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₹69.97
(-0.09%)
Current NAV 29-08-2025
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3.85%
Returns
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Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 35.52%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 63.57 |
| Mid Cap | 4.53 |
| Small Cap | 1.74 |
| Others | -34.31 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Energy
Communication Services
Technology
Industrials
Consumer Defensive
Consumer Cyclical
Basic Materials
Healthcare
Utilities
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 08-Aug-2025 |
Holdings | PE Ratio 08-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| Bharti Airtel Ltd | Large Cap | Communication Services (47.08) | 8.78% | 31 | 20.63% |
| Reliance Industries Ltd | Large Cap | Energy (33.78) | 8.25% | 22.71 | -5.51% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.05) | 6.36% | 19.39 | 23.34% |
| Infosys Ltd | Large Cap | Technology (27.49) | 5.06% | 21.69 | -18.23% |
| State Bank of India | Large Cap | Financial Services (8.72) | 3.81% | 9.57 | -0.38% |
| HDFC Bank Ltd | Large Cap | Financial Services (20.05) | 3.48% | 21.46 | 20.15% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 3.25% | 28.68 | 29.81% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.29) | 2.12% | 32.01 | 1.65% |
| ITC Ltd | Large Cap | Consumer Defensive (14.86) | 1.88% | 15.09 | -8.76% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 1.58% | 26.45 | -0.13% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (31.04) | 1.49% | 32.36 | 17.98% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 1.44% | 0 | 0% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (30.31) | 1.23% | 29.74 | 14.35% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.92% | 38.75 | 29.66% |
| Bajaj Finance Ltd | Financial Services | 0.88% | - | 0% | |
| Bank of Baroda | Large Cap | Financial Services (8.72) | 0.87% | 6.36 | -0.83% |
| JSW Steel Ltd | Large Cap | Basic Materials (20.62) | 0.84% | 20.56 | 23.11% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 0.75% | 18.4 | 18.6% |
| Shriram Finance Ltd | Financial Services | 0.73% | - | 0% | |
| HCL Technologies Ltd | Large Cap | Technology (27.93) | 0.7% | 23.28 | -16.86% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 0.6% | 0 | 0% |
| Tata Consumer Products Ltd | Large Cap | Consumer Defensive (70.12) | 0.59% | 79.87 | -10.96% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (30.31) | 0.58% | 27.17 | -0.2% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (33.78) | 0.58% | 10.4 | -5.53% |
| Cummins India Ltd | Large Cap | Industrials (47.93) | 0.57% | 49.59 | 2.59% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (67.5) | 0.56% | 89.64 | 59.83% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0.55% | 28.3 | 41.05% |
| NTPC Ltd | Large Cap | Utilities (25.77) | 0.53% | 13.26 | -20.11% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (38.91) | 0.53% | 17.6 | -34.21% |
| Grasim Industries Ltd | Large Cap | Basic Materials (47.58) | 0.53% | 45.11 | 5.74% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (18.43) | 0.53% | 88.66 | 4.98% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.51% | 167.31 | 197.56% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (19.16) | 0.49% | 0 | 18.25% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.47% | 44.61 | 34.3% |
| Tata Power Co Ltd | Large Cap | Utilities (25.77) | 0.47% | 29.43 | -13.19% |
| BSE Ltd | Mid Cap | Financial Services | 0.43% | - | 0% |
| Bharat Electronics Ltd | Large Cap | Industrials (45.26) | 0.43% | 49.1 | 24.73% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (38.91) | 0.43% | 53.92 | 1.97% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (38.66) | 0.42% | 36.7 | -8.61% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (72.72) | 0.41% | 167.41 | -3.86% |
| Hero MotoCorp Ltd | Large Cap | Consumer Cyclical (30.07) | 0.4% | 19.41 | -23.4% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 0.38% | 206.18 | 772.74% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 0.36% | 73.31 | 30.06% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0.36% | 0 | 0% |
