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₹70.71
(-0.09%)
Current NAV 03-07-2025
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7.47%
Returns
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Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 35.25%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 56.16 |
| Mid Cap | 6.77 |
| Small Cap | 5.74 |
| Others | -33.41 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Energy
Communication Services
Industrials
Consumer Cyclical
Technology
Consumer Defensive
Basic Materials
Healthcare
Utilities
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 02-Jul-2025 |
Holdings | PE Ratio 02-Jul-2025 |
1Y Return |
|---|---|---|---|---|---|
| Reliance Industries Ltd | Large Cap | Energy (36.9) | 9.23% | 29.46 | -3.18% |
| Bharti Airtel Ltd | Large Cap | Communication Services (51.03) | 8.62% | 34.93 | 42.26% |
| Infosys Ltd | Large Cap | Technology (30.61) | 5.22% | 25.02 | -0.76% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.66) | 3.27% | 19.97 | 19.98% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.9% | 28.68 | 29.81% |
| HDFC Bank Ltd | Large Cap | Financial Services (20.66) | 2.87% | 21.52 | 14.81% |
| ITC Ltd | Large Cap | Consumer Defensive (14.83) | 2.54% | 15.12 | -0.92% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 2.25% | 0 | 0% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 1.94% | 206.18 | 772.74% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (31.12) | 1.53% | 27.58 | 4.29% |
| Larsen & Toubro Ltd | Large Cap | Industrials (32.51) | 1.46% | 33.62 | -0.81% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (32.28) | 1.39% | 30.74 | 34.95% |
| Force Motors Ltd | Small Cap | Consumer Cyclical (36.5) | 1.21% | 24 | 58.78% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (39.05) | 1.17% | 19.31 | -6.45% |
| Johnson Controls - Hitachi Air Conditioning India Ltd | Small Cap | Consumer Cyclical (75.19) | 1.12% | 0 | -9.58% |
| State Bank of India | Large Cap | Financial Services (9.1) | 1.08% | 9.35 | -1.63% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 1.08% | 26.45 | -0.13% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 1.04% | 44.61 | 34.3% |
| Bank of Baroda | Large Cap | Financial Services (9.1) | 0.97% | 6.07 | -8.26% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.9% | 38.75 | 29.66% |
| Delhivery Ltd | Small Cap | Industrials (43.52) | 0.9% | 178.66 | -2.94% |
| JSW Steel Ltd | Large Cap | Basic Materials (20.62) | 0.84% | 20.56 | 23.11% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0.84% | 0 | 0% |
| ICRA Ltd | Small Cap | Financial Services (40.39) | 0.84% | 38.9 | 16.86% |
| The Federal Bank Ltd | Mid Cap | Financial Services (20.48) | 0.79% | 12.4 | 18.55% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (31.03) | 0.79% | 61.47 | 24.91% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0.73% | 28.3 | 41.05% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (46.62) | 0.72% | 75.12 | 22.16% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (38.99) | 0.72% | 36.88 | 10.23% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (20.75) | 0.69% | 26.01 | -42.8% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.67% | 40.82 | 136.49% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 0.6% | -10.49 | 85.47% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (19.75) | 0.58% | 93.42 | 31.71% |
| NTPC Ltd | Large Cap | Utilities (26.85) | 0.57% | 13.87 | -10.06% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (37.2) | 0.53% | 44.83 | 12.15% |
| Bajaj Finance Ltd | Large Cap | Financial Services (28.78) | 0.5% | 34.86 | 28% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (54.79) | 0.48% | 65.02 | -13.76% |
| Dr Reddy's Laboratories Ltd | Large Cap | Healthcare | 0.48% | - | 0% |
