What stocks does Sundaram Small Cap Fund Direct Plan hold?

Sundaram Small Cap Fund Direct Plan holds a portfolio of Indian equity stocks disclosed monthly by Sundaram Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Sundaram Small Cap Fund Direct Plan?

Sundaram Small Cap Fund Direct Plan is managed by Sundaram Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Sundaram Small Cap Fund Direct Plan?

Sundaram Small Cap Fund Direct Plan is classified as a Small Cap mutual fund under SEBI's mutual fund categorisation framework.

How often is Sundaram Small Cap Fund Direct Plan portfolio data updated?

Portfolio holdings for Sundaram Small Cap Fund Direct Plan are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Sundaram Mutual Fund

Sundaram Small Cap Fund Direct Plan - Growth

Small Cap Data as of Apr 2026 Comparing Mar 2026 → Apr 2026

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Stocks Held

Apr 2026

Equity Holdings

₹3,381.91 Cr

Equity only, excl. debt & cash

Top 5 Weight

16.9%

Diversified

Top 10 Weight

28.8%

Diversified

Changes

1 new · 0 exits

Top Sector

Banks

9.2% of portfolio

📋 What Happened This Month Sundaram Small Cap Fund Direct Plan added 1 new stock to its portfolio this month. The biggest new buy was OnEMI Technology Solutions Limited (N.A.) at 0.56% weight. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 5.25% of the portfolio. Affle 3i Limited was trimmed the most, now at 2.37%. MTAR Technologies Limited remains the top holding with Banks the dominant sector at 9.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

NAV Performance

1 year history · Sundaram Small Cap Fund Direct Plan - Growth

-0.49%

+13.71%

+6.34%

+8.80%

Latest NAV

₹307.03

04 Jun 2026

52W High

₹312.38

-2% from High

52W Low

₹228.33

+34% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+1.5%

2024

+20.4%

2023

+46.9%

2022

-0.9%

2021

+62.0%

2020

+27.4%

2019

-5.2%

2018

-28.6%

2017

+56.7%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

20.2%

+ve in 74% windows

129.3% / -40.7%

3Y Rolling Avg

17.2% p.a.

+ve in 82% windows

47.8% / -16.0%

5Y Rolling Avg

19.6% p.a.

+ve in 100% windows

38.6% / 5.7%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-23.7%

Rec: Apr 2026 (1yr 8mo)

COVID-19 Crash

-39.3%

Rec: Nov 2020 (11 mo)

2022 Rate Hike

-21.3%

Rec: May 2023 (1yr 4mo)

2018 IL&FS

-19.0%

Rec: Dec 2020 (3yr 1mo)

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

0.98

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.35

Penalises downside volatility only.

Std Deviation (3Y)

16.1%

Lower = more consistent returns.

NAV Chart ₹307.03 04 Jun 2026

Simple Moving Avg: Click to draw · click again to remove

Sundaram Small Cap Fund Direct Plan - Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹307.03

Sector Shift Industry allocation month-over-month

Feb 2026 → Mar 2026

Sector	Prev	Curr ▼	Delta
Banks	9.7%	9.4%	▼ -0.3%
Auto Components	8.1%	8.1%	● +0.0%
Industrial Products	7.4%	7.3%	▼ -0.1%
Consumer Durables	7.4%	6.9%	▼ -0.5%
Pharmaceuticals & Biotechnology	6.0%	6.6%	▲ +0.6%
Finance	5.8%	6.0%	▲ +0.2%
Healthcare Services	4.5%	5.1%	▲ +0.5%
Retailing	4.3%	4.7%	▲ +0.5%
IT - Services	4.1%	4.5%	▲ +0.4%
Aerospace & Defense	4.1%	4.1%	● 0.0%

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Banks	9.4%	9.2%	▼ -0.2%
Auto Components	8.1%	7.4%	▼ -0.7%
Industrial Products	7.3%	7.3%	● +0.1%
Consumer Durables	6.9%	6.7%	▼ -0.2%
Finance	6.0%	6.4%	▲ +0.3%
Pharmaceuticals & Biotechnology	6.6%	6.3%	▼ -0.3%
Aerospace & Defense	4.1%	5.3%	▲ +1.2%
Retailing	4.7%	4.5%	▼ -0.2%
Healthcare Services	5.1%	4.5%	▼ -0.5%
IT - Services	4.5%	3.9%	▼ -0.6%

🟢

Biggest New Buy

OnEMI Technology Solutions Limited

0.56% weight · N.A.

