 pts
- Value
- ₹31.9 Cr
- Δ value
- up ₹2.6 Cr
- Status
- Added
- Weight
- 0.76%
- Δ weight
- down 0.06 pts
- Value
- ₹31.5 Cr
- Δ value
- down ₹64 L
- Status
- Trimmed
- 364 Days - T BillDebt
- Weight
- 0.74%
- Δ weight
- down 0.04 pts
- Value
- ₹30.8 Cr
- Δ value
- up ₹13 L
- Status
- Held
- Weight
- 0.74%
- Δ weight
- up 0.74 pts
- Value
- ₹30.7 Cr
- Δ value
- up ₹30.7 Cr
- Status
- New
- Weight
- 0.73%
- Δ weight
- up 0.04 pts
- Value
- ₹30.5 Cr
- Δ value
- up ₹3.3 Cr
- Status
- Added
- Weight
- 0.73%
- Δ weight
- up 0.04 pts
- Value
- ₹30.4 Cr
- Δ value
- up ₹3.4 Cr
- Status
- Added
- Weight
- 0.72%
- Δ weight
- down 0.13 pts
- Value
- ₹30 Cr
- Δ value
- down ₹3.2 Cr
- Status
- Trimmed
- Weight
- 0.69%
- Δ weight
- down 0.02 pts
- Value
- ₹28.8 Cr
- Δ value
- up ₹81 L
- Status
- Added
- Weight
- 0.69%
- Δ weight
- up 0.06 pts
- Value
- ₹28.6 Cr
- Δ value
- up ₹3.8 Cr
- Status
- Added
- Weight
- 0.62%
- Δ weight
- up 0.02 pts
- Value
- ₹25.7 Cr
- Δ value
- up ₹2.4 Cr
- Status
- Added
- Weight
- 0.59%
- Δ weight
- down 0.08 pts
- Value
- ₹24.7 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 0.59%
- Δ weight
- down 0.09 pts
- Value
- ₹24.6 Cr
- Δ value
- down ₹2.3 Cr
- Status
- Trimmed
- Weight
- 0.57%
- Δ weight
- up 0.57 pts
- Value
- ₹23.7 Cr
- Δ value
- up ₹23.7 Cr
- Status
- New
- Weight
- 0.54%
- Δ weight
- down 0.09 pts
- Value
- ₹22.6 Cr
- Δ value
- down ₹2.1 Cr
- Status
- Trimmed
- Weight
- 0.54%
- Δ weight
- down 0.05 pts
- Value
- ₹22.5 Cr
- Δ value
- down ₹84 L
- Status
- Trimmed
- Weight
- 0.54%
- Δ weight
- down 0.12 pts
- Value
- ₹22.2 Cr
- Δ value
- down ₹3.5 Cr
- Status
- Trimmed
- Weight
- 0.38%
- Δ weight
- up 0.03 pts
- Value
- ₹16 Cr
- Δ value
- up ₹2 Cr
- Status
- Added
- Weight
- 0.35%
- Δ weight
- down 0.01 pts
- Value
- ₹14.5 Cr
- Δ value
- up ₹56 L
- Status
- Added
- Weight
- 0.29%
- Δ weight
- down 0.03 pts
- Value
- ₹12 Cr
- Δ value
- down ₹46 L
- Status
- Trimmed
- Weight
- 0.22%
- Δ weight
- down 0.74 pts
- Value
- ₹9.1 Cr
- Δ value
- down ₹28.5 Cr
- Status
- Trimmed
- Unidentified holdings
- Weight
- 0.05%
- Δ weight
- down <0.01 pts
- Value
- ₹2 Cr
- Δ value
- —
- Status
- Held
- Weight
- <0.01%
- Δ weight
- —
- Value
- ₹0 L
- Δ value
- —
- Status
- Held
What changed, Jul 2026 to Aug 2026
New New positions (5)
- Dhoot Transmission Ltd1.5% · ₹64.2 Cr
- Clean Science and Technology Limited1.0% · ₹42 Cr
- Granules India Limited1.0% · ₹41.4 Cr
- One 97 Communications Limited0.7% · ₹30.7 Cr
- Sapphire Foods India Limited0.6% · ₹23.7 Cr
Exited Exited (1)
- PVR Limitedwas 0.7% · ₹28.4 Cr
Added Biggest additions
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 Jul 2026, the weight rose most in Auto Components (+1.6 pts) and Chemicals & Petrochemicals (+1.2 pts), and fell most in Industrial Products (−1.2 pts) and Entertainment (−0.8 pts).
- Auto Components8.4% → 10.0%+1.6 pts
- Chemicals & Petrochemicals2.5% → 3.7%+1.2 pts
- Financial Technology (fintech)0.0% → 0.8%new+0.8 pts
- Leisure Services2.2% → 2.9%+0.7 pts
- Aerospace & Defense4.1% → 4.7%+0.6 pts
- Transport Services1.7% → 1.9%+0.2 pts
- Industrial Products7.2% → 6.0%−1.2 pts
- Entertainment0.8% → 0.0%exited−0.8 pts
- Healthcare Services4.9% → 4.3%−0.6 pts
- Agricultural Food & Other Products1.9% → 1.4%−0.5 pts
- Finance9.1% → 8.7%−0.4 pts
- Other Utilities1.2% → 1.0%−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 | Feb 2026 | May 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|
| Auto Components | 2.1% | 6.5% | 8.6% | 8.4% | 8.4% | 10.0% |
| Banks | 8.9% | 8.0% | 10.3% | 9.3% | 9.4% | 9.4% |
| Finance | 10.0% | 7.4% | 6.2% | 8.2% | 9.1% | 8.7% |
| Consumer Durables | 11.2% | 8.4% | 7.9% | 6.9% | 6.8% | 6.9% |
| Industrial Products | 12.7% | 9.5% | 7.9% | 7.3% | 7.2% | 6.0% |
| Pharmaceuticals & Biotechnology | 5.9% | 5.9% | 6.4% | 6.7% | 5.8% | 5.8% |
| Retailing | 0.9% | 1.9% | 4.6% | 4.8% | 5.7% | 5.6% |
| Aerospace & Defense | 0.7% | 2.0% | 4.3% | 6.0% | 4.1% | 4.7% |
| IT - Services | 3.1% | 5.4% | 4.4% | 4.2% | 4.4% | 4.4% |
| Healthcare Services | 0.9% | 4.7% | 4.8% | 4.7% | 4.9% | 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, Aug 2026
4.1%
▼ 1.1 pts vs Jul 2026
- Cash alone
- 3.4%
- 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.