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Sundaram Large and Midcap Regular Plan - (IDCW) Sundaram Large and Midcap Regular Plan - (IDCW)

Sundaram Large and Midcap Regular Plan - Portfolio Analysis

  • ₹31.68 (0.3%)

    Current NAV 06-12-2024

  • 19.53%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Oct-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 94.8%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 48.56
Mid Cap 36.97
Small Cap 9.27

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

Auto Components

IT - Software

Pharmaceuticals & Biotechnology

Petroleum Products

Consumer Durables

Retailing

Electrical Equipment

Industrial Products

Telecom - Services

Healthcare Services

Power

Beverages

Finance

Realty

Leisure Services

Construction

Diversified FMCG

Automobiles

Cement & Cement Products

Capital Markets

Non - Ferrous Metals

Fertilizers & Agrochemicals

Insurance

Household Products

Aerospace & Defense

IT - Services

Agricultural Food & other Products

Transport Infrastructure

Transport Services

Consumable Fuels

Financial Technology (Fintech)

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
06-Dec-2024
Holdings PE Ratio
06-Dec-2024
1Y Return
HDFC Bank Ltd Large Cap Banks (19.68) 4.74% 20.52 14.09%
ICICI Bank Ltd Large Cap Banks (19.68) 4.18% 19.38 32.56%
Reliance Industries Ltd Large Cap Petroleum Products (17.27) 3.1% 26.14 6.62%
State Bank of India Large Cap Banks (11.96) 2.75% 10.78 42.08%
Zomato Ltd Large Cap Retailing (36.51) 2.44% -10.49 85.47%
Infosys Ltd Large Cap IT - Software (39.18) 2.3% 29.63 30.47%
Larsen & Toubro Ltd Large Cap Construction (43.31) 2.19% 40.2 13.98%
Bharti Airtel Ltd Large Cap Telecom - Services (171.19) 2.11% 75.4 55.96%
UNO Minda Ltd Mid Cap Auto Components (95.28) 1.75% 73.31 30.06%
Lupin Ltd Mid Cap Pharmaceuticals & Biotechnology (132.95) 1.72% 167.31 197.56%
Axis Bank Ltd Large Cap Banks (24.43) 1.69% 28.68 29.81%
NTPC LTD Large Cap Power (24.64) 1.65% 16.23 31.41%
Persistent Systems Ltd Mid Cap IT - Software 1.62% - 0%
Sun Pharmaceutical Industries Ltd Large Cap Pharmaceuticals & Biotechnology (49.19) 1.61% 39.18 45.55%
Kotak Mahindra Bank Ltd Large Cap Banks (24.43) 1.6% 26.45 -0.13%
Tata Consultancy Services Ltd Large Cap IT - Software (39.18) 1.53% 33.91 23.4%
Oberoi Realty Ltd Mid Cap Realty (116.78) 1.52% 33.62 47.15%
Info Edge (India) Ltd Mid Cap Retailing (84.44) 1.52% 234.69 78.15%
Varun Beverages Ltd Large Cap Beverages 1.47% - 0%
Tube Investments of India Ltd Mid Cap Auto Components (98.93) 1.44% 61.81 10.16%
Multi Commodity Exchange of India Ltd Small Cap Capital Markets (104.04) 1.42% 101.66 117.93%
Amber Enterprises India Ltd Small Cap Consumer Durables (96.5) 1.41% 105.95 87.43%
Hindalco Industries Ltd Large Cap Non - Ferrous Metals (30.32) 1.35% 38.75 29.66%
Max Healthcare Institute Ltd Mid Cap Healthcare Services (98.06) 1.26% 100.74 67.26%
The Federal Bank Ltd Mid Cap Banks (19.68) 1.25% 12.69 37.56%
MphasiS Ltd Mid Cap IT - Software (19.56) 1.24% 0 0%
Apollo Tyres Ltd Mid Cap Auto Components (30.44) 1.21% 20.64 -6.8%
Ultratech Cement Ltd Large Cap Cement & Cement Products (55.96) 1.21% 44.61 34.3%
United Breweries Ltd Mid Cap Beverages (75.35) 1.2% 132.81 16.13%
The Indian Hotels Company Ltd Mid Cap Leisure Services (82.6) 1.18% 70.34 88.69%
Fortis Health Care Ltd Mid Cap Healthcare Services (98.06) 1.18% 82.36 85.53%
Alkem Laboratories Ltd Mid Cap Pharmaceuticals & Biotechnology (38.82) 1.18% 57.92 -8.63%
Bharti Hexacom Ltd Mid Cap Telecom - Services 1.17% - 0%
PI Industries Ltd Mid Cap Fertilizers & Agrochemicals (37.61) 1.14% 35.41 7.34%
