₹63.27 0.0951%
26-04-202421.09%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Large Cap | 53.76 |
| Small Cap | 10.31 |
| Mid Cap | 6.79 |
| Others | -29.9 |
Financial
Services
Healthcare
Automobile
Capital Goods
Technology
Consumer Discretionary
Consumer Staples
Construction
Others
Energy
Materials
Chemicals
Metals & Mining
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 29-Apr-2024 |
Holdings | PE Ratio 29-Apr-2024 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd. | Large Cap | Financial (19.48) | 7.33% | 18.12 | -9.48% |
| Reliance Industries Ltd. | Large Cap | Energy (41.71) | 7.1% | 28.49 | 21.14% |
| ICICI Bank Ltd. | Large Cap | Financial (19.48) | 5.12% | 19.18 | 26.26% |
| Infosys Ltd. | Large Cap | Technology (31.63) | 4.18% | 22.72 | 14.63% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 3.61% | 28.68 | 29.81% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 2.74% | 40.82 | 136.49% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 2.05% | 0 | 0% |
| Larsen & Toubro Ltd. | Large Cap | Construction (47.76) | 1.99% | 40.41 | 53.75% |
| Bajaj Finance Ltd. | Large Cap | Financial (30.06) | 1.66% | 29.22 | 8.63% |
| Tata Motors Ltd. - DVR Ordinary | Automobile (25.08) | 1.65% | 4.14 | 210.47% | |
| Indusind Bank Ltd. | Large Cap | Financial (19.48) | 1.65% | 12.89 | 29.06% |
| State Bank of India | Large Cap | Financial (16.69) | 1.58% | 11.36 | 42.91% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (154.16) | 1.52% | 249.46 | 190.58% |
| TD Power Systems Ltd. | Small Cap | Capital Goods (54.95) | 1.51% | 40.1 | 100.03% |
| Others | Others | 1.43% | 0% | ||
| Maruti Suzuki India Ltd. | Large Cap | Automobile (33.08) | 1.43% | 29.69 | 47.87% |
| NIIT Learning Systems Ltd. | Small Cap | Services (70.18) | 1.41% | 32.49 | 0% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.59) | 1.4% | 40.97 | 54.1% |
| Force Motors Ltd. | Small Cap | Automobile (90.76) | 1.36% | 32.42 | 610.95% |
| Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (56.59) | 1.3% | 20.17 | 28.33% |
| Tech Mahindra Ltd. | Large Cap | Technology (31.63) | 1.17% | 53.36 | 25.83% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (41.71) | 1.06% | 4.24 | 101.04% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Small Cap | Consumer Discretionary (76.54) | 1.04% | 0 | 11.46% |
| ICRA Ltd. | Small Cap | Services (43.06) | 1.03% | 35.88 | 12.51% |
| Tata Steel Ltd. | Large Cap | Metals & Mining (22.81) | 0.92% | -62.5 | 55.24% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (56.59) | 0.91% | 54.81 | 0% |
| The Federal Bank Ltd. | Mid Cap | Financial (19.48) | 0.9% | 10.11 | 18.86% |
| Triveni Turbine Ltd. | Small Cap | Construction (60.04) | 0.89% | 68.82 | 47.29% |
| United Breweries Ltd. | Mid Cap | Consumer Staples (75.35) | 0.78% | 132.81 | 16.13% |
| Cummins India Ltd. | Mid Cap | Capital Goods (66.99) | 0.74% | 59.86 | 110.02% |
| Canara Bank | Large Cap | Financial (16.69) | 0.72% | 7.66 | 95.9% |
| Interglobe Aviation Ltd. | Large Cap | Services (115.77) | 0.72% | 21.05 | 94.17% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 0.71% | 28.3 | 41.05% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 0.67% | 44.61 | 34.3% |
| Bank Of Baroda | Large Cap | Financial (16.69) | 0.67% | 7.42 | 45.07% |
| Union Bank of India | Large Cap | Financial (16.69) | 0.63% | 9.01 | 106.74% |
| Sterling and Wilson Renewable Energy Ltd. | Small Cap | Capital Goods (62.57) | 0.61% | -73.39 | 124.69% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (56.59) | 0.61% | 24.34 | 86.67% |
| Cipla Ltd. | Large Cap | Healthcare (56.59) | 0.6% | 30.74 | 55.38% |
| Titan Company Ltd. | Large Cap | Consumer Discretionary (89.05) | 0.59% | 92.71 | 36.47% |
| Info Edge (India) Ltd. | Mid Cap | Services (93.65) | 0.57% | 324.76 | 60.99% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 0.55% | 57.92 | -8.63% |
| Tata Technologies Ltd | Mid Cap | Services (31.63) | 0.51% | 58.4 | 0% |
| Dalmia Bharat Ltd. | Mid Cap | Materials (54.17) | 0.43% | 41.64 | -8.08% |
