What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 99.20%Others: 0.80%

Market Cap

Mid Cap: 22.34%Large Cap: 27.50%Small Cap: 41.35%Others: 8.00%

Number of stocks

Top 10 Holdings

99.20% of portfolio

Market Cap of Equity

Mid Cap

22.34%

Large Cap

27.50%

Small Cap

41.35%

Others

8.00%

Companies Allocation of Equity

Oracle Financial Services Software Ltd4.128%

Eternal Ltd4.017%

Radico Khaitan Ltd3.677%

Shriram Finance Ltd3.613%

MTAR Technologies Ltd3.542%

Larsen & Toubro Ltd3.465%

State Bank of India3.393%

Jubilant Foodworks Ltd3.194%

InterGlobe Aviation Ltd3.125%

Polycab India Ltd3.097%

FSN E-Commerce Ventures Ltd3.050%

Delhivery Ltd2.995%

Tips Music Ltd2.917%

UltraTech Cement Ltd2.915%

Bank of Baroda2.820%

National Aluminium Co Ltd2.816%

AAVAS Financiers Ltd2.754%

PB Fintech Ltd2.728%

Amber Enterprises India Ltd Ordinary Shares2.709%

Affle 3i Ltd2.661%

Five-Star Business Finance Ltd2.579%

Nippon Life India Asset Management Ltd Ordinary Shares2.570%

Indegene Ltd2.541%

Kirloskar Pneumatic Co Ltd2.506%

Ujjivan Small Finance Bank Ltd Ordinary Shares2.304%

TD Power Systems Ltd2.027%

SJS Enterprises Ltd1.988%

Angel One Ltd Ordinary Shares1.885%

Mahindra & Mahindra Ltd1.864%

Rategain Travel Technologies Ltd1.858%

360 One Wam Ltd Ordinary Shares1.773%

Craftsman Automation Ltd1.706%

Bharat Electronics Ltd1.440%

Coforge Ltd1.405%

Bharti Airtel Ltd1.330%

Neuland Laboratories Ltd1.166%

Urban Co Ltd1.101%

IndusInd Bank Ltd1.079%

Hindustan Petroleum Corp Ltd1.004%

Sapphire Foods India Ltd0.947%

Landmark Cars Ltd0.476%

TVS Motor Co Ltd0.030%

Sector Allocation of Equity

Technology8.49%

Consumer Cyclical19.98%

Consumer Defensive3.68%

Financial Services27.50%

Industrials22.20%

Communication Services6.91%

Basic Materials5.73%

Healthcare3.71%

Energy1.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT

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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.