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)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| Rategain Travel Technologies Ltd | 5.46% | 1.77 | ₹608 Cr |
| Five-Star Business Finance Ltd | 3.11% | NEW | ₹505 Cr |
| Amber Enterprises India Ltd | 1.85% | 0.57 | ₹488 Cr |
| Ujjivan Small Finance Bank Ltd | 3.32% | 1.21 | ₹385 Cr |
| S J S Enterprises Ltd | 4.88% | 0.91 | ₹342 Cr |
| Elecon Engineering Company Ltd | 1.91% | 0.62 | ₹225 Cr |
| Chalet Hotels Ltd | 1.22% | 0.04 | ₹224 Cr |
| Safari Industries (India) Ltd | 1.41% | NEW | ₹111 Cr |
| Onemi Technology Solutions Ltd | 2.01% | NEW | ₹105 Cr |
| Ion Exchange (India) Ltd | 1.09% | flat | ₹67 Cr |
| Venus Pipes & Tubes Ltd | 1.65% | flat | ₹61 Cr |
| Greenpanel Industries Ltd | 2.14% | 0.16 | ₹50 Cr |
Portfolio Summary
Jun 2026As 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.
| Quarter | Disclosed value | Change |
|---|---|---|
| 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% |