Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Portfolio Analysis

  • ₹208.11 (-0.87%)

    Current NAV 09-05-2025

  • 7.83%

    Returns

  • Min. SIP ₹250

    Min. Investment ₹500

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Mar-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 96.12%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 72.32
Mid Cap 13.14
Small Cap 10.66

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

IT - Software

Automobiles

Pharmaceuticals & Biotechnology

Petroleum Products

Construction

Diversified FMCG

Finance

Transport Services

Telecom - Services

Retailing

Consumer Durables

Cement & Cement Products

Healthcare Services

Fertilizers & Agrochemicals

Capital Markets

Agricultural Food & other Products

Auto Components

Beverages

Gas

Leisure Services

Power

Insurance

Industrial Manufacturing

Chemicals & Petrochemicals

Electrical Equipment

Oil

IT - Services

Transport Infrastructure

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
08-May-2025
Holdings PE Ratio
08-May-2025
1Y Return
HDFC BANK LIMITED EQ NEW FV RE. 1/- Large Cap Banks (19.28) 9.27% 20.77 29.57%
ICICI BANK LIMITED EQ NEW FV RS. 2/- Large Cap Banks (19.49) 8.34% 19.97 24.43%
RELIANCE INDUSTRIES LIMITED EQ Large Cap Petroleum Products (34.17) 4.5% 25.95 -1.5%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- Large Cap Construction (37.57) 3.83% 33.4 -5.03%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- Large Cap Telecom - Services (204.12) 3.4% 43.61 45.03%
INFOSYS LIMITED EQ FV RS 5 Large Cap IT - Software (28.55) 3.37% 23.42 5.51%
AXIS BANK LIMITED EQ NE FV RS. 2/- Large Cap Banks (24.43) 3.23% 28.68 29.81%
STATE BANK OF INDIA EQ NEW RE. 1/- Large Cap Banks (9.01) 3.22% 8.94 -3.1%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- Large Cap Transport Services (24.47) 2.65% 32.5 26.69%
ULTRATECH CEMENT LIMITED EQ Large Cap Cement & Cement Products (55.96) 2.58% 44.61 34.3%
MARUTI SUZUKI INDIA LIMITED EQ Large Cap Automobiles (29.64) 1.94% 26.78 7.67%
ITC LIMITED EQ NEW FV RE.1/- Large Cap Diversified FMCG (24.68) 1.92% 24.94 -2.35%
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- Large Cap IT - Software (28.6) 1.89% 25.65 -13.08%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- Large Cap Pharmaceuticals & Biotechnology (46.29) 1.82% 36.83 15.45%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 Large Cap Diversified FMCG (38.82) 1.8% 0 0%
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- Large Cap Banks (24.43) 1.76% 26.45 -0.13%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- Large Cap Finance (26.13) 1.59% 28.3 41.05%
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- Mid Cap Pharmaceuticals & Biotechnology (45.65) 1.57% 19.36 4.52%
INFO EDGE INDIA LIMITED EQ NEW FV RS.10/- Large Cap Retailing (55.86) 1.56% 162.22 16.99%
ICRA LIMITED EQ Small Cap Capital Markets (38.65) 1.31% 34.03 11.25%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- Mid Cap Banks (18.14) 1.25% 10.81 15.24%
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- Large Cap Finance (27.51) 1.25% 32.27 30.8%
FORCE MOTORS LIMITED EQ Small Cap Automobiles (29.76) 1.25% 15.86 1.19%
INDUSIND BANK LIMITED EQ Mid Cap Banks (19.49) 1.23% 8.96 -44.34%
BATA INDIA LIMITED EQ NEW FV RS. 5/- Small Cap Consumer Durables (66.02) 1.23% 46.79 -11.76%
METROPOLIS HEALTHCARE LIMITED EQ NEW FV RS. 2/- Small Cap Healthcare Services (64.18) 1.21% -1.11 36.82%
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/- Large Cap Agricultural Food & other Products (85.05) 1.19% 86.15 4.08%
UPL LIMITED EQ NEW FV RS.2/- Mid Cap Fertilizers & Agrochemicals (34.98) 1.19% 1325.2 45.03%
CIPLA LIMITED EQ NEW FV RS.2/- Large Cap Pharmaceuticals & Biotechnology (46.29) 1.1% 23.96 6.87%
