Sundaram Small Cap Fund
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 | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Regular Growth | ₹273.9525 | +5.76% | +9.89% | +20.23% | +19.19% |
Portfolio Metrics(latest month)
vs Category Peers
Highly DifferentiatedActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| 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
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Sundaram Small Cap Fund hold?
Sundaram Small Cap Fund holds 69 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 16.90% of NAV.
What is the largest holding in Sundaram Small Cap Fund?
The largest position in Sundaram Small Cap Fund is MTAR Technologies Ltd, accounting for 5.25% of NAV in the Electrical Equipment sector.
Is Sundaram Small Cap Fund a concentrated or diversified fund?
With a Gini coefficient of 0.300, Sundaram Small Cap Fund is well-diversified. The HHI concentration index is 17,771 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 16.90% of the portfolio.
What is the market cap allocation of Sundaram Small Cap Fund?
Based on SEBI's AMFI classification, Sundaram Small Cap Fund's equity portfolio is split as: Large Cap: 7.50%, Mid Cap: 3.83%, Small Cap: 81.20%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Sundaram Small Cap Fund invest in most?
Sundaram Small Cap Fund has the highest allocation to Banks (9.21%), Auto Components (7.36%), Industrial Products (7.32%). The fund is invested across 28 sectors in total.
How actively managed is Sundaram Small Cap Fund compared to other Small Cap Fund funds?
Sundaram Small Cap Fund has an Active Share of 79.34%, classifying it as "Highly Differentiated" among 31 Small Cap Fund peers. This means the fund takes significantly different stock positions compared to its category peers.
What changed in Sundaram Small Cap Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Sundaram Small Cap Fund added 1 new stock (including OnEMI Technology Solutions LTD). Total holding count increased from 70 to 71 stocks.