| Info Edge (India) Ltd | Communication Services | 0.41% | - | 0% | |
| Triveni Turbine Ltd | Small Cap | Industrials (56.57) | 0.38% | 56.9 | -0.66% |
| Tata Consultancy Services Ltd | Large Cap | Technology (30.63) | 0.34% | 25.34 | -14.22% |
| Praj Industries Ltd | Small Cap | Industrials (57.24) | 0.34% | 55.35 | -33.33% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (89.99) | 0.31% | 82.11 | 129.38% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (120.91) | 0.31% | 27.88 | -5.24% |
| Dalmia Bharat Ltd | Mid Cap | Basic Materials (46.94) | 0.3% | 60.95 | 20.69% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (39.05) | 0.3% | 49 | 10.54% |
| Adani Enterprises Ltd | Large Cap | Energy (49.16) | 0.3% | 41.94 | -18.6% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (19.55) | 0.27% | 0 | 27.9% |
| Tech Mahindra Ltd | Large Cap | Technology (30.63) | 0.27% | 38.56 | 13.18% |
| DLF Ltd | Large Cap | Real Estate (79.58) | 0.27% | 47 | -1.39% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 0.26% | 0 | 0% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (31.12) | 0.24% | 30.83 | 12.43% |
| APL Apollo Tubes Ltd | Mid Cap | Basic Materials (29.41) | 0.22% | 63.36 | 8.44% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.14% | 167.31 | 197.56% |
| Neuland Laboratories Ltd | Small Cap | Healthcare (39.05) | 0.12% | 57.76 | 53.18% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (158.2) | 0.12% | 35.63 | 24.09% |
| Grasim Industries Ltd | Large Cap | Basic Materials (46.94) | 0.05% | 47.78 | 3.88% |
| Asian Paints Ltd | Large Cap | Basic Materials | 0.03% | - | 0% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (14.21) | 0.01% | 11.28 | 7.15% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (76.01) | 0.01% | 97.95 | 9.56% |
| Titan Company Limited Jun 2025 | -0.01% | - | 0% | ||
| Indus Towers Limited Jun 2025 | -0.01% | - | 0% | ||
| Future on Ambuja Cements Ltd | -0.05% | - | 0% | ||
| Future on Grasim Industries Ltd | -0.05% | - | 0% | ||
| Future on Bajaj Finance Ltd | -0.07% | - | 0% | ||
| Future on Bajaj Finserv Ltd | -0.12% | - | 0% | ||
| Future on Lupin Ltd | -0.14% | - | 0% | ||
| Future on Tata Consultancy Services Ltd | -0.15% | - | 0% | ||
| Future on ICICI Bank Ltd | -0.16% | - | 0% | ||
| Future on Tata Motors Ltd | -0.19% | - | 0% | ||
| Future on UltraTech Cement Ltd | -0.19% | - | 0% | ||
| Future on Mahindra & Mahindra Ltd | -0.24% | - | 0% | ||
| Future on United Spirits Ltd | -0.26% | - | 0% | ||
| Future on DLF Ltd | -0.27% | - | 0% | ||
| Future on SBI Life Insurance Co Ltd | -0.27% | - | 0% | ||
| Future on Adani Enterprises Ltd | -0.3% | - | 0% | ||
| Future on Aurobindo Pharma Ltd | -0.48% | - | 0% | ||
| Future on NTPC Ltd | -0.57% | - | 0% | ||
| Future on HDFC Life Insurance Co Ltd | -0.58% | - | 0% | ||
| Future on Kotak Mahindra Bank Ltd | -0.64% | - | 0% | ||
| Future on Hindustan Unilever Ltd | -0.7% | - | 0% | ||
| Future on Larsen & Toubro Ltd | -0.76% | - | 0% | ||
| Future on TVS Motor Co Ltd | -0.79% | - | 0% | ||
| Future on InterGlobe Aviation Ltd | -0.81% | - | 0% | ||
| Future on JSW Steel Ltd | -0.85% | - | 0% | ||
| Future on Hindalco Industries Ltd | -0.91% | - | 0% | ||
| Future on Bank of Baroda | -0.97% | - | 0% | ||
| Future on ITC Hotels Ltd | -1.29% | - | 0% | ||
| Future on Axis Bank Ltd | -1.57% | - | 0% | ||
| Infosys Limited Jun 2025 | -4.67% | - | 0% | ||
| Future on Bharti Airtel Ltd | -7.44% | - | 0% | ||
| Future on Reliance Industries Ltd | -8.3% | - | 0% | ||
| Aditya Birla Fashion and Retail Ltd | Mid Cap | Consumer Cyclical (103.75) | 0% | -22.45 | -76.6% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 0% | 132.81 | 16.13% |
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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.