BLUE STAR LIMITED EQ NEW FV RS.2/- Mid Cap Consumer Durables (68.13) 1.1% 55.74 15.46%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- Mid Cap Healthcare Services (95.42) 1.07% 73.75 15.71%
GAIL (INDIA) LIMITED EQ Large Cap Gas (13.21) 1.04% 8.42 -11.83%
TATA MOTORS LIMITED EQ NEW FV RS. 2/- Large Cap Automobiles (95.46) 1.03% 40.82 136.49%
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- Mid Cap Leisure Services (78.23) 1.03% 119.57 47.44%
PI INDUSTRIES LIMITED EQ NEW FV Re.1/- Mid Cap Fertilizers & Agrochemicals (34.98) 0.96% 32.44 3.28%
NTPC LIMITED EQ Large Cap Power (27.28) 0.96% 14.76 -3.29%
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/- Large Cap Beverages (30.79) 0.94% 0 0%
PRAJ INDUSTRIES LIMITED EQ NEW FV RS.2/- Small Cap Industrial Manufacturing (86.86) 0.92% 51.58 -12.08%
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/- Large Cap Chemicals & Petrochemicals (58.19) 0.9% 77.48 4.95%
ZOMATO LIMITED EQ Large Cap Retailing (36.51) 0.89% -10.49 85.47%
BUNDL TECHNOLOGIES PRIVATE LIMITED EQ Large Cap Retailing 0.88% - 0%
DELHIVERY LIMITED EQ NEW FV RE.1/- Small Cap Transport Services (34.29) 0.85% 1075.89 -32.17%
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- Large Cap IT - Software (28.6) 0.82% 34.37 17.74%
PNB HOUSING FINANCE LTD EQ Small Cap Finance (17.9) 0.8% 13.85 36.56%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 Large Cap Automobiles (29.64) 0.75% 27.31 39.29%
OIL INDIA LTD. EQ Mid Cap Oil (7.9) 0.74% 8.85 -2.29%
COMPUTER AGE MANAGEMENT SERVICES LIMITED EQ Small Cap Capital Markets (32.63) 0.73% 36.7 12.71%
APOLLO TYRES LIMITED EQ RE.1/- Small Cap Auto Components (30.44) 0.67% 20.64 -6.8%
GE T&D INDIA LIMITED EQ NEW RS. 2/- Mid Cap Electrical Equipment (26.89) 0.66% 206.18 772.74%
KAJARIA CERAMICS LIMITED EQ NEW FV RE. 1/- Small Cap Consumer Durables (41.98) 0.62% 46.27 -27.63%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- Small Cap IT - Services (15.91) 0.55% 59.44 43.11%
HINDUSTAN PETROLEUM CORPORATION LIMITED EQ Mid Cap Petroleum Products (31.48) 0.53% 13.97 15.64%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/- Large Cap Transport Infrastructure (109.44) 0.53% 25.45 5.15%
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- Mid Cap Auto Components (44.6) 0.52% 58.98 -4.83%
NEULAND LABORATORIES LIMITED EQ Small Cap Pharmaceuticals & Biotechnology (45.65) 0.52% 52.81 72.77%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- Mid Cap Insurance (20.21) 0.48% 168.36 15.87%
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD EQ Large Cap Insurance (19.69) 0.47% 70.71 0.37%
Hyundai Motor India Ltd Large Cap Automobiles 0.46% - 0%
DALMIA BHARAT LIMITED EQ NEW FV RS 2 Mid Cap Cement & Cement Products (39.56) 0.42% 53.71 10.15%
ABB INDIA LIMITED EQ NEW RS. 2/- Large Cap Electrical Equipment (74.59) 0.23% 0 -5.76%
TITAN COMPANY LIMITED EQ NEW Re.1/- Large Cap Consumer Durables (77.72) 0.21% 96.29 8.22%
UNITED BREWERIES LIMITED EQ NEW FV RE.1/- Mid Cap Beverages (75.35) 0.21% 132.81 16.13%
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/- Mid Cap Pharmaceuticals & Biotechnology (45.65) 0.18% 48.77 11.32%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

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.

Top 5 holdings for Sundaram Diversified Equity (ELSS) Regular Plan ?

The top holdings of this fund are

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.

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.

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.

Top 5 Sector for Sundaram Diversified Equity (ELSS) Regular Plan ?

The major sectors of this fund are .

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 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.

Add to Cart Successfully