| Adani Ports and Special Economic Zone Ltd. | Large Cap | Services (154.31) | 0.41% | 39.34 | 93.31% |
| Clean Science And Technology Ltd. | Small Cap | Chemicals (60.13) | 0.38% | 55.28 | -8.44% |
| CE Info Systems Ltd. | Small Cap | Technology (45.72) | 0.34% | 18.8 | 37.71% |
| Metro Brands Ltd. | Mid Cap | Consumer Discretionary (75.53) | 0.33% | 89.37 | 23.77% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.63) | 0.32% | 30.51 | 20.37% |
| ACC Ltd. | Mid Cap | Materials (54.17) | 0.31% | 20.3 | 43.27% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 0.29% | 0 | 0% |
| ABB India Ltd. | Large Cap | Capital Goods (110.22) | 0.28% | 0 | 89.03% |
| ITC Ltd. | Large Cap | Consumer Staples (29.16) | 0.27% | 26.67 | 3.06% |
| NTPC Ltd. | Large Cap | Energy (27.11) | 0.26% | 18.05 | 111.57% |
| JSW Steel Ltd. | Large Cap | Metals & Mining (20.62) | 0.21% | 20.56 | 23.11% |
| DOMS Industries Ltd. | Small Cap | Consumer Staples (27.3) | 0.2% | 0 | 0% |
| JIO Financial Services Ltd. | Large Cap | Financial (19.34) | 0.15% | 150.38 | 0% |
| Ambuja Cements Ltd. | Large Cap | Materials (26.26) | 0.07% | 0 | 0% |
| Asian Paints Ltd. | Large Cap | Materials | 0.05% | 0% | |
| BEML Land Assets Ltd. | Small Cap | Services | 0.02% | 0% | |
| Ambuja Cements Ltd.% 03/2024 | Materials | -0.07% | 0% | ||
| Maruti Suzuki India Ltd.% 03/2024 | Automobile | -0.21% | 0% | ||
| JSW Steel Ltd.% 03/2024 | Metals & Mining | -0.21% | 0% | ||
| NTPC Ltd.% 03/2024 | Energy | -0.26% | 0% | ||
| ITC Ltd.% 03/2024 | Consumer Staples | -0.27% | 0% | ||
| United Spirits Ltd.% 03/2024 | Consumer Staples | -0.29% | 0% | ||
| ACC Ltd.% 03/2024 | Materials | -0.31% | 0% | ||
| State Bank of India% 03/2024 | Financial | -0.38% | 0% | ||
| Bajaj Finance Ltd.% 03/2024 | Financial | -0.44% | 0% | ||
| Aurobindo Pharma Ltd.% 03/2024 | Healthcare | -0.61% | 0% | ||
| Bank Of Baroda% 03/2024 | Financial | -0.67% | 0% | ||
| Tata Steel Ltd.% 03/2024 | Metals & Mining | -0.93% | 0% | ||
| Indusind Bank Ltd.% 03/2024 | Financial | -0.98% | 0% | ||
| Hindustan Petroleum Corporation Ltd.% 03/2024 | Energy | -1.07% | 0% | ||
| Larsen & Toubro Ltd.% 03/2024 | Construction | -1.36% | 0% | ||
| Hindustan Unilever Ltd.% 03/2024 | Consumer Staples | -1.39% | 0% | ||
| Tata Motors Ltd.% 03/2024 | Automobile | -2.76% | 0% | ||
| Axis Bank Ltd.% 03/2024 | Financial | -3.06% | 0% | ||
| Infosys Ltd.% 03/2024 | Technology | -3.33% | 0% | ||
| ICICI Bank Ltd.% 03/2024 | Financial | -3.64% | 0% | ||
| HDFC Bank Ltd.% 03/2024 | Financial | -5.01% | 0% | ||
| Reliance Industries Ltd.% 03/2024 | Energy | -5.73% | 0% |
| Allocation | |
|---|---|
| Others | 15.57 |
Financial
Sovereign
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Reserve Bank of India% 182-D 07/03/2024 | Financial | 3.37% | 0% | ||
| 7.37% GOI 23/10/2028 | Sovereign | 2.05% | 0% | ||
| 7.43% Small Industries Devp. Bank of India Ltd. | Financial | 2.01% | 0% | ||
| 5.22% GOI 15/06/2025 | Sovereign | 1.98% | 0% | ||
| 7.8% National Bank For Agriculture & Rural Development 15/03/2027 | Financial | 1.35% | 0% | ||
| 7.5% National Bank For Agriculture & Rural Development | Financial | 1.34% | 0% | ||
| Reserve Bank of India% 364-D 22/03/2024 | Financial | 1.34% | 0% | ||
| 7.13% Power Finance Corporation Ltd. 08/08/2025 | Financial | 1.34% | 0% | ||
| 5.15% GOI 2025 | Sovereign | 0.65% | 0% | ||
| 8.14% Maharashtra State 27/05/2025 | Others | 0.14% | 0% |
| Allocation | |
|---|---|
| Others | 43.5 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 33% | 0% | ||
| Others | Others | 10.47% | 0% | ||
| Others | Others | 0.03% | 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 Equity Savings Fund (G)?
The top holdings of this fund are HDFC Bank Ltd., Reliance Industries Ltd., ICICI Bank Ltd., Infosys Ltd., Axis Bank Ltd.
Top 5 Sector for Sundaram Equity Savings Fund (G)?
The major sectors of this fund are Financial, Services, Healthcare, Automobile, Capital Goods.
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.
