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Sundaram Small Cap Fund

Sundaram Mutual Fund Small Cap Fund Highly Differentiated As of 2026-05-31
Holdings
71
Well diversified
Top 10 weight
30%
Concentration
Active share
79%
Highly Differentiated
Equity
-
Asset allocation

Portfolio

29Sectors 12High-conviction bets 9%Top sector wt. -Cash

Market-cap allocation

Large cap8%
Mid cap4%
Small cap80%

Asset allocation

Asset mix not available.

Top holdings

TREPSCASH_EQUIVALENT
4.2%
2.5%

AI Smart summary

Pros

  • Well-diversified across 71 holdings.
  • Low top-10 concentration (30%).

Cons

  • Small-cap heavy (80%) - higher volatility.
  • Concentrated in Banks - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Small Cap Fund.

Bandhan Small Cap Fund251 holdings · 72% AS
NIPPON INDIA SMALL CAP FUND249 holdings · 63% AS
ICICI Prudential Smallcap Fund142 holdings · 82% AS
Axis Small Cap Fund136 holdings · 60% AS
UTI Small Cap Fund103 holdings · 71% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks8.7%
Auto Components7.9%
Finance7.7%
Electrical Equipment7.5%
Industrial Products6.9%
Consumer Durables6.5%
Pharmaceuticals & Biotechnology6.3%
Retailing4.5%
Healthcare Services4.4%
It - Services3.9%
Capital Markets3.7%
It - Software3.5%
Chemicals & Petrochemicals2.6%
Construction2.5%