₹93.65 0.5186%
03-05-202438.65%
Min. SIP ₹100
Min. Investment ₹100
Allocation | |
---|---|
Large Cap | 70.83 |
Small Cap | 19.23 |
Mid Cap | 4.74 |
Financial
Insurance
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
---|---|---|---|---|---|
ICICI Bank Ltd. | Large Cap | Financial (18.55) | 17.5% | 17.71 | 23.72% |
HDFC Bank Ltd. | Large Cap | Financial (18.55) | 15.05% | 18.02 | -10.25% |
Axis Bank Ltd. | Large Cap | Financial (24.43) | 8.06% | 28.68 | 29.81% |
State Bank of India | Large Cap | Financial (16.77) | 6.2% | 11.44 | 45.83% |
Power Finance Corporation Ltd. | Large Cap | Financial (17.22) | 5.1% | 8.43 | 252.44% |
Bajaj Finance Ltd. | Large Cap | Financial (29.59) | 4.34% | 29.7 | 12.21% |
Cholamandalam Financial Holdings Ltd. | Small Cap | Financial (29.59) | 4.18% | 12.88 | 76.7% |
Can Fin Homes Ltd. | Small Cap | Financial (9.23) | 3.72% | 0 | 21.35% |
Ujjivan Financial Services Ltd. | Small Cap | Financial (29.31) | 3.62% | 8.76 | 109.49% |
Shriram Finance Ltd | Large Cap | Financial (18.01) | 3.59% | 13.18 | 95.93% |
Equitas Small Finance Bank Ltd. | Small Cap | Financial (18.55) | 3.51% | 0 | 31.22% |
Union Bank of India | Large Cap | Financial (16.77) | 2.43% | 8.76 | 101.21% |
ICICI Prudential Life Insurance Company Ltd. | Large Cap | Insurance (25.06) | 2.14% | 97.88 | 34.22% |
CSB Bank Ltd. | Small Cap | Financial (18.55) | 2.01% | 0 | 27.89% |
Bank Of Baroda | Large Cap | Financial (16.77) | 1.88% | 7.52 | 49.51% |
Indian Bank | Mid Cap | Financial (16.77) | 1.8% | 9.6 | 62.89% |
Bank of India | Mid Cap | Financial (16.77) | 1.75% | 10.65 | 79.29% |
Indusind Bank Ltd. | Large Cap | Financial (18.55) | 1.52% | 12.86 | 29.45% |
REC Ltd. | Large Cap | Financial (17.22) | 1.5% | 10.38 | 309.43% |
Aavas Financiers Ltd. | Small Cap | Financial (9.23) | 1.36% | 25.54 | 9.9% |
CreditAccess Grameen Ltd. | Mid Cap | Financial (18.5) | 1.19% | 17.34 | 49.65% |
SBI Life Insurance Company Ltd. | Large Cap | Insurance (25.06) | 1.11% | 0 | 26.46% |
Angel One Ltd. | Small Cap | Financial (29.59) | 0.83% | 21.72 | 121.01% |
Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 0.41% | 28.3 | 41.05% |
Allocation | |
---|---|
Others | 0.41 |
Financial
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
---|---|---|---|---|---|
Reserve Bank of India% 364-D 10/10/2024 | Financial | 0.41% | 0% |
Allocation | |
---|---|
Others | 3.24 |
Others
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
---|---|---|---|---|---|
Others | Others | 3.32% | 0% | ||
Others | Others | -0.08% | 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 Financial Services Opportunities Fund Regular Plan?
The top holdings of this fund are ICICI Bank Ltd., HDFC Bank Ltd., Axis Bank Ltd., State Bank of India, Power Finance Corporation Ltd.
Top 5 Sector for Sundaram Financial Services Opportunities Fund Regular Plan?
The major sectors of this fund are Financial, Insurance.
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.