₹23.12 %
03-05-202426.18%
Min. SIP ₹250
Min. Investment ₹5000
| Allocation | |
|---|---|
| Small Cap | 88.23 |
| Mid Cap | 6.83 |
Financial
Capital Goods
Services
Healthcare
Consumer Discretionary
Materials
Consumer Staples
Construction
Chemicals
Automobile
Technology
Communication
Metals & Mining
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| KSB Ltd. | Small Cap | Capital Goods (55.7) | 5.6% | 76.46 | 110.78% |
| Angel One Ltd. | Small Cap | Financial (29.59) | 4.73% | 21.72 | 121.01% |
| Safari Industries (India) Ltd. | Small Cap | Consumer Discretionary (24.27) | 4.52% | 58 | 69.27% |
| Kei Industries Ltd. | Mid Cap | Capital Goods (63.35) | 4.42% | 63.84 | 111.69% |
| Equitas Small Finance Bank Ltd. | Small Cap | Financial (18.55) | 4.37% | 0 | 31.22% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (143.51) | 4.15% | 246.93 | 193.35% |
| Brigade Enterprises Ltd. | Small Cap | Construction (108) | 3.9% | 74.95 | 96.53% |
| Heritage Foods Ltd. | Small Cap | Consumer Staples (65.23) | 3.29% | 36.8 | 93.66% |
| Greenpanel Industries Ltd. | Small Cap | Materials (28.94) | 3.23% | 20.61 | 0.33% |
| Ador Welding Ltd. | Small Cap | Capital Goods (53.1) | 3.13% | 513.54 | -23.33% |
| Kalpataru Projects International Ltd. | Small Cap | Capital Goods (28.76) | 2.88% | 40.24 | 136.3% |
| Healthcare Global Enterprises Ltd. | Small Cap | Healthcare (88.54) | 2.85% | 145.95 | 37.34% |
| Ujjivan Financial Services Ltd. | Small Cap | Financial (29.31) | 2.74% | 8.76 | 109.49% |
| Sapphire Foods India Ltd. | Small Cap | Services (63.38) | 2.61% | 48.01 | 7.19% |
| Taj GVK Hotels & Resorts Ltd. | Small Cap | Services (63.38) | 2.42% | 31.66 | 80.75% |
| JK Cement Ltd. | Mid Cap | Materials (48.73) | 2.41% | 44.68 | 33.21% |
| PVR Inox Ltd. | Small Cap | Services (34.4) | 2.28% | -55.05 | -10.82% |
| Can Fin Homes Ltd. | Small Cap | Financial (9.23) | 2.17% | 0 | 21.35% |
| Westlife Foodworld Ltd. | Small Cap | Services (63.38) | 2% | 147.05 | 8.95% |
| Ashoka Buildcon Ltd. | Small Cap | Construction (47.8) | 1.99% | 15.02 | 103.16% |
| IDFC Ltd. | Small Cap | Financial (60.27) | 1.81% | 4.68 | 31.02% |
| Kennametal India Ltd. | Small Cap | Capital Goods (64.05) | 1.8% | 46.55 | 10.28% |
| Century Plyboards (India) Ltd. | Small Cap | Materials (28.94) | 1.79% | 40 | 24% |
| Navin Fluorine International Ltd. | Small Cap | Chemicals (26.29) | 1.74% | 0 | 6.43% |
| JB Chemicals & Pharmaceuticals Ltd. | Small Cap | Healthcare (55.16) | 1.57% | 48.39 | 61.86% |
| Laurus Labs Ltd. | Small Cap | Healthcare (46.65) | 1.53% | 0 | 9.05% |
| Indoco Remedies Ltd. | Small Cap | Healthcare (56.95) | 1.52% | 30.63 | 2.04% |
| TVS Holdings Ltd. | Small Cap | Automobile (71.68) | 1.51% | 23.19 | 131.19% |
| Home First Finance Company India Ltd. | Small Cap | Financial (9.23) | 1.5% | 0 | 26.5% |
| Affle (India) Ltd. | Small Cap | Technology (34.4) | 1.48% | 56.97 | 19.67% |
| Navneet Education Ltd. | Small Cap | Consumer Staples (54.51) | 1.43% | 13.39 | 75.62% |
| CCL Products (India) Ltd. | Small Cap | Consumer Staples (99.32) | 1.42% | 28.83 | 3.32% |
| Stove Kraft Ltd. | Small Cap | Consumer Discretionary (84.8) | 1.22% | 0 | 2.29% |
| Cholamandalam Financial Holdings Ltd. | Small Cap | Financial (29.59) | 1.19% | 12.88 | 76.7% |
| CSB Bank Ltd. | Small Cap | Financial (18.55) | 1.18% | 0 | 27.89% |
| Butterfly Gandhimathi Appliances Ltd. | Small Cap | Consumer Discretionary (84.8) | 1.09% | 0 | -22.45% |
| SIS Ltd. | Small Cap | Services (48.4) | 1.02% | 22.56 | 19.06% |
| E.I.D. - Parry (India) Ltd. | Small Cap | Consumer Staples (17.46) | 0.83% | 12.8 | 20.59% |
| RHI Magnesita India Ltd. | Small Cap | Capital Goods (42.6) | 0.67% | -25.5 | -5.7% |
| Procter & Gamble Health Ltd. | Small Cap | Healthcare (56.95) | 0.67% | 0 | 1.17% |
| Johnson Controls - Hitachi Air Conditioning India Ltd. | Small Cap | Consumer Discretionary (77.16) | 0.57% | 0 | 11.21% |
| Astra Microwave Products Ltd. | Small Cap | Communication (54.17) | 0.57% | 80.5 | 114.81% |
| MM Forgings Ltd. | Small Cap | Metals & Mining (48.41) | 0.53% | 20.94 | 30.92% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (84.8) | 0.29% | 48.35 | 26.34% |
| Sundaram - Clayton Dcd Ltd. | Small Cap | Financial (30.21) | 0.26% | 0 | 0% |
| Valiant Organics Ltd. | Small Cap | Healthcare (17.18) | 0.18% | 29.77 | -18.99% |
| Allocation | |
|---|---|
| Others | 4.94 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 5% | 0% | ||
| Others | Others | -0.06% | 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 Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan?
The top holdings of this fund are KSB Ltd., Angel One Ltd., Safari Industries (India) Ltd., Kei Industries Ltd., Equitas Small Finance Bank Ltd.
Top 5 Sector for Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan?
The major sectors of this fund are Financial, Capital Goods, Services, Healthcare, Consumer Discretionary.
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.
