Sundaram Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 95.75%Others: 4.25%
Market Cap
Small Cap: 82.37%Large Cap: 7.80%Others: 4.60%Mid Cap: 0.98%
Number of stocks
69
Top 10 Holdings
28.62% of portfolio
Market Cap of Equity
Small Cap
82.37%
Large Cap
7.80%
Others
4.60%
Mid Cap
0.98%
Companies Allocation of Equity
MTAR Technologies Ltd4.06%
Aster DM Healthcare Ltd Ordinary Shares3.78%
SJS Enterprises Ltd3.00%
Affle 3i Ltd2.89%
E I D Parry India Ltd2.72%
Eternal Ltd2.55%
PNB Housing Finance Ltd2.51%
Craftsman Automation Ltd2.49%
DCB Bank Ltd2.36%
Rategain Travel Technologies Ltd2.25%
Sector Allocation of Equity
Industrials19.68%
Healthcare12.65%
Consumer Cyclical21.48%
Communication Services4.99%
Basic Materials8.52%
Financial Services18.97%
Technology3.50%
Consumer Defensive2.86%
Real Estate2.10%
Utilities1.00%
SIP Amount
Monthly SIP Date
Sundaram Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.