Polycab India Ltd Mid Cap Industrial Products (57.45) 1.13% 61.34 37.65%
Jubilant Foodworks Ltd Mid Cap Leisure Services (82.6) 1.13% 116.46 24.91%
ITC Ltd Large Cap Diversified FMCG (28.5) 1.1% 28.7 1.78%
Dr. Reddys Laboratories Ltd Large Cap Pharmaceuticals & Biotechnology 1.07% - 0%
Cholamandalam Investment and Finance Company Ltd Large Cap Finance (26.13) 1.02% 28.3 41.05%
ABB India Ltd Large Cap Electrical Equipment (114.87) 1.01% 0 58.48%
Hindustan Petroleum Corporation Ltd Mid Cap Petroleum Products (17.27) 1% 20.23 55.84%
Tata Motors Ltd Large Cap Automobiles (95.46) 1% 40.82 136.49%
Cummins India Ltd Mid Cap Industrial Products (49.25) 0.99% 49.33 77.43%
Sona BLW Precision Forgings Ltd Mid Cap Auto Components (45.8) 0.95% 73.39 16.94%
Max Financial Services Ltd Mid Cap Insurance (22.18) 0.94% 116.53 13.72%
DOMS Industries Ltd Small Cap Household Products (26.6) 0.93% 95.22 0%
Kirloskar Oil Engines Ltd Small Cap Industrial Products (49.25) 0.92% 30.91 86.57%
Bharat Petroleum Corporation Ltd Large Cap Petroleum Products (17.27) 0.91% 9.91 26.71%
Bank of Baroda Large Cap Banks (11.96) 0.9% 6.84 26.26%
GE Vernova T and D India Ltd Small Cap Electrical Equipment (26.89) 0.88% 206.18 772.74%
Schaeffler India Ltd Mid Cap Auto Components (51.52) 0.88% 61.38 18.92%
Hindustan Aeronautics Ltd Large Cap Aerospace & Defense (50.06) 0.87% 35.82 67.95%
Metro Brands Ltd Mid Cap Consumer Durables (77.47) 0.87% 82.38 -7.49%
Aurobindo Pharma Ltd Mid Cap Pharmaceuticals & Biotechnology (49.19) 0.86% 20.26 22.94%
Prestige Estates Projects Ltd Mid Cap Realty (116.78) 0.86% 109.72 59.49%
Affle (India) Ltd Small Cap IT - Services (36.57) 0.85% 73.6 59.84%
REC Ltd Large Cap Finance (16.58) 0.84% 9.89 39.48%
Triveni Turbine Ltd Small Cap Electrical Equipment (114.84) 0.84% 76.15 78.24%
Marico Ltd Mid Cap Agricultural Food & other Products (101.43) 0.84% 23.47 -0.76%
Kalyan Jewellers India Ltd Mid Cap Consumer Durables (85.79) 0.79% 120.53 123.15%
Bharat Heavy Electricals Ltd Large Cap Electrical Equipment (114.84) 0.78% 366.18 39.5%
JSW Infrastructure Ltd Mid Cap Transport Infrastructure 0.78% - 0%
Hindustan UniLever Ltd Large Cap Diversified FMCG (38.82) 0.77% 0 0%
Bharat Forge Ltd Mid Cap Auto Components (26.29) 0.76% 0 0%
Dr Lal Path Labs Ltd Small Cap Healthcare Services (98.06) 0.75% 63.6 13.82%
Delhivery Ltd Mid Cap Transport Services (43.57) 0.73% 3209.55 -7.65%
Titan Company Ltd Large Cap Consumer Durables (85.79) 0.7% 94.83 -2.33%
Ola Electric Mobility Ltd Mid Cap Automobiles 0.67% - 0%
Torrent Power Ltd Mid Cap Power (24.64) 0.62% 35.54 76.26%
Kajaria Ceramics Ltd Small Cap Consumer Durables (45.55) 0.6% 49.43 -14.61%
Coal India Ltd Large Cap Consumable Fuels (18.87) 0.54% 7.13 18.5%
Mahindra & Mahindra Financial Services Ltd Mid Cap Finance (29.77) 0.47% 15.76 1.92%
Grasim Industries Ltd Large Cap Cement & Cement Products (53.93) 0.43% 40.41 31.49%
TATA Power Company Ltd Large Cap Power (24.64) 0.42% 37.5 49.42%
Sundram Fasteners Ltd Small Cap Auto Components (38) 0.42% 13.26 392.86%
BAJAJ HOUSING FINANCE LTD Large Cap Finance 0.28% - 0%
Mold-Tek Packaging Ltd Small Cap Industrial Products (45) 0.25% 36.1 -20.18%
PB Fintech Ltd Mid Cap Financial Technology (Fintech) (76.58) 0.12% 615.37 84.19%

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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 Large and Midcap 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 Large and Midcap 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.

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