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 Large and Midcap Regular Plan - (IDCW) - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 92.76%Others: 7.24%

Market Cap

Others: 10.73%Large Cap: 33.08%Mid Cap: 28.98%Small Cap: 19.97%

Number of stocks

Top 10 Holdings

92.76% of portfolio

Market Cap of Equity

Others

10.73%

Large Cap

33.08%

Mid Cap

28.98%

Small Cap

19.97%

Companies Allocation of Equity

Shriram Finance Ltd3.858%

State Bank of India3.661%

Oracle Financial Services Software Ltd3.326%

National Aluminium Co Ltd3.161%

Radico Khaitan Ltd3.004%

Larsen & Toubro Ltd2.999%

Eternal Ltd2.985%

InterGlobe Aviation Ltd2.725%

FSN E-Commerce Ventures Ltd2.600%

Bharti Airtel Ltd2.583%

Amber Enterprises India Ltd Ordinary Shares2.543%

Affle 3i Ltd2.524%

UltraTech Cement Ltd2.511%

ICICI Bank Ltd2.498%

Multi Commodity Exchange of India Ltd2.469%

Five-Star Business Finance Ltd2.449%

Delhivery Ltd2.444%

Angel One Ltd Ordinary Shares2.380%

Varun Beverages Ltd2.130%

Polycab India Ltd2.079%

Hindustan Petroleum Corp Ltd2.058%

Axis Bank Ltd2.005%

Torrent Power Ltd1.995%

JSW Energy Ltd1.989%

Prestige Estates Projects Ltd1.872%

IDFC First Bank Ltd1.845%

Coforge Ltd1.815%

Jubilant Foodworks Ltd1.772%

Phoenix Mills Ltd1.771%

Cummins India Ltd1.764%

Mahindra & Mahindra Ltd1.649%

Kirloskar Oil Engines Ltd1.613%

Fortis Healthcare Ltd1.544%

UNO Minda Ltd1.523%

Bank of Baroda1.499%

Max Financial Services Ltd1.447%

JK Cement Ltd1.295%

Gland Pharma Ltd1.200%

MTAR Technologies Ltd1.076%

TD Power Systems Ltd1.006%

Alkem Laboratories Ltd1.005%

Ujjivan Small Finance Bank Ltd Ordinary Shares0.997%

Kalyan Jewellers India Ltd0.927%

Marico Ltd0.825%

Rategain Travel Technologies Ltd0.781%

ZF Commercial Vehicle Control Systems India Ltd0.251%

ICICI Prudential Asset Management Co Ltd0.203%

Neuland Laboratories Ltd0.052%

Indegene Ltd0.035%

Persistent Systems Ltd0.015%

Sector Allocation of Equity

Financial Services25.31%

Technology5.94%

Basic Materials6.97%

Consumer Defensive5.96%

Industrials15.70%

Consumer Cyclical14.25%

Communication Services5.11%

Energy2.06%

Utilities3.98%

Real Estate3.64%

Healthcare3.84%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Large and Midcap Regular Plan - (IDCW)

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Everything You Need To Know To Get Started With Confidence

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.