DSP Small Cap Fund

Company	Holding	QoQ	Value
Kirloskar Oil Engines Ltd	5.20%	0.72	₹1,687 Cr
Thangamayil Jewellery Ltd	4.75%	0.65	₹910 Cr
Jubilant Ingrevia Ltd	8.08%	0.85	₹874 Cr
Atul Ltd	4.32%	0.02	₹834 Cr
Lumax Auto Technologies Ltd	7.83%	1.26	₹812 Cr
Prudent Corporate Advisory Services Ltd	5.59%	0.05	₹695 Cr
Gland Pharma Ltd	1.62%	0.03	₹659 Cr
Sansera Engineering Ltd	3.14%	2.55	₹638 Cr
Alembic Pharmaceuticals Ltd	3.86%	NEW	₹624 Cr
PNB Housing Finance Ltd	2.08%	0.23	₹578 Cr
Triveni Engineering and Industries Ltd	4.51%	0.43	₹455 Cr
SPR Auto Technologies Ltd	2.45%	flat	₹454 Cr
Dodla Dairy Ltd	6.60%	flat	₹445 Cr
Welspun Corp Ltd	1.14%	1.64	₹432 Cr
R R Kabel Ltd	1.51%	0.32	₹401 Cr
Bayer CropScience Ltd	1.98%	NEW	₹368 Cr
Harsha Engineers International Ltd	7.68%	flat	₹292 Cr
Suprajit Engineering Ltd	4.37%	flat	₹289 Cr
Swaraj Engines Ltd	6.02%	flat	₹288 Cr
Kalpataru Projects International Ltd	1.20%	0.13	₹284 Cr
Vardhman Textiles Ltd	1.47%	1.55	₹283 Cr
Aarti Drugs Ltd	7.93%	0.08	₹279 Cr
Westlife Foodworld Ltd	3.47%	0.10	₹276 Cr
Greenlam Industries Ltd	3.99%	0.23	₹272 Cr
Voltamp Transformers Ltd	2.57%	flat	₹252 Cr
IFB Industries Ltd	4.66%	flat	₹242 Cr
Concord Biotech Ltd	1.75%	flat	₹233 Cr
S P Apparels Ltd	7.68%	flat	₹216 Cr
Safari Industries (India) Ltd	2.65%	flat	₹210 Cr
Mold-Tek Packaging Ltd	8.99%	flat	₹210 Cr
Archean Chemical Industries Ltd	3.06%	1.66	₹204 Cr
TCPL Packaging Ltd	7.06%	flat	₹189 Cr
Ujjivan Small Finance Bank Ltd	1.49%	0.24	₹173 Cr
Campus Activewear Ltd	2.32%	flat	₹167 Cr
Prince Pipes & Fittings Ltd	5.19%	flat	₹160 Cr
GHCL Ltd	3.84%	0.01	₹152 Cr
Nilkamal Ltd	7.90%	flat	₹152 Cr
Kalyani Steels Ltd	3.89%	flat	₹150 Cr
Stylam Industries Ltd	2.57%	flat	₹141 Cr
JNK India Ltd	4.80%	0.65	₹130 Cr
Sandhar Technologies Limited	3.05%	flat	₹128 Cr
West Coast Paper Mills Ltd	3.48%	flat	₹122 Cr
Sharda Cropchem Ltd	1.48%	0.17	₹122 Cr
Rolex Rings Ltd	3.13%	flat	₹121 Cr
Carysil Ltd	3.63%	flat	₹120 Cr
Sheela Foam Ltd	1.41%	0.01	₹118 Cr
Borosil Ltd	3.43%	flat	₹101 Cr
HLE Glascoat Ltd	3.46%	flat	₹92 Cr
Sudarshan Chemical Industries Ltd	1.26%	0.02	₹90 Cr
Just Dial Ltd	1.82%	flat	₹85 Cr
Amrutanjan Health Care Ltd	3.80%	1.10	₹59 Cr
R Systems International Ltd	2.10%	flat	₹55 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, DSP Small Cap Fund — an institution tracked through public shareholding filings — disclosed 52 holdings in Indian listed companies worth ₹17,321 crore. The same holdings-at-filing-value basis put it at ₹15,038 crore in Mar 2026 (+15.2%). Solomo carries these filings back to Dec 2018.

Largest disclosed positions in Jun 2026: Kirloskar Oil Engines Ltd (KIRLOSENG — 5.20% of the company, ₹1,687 crore); Thangamayil Jewellery Ltd (THANGAMAYL — 4.75% of the company, ₹910 crore); Jubilant Ingrevia Ltd (JUBLINGREA — 8.08% of the company, ₹874 crore); Atul Ltd (ATUL — 4.32% of the company, ₹834 crore); Lumax Auto Technologies Ltd (LUMAXTECH — 7.83% of the company, ₹812 crore). Those 5 account for 30% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Alembic Pharmaceuticals Ltd, Bayer CropScience Ltd. Stake raised in Sudarshan Chemical Industries Ltd (+0.02 pp). Stake reduced in Sansera Engineering Ltd (−2.55 pp), Archean Chemical Industries Ltd (−1.66 pp), Welspun Corp Ltd (−1.64 pp). No longer disclosed after the previous quarter: eClerx Services Ltd, Amber Enterprises India Ltd, GHCL Textiles Ltd, IRM Energy Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
Quarter	Disclosed value	Change
Jun 2026	₹17,321 Cr	+15.2%
Mar 2026	₹15,038 Cr	+2%
Dec 2025	₹14,739 Cr	+8.5%
Sep 2025	₹13,588 Cr	−6.2%
Jun 2025	₹14,485 Cr	+23.1%
Mar 2025	₹11,770 Cr	−22.1%
Dec 2024	₹15,108 Cr	−0.9%
Sep 2024	₹15,240 Cr	+16.3%

All star portfolios 71 further positions appear in earlier filings but not in Jun 2026.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.