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 Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth - Portfolio Analysis

Debt
Short Duration
Status: Closed

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.95%Others: 4.05%

Market Cap

Small Cap: 86.98%Others: 3.81%Mid Cap: 3.02%Large Cap: 2.14%

Number of stocks

Top 10 Holdings

95.95% of portfolio

Market Cap of Equity

Small Cap

86.98%

Others

3.81%

Mid Cap

3.02%

Large Cap

2.14%

Companies Allocation of Equity

Aster DM Healthcare Ltd Ordinary Shares6.810%

KSB Ltd6.097%

MTAR Technologies Ltd5.987%

Affle 3i Ltd4.149%

CSB Bank Ltd Ordinary Shares3.919%

Angel One Ltd Ordinary Shares3.810%

Equitas Small Finance Bank Ltd Ordinary Shares3.303%

Safari Industries (India) Ltd3.125%

Ujjivan Small Finance Bank Ltd Ordinary Shares3.078%

JK Cement Ltd3.019%

Sapphire Foods India Ltd2.999%

Greenpanel Industries Ltd Ordinary Shares2.890%

TVS Holdings Ltd2.754%

Rategain Travel Technologies Ltd2.688%

Procter & Gamble Health Ltd2.610%

Esab India Ltd2.598%

Kalpataru Projects International Ltd2.550%

SIS Ltd Ordinary Shares2.331%

PVR INOX Ltd2.189%

Can Fin Homes Ltd2.161%

Eternal Ltd2.140%

Natco Pharma Ltd1.851%

PNB Housing Finance Ltd1.805%

Cholamandalam Financial Holdings Ltd1.745%

Birlasoft Ltd1.700%

Shivalik Bimetal Controls Ltd1.668%

Brigade Enterprises Ltd1.632%

RHI Magnesita India Ltd1.562%

Neogen Chemicals Ltd1.470%

Landmark Cars Ltd1.328%

Elecon Engineering Co Ltd1.271%

Amber Enterprises India Ltd Ordinary Shares1.245%

Westlife Foodworld Ltd1.236%

Venus Pipes & Tubes Ltd1.161%

AAVAS Financiers Ltd1.019%

Ganesha Ecosphere Ltd0.961%

R Systems International Ltd0.919%

E I D Parry India Ltd0.812%

Century Plyboards (India) Ltd0.733%

Butterfly Gandhimathi Appliances Ltd0.619%

Sector Allocation of Equity

Healthcare11.27%

Industrials24.06%

Communication Services6.34%

Financial Services20.84%

Consumer Cyclical16.41%

Basic Materials10.09%

Technology5.31%

Real Estate1.63%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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Frequently Asked Questions

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.