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 - Payout of Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis

Debt
Short Duration
Status: Closed

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.37%Others: 2.65%

Market Cap

Small Cap: 88.11%Mid Cap: 8.30%Large Cap: 0.96%

Number of stocks

Top 10 Holdings

88.06% of portfolio

Market Cap of Equity

Small Cap

88.1100%

Mid Cap

8.3000%

Large Cap

0.9600%

Companies Allocation of Equity

ASTER DM HEALTHCARE LIMITED EQ12.24%

AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-10.72%

SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-9.82%

CSB BANK LIMITED EQ9.62%

KSB Limited9.60%

UJJIVAN SMALL FINANCE BANK LIMITED EQ8.82%

Sapphire Foods India Limited7.66%

ANGEL ONE LIMITED EQ.6.78%

J.K.CEMENT LIMITED EQ6.44%

EQUITAS SMALL FINANCE BANK LIMITED EQ6.36%

Sector Allocation of Equity

Healthcare Services6.12%

IT - Services6.80%

Consumer Durables10.33%

Banks12.40%

Industrial Products14.42%

Leisure Services5.32%

Capital Markets3.39%

Cement & Cement Products3.22%

IT - Software5.19%

Pharmaceuticals & Biotechnology4.47%

Finance8.85%

Construction2.50%

Aerospace & Defense2.29%

Commercial Services & Supplies2.23%

Entertainment2.12%

Realty1.87%

Chemicals & Petrochemicals2.09%

Fertilizers & Agrochemicals1.02%

Automobiles0.99%

Retailing0.96%

Textiles & Apparels0.79%

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 - Payout of Income Distribution cum Capital Withdrawal (IDCW)

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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.