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 Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis

Equity
Consumption
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.44%Others: 1.56%

Market Cap

Large Cap: 72.06%Mid Cap: 9.95%Small Cap: 15.02%Others: 1.41%

Number of stocks

Top 10 Holdings

98.44% of portfolio

Market Cap of Equity

Large Cap

72.06%

Mid Cap

9.95%

Small Cap

15.02%

Others

1.41%

Companies Allocation of Equity

Bharti Airtel Ltd8.754%

Mahindra & Mahindra Ltd8.252%

ITC Ltd8.235%

Eternal Ltd7.378%

Titan Co Ltd6.533%

Apollo Hospitals Enterprise Ltd4.585%

Nestle India Ltd4.408%

Maruti Suzuki India Ltd3.974%

Trent Ltd3.603%

Hindustan Unilever Ltd3.441%

SJS Enterprises Ltd2.980%

TVS Motor Co Ltd2.866%

InterGlobe Aviation Ltd2.690%

Whirlpool of India Ltd2.533%

Jubilant Foodworks Ltd2.450%

Varun Beverages Ltd2.338%

Britannia Industries Ltd2.313%

Bajaj Auto Ltd1.993%

Brigade Enterprises Ltd1.938%

United Spirits Ltd1.881%

Asian Paints Ltd1.648%

Kalyan Jewellers India Ltd1.473%

Electronics Mart India Ltd1.325%

Safari Industries (India) Ltd1.324%

Sapphire Foods India Ltd1.234%

Bikaji Foods International Ltd1.013%

Gillette India Ltd0.991%

Bajaj Holdings and Investment Ltd0.969%

Affle 3i Ltd0.946%

360 One Wam Ltd Ordinary Shares0.939%

Tata Motors Ltd0.911%

Avenue Supermarts Ltd0.778%

Devyani International Ltd0.738%

LG Electronics India Ltd0.503%

One97 Communications Ltd0.487%

Fortis Healthcare Ltd0.015%

Sector Allocation of Equity

Communication Services9.70%

Consumer Cyclical49.57%

Consumer Defensive25.40%

Healthcare4.60%

Industrials2.69%

Real Estate1.94%

Basic Materials1.65%

Financial Services1.91%

Technology0.99%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

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.