| Home First Finance Co India Ltd --- | Small Cap | Financial Services (16.17) | 0.35% | 0 | 10.02% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.35% | - | 0% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (33.77) | 0.35% | 31.74 | -20.15% |
| Zydus Lifesciences Ltd | Large Cap | Healthcare (38.66) | 0.35% | 20.47 | -26.89% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.92) | 0.35% | 78.04 | 83.42% |
| Pidilite Industries Ltd | Large Cap | Basic Materials (56.71) | 0.32% | 71.42 | -0.58% |
| Power Finance Corp Ltd | Large Cap | Financial Services (12.12) | 0.29% | 6.12 | -23.21% |
| Tech Mahindra Ltd | Large Cap | Technology (27.93) | 0.29% | 31.95 | -10.05% |
| Adani Enterprises Ltd | Large Cap | Energy (50.83) | 0.27% | 41.94 | -15.79% |
| Amara Raja Energy & Mobility Ltd | Small Cap | Industrials (31.49) | 0.24% | 21.08 | -34.8% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (33.77) | 0.23% | 65.4 | 495.97% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (11.5) | 0.23% | 9.19 | -24.02% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (35.65) | 0.22% | 38.98 | -14.45% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (71.85) | 0.2% | 127.18 | -9.72% |
| Prudent Corporate Advisory Services Ltd | Small Cap | Financial Services (36.96) | 0.19% | 57.35 | 36.44% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (70.17) | 0.17% | 53.46 | 19.59% |
| GAIL (India) Ltd | Large Cap | Utilities (12.84) | 0.17% | 9.71 | -19.62% |
| Indegene Ltd | Small Cap | Healthcare | 0.17% | - | 0% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.17% | 40.82 | 136.49% |
| Polycab India Ltd | Large Cap | Industrials (47.36) | 0.14% | 48.22 | 5.2% |
| Tata Consultancy Services Ltd | Large Cap | Technology (27.93) | 0.12% | 22.65 | -31.62% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (148.9) | 0.1% | 32.16 | 9.22% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (73.26) | 0.01% | 86.68 | 2.55% |
| Titan Company Limited Aug 2025 | -0.01% | - | 0% | ||
| Indus Towers Limited Aug 2025 | -0.01% | - | 0% | ||
| Future on Grasim Industries Ltd | -0.05% | - | 0% | ||
| Future on Ambuja Cements Ltd | -0.05% | - | 0% | ||
| Future on Bajaj Finance Ltd | -0.06% | - | 0% | ||
| Future on SBI Life Insurance Co Ltd | -0.09% | - | 0% | ||
| Future on Bajaj Finserv Ltd | -0.11% | - | 0% | ||
| Future on Tata Consultancy Services Ltd | -0.12% | - | 0% | ||
| Future on Lupin Ltd | -0.13% | - | 0% | ||
| Future on Tata Motors Ltd | -0.17% | - | 0% | ||
| Future on United Spirits Ltd | -0.22% | - | 0% | ||
| Future on TVS Motor Co Ltd | -0.23% | - | 0% | ||
| Future on Mahindra & Mahindra Ltd | -0.24% | - | 0% | ||
| Future on Adani Enterprises Ltd | -0.28% | - | 0% | ||
| Future on HDFC Bank Ltd | -0.33% | - | 0% | ||
| Future on Kotak Mahindra Bank Ltd | -0.46% | - | 0% | ||
| Future on HDFC Life Insurance Co Ltd | -0.53% | - | 0% | ||
| Future on Aurobindo Pharma Ltd | -0.54% | - | 0% | ||
| Future on NTPC Ltd | -0.54% | - | 0% | ||
| Future on Hindustan Unilever Ltd | -0.71% | - | 0% | ||
| Future on InterGlobe Aviation Ltd | -0.83% | - | 0% | ||
| Future on JSW Steel Ltd | -0.84% | - | 0% | ||
| Future on Bank of Baroda | -0.87% | - | 0% | ||
| Future on Hindalco Industries Ltd | -0.91% | - | 0% | ||
| Itc Limited Aug 2025 | -1.12% | - | 0% | ||
| Future on Larsen & Toubro Ltd | -1.21% | - | 0% | ||
| Future on Axis Bank Ltd | -2.18% | - | 0% | ||
| Future on State Bank of India | -2.56% | - | 0% | ||
| Future on ICICI Bank Ltd | -3.36% | - | 0% | ||
| Future on Infosys Ltd | -4.14% | - | 0% | ||
| Future on Reliance Industries Ltd | -5.84% | - | 0% | ||
| Future on Bharti Airtel Ltd | -7.19% | - | 0% | ||
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 0% | 23.47 | -0.76% |
| ICRA Ltd | Small Cap | Financial Services (36.46) | 0% | 34.05 | 6.51% |
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Chat with usFrequently 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 Equity Savings Fund (G)?
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 Equity Savings Fund (G)?
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.
