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Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

Sundaram Large Cap Fund Regular Plan - Portfolio Analysis

  • ₹20.37 (-0.03%)

    Current NAV 07-02-2025

  • 7.94%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Dec-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 92.99%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 86.5
Mid Cap 5.27
Small Cap 1.22

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

IT - Software

Pharmaceuticals & Biotechnology

Automobiles

Construction

Petroleum Products

Telecom - Services

Beverages

Insurance

Retailing

Cement & Cement Products

Transport Services

Power

Consumer Durables

Non - Ferrous Metals

Leisure Services

Transport Infrastructure

Agricultural Food & other Products

Industrial Products

Auto Components

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
07-Feb-2025
Holdings PE Ratio
07-Feb-2025
1Y Return
HDFC Bank Ltd Large Cap Banks (18.73) 9.57% 19.04 21.13%
ICICI Bank Ltd Large Cap Banks (18.73) 8.9% 17.67 22.84%
Infosys Ltd Large Cap IT - Software (36.73) 5.89% 28.57 12.34%
Larsen & Toubro Ltd Large Cap Construction (38.94) 5.88% 33.68 -1.66%
Reliance Industries Ltd Large Cap Petroleum Products (16.46) 5.37% 24.78 -12.13%
Dr. Reddys Laboratories Ltd Large Cap Pharmaceuticals & Biotechnology 4.64% - 0%
Bharti Airtel Ltd Large Cap Telecom - Services (170.78) 4.55% 79.29 47.88%
State Bank of India Large Cap Banks (10.55) 4.01% 9.19 9.11%
Sun Pharmaceutical Industries Ltd Large Cap Pharmaceuticals & Biotechnology (47.86) 3.67% 36.63 16.77%
Axis Bank Ltd Large Cap Banks (24.43) 3.47% 28.68 29.81%
Tech Mahindra Ltd Large Cap IT - Software (36.73) 2.99% 44.25 28.36%
Kotak Mahindra Bank Ltd Large Cap Banks (24.43) 2.6% 26.45 -0.13%
Varun Beverages Ltd Large Cap Beverages 2.23% - 0%
Maruti Suzuki India Ltd Large Cap Automobiles (31.79) 2.1% 28.21 19.35%
Ultratech Cement Ltd Large Cap Cement & Cement Products (55.96) 2.08% 44.61 34.3%
ICICI Lombard General Insurance Company Ltd Mid Cap Insurance (45.25) 1.95% 0 12.45%
TVS Motor Company Ltd Large Cap Automobiles (34.88) 1.94% 62.66 26.24%
Interglobe Aviation Ltd Large Cap Transport Services (20.94) 1.94% 27.7 40.11%
NTPC LTD Large Cap Power (21.01) 1.92% 13.98 -4.16%
Hindalco Industries Ltd Large Cap Non - Ferrous Metals (30.32) 1.83% 38.75 29.66%
Bajaj Auto Ltd Large Cap Automobiles (34.88) 1.82% 33.34 16.81%
HCL Technologies Ltd Large Cap IT - Software (36.73) 1.61% 27.44 6.88%
IndusInd Bank Ltd Mid Cap Banks (18.73) 1.41% 11.57 -28.91%
Zomato Ltd Large Cap Retailing (36.51) 1.26% -10.49 85.47%
Jubilant Foodworks Ltd Mid Cap Leisure Services (91.06) 1.24% 115.69 44.91%
Info Edge (India) Ltd Large Cap Retailing (78.64) 1.2% 181.9 45.44%
United Spirits Ltd Large Cap Beverages (30.79) 1.13% 0 0%
Kajaria Ceramics Ltd Small Cap Consumer Durables (38.15) 0.96% 43.58 -25.4%
Adani Ports and Special Economic Zone Ltd Large Cap Transport Infrastructure (129.82) 0.96% 24.49 -8.62%
SBI Life Insurance Company Ltd Large Cap Insurance (19.87) 0.94% 0 -0.01%
Titan Company Ltd Large Cap Consumer Durables (81.33) 0.91% 93.92 -4.27%
TATA Consumer Products Ltd Large Cap Agricultural Food & other Products (96.27) 0.86% 87.66 -11.57%
KEI Industries Ltd Mid Cap Industrial Products (47.48) 0.67% 58.42 18.54%
Craftsman Automation Ltd Small Cap Auto Components (49.68) 0.26% 51.76 -1.47%
Hyundai Motor India Ltd Large Cap Automobiles 0.23% - 0%

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Frequently 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 Large Cap Fund Regular Plan ?

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 Large Cap Fund Regular Plan ?

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.

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