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 MULTI FACTOR FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.05%Others: 1.95%

Market Cap

Large Cap: 51.98%Mid Cap: 36.21%Small Cap: 5.00%Others: 4.86%

Number of stocks

Top 10 Holdings

98.05% of portfolio

Market Cap of Equity

Large Cap

51.98%

Mid Cap

36.21%

Small Cap

5.00%

Others

4.86%

Companies Allocation of Equity

HDFC Bank Ltd5.375%

Reliance Industries Ltd4.319%

Coal India Ltd4.213%

ICICI Bank Ltd3.953%

Oil India Ltd3.777%

Infosys Ltd3.311%

Union Bank of India2.502%

Oil & Natural Gas Corp Ltd2.481%

Bharat Forge Ltd2.388%

Bharti Airtel Ltd2.351%

Bank of India2.341%

REC Ltd2.289%

GAIL (India) Ltd2.244%

Zydus Lifesciences Ltd2.198%

Petronet LNG Ltd2.137%

Ashok Leyland Ltd2.110%

Bharti Airtel Ltd Jun-20262.072%

Cholamandalam Financial Holdings Ltd2.044%

Steel Authority Of India Ltd1.809%

AU Small Finance Bank Ltd1.575%

The Federal Bank Ltd1.552%

Indian Bank1.506%

Torrent Pharmaceuticals Ltd1.488%

Lupin Ltd1.467%

Indus Towers Ltd Ordinary Shares1.452%

State Bank of India1.395%

National Aluminium Co Ltd1.386%

Shriram Finance Ltd1.353%

Aurobindo Pharma Ltd1.333%

Hindalco Industries Ltd1.285%

Housing & Urban Development Corp Ltd1.273%

Power Finance Corp Ltd1.235%

Muthoot Finance Ltd1.206%

Power Grid Corp Of India Ltd1.198%

Dr Reddy's Laboratories Ltd1.171%

Hindustan Aeronautics Ltd Ordinary Shares1.164%

Hindustan Zinc Ltd1.136%

ITC Ltd1.112%

Godrej Industries Ltd1.109%

Canara Bank1.103%

Tata Consultancy Services Ltd1.034%

UPL Ltd0.989%

Bajaj Finserv Ltd0.961%

Siemens Energy India Ltd0.944%

Hcl Technologies Ltd May-20260.887%

Polycab India Ltd0.860%

Titan Co Ltd0.855%

Vishal Mega Mart Ltd0.826%

Apollo Hospitals Enterprise Ltd0.825%

Bosch Ltd0.824%

JK Cement Ltd0.770%

Max Healthcare Institute Ltd Ordinary Shares0.759%

Bharti Hexacom Ltd0.750%

TVS Motor Co Ltd0.737%

ITC Hotels Ltd0.733%

Coforge Ltd0.721%

Coromandel International Ltd0.713%

Lodha Developers Ltd0.671%

Vedanta Ltd0.624%

Vedanta Aluminium Metal Ltd0.278%

Vedanta Iron And Steel Ltd0.278%

Talwandi Sabo Power Ltd0.278%

Malco Energy Ltd0.278%

HCL Technologies Ltd0.040%

Wipro Ltd0.004%

Sector Allocation of Equity

Financial Services31.66%

Energy16.93%

Technology5.11%

Consumer Cyclical6.36%

Communication Services4.55%

Utilities4.39%

Healthcare9.24%

Industrials5.24%

Equity4.07%

Basic Materials8.71%

Consumer Defensive1.11%

Real Estate0.67%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SUNDARAM MULTI FACTOR FUND REGULAR PLAN IDCW PAYOUT

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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.