₹76.48 0.1412%
02-05-202443.25%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Large Cap | 56.52 |
| Mid Cap | 35.27 |
| Small Cap | 7 |
Financial
Services
Healthcare
Capital Goods
Technology
Automobile
Energy
Consumer Staples
Construction
Materials
Consumer Discretionary
Metals & Mining
Communication
Chemicals
Textiles
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 02-May-2024 |
Holdings | PE Ratio 02-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| ICICI Bank Ltd. | Large Cap | Financial (18.61) | 4.59% | 17.67 | 23.68% |
| HDFC Bank Ltd. | Large Cap | Financial (18.61) | 4.5% | 18.2 | -9.07% |
| Reliance Industries Ltd. | Large Cap | Energy (27.15) | 4.15% | 28.57 | 20.45% |
| State Bank of India | Large Cap | Financial (16.81) | 2.89% | 11.42 | 44.37% |
| Larsen & Toubro Ltd. | Large Cap | Construction (47.63) | 2.62% | 40.01 | 51.03% |
| Infosys Ltd. | Large Cap | Technology (31.29) | 2.33% | 22.42 | 10.91% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 1.93% | 28.68 | 29.81% |
| Zomato Ltd. | Large Cap | Services (36.51) | 1.88% | -10.49 | 85.47% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.29) | 1.86% | 30.45 | 20.01% |
| Power Finance Corporation Ltd. | Large Cap | Financial (16.55) | 1.84% | 8.2 | 236.8% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.57) | 1.84% | 40.95 | 56.31% |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (108.25) | 1.8% | 95.57 | 113.4% |
| Container Corporation Of India Ltd. | Mid Cap | Services (37.92) | 1.77% | 52.57 | 70.23% |
| NTPC Ltd. | Large Cap | Energy (27.36) | 1.65% | 18.32 | 109.38% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (142.02) | 1.56% | 250.51 | 192.64% |
| Canara Bank | Large Cap | Financial (16.81) | 1.52% | 7.75 | 96.58% |
| Bharti Airtel Ltd. | Large Cap | Communication (70.99) | 1.51% | 89.6 | 65.11% |
| Oberoi Realty Ltd. | Mid Cap | Construction (107.71) | 1.48% | 34.53 | 68.01% |
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 1.46% | 60.39 | 85.06% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 1.44% | 28.3 | 41.05% |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 1.43% | 167.31 | 197.56% |
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (137.96) | 1.43% | 142.2 | 188.66% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 1.4% | 40.82 | 136.49% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (48.67) | 1.35% | 68.99 | 24.9% |
| UNO Minda Ltd. | Mid Cap | Automobile (95.28) | 1.34% | 73.31 | 30.06% |
| Indusind Bank Ltd. | Large Cap | Financial (18.61) | 1.33% | 13.05 | 30.76% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 1.26% | 0 | 0% |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 1.23% | 38.75 | 29.66% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 1.21% | 44.61 | 34.3% |
| Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (56.57) | 1.21% | 19.97 | 26.29% |
| ABB India Ltd. | Large Cap | Capital Goods (111.39) | 1.2% | 0 | 94.56% |
| United Breweries Ltd. | Mid Cap | Consumer Staples (75.35) | 1.19% | 132.81 | 16.13% |
| Polycab India Ltd. | Large Cap | Capital Goods (62.62) | 1.16% | 52.39 | 78.45% |
| The Indian Hotels Company Ltd. | Mid Cap | Services (63.61) | 1.15% | 65.02 | 65.45% |
| Info Edge (India) Ltd. | Mid Cap | Services (88.94) | 1.14% | 323.94 | 59.4% |
| The Federal Bank Ltd. | Mid Cap | Financial (18.61) | 1.1% | 10.57 | 22.99% |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (89.58) | 1.07% | 60.2 | 69.11% |
| Cummins India Ltd. | Mid Cap | Capital Goods (67.68) | 1.04% | 59.83 | 106.49% |
| Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (60.88) | 1.04% | -863.68 | 260.09% |
| ITC Ltd. | Large Cap | Consumer Staples (28.86) | 1.03% | 26.74 | 3.55% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 0.99% | 0 | 0% |
| Mold-Tek Packaging Ltd. | Small Cap | Materials (47.89) | 0.98% | 44.01 | -15.01% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (56.57) | 0.96% | 24.5 | 87.37% |