↑

Biggest Add

MTAR Technologies Limited

+1.19% · now 5.25%

↓

Biggest Trim

Affle 3i Limited

-0.52% · now 2.37%

🤝 Other funds also bought this month

OnEMI Technology Solutions Limited 11 funds

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 → Apr 2026

🟢 1 New Entry ↑ 24 Increased ↓ 42 Decreased

#	Stock	Sector	Weight (Apr 2026)
1	OnEMI Technology Solutions Limited ₹20.00 Cr	N.A.	0.56%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	MTAR Technologies Limited ₹187.18 Cr	Aerospace & Defense	4.06%	5.25%	+1.19%
2	Elecon Engineering Company Limited ₹54.50 Cr	Electrical Equipment	1.15%	1.53%	+0.38%
3	Rategain Travel Technologies Limited ₹92.47 Cr	IT - Software	2.25%	2.60%	+0.35%
4	PNB Housing Finance Limited ₹100.09 Cr	Finance	2.51%	2.81%	+0.30%
5	VENUS PIPES & TUBES LTD ₹44.47 Cr	Industrial Products	0.97%	1.25%	+0.28%
6	Angel One Limited ₹65.13 Cr	Capital Markets	1.61%	1.83%	+0.22%
7	Greenpanel Industries Limited ₹53.09 Cr	Consumer Durables	1.28%	1.49%	+0.21%
8	Neogen Chemicals Limited ₹49.08 Cr	Chemicals & Petrochemicals	1.18%	1.38%	+0.20%
9	Electronics Mart India Limited ₹36.37 Cr	Retailing	0.86%	1.02%	+0.16%
10	Gujarat State Petronet Limited ₹40.89 Cr	Gas	1.00%	1.15%	+0.15%
11	Bandhan Bank Limited ₹13.96 Cr	Banks	0.24%	0.39%	+0.15%
12	Deepak Nitrite Limited ₹39.45 Cr	Chemicals & Petrochemicals	0.98%	1.11%	+0.13%
13	Aavas Financiers Limited ₹59.87 Cr	Finance	1.57%	1.68%	+0.11%
14	Equitas Small Finance Bank Limited ₹53.93 Cr	Banks	1.40%	1.51%	+0.11%
15	Adani Ports and Special Economic Zone Limited ₹64.67 Cr	Transport Infrastructure	1.72%	1.81%	+0.09%
16	Prudent Corporate Advisory Services Limited ₹40.27 Cr	Capital Markets	1.04%	1.13%	+0.09%
17	Neuland Laboratories Limited ₹67.30 Cr	Pharmaceuticals & Biotechnology	1.81%	1.89%	+0.08%
18	Shivalik Bimetal Controls Ltd ₹36.94 Cr	Industrial Products	0.96%	1.04%	+0.08%
19	Gland Pharma Limited ₹17.34 Cr	Pharmaceuticals & Biotechnology	0.42%	0.49%	+0.07%
20	ESAB India Ltd ₹32.62 Cr	Industrial Products	0.86%	0.92%	+0.06%
21	KSB Limited ₹70.33 Cr	Industrial Products	1.92%	1.97%	+0.05%
22	Amber Enterprises India Limited ₹55.43 Cr	Consumer Durables	1.52%	1.56%	+0.04%
23	Ion Exchange (India) Limited ₹43.57 Cr	Other Utilities	1.18%	1.22%	+0.04%
24	Brigade Enterprises Limited ₹49.99 Cr	Realty	1.38%	1.40%	+0.02%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Affle 3i Limited ₹84.49 Cr	IT - Services	2.89%	2.37%	-0.52%
2	Aster DM Healthcare Limited ₹117.87 Cr	Healthcare Services	3.78%	3.31%	-0.47%
3	Safari Industries India Ltd ₹65.18 Cr	Consumer Durables	2.21%	1.83%	-0.38%
4	CEAT Limited ₹29.38 Cr	Auto Components	1.12%	0.82%	-0.30%
5	TD Power Systems Limited ₹13.14 Cr	Electrical Equipment	0.66%	0.37%	-0.29%
6	EID Parry India Limited ₹88.22 Cr	Food Products	2.72%	2.48%	-0.24%
