₹16.7 0.0141%
02-05-202429.63%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Large Cap | 91.63 |
| Others | 3.54 |
| Mid Cap | 3.52 |
| Small Cap | 0.57 |
Financial
Technology
Energy
Consumer Staples
Healthcare
Construction
Automobile
Services
Materials
Communication
Consumer Discretionary
Capital Goods
Metals & Mining
Insurance
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| Reliance Industries Ltd. | Large Cap | Energy (27.3) | 9.04% | 27.89 | 18.6% |
| ICICI Bank Ltd. | Large Cap | Financial (18.55) | 7.76% | 17.67 | 23.5% |
| HDFC Bank Ltd. | Large Cap | Financial (18.55) | 7.66% | 17.99 | -10.4% |
| Larsen & Toubro Ltd. | Large Cap | Construction (47.8) | 6.21% | 38.9 | 48.56% |
| Infosys Ltd. | Large Cap | Technology (31.4) | 5.99% | 22.42 | 11.61% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.95) | 4.38% | 40.54 | 56.21% |
| State Bank of India | Large Cap | Financial (16.77) | 4.19% | 11.43 | 45.74% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 3.72% | 28.68 | 29.81% |
| Bharti Airtel Ltd. | Large Cap | Communication (71.97) | 2.5% | 87.89 | 64.21% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.4) | 2.48% | 30.25 | 20.68% |
| Tata Motors Ltd. - DVR Ordinary | Automobile (25.08) | 2.46% | 4.14 | 210.47% | |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (34.15) | 2.21% | 29.25 | 42.21% |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (110.94) | 1.99% | 95.2 | 110.72% |
| NTPC Ltd. | Large Cap | Energy (27.65) | 1.96% | 18.11 | 106.76% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 1.86% | 0 | 0% |
| Cipla Ltd. | Large Cap | Healthcare (56.95) | 1.86% | 31.05 | 54.66% |
| Bajaj Finserv Ltd. | Large Cap | Financial (60.27) | 1.8% | 31.75 | 20.62% |
| Indusind Bank Ltd. | Large Cap | Financial (18.55) | 1.74% | 12.86 | 29.48% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 1.73% | 44.61 | 34.3% |
| Interglobe Aviation Ltd. | Large Cap | Services (113.69) | 1.57% | 21.61 | 86.24% |
| HCL Technologies Ltd. | Large Cap | Technology (31.4) | 1.41% | 23.3 | 27.25% |
| Tech Mahindra Ltd. | Large Cap | Technology (31.4) | 1.27% | 51.69 | 20.07% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 1.26% | 28.3 | 41.05% |
| Bajaj Finance Ltd. | Large Cap | Financial (29.59) | 1.21% | 29.68 | 12.15% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 1.13% | 0 | 0% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 1.1% | 26.45 | -0.13% |
| Asian Paints Ltd. | Large Cap | Materials | 1.09% | 0% | |
| Nestle India Ltd. | Consumer Staples (58.57) | 1.08% | 0 | 12.44% | |
| Tata Consumer Products Ltd. | Large Cap | Consumer Staples (99.32) | 1.08% | 90.8 | 40.33% |
| ITC Ltd. | Large Cap | Consumer Staples (29.1) | 1.07% | 26.55 | 2.12% |
| Adani Ports and Special Economic Zone Ltd. | Large Cap | Services (156.41) | 1.05% | 39.4 | 96.85% |
| Titan Company Ltd. | Large Cap | Consumer Discretionary (88.6) | 1.02% | 90.56 | 32.61% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (48.41) | 1.01% | 69.42 | 25.23% |
| Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (56.95) | 0.99% | 20.21 | 27.9% |
| JIO Financial Services Ltd. | Large Cap | Financial (18.01) | 0.96% | 148.66 | 0% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 0.94% | 33.85 | 6.16% |
| Procter & Gamble Hygiene and Health Care Ltd. | Mid Cap | Consumer Staples (61.68) | 0.78% | 67.4 | 12.1% |
| Info Edge (India) Ltd. | Mid Cap | Services (89.87) | 0.73% | 321.2 | 58.53% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 0.73% | 8.72 | 63.23% |
| SBI Life Insurance Company Ltd. | Large Cap | Insurance (25.06) | 0.66% | 0 | 26.46% |
| Havells India Ltd. | Large Cap | Capital Goods (59.72) | 0.58% | 81.97 | 33.93% |
| NIIT Learning Systems Ltd. | Small Cap | Services (68.82) | 0.57% | 30.43 | 0% |
| Union Bank of India | Large Cap | Financial (16.77) | 0.57% | 8.77 | 101.41% |
| Britannia Industries Ltd. | Large Cap | Consumer Staples (58.57) | 0.56% | 52.71 | 4.35% |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.53% | 38.75 | 29.66% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 0.49% | 57.92 | -8.63% |
| Canara Bank | Large Cap | Financial (16.77) | 0.38% | 7.71 | 95.84% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (88.54) | 0.34% | 109.62 | 33.36% |
| Tata Steel Ltd. | Large Cap | Metals & Mining (22.9) | 0.33% | -62.11 | 51.59% |
| FSN E-Commerce Ventures Ltd. | Mid Cap | Services (912.46) | 0.32% | 1720.5 | 38.64% |
| ABB India Ltd. | Large Cap | Capital Goods (112.69) | 0.29% | 0 | 93.96% |
| Marico Ltd. | Large Cap | Consumer Staples (101.43) | 0.26% | 23.47 | -0.76% |
| Dalmia Bharat Ltd. | Mid Cap | Materials (48.73) | 0.19% | 40.8 | -10.15% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 0.17% | 40.82 | 136.49% |
| Allocation | |
|---|---|
| Others | 0.72 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.74% | 0% | ||
| Others | Others | -0.02% | 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 Cap Fund Regular Plan (IDCW?
The top holdings of this fund are Reliance Industries Ltd., ICICI Bank Ltd., HDFC Bank Ltd., Larsen & Toubro Ltd., Infosys Ltd.
Top 5 Sector for Sundaram Large Cap Fund Regular Plan (IDCW?
The major sectors of this fund are Financial, Technology, Energy, Consumer Staples, Healthcare.
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.
