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.

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.

Sundaram Flexicap Fund Regular Plan IDCW Reinvestment - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 95.34%Others: 4.63%

Market Cap

Large Cap: 71.24%Small Cap: 16.45%Mid Cap: 7.65%

Number of stocks

Top 10 Holdings

88.22% of portfolio

Market Cap of Equity

Large Cap

71.2400%

Small Cap

16.4500%

Mid Cap

7.6500%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-15.54%

ICICI BANK LIMITED EQ NEW FV RS. 2/-11.86%

AXIS BANK LIMITED EQ NE FV RS. 2/-8.88%

RELIANCE INDUSTRIES LIMITED EQ8.64%

INFOSYS LIMITED EQ FV RS 58.54%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-8.52%

STATE BANK OF INDIA EQ NEW RE. 1/-8.36%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-6.72%

Kotak Mahindra Bank Limited5.96%

ULTRATECH CEMENT LIMITED EQ5.20%

Sector Allocation of Equity

Banks28.77%

Petroleum Products4.32%

IT - Software9.96%

Telecom - Services4.26%

Construction3.36%

Cement & Cement Products4.58%

Automobiles4.15%

Diversified FMCG2.07%

Industrial Products3.01%

Power2.70%

Pharmaceuticals & Biotechnology4.36%

Retailing2.67%

Healthcare Services2.32%

Beverages2.60%

Gas1.32%

Personal Products1.21%

Transport Services2.14%

Leisure Services2.15%

Aerospace & Defense1.09%

Industrial Manufacturing1.62%

Agricultural, Commercial & Construction Vehicles1.05%

Finance0.98%

Auto Components0.95%

IT - Services0.91%

Consumer Durables1.37%

Chemicals & Petrochemicals0.84%

Realty0.56%

Food Products0.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Flexicap Fund Regular Plan IDCW Reinvestment

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Everything You Need To Know To Get Started With Confidence

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.