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.

SIP Online
Mutual Fund
Mid Cap
Sundaram Mid Cap Fund Regular Plan - Growth
Portfolio

Sundaram Mid Cap Fund Regular Plan - Growth - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 95.44%Others: 4.55%

Market Cap

Large Cap: 9.51%Mid Cap: 69.39%Small Cap: 16.54%

Number of stocks

Top 10 Holdings

52.86% of portfolio

Market Cap of Equity

Large Cap

9.5100%

Mid Cap

69.3900%

Small Cap

16.5400%

Companies Allocation of Equity

CUMMINS INDIA LIMITED EQ FV RS.27.72%

MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/-7.00%

COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/-5.90%

GE T&D INDIA LIMITED EQ NEW RS. 2/-5.46%

IDFC FIRST BANK LIMITED EQ4.90%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.76%

HINDUSTAN PETROLEUM CORPORATION LIMITED EQ4.62%

KALYAN JEWELLERS INDIA LIMITED EQ4.32%

MARICO LIMITED NEW EQ RE.14.14%

PB FINTECH LIMITED EQ NEW FV RS. 2/-4.04%

Sector Allocation of Equity

Industrial Products7.88%

Finance6.72%

Fertilizers & Agrochemicals3.57%

Electrical Equipment3.86%

Banks9.31%

Petroleum Products2.31%

Consumer Durables4.46%

Agricultural Food & other Products2.07%

Financial Technology (Fintech)2.02%

Realty3.80%

Healthcare Services4.86%

It - Software1.94%

Ferrous Metals1.89%

Capital Markets4.95%

IT - Software1.82%

Leisure Services3.76%

Pharmaceuticals & Biotechnology4.92%

Cement & Cement Products2.22%

Transport Services1.52%

Aerospace & Defense1.51%

Auto Components6.15%

Automobiles1.31%

Beverages1.24%

Telecom - Services2.03%

IT - Services1.10%

Personal Products2.94%

Power1.83%

Insurance0.98%

Chemicals & Petrochemicals0.90%

Gas0.62%

Retailing0.95%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Mid Cap Fund Regular Plan - Growth

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.