Sundaram Small Cap Fund
Sundaram Mutual Fund·Small Cap Fund·vs Nifty Smallcap 250 TRI
The fund is positioned for cyclical recovery through selective exposure to discretionary consumption, financial services, and industrial manufacturing. The manager has sharpened conviction in capital goods plays like MTAR Technologies and transportation finance, signalling confidence in domestic demand normalisation. The modest cash buffer and balanced sector spread across 71 holdings suggest a measured approach rather than aggressive concentration, though the top-10 clustering at 30.5% indicates selective stock-picking within the small-cap universe.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Regular Growth | ₹271.6286 | +7.76% | +6.05% | +2.27% | +10.01% | +20.11% | +18.99% |
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Portfolio Metrics(latest month)
Holdings
69
Top 5 Weight
16.90%
Top 10 Weight
28.77%
Active Share
—
Large Cap
7.50%
Gini
0.300
What Changed2026-03-31 → 2026-04-30
Holdings: 70 → 71+1 added−0 removed39 weight shifts ≥ 0.1%
| Stock | Weight |
|---|---|
| OnEMI Technology Solutions LTD | 0.56% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | MTAR Technologies Ltd INE864I01014 | 5.25% |
| 2 | TREPS | 4.07% |
| 3 | Aster DM Healthcare Ltd INE914M01019 | 3.31% |
| 4 | S.J.S. Enterprises Ltd INE284S01014 | 2.93% |
| 5 | PNB Housing Finance Ltd INE572E01012 | 2.81% |
| 6 | Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.60% |
| 7 | EID Parry India Ltd INE126A01031 | 2.48% |
| 8 | Zomato Ltd INE758T01015 | 2.40% |
| 9 | Affle (India) Ltd INE00WC01027 | 2.37% |
| 10 | DCB Bank Ltd INE503A01015 | 2.33% |
| 11 | Craftsman Automation Ltd INE00LO01017 | 2.30% |
| 12 | KSB LTD INE999A01023 | 1.97% |
| 13 | Axis Bank Ltd INE238A01034 | 1.95% |
| 14 | Neuland Laboratories Ltd INE794A01010 | 1.89% |
| 15 | Cholamandalam Financial Holdings Ltd INE149A01033 | 1.87% |
| 16 | Safari Industries (India) Ltd INE429E01023 | 1.83% |
| 17 | Angel One Ltd INE732I01021 | 1.83% |
| 18 | Adani Ports and Special Economic Zone Ltd INE742F01042 | 1.81% |
| 19 | Natco Pharma Ltd INE987B01026 | 1.76% |
| 20 | Balrampur Chini Mills Ltd INE119A01028 | 1.73% |
Sector Allocation
Banks9.2%
Auto Components7.4%
Industrial Products7.3%
Electrical Equipment7.2%
Finance6.9%
Consumer Durables6.7%
Pharmaceuticals & Biotechnology6.3%
Retailing4.5%
Healthcare Services4.5%
It - Services3.9%
Top 10 sectors by % to NAV. Excludes derivatives.