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Sundaram Mutual Fund A/C Sundaram Small Cap Fund

Institution · data to Jun 2026

Disclosed value

₹3,171 Cr

Jun 2026 closes

At current prices

…

Current holdings

12

Tracked since

Jun 2018

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Jun 2026)

+1.77pp₹608 Cr
NEW₹505 Cr
-0.57pp₹488 Cr
+1.21pp₹385 Cr
+0.91pp₹342 Cr
+0.62pp₹225 Cr
-0.04pp₹224 Cr
NEW₹111 Cr
NEW₹105 Cr
0.00pp₹67 Cr
0.00pp₹61 Cr
+0.16pp₹50 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, Sundaram Mutual Fund A/C Sundaram Small Cap Fund — an institution tracked through public shareholding filings — disclosed 12 holdings in Indian listed companies worth ₹3,171 crore. The same holdings-at-filing-value basis put it at ₹1,904 crore in Mar 2026 (+66.6%). Solomo carries these filings back to Jun 2018.

Largest disclosed positions in Jun 2026: Rategain Travel Technologies Ltd (RATEGAIN — 5.46% of the company, ₹608 crore); Five-Star Business Finance Ltd (FIVESTAR — 3.11% of the company, ₹505 crore); Amber Enterprises India Ltd (AMBER — 1.85% of the company, ₹488 crore); Ujjivan Small Finance Bank Ltd (UJJIVANSFB — 3.32% of the company, ₹385 crore); S J S Enterprises Ltd (SJS — 4.88% of the company, ₹342 crore). Those 5 account for 73% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Five-Star Business Finance Ltd, Safari Industries (India) Ltd, Onemi Technology Solutions Ltd. Stake raised in Rategain Travel Technologies Ltd (+1.77 pp), S J S Enterprises Ltd (+0.91 pp), Elecon Engineering Company Ltd (+0.62 pp). Stake reduced in Amber Enterprises India Ltd (−0.57 pp), Chalet Hotels Ltd (−0.04 pp). No longer disclosed after the previous quarter: Affle 3i Ltd, Senco Gold Ltd, Neogen Chemicals Ltd, Ganesha Ecosphere 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.
QuarterDisclosed valueChange
Jun 2026₹3,171 Cr+66.6%
Mar 2026₹1,904 Cr+23.8%
Dec 2025₹1,538 Cr−27%
Sep 2025₹2,107 Cr+35.6%
Jun 2025₹1,554 Cr+74%
Mar 2025₹893 Cr+18.7%
Dec 2024₹752 Cr−46.9%
Sep 2024₹1,417 Cr−8.4%
All star portfolios 58 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.