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Sundaram Small Cap Fund Regular Growth

Equity Create Wealth

Small cap Fund

Category Rank

Rating

It holds too many stocks in the portfolio to generate any meaningful outperformance
Due its composition, the fund is expected to have extremely high volatility
It has a relatively higher expense ratio

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

Time to Invest

NAV

Rs.231.4599 (08/05/2025)

	L 52Wk H
207.08		272.96

Asset Allocation for Sundaram Small Cap Fund Regular Growth Fund Growth

Top 10 Holdings of Sundaram Small Cap Fund Regular Growth

26.49 % of total assets

TREPS(4.00%)

Aster DM Healthcare Ltd(3.11%)

Affle (India) Ltd(2.78%)

Safari Industries (India) Ltd(2.68%)

Cholamandalam Financial Holdings Ltd(2.58%)

PNB Housing Finance Ltd(2.43%)

Craftsman Automation Ltd(2.27%)

KSB LTD(2.26%)

Balrampur Chini Mills Ltd(2.19%)

Ujjivan Small Finance Bank Ltd(2.19%)

Detailed Portfolio of Sundaram Small Cap Fund Regular Growth

                    Portfolio Date -31 Mar 2025 

                    Equity Holdings -75 

                    Debt Holdings -1 

                    Other Holdings -4

Equity Holdings
Debt Holdings
Other Holdings

Holdings	% Weight	Value	Sahi Hai/Nahi
Aster DM Healthcare Ltd	3.11%	91.800 Cr
Affle (India) Ltd	2.78%	82.014 Cr
Safari Industries (India) Ltd	2.68%	79.202 Cr
Cholamandalam Financial Holdings Ltd	2.58%	76.187 Cr
PNB Housing Finance Ltd	2.43%	71.890 Cr
Craftsman Automation Ltd	2.27%	67.103 Cr
KSB LTD	2.26%	66.867 Cr
Balrampur Chini Mills Ltd	2.19%	64.853 Cr
Ujjivan Small Finance Bank Ltd	2.19%	64.780 Cr
EID Parry India Ltd	2.10%	62.160 Cr
S.J.S. Enterprises Ltd	1.97%	58.247 Cr
Sanofi Consumer Healthcare India Ltd	1.89%	55.963 Cr
Rate Gain Travel Technologies Ltd	1.89%	55.785 Cr
Chalet Hotels Ltd	1.86%	54.852 Cr
MTAR Technologies Ltd	1.83%	54.047 Cr
Green Panel Industries Ltd	1.76%	52.011 Cr
Equitas Small Finance Bank Limited	1.75%	51.556 Cr
RHI Magnesita India Ltd	1.73%	51.004 Cr
Westlife Foodworld Ltd	1.72%	50.675 Cr
Neuland Laboratories Ltd	1.65%	48.782 Cr
Sobha Ltd	1.59%	47.028 Cr
Brigade Enterprises Ltd	1.58%	46.541 Cr
CSB Bank Ltd	1.57%	46.417 Cr
Adani Ports and Special Economic Zone Ltd	1.56%	46.157 Cr
TD Power Systems Ltd	1.53%	45.127 Cr
Navin Fluorine International Ltd	1.46%	43.275 Cr
DCB Bank Ltd	1.42%	42.058 Cr
Larsen & Toubro Ltd	1.41%	41.613 Cr
Ion Exchange (India) Ltd	1.41%	41.516 Cr
Ceat Ltd	1.37%	40.439 Cr
Kovai Medical Center & Hospital Ltd	1.32%	39.018 Cr
Multi Commodity Exchange of India Ltd	1.32%	38.990 Cr
Tega Industries Ltd	1.28%	37.699 Cr
Power Finance Corporation Ltd	1.22%	36.124 Cr
Gujarat State Petronet Ltd	1.22%	35.972 Cr
Emami Ltd	1.21%	35.674 Cr
R Systems International Ltd	1.20%	35.515 Cr
NIIT Learning Systems Ltd	1.17%	34.536 Cr
Prudent Corporate Advisory Services Ltd	1.14%	33.548 Cr
Orient Electric Ltd	1.13%	33.358 Cr
Kalpataru Projects International Ltd	1.11%	32.842 Cr
Birla Corporation Ltd	1.06%	31.437 Cr
Cyient Ltd	1.05%	31.076 Cr
Laurus Labs Ltd	1.04%	30.650 Cr
JB Chemicals & Pharmaceuticals Ltd	0.97%	28.799 Cr
SKF India Ltd	0.97%	28.509 Cr
Shivalik Bimetal Controls Ltd	0.95%	28.123 Cr
PVR INOX Ltd	0.95%	28.118 Cr
Carborundum Universal Ltd	0.95%	27.967 Cr
Amber Enterprises India Ltd	0.95%	27.936 Cr
Neogen Chemicals Ltd	0.92%	27.266 Cr
ESAB India Ltd	0.92%	27.255 Cr
Zomato Ltd	0.92%	27.204 Cr
UTI Asset Management Co Ltd	0.90%	26.582 Cr
Medi Assist Healthcare Services Ltd	0.87%	25.691 Cr
Electronics Mart India Ltd	0.81%	24.038 Cr
K.P.R. Mill Ltd	0.79%	23.404 Cr
KEI Industries Ltd	0.73%	21.702 Cr
JK Cement Ltd	0.73%	21.647 Cr
Creditaccess Grameen Ltd	0.70%	20.613 Cr
Senco Gold Ltd	0.69%	20.400 Cr
Birlasoft Ltd	0.65%	19.330 Cr
Tata Motors Ltd	0.63%	18.662 Cr
Radico Khaitan Ltd	0.50%	14.696 Cr
HDFC Bank Ltd	0.50%	14.616 Cr
Deepak Nitrite Ltd	0.44%	12.947 Cr
Cello World Ltd	0.37%	10.899 Cr
Computer Age Management Services Ltd	0.33%	9.853 Cr
MM Forgings Ltd	0.33%	9.692 Cr
Butterfly Gandhimathi Appliances Ltd	0.29%	8.604 Cr
Tube Investments of India Ltd	0.25%	7.256 Cr
Sterling and Wilson Renewable Energy Ltd	0.21%	6.326 Cr
Carraro India Ltd	0.17%	5.049 Cr
Angel One Ltd	0.00%	0.043 Cr
Hindustan Dorr Oliver Ltd @	0.00%	0.000 Cr	-

Holdings	% Weight	Value	Sahi Hai/Nahi
364 Days - T Bill - 02/05/2025*	0.67%	19.893 Cr

Holdings	% Weight	Value	Sahi Hai/Nahi
TREPS	4.00%	118.123 Cr	-
Sundaram Liquid Fund - Direct Growth	1.70%	50.108 Cr	-
Angel One Ltd April 2025	1.67%	49.417 Cr
Margin Money For Derivatives	-1.42%	-41.893 Cr	-

Insight on the composition of the Sundaram Small Cap Fund Regular Growth

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