| Astral Ltd. | Mid Cap | Materials (86.57) | 0.96% | 97.3 | 39.32% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (108.8) | 0.96% | 55.54 | 47.11% |
| Metro Brands Ltd. | Mid Cap | Consumer Discretionary (75.33) | 0.95% | 90.9 | 22.14% |
| Tata Steel Ltd. | Large Cap | Metals & Mining (22.67) | 0.92% | -62.57 | 52.04% |
| Divi's Laboratories Ltd. | Large Cap | Healthcare (56.57) | 0.91% | 75.93 | 21.6% |
| PI Industries Ltd. | Mid Cap | Chemicals (35.69) | 0.88% | 34.7 | 6.95% |
| Bajaj Finance Ltd. | Large Cap | Financial (29.31) | 0.88% | 29.51 | 10.27% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 0.87% | 33.85 | 6.16% |
| Titan Company Ltd. | Large Cap | Consumer Discretionary (89.07) | 0.87% | 91.78 | 34.06% |
| Hero Motocorp Ltd. | Mid Cap | Automobile (38.95) | 0.87% | 25.27 | 83.11% |
| Dalmia Bharat Ltd. | Mid Cap | Materials (48.56) | 0.83% | 40.69 | -10.42% |
| Schaeffler India Ltd. | Mid Cap | Capital Goods (55.54) | 0.83% | 0 | 35.53% |
| Kirloskar Oil Engines Ltd. | Small Cap | Capital Goods (67.68) | 0.82% | 39.84 | 166.1% |
| DOMS Industries Ltd. | Small Cap | Consumer Staples (27.77) | 0.79% | 0 | 0% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 0.79% | 8.72 | 63.23% |
| REC Ltd. | Large Cap | Financial (16.55) | 0.79% | 10.28 | 304.84% |
| Max Financial Services Ltd. | Mid Cap | Financial (24.68) | 0.79% | 81.72 | 56.93% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (89.58) | 0.78% | 74.93 | 71.69% |
| Delhivery Ltd. | Mid Cap | Services (37.92) | 0.77% | -97.61 | 23.51% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (52.44) | 0.72% | 44.43 | 9.19% |
| Triveni Turbine Ltd. | Small Cap | Construction (60.88) | 0.72% | 72.17 | 61.7% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 0.7% | 0 | 0% |
| Bank of India | Mid Cap | Financial (16.81) | 0.7% | 10.77 | 78.77% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 0.63% | 57.92 | -8.63% |
| Page Industries Ltd. | Mid Cap | Textiles (48.88) | 0.62% | 0 | -13.16% |
| Ashok Leyland Ltd. | Mid Cap | Automobile (91.8) | 0.61% | 24.85 | 40.32% |
| TCI Express Ltd. | Small Cap | Services (37.92) | 0.59% | 30.03 | -26.75% |
| Bajaj Finserv Ltd. | Large Cap | Financial (60.25) | 0.57% | 31.65 | 20.01% |
| Sundram Fasteners Ltd. | Mid Cap | Capital Goods (47.05) | 0.57% | 46.11 | 6.88% |
| Relaxo Footwears Ltd. | Mid Cap | Consumer Discretionary (75.33) | 0.48% | 0 | -2.3% |
| JSW Infrastructure Ltd. | Mid Cap | Services | 0.46% | 0% | |
| Laurus Labs Ltd. | Small Cap | Healthcare (46.65) | 0.44% | 0 | 9.05% |
| Balkrishna Industries Ltd. | Mid Cap | Automobile (53.36) | 0.44% | 38.29 | 16.74% |
| Union Bank of India | Large Cap | Financial (16.81) | 0.43% | 8.9 | 102.35% |
| Vedant Fashions Ltd. | Mid Cap | Services (9.67) | 0.41% | 0 | 100.72% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (56.57) | 0.38% | 54.05 | 0% |
| Navin Fluorine International Ltd. | Small Cap | Chemicals (26.29) | 0.38% | 0 | 6.43% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (27.15) | 0.29% | 4.49 | 111.3% |
| Torrent Power Ltd. | Mid Cap | Energy (27.36) | 0.27% | 38.92 | 176.91% |
| FSN E-Commerce Ventures Ltd. | Mid Cap | Services (904.16) | 0.26% | 1767 | 41.7% |
| Allocation | |
|---|---|
| Others | 1.21 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.16% | 0% | ||
| Others | Others | 0.05% | 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 Large and Midcap Fund Regular Plan?
The top holdings of this fund are ICICI Bank Ltd., HDFC Bank Ltd., Reliance Industries Ltd., State Bank of India, Larsen & Toubro Ltd.
Top 5 Sector for Sundaram Large and Midcap Fund Regular Plan?
The major sectors of this fund are Financial, Services, Healthcare, Capital Goods, Technology.
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.
