₹2127.03 0.4044%
03-05-20247.21%
Min. SIP ₹1000
Min. Investment ₹1000
Allocation | |
---|---|
Others | 108.85 |
Financial
Consumer Staples
Construction
Capital Goods
Services
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
---|---|---|---|---|---|
Reserve Bank of India% 91-D 09/05/2024 | Financial | 6.84% | 0% | ||
Reserve Bank of India% 91-D 23/05/2024 | Financial | 5.46% | 0% | ||
Canara Bank% 12/06/2024 | Financial | 4.07% | 0% | ||
Canara Bank% 14/06/2024 | Financial | 4.07% | 0% | ||
Punjab National Bank% 13/06/2024 | Financial | 4.07% | 0% | ||
Bank of Maharashtra% 21/06/2024 | Financial | 4.06% | 0% | ||
National Bank For Agriculture & Rural Development% 91-D 24/05/2024 | Financial | 2.73% | 0% | ||
National Bank For Agriculture & Rural Development% 91-D 21/05/2024 | Financial | 2.73% | 0% | ||
PNB Housing Finance Ltd.% 91-D 24/05/2024 | Financial | 2.72% | 0% | ||
LIC Housing Finance Ltd.% 88-D 28/05/2024 | Financial | 2.72% | 0% | ||
Tata Power Renewable Energy Ltd.% 90-D 05/06/2024 | Capital Goods | 2.72% | 0% | ||
Larsen & Toubro Ltd.% 90-D 10/06/2024 | Construction | 2.72% | 0% | ||
IDFC First Bank Ltd.% 04/06/2024 | Financial | 2.72% | 0% | ||
Bank Of Baroda% 05/06/2024 | Financial | 2.72% | 0% | ||
Small Industries Devp. Bank of India Ltd.% 91-D 05/06/2024 | Financial | 2.72% | 0% | ||
National Bank For Agriculture & Rural Development% 91-D 05/06/2024 | Financial | 2.72% | 0% | ||
Birla Group Holdings Pvt. Ltd.% 91-D 12/06/2024 | Financial | 2.71% | 0% | ||
Reserve Bank of India% 91-D 20/06/2024 | Financial | 2.71% | 0% | ||
Bank Of Baroda% 13/06/2024 | Financial | 2.71% | 0% | ||
Canara Bank% 08/05/2024 | Financial | 2.05% | 0% | ||
Indian Bank% 21/05/2024 | Financial | 2.05% | 0% | ||
PNB Housing Finance Ltd.% 91-D 06/06/2024 | Financial | 2.04% | 0% | ||
JM Financial Services Pvt. Ltd.% 91-D 04/06/2024 | Financial | 2.04% | 0% | ||
Godrej Industries Ltd.% 91-D 28/05/2024 | Consumer Staples | 2.04% | 0% | ||
Small Industries Devp. Bank of India Ltd.% 29/05/2024 | Financial | 2.04% | 0% | ||
Network 18 Media & Investments Ltd.% 91-D 30/05/2024 | Services | 2.04% | 0% | ||
ICICI Securities Ltd.% 91-D 22/05/2024 | Financial | 2.04% | 0% | ||
Julius Baer Capital India Pvt Ltd.% 91-D 31/05/2024 | Financial | 2.04% | 0% | ||
Small Industries Devp. Bank of India Ltd.% 06/06/2024 | Financial | 2.04% | 0% | ||
HDFC Securities Ltd.% 91-D 18/06/2024 | Financial | 2.03% | 0% | ||
Small Industries Devp. Bank of India Ltd.% 89-D 06/05/2024 | Financial | 1.37% | 0% | ||
Motilal Oswal Financial Services Ltd.% 90-D 15/04/2024 | Financial | 1.37% | 0% | ||
Union Bank of India% 06/05/2024 | Financial | 1.37% | 0% | ||
Punjab National Bank% 10/05/2024 | Financial | 1.37% | 0% | ||
Bank Of Baroda% 21/05/2024 | Financial | 1.36% | 0% | ||
Godrej Industries Ltd.% 88-D 14/06/2024 | Consumer Staples | 1.36% | 0% | ||
Canara Bank% 05/06/2024 | Financial | 1.36% | 0% | ||
Union Bank of India% 22/05/2024 | Financial | 1.36% | 0% | ||
Export-Import Bank Of India% 91-D 31/05/2024 | Financial | 1.36% | 0% | ||
National Bank For Agriculture & Rural Development% 91-D 13/06/2024 | Financial | 1.36% | 0% | ||
Deutsche Investments (I) Pvt. Ltd.% 91-D 03/06/2024 | Financial | 1.36% | 0% | ||
ICICI Securities Ltd.% 91-D 12/06/2024 | Financial | 1.36% | 0% | ||
Motilal Oswal Financial Services Ltd.% 91-D 29/05/2024 | Financial | 1.36% | 0% | ||
Julius Baer Capital India Pvt Ltd.% 91-D 30/05/2024 | Financial | 1.36% | 0% | ||
SBI Global Factors Ltd.% 90-D 29/05/2024 | Financial | 1.36% | 0% | ||
BobCard Ltd.% 91-D 14/06/2024 | Financial | 1.36% | 0% | ||
Kotak Mahindra Bank Ltd.% 31/05/2024 | Financial | 0.68% | 0% |
Allocation | |
---|---|
Others | -9.06 |
Others
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
---|---|---|---|---|---|
Others | Others | 0.02% | 0% | ||
Others | Others | -9.08% | 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 Liquid Fund (G)?
The top holdings of this fund are Reserve Bank of India% 91-D 09/05/2024, Reserve Bank of India% 91-D 23/05/2024, Canara Bank% 12/06/2024, Canara Bank% 14/06/2024, Punjab National Bank% 13/06/2024
Top 5 Sector for Sundaram Liquid Fund (G)?
The major sectors of this fund are Financial, Consumer Staples, Construction, Capital Goods, Services.
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.