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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

  • Equity
  • ELSS
  • Very High
  • Current NAV

    ₹194.72 -0.0438%

    23-04-2024
  • Annual Returns

    29.48%

  • Min. SIP ₹250

    Min. Investment ₹500

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  • Equity 99.56%
  • Others 0.43%

Market Cap

Allocation
Large Cap 80.94
Mid Cap 9.61
Small Cap 8.36
Others 0.65

Sector Allocation

Financial

Technology

Services

Energy

Consumer Staples

Healthcare

Automobile

Construction

Consumer Discretionary

Materials

Metals & Mining

Chemicals

Capital Goods

Communication

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
Reliance Industries Ltd. Large Cap Energy (40.15) 8.38% 28.23 24.29%
HDFC Bank Ltd. Large Cap Financial (24.8) 8.13% 19.39 -9.97%
ICICI Bank Ltd. Large Cap Financial (24.8) 6.99% 18.03 23.2%
Infosys Ltd. Large Cap Technology (31.53) 4.55% 22.78 17.32%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.69) 3.82% 40.03 50.23%
Larsen & Toubro Ltd. Large Cap Construction (47.19) 3.39% 40.14 63.07%
Axis Bank Ltd. Large Cap Financial (24.43) 3.24% 28.68 29.81%
Tata Consultancy Services Ltd. Large Cap Technology (31.53) 2.93% 30.54 22.56%
State Bank of India Large Cap Financial (16.11) 2.92% 10.64 42.51%
Tata Motors Ltd. Large Cap Automobile (95.46) 2.71% 40.82 136.49%
ICRA Ltd. Small Cap Services (41.13) 2.12% 35.23 6.88%
Interglobe Aviation Ltd. Large Cap Services (120.08) 2.05% 19.9 86.58%
Ultratech Cement Ltd. Large Cap Materials (55.96) 1.91% 44.61 34.3%
Avenue Supermarts Ltd. Large Cap Services (26.29) 1.78% 8.72 63.23%
Bharti Airtel Ltd. Large Cap Communication (73.8) 1.76% 92.59 76.31%
Bajaj Finserv Ltd. Large Cap Financial (80.78) 1.75% 33.14 23.24%
Bank Of Baroda Large Cap Financial (16.11) 1.66% 7.09 47.49%
Cipla Ltd. Large Cap Healthcare (54.69) 1.58% 29.4 47.4%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 1.57% 28.3 41.05%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 1.55% 0 0%
Maruti Suzuki India Ltd. Large Cap Automobile (45.37) 1.48% 33.53 51.61%
Titan Company Ltd. Large Cap Consumer Discretionary (88.86) 1.45% 93.34 41.27%
Varun Beverages Ltd. Large Cap Consumer Staples (104.71) 1.41% 90.49 104.93%
Grindwell Norton Ltd. Mid Cap Metals & Mining (68.75) 1.28% 58.59 11.17%
Jubilant FoodWorks Ltd. Mid Cap Services (67.99) 1.27% 132.29 -0.14%
Max Financial Services Ltd. Mid Cap Financial (25.04) 1.23% 84.92 69.66%
Tata Consumer Products Ltd. Large Cap Consumer Staples (107.79) 1.2% 92.91 67.49%
Canara Bank Large Cap Financial (16.11) 1.17% 7.39 103.18%
Tech Mahindra Ltd. Large Cap Technology (31.53) 1.1% 41.65 20.2%
Blue Star Ltd. Small Cap Consumer Discretionary (76.48) 1.09% 58.63 97.22%
ABB India Ltd. Large Cap Capital Goods (109.11) 1.05% 0 99.84%
Pidilite Industries Ltd. Large Cap Chemicals (61.09) 1.02% 86.78 19.71%
Info Edge (India) Ltd. Mid Cap Services (92.56) 1.02% 311.96 60.92%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 1.01% 26.45 -0.13%
LTIMindtree Ltd. Large Cap Technology (36.96) 0.99% 33.85 6.16%
The Federal Bank Ltd. Mid Cap Financial (24.8) 0.96% 9.69 17.33%
Coforge Ltd. Mid Cap Technology (31.53) 0.94% 45.55 35.85%
Jindal Steel & Power Ltd. Large Cap Metals & Mining (33.35) 0.94% 16.95 58.48%
United Breweries Ltd. Mid Cap Consumer Staples (75.35) 0.92% 132.81 16.13%
JIO Financial Services Ltd. Large Cap Financial (20.08) 0.89% 153.28 0%
Clean Science And Technology Ltd. Small Cap Chemicals (61.09) 0.88% 54.33 -5.98%
Bata India Ltd. Small Cap Consumer Discretionary (73.92) 0.84% 65.82 -8.56%
Indusind Bank Ltd. Large Cap Financial (24.8) 0.77% 13.22 32%
Multi Commodity Exchange Of India Ltd. Small Cap Services (121.78) 0.7% 28857.1 177.07%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 0.7% 0 0%
Britannia Industries Ltd. Large Cap Consumer Staples (66.28) 0.68% 53.54 10.96%
Nestle India Ltd. Consumer Staples (66.28) 0.65% 0 22.19%
Zydus Wellness Ltd. Small Cap Consumer Staples (67.94) 0.65% 183.97 7.22%
CE Info Systems Ltd. Small Cap Technology (45.72) 0.64% 18.8 37.71%
ITC Ltd. Large Cap Consumer Staples (28.14) 0.61% 26.11 5.08%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 0.54% 57.92 -8.63%
Adani Ports and Special Economic Zone Ltd. Large Cap Services (147.59) 0.53% 39.51 99.82%
Asian Paints Ltd. Large Cap Materials 0.51% 0%
Polycab India Ltd. Large Cap Capital Goods (60.61) 0.5% 49.66 76.53%
Oberoi Realty Ltd. Mid Cap Construction (117.78) 0.46% 33.02 68.4%
Sapphire Foods India Ltd. Small Cap Services (67.99) 0.43% 48.12 17.18%
Dalmia Bharat Ltd. Mid Cap Materials (57.69) 0.41% 33.42 2%
Navin Fluorine International Ltd. Small Cap Chemicals (26.29) 0.38% 0 6.43%
Can Fin Homes Ltd. Small Cap Financial (9.84) 0.38% 0 32.73%
Schaeffler India Ltd. Mid Cap Capital Goods (50.75) 0.32% 0 20.3%
Tata Steel Ltd. Large Cap Metals & Mining (21.88) 0.26% -60.09 51.72%
Aurobindo Pharma Ltd. Mid Cap Healthcare (54.69) 0.26% 23.05 85.58%
Suven Pharmaceuticals Ltd. Small Cap Healthcare (54.69) 0.17% 44.25 36.55%
BEML Land Assets Ltd. Small Cap Services 0.08% 0%

Market Cap

Allocation
Others 0.43

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.71% 0%
Others Others -0.28% 0%

Frequently Asked Questions’s

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.

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 holdings for Sundaram Diversified Equity (ELSS) Regular Plan?

The top holdings of this fund are Reliance Industries Ltd., HDFC Bank Ltd., ICICI Bank Ltd., Infosys Ltd., Sun Pharmaceutical Industries Ltd.

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

The major sectors of this fund are Financial, Technology, Services, Energy, Consumer Staples.

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.

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