Star Portfolios

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 (RATEGAIN5.46% of the company, ₹608 crore); Five-Star Business Finance Ltd (FIVESTAR3.11% of the company, ₹505 crore); Amber Enterprises India Ltd (AMBER1.85% of the company, ₹488 crore); Ujjivan Small Finance Bank Ltd (UJJIVANSFB3.32% of the company, ₹385 crore); S J S Enterprises Ltd (SJS4.88% 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.