7	Balrampur Chini Mills Limited ₹61.72 Cr	Agricultural Food & other Products	1.97%	1.73%	-0.24%
8	Westlife Development Ltd ₹31.22 Cr	Leisure Services	1.11%	0.88%	-0.23%
9	Carborundum Universal Limited ₹17.50 Cr	Industrial Products	0.72%	0.49%	-0.23%
10	Natco Pharma Limited ₹62.81 Cr	Pharmaceuticals & Biotechnology	1.97%	1.76%	-0.21%
11	Info Edge (India) Limited ₹39.91 Cr	Retailing	1.33%	1.12%	-0.21%
12	Craftsman Automation Limited ₹81.91 Cr	Auto Components	2.49%	2.30%	-0.19%
13	Tega Industries Limited ₹36.89 Cr	Industrial Manufacturing	1.23%	1.04%	-0.19%
14	Axis Bank Limited ₹69.35 Cr	Banks	2.13%	1.95%	-0.18%
15	Chalet Hotels Limited ₹50.72 Cr	Leisure Services	1.58%	1.42%	-0.16%
16	ZF Commercial Vehicle Control Systems India Limited ₹46.47 Cr	Auto Components	1.46%	1.30%	-0.16%
17	Eternal Limited ₹85.52 Cr	Retailing	2.55%	2.40%	-0.15%
18	UTI Asset Management Company Limited ₹28.34 Cr	Capital Markets	0.94%	0.80%	-0.14%
19	SANOFI CONSUMER HEALTHCARE ₹55.23 Cr	Pharmaceuticals & Biotechnology	1.67%	1.55%	-0.12%
20	JB Chemicals & Pharmaceuticals Limited ₹21.32 Cr	Pharmaceuticals & Biotechnology	0.72%	0.60%	-0.12%
21	Ujjivan Small Finance Bank Limited ₹60.38 Cr	Banks	1.80%	1.69%	-0.11%
22	RHI Magnesita India Limited ₹39.91 Cr	Industrial Products	1.23%	1.12%	-0.11%
23	Cholamandalam Financial Holdings Limited ₹66.63 Cr	Finance	1.96%	1.87%	-0.09%
24	CSB Bank Limited ₹47.45 Cr	Banks	1.42%	1.33%	-0.09%
25	Birla Corporation Limited ₹32.88 Cr	Cement & Cement Products	1.01%	0.92%	-0.09%
26	S.J.S. Enterprises Limited ₹104.41 Cr	Auto Components	3.00%	2.93%	-0.07%
27	Kovai Medical Center and Hospital Limited ₹42.61 Cr	Healthcare Services	1.27%	1.20%	-0.07%
28	Ganesha Ecosphere Limited ₹25.68 Cr	Textiles & Apparels	0.79%	0.72%	-0.07%
29	SKF INDIA INDUSTRIAL LTD ₹19.13 Cr	Industrial Products	0.61%	0.54%	-0.07%
30	Larsen & Toubro Limited ₹47.83 Cr	Construction	1.40%	1.34%	-0.06%
31	Senco Gold Limited ₹35.24 Cr	Consumer Durables	1.05%	0.99%	-0.06%
32	Emami Limited ₹30.01 Cr	Personal Products	0.89%	0.84%	-0.05%
33	K.P.R. Mill Limited ₹29.87 Cr	Textiles & Apparels	0.89%	0.84%	-0.05%
34	R Systems International Limited ₹26.51 Cr	IT - Services	0.79%	0.74%	-0.05%
35	DCB Bank Limited ₹82.99 Cr	Banks	2.36%	2.33%	-0.03%
36	Birlasoft Limited ₹15.16 Cr	IT - Software	0.46%	0.43%	-0.03%
37	Navin Fluorine International Limited ₹12.55 Cr	Chemicals & Petrochemicals	0.38%	0.35%	-0.03%
38	Kalpataru Projects International Limited ₹42.14 Cr	Construction	1.20%	1.18%	-0.02%
39	Medi Assist Healthcare Services Ltd ₹34.85 Cr	Insurance	1.00%	0.98%	-0.02%
40	Cyient Limited ₹27.45 Cr	IT - Services	0.79%	0.77%	-0.02%
41	PVR INOX Limited ₹26.83 Cr	Entertainment	0.77%	0.75%	-0.02%
42	Orient Electric Limited ₹29.53 Cr	Consumer Durables	0.84%	0.83%	-0.01%

