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 Large Cap Fund Regular Plan - Growth - Portfolio Analysis

Equity
Large Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.00%Others: 4.00%

Market Cap

Large Cap: 76.87%Others: 5.50%Small Cap: 2.74%Mid Cap: 10.89%

Number of stocks

Top 10 Holdings

96.00% of portfolio

Market Cap of Equity

Large Cap

76.87%

Others

5.50%

Small Cap

2.74%

Mid Cap

10.89%

Companies Allocation of Equity

HDFC Bank Ltd8.013%

ICICI Bank Ltd6.917%

Axis Bank Ltd6.193%

Bharti Airtel Ltd6.019%

State Bank of India5.636%

Reliance Industries Ltd4.724%

Infosys Ltd3.957%

Avenue Supermarts Ltd3.877%

Larsen & Toubro Ltd3.640%

TVS Motor Co Ltd3.180%

Kotak Mahindra Bank Ltd3.106%

Tech Mahindra Ltd2.871%

Mahindra & Mahindra Ltd2.743%

Craftsman Automation Ltd2.738%

NTPC Ltd2.564%

Marico Ltd2.388%

UltraTech Cement Ltd2.345%

Mankind Pharma Ltd2.316%

InterGlobe Aviation Ltd2.034%

PI Industries Ltd2.022%

SBI Life Insurance Co Ltd1.976%

Trent Ltd1.962%

Jubilant Foodworks Ltd1.643%

Sedemac Mechatronics Ltd1.638%

Indian Hotels Co Ltd1.506%

Swiggy Ltd1.411%

Sun Pharmaceuticals Industries Ltd1.389%

Tata Consumer Products Ltd1.196%

HCL Technologies Ltd1.120%

ICICI Lombard General Insurance Co Ltd1.018%

Bank of Baroda1.005%

Eicher Motors Ltd0.752%

Info Edge (India) Ltd0.747%

Maruti Suzuki India Ltd0.512%

Bharat Petroleum Corp Ltd0.498%

Cummins India Ltd0.334%

LG Electronics India Ltd0.010%

Sector Allocation of Equity

Financial Services33.86%

Communication Services6.77%

Energy5.22%

Technology7.96%

Consumer Defensive7.46%

Industrials6.01%

Consumer Cyclical18.09%

Utilities2.56%

Basic Materials4.37%

Healthcare3.71%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Large Cap Fund Regular Plan - Growth

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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.