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Sundaram Small Cap Fund

Sundaram Mutual FundSmall Cap FundActiveAs of 2026-07-31
Holdings
72
Broad portfolio
Top 10 weight
32%
Concentration
Strategy
Active
Portfolio style
Equity
94%
Asset allocation

Portfolio

27Sectors0Large positions9.0%Top: Banks0.0%Cash

Market-cap allocation

Large cap9%
Mid cap4%
Small cap78%

Asset allocation

Equity94%

Top holdings

TREPSDERIVATIVE3.8%
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Portfolio insights

Portfolio read

  • 94% equity.
  • Large-cap exposure is 9%.
  • Largest equity sector is Banks at 9.0%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Small Cap Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks9.0%
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