Full Portfolio

69 stocks — Apr 2026

#	Stock	Sector	Weight & Value
1	MTAR Technologies Limited ₹187.18 Cr	Aerospace & Defense	5.25%
2	Aster DM Healthcare Limited ₹117.87 Cr	Healthcare Services	3.31%
3	S.J.S. Enterprises Limited ₹104.41 Cr	Auto Components	2.93%
4	PNB Housing Finance Limited ₹100.09 Cr	Finance	2.81%
5	Rategain Travel Technologies Limited ₹92.47 Cr	IT - Software	2.60%
6	EID Parry India Limited ₹88.22 Cr	Food Products	2.48%
7	Eternal Limited ₹85.52 Cr	Retailing	2.40%
8	Affle 3i Limited ₹84.49 Cr	IT - Services	2.37%
9	DCB Bank Limited ₹82.99 Cr	Banks	2.33%
10	Craftsman Automation Limited ₹81.91 Cr	Auto Components	2.30%
11	KSB Limited ₹70.33 Cr	Industrial Products	1.97%
12	Axis Bank Limited ₹69.35 Cr	Banks	1.95%
13	Neuland Laboratories Limited ₹67.30 Cr	Pharmaceuticals & Biotechnology	1.89%
14	Cholamandalam Financial Holdings Limited ₹66.63 Cr	Finance	1.87%
15	Safari Industries India Ltd ₹65.18 Cr	Consumer Durables	1.83%
16	Angel One Limited ₹65.13 Cr	Capital Markets	1.83%
17	Adani Ports and Special Economic Zone Limited ₹64.67 Cr	Transport Infrastructure	1.81%
18	Natco Pharma Limited ₹62.81 Cr	Pharmaceuticals & Biotechnology	1.76%
19	Balrampur Chini Mills Limited ₹61.72 Cr	Agricultural Food & other Products	1.73%
20	Ujjivan Small Finance Bank Limited ₹60.38 Cr	Banks	1.69%
21	Aavas Financiers Limited ₹59.87 Cr	Finance	1.68%
22	Amber Enterprises India Limited ₹55.43 Cr	Consumer Durables	1.56%
23	SANOFI CONSUMER HEALTHCARE ₹55.23 Cr	Pharmaceuticals & Biotechnology	1.55%
24	Elecon Engineering Company Limited ₹54.50 Cr	Electrical Equipment	1.53%
25	Equitas Small Finance Bank Limited ₹53.93 Cr	Banks	1.51%
26	Greenpanel Industries Limited ₹53.09 Cr	Consumer Durables	1.49%
27	Chalet Hotels Limited ₹50.72 Cr	Leisure Services	1.42%
28	Brigade Enterprises Limited ₹49.99 Cr	Realty	1.40%
29	Neogen Chemicals Limited ₹49.08 Cr	Chemicals & Petrochemicals	1.38%
30	Larsen & Toubro Limited ₹47.83 Cr	Construction	1.34%
31	CSB Bank Limited ₹47.45 Cr	Banks	1.33%
32	ZF Commercial Vehicle Control Systems India Limited ₹46.47 Cr	Auto Components	1.30%
33	VENUS PIPES & TUBES LTD ₹44.47 Cr	Industrial Products	1.25%
34	Ion Exchange (India) Limited ₹43.57 Cr	Other Utilities	1.22%
35	Kovai Medical Center and Hospital Limited ₹42.61 Cr	Healthcare Services	1.20%
36	Kalpataru Projects International Limited ₹42.14 Cr	Construction	1.18%
37	Gujarat State Petronet Limited ₹40.89 Cr	Gas	1.15%
38	Prudent Corporate Advisory Services Limited ₹40.27 Cr	Capital Markets	1.13%
39	RHI Magnesita India Limited ₹39.91 Cr	Industrial Products	1.12%
40	Info Edge (India) Limited ₹39.91 Cr	Retailing	1.12%
41	Deepak Nitrite Limited ₹39.45 Cr	Chemicals & Petrochemicals	1.11%
42	Shivalik Bimetal Controls Ltd ₹36.94 Cr	Industrial Products	1.04%
43	Tega Industries Limited ₹36.89 Cr	Industrial Manufacturing	1.04%
44	Electronics Mart India Limited ₹36.37 Cr	Retailing	1.02%
45	Senco Gold Limited ₹35.24 Cr	Consumer Durables	0.99%
46	Medi Assist Healthcare Services Ltd ₹34.85 Cr	Insurance	0.98%
47	Birla Corporation Limited ₹32.88 Cr	Cement & Cement Products	0.92%
48	ESAB India Ltd ₹32.62 Cr	Industrial Products	0.92%
49	Westlife Development Ltd ₹31.22 Cr	Leisure Services	0.88%
50	Emami Limited ₹30.01 Cr	Personal Products	0.84%
51	K.P.R. Mill Limited ₹29.87 Cr	Textiles & Apparels	0.84%
52	Orient Electric Limited ₹29.53 Cr	Consumer Durables	0.83%
53	CEAT Limited ₹29.38 Cr	Auto Components	0.82%
54	UTI Asset Management Company Limited ₹28.34 Cr	Capital Markets	0.80%
55	Cyient Limited ₹27.45 Cr	IT - Services	0.77%
56	PVR INOX Limited ₹26.83 Cr	Entertainment	0.75%
57	R Systems International Limited ₹26.51 Cr	IT - Services	0.74%
58	Sobha Limited ₹25.76 Cr	Realty	0.72%
59	Ganesha Ecosphere Limited ₹25.68 Cr	Textiles & Apparels	0.72%
60	JB Chemicals & Pharmaceuticals Limited ₹21.32 Cr	Pharmaceuticals & Biotechnology	0.60%
61	OnEMI Technology Solutions Limited ₹20.00 Cr	N.A.	0.56%
62	SKF INDIA INDUSTRIAL LTD ₹19.13 Cr	Industrial Products	0.54%
63	Carborundum Universal Limited ₹17.50 Cr	Industrial Products	0.49%
64	Gland Pharma Limited ₹17.34 Cr	Pharmaceuticals & Biotechnology	0.49%
65	Birlasoft Limited ₹15.16 Cr	IT - Software	0.43%
66	Bandhan Bank Limited ₹13.96 Cr	Banks	0.39%
67	TD Power Systems Limited ₹13.14 Cr	Electrical Equipment	0.37%
68	Navin Fluorine International Limited ₹12.55 Cr	Chemicals & Petrochemicals	0.35%
69	Hindustan Dorr Oliver Ltd @	Engineering Services	0.00%