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Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Portfolio Analysis
- Equity
- Consumption
- Very High
-
₹28.38
(-0.36%)
Current NAV 09-05-2025
-
12.72%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Mar-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 94.57%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 73.21 |
| Small Cap | 12.19 |
| Mid Cap | 9.17 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Automobiles
Diversified FMCG
Retailing
Consumer Durables
Telecom - Services
Beverages
Food Products
Healthcare Services
Leisure Services
Finance
Household Products
Auto Components
Agricultural Food & other Products
Realty
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 27-Feb-2025 |
Holdings | PE Ratio 27-Feb-2025 |
1Y Return |
|---|---|---|---|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | Large Cap | Telecom - Services (204.12) | 11.27% | 43.61 | 45.03% |
| ITC LIMITED EQ NEW FV RE.1/- | Large Cap | Diversified FMCG (24.68) | 8.48% | 24.94 | -2.35% |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | Large Cap | Automobiles (29.64) | 7.21% | 27.31 | 39.29% |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | Large Cap | Diversified FMCG (38.82) | 5.47% | 0 | 0% |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | Large Cap | Consumer Durables (77.72) | 4.99% | 96.29 | 8.22% |
| MARUTI SUZUKI INDIA LIMITED EQ | Large Cap | Automobiles (29.64) | 4.66% | 26.78 | 7.67% |
| UNITED SPIRITS LIMITED EQ NEW FV RS. 2/- | Large Cap | Beverages (30.79) | 4.4% | 0 | 0% |
| ZOMATO LIMITED EQ | Large Cap | Retailing (36.51) | 4.19% | -10.49 | 85.47% |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | Mid Cap | Healthcare Services (95.42) | 3.62% | 73.75 | 15.71% |
| SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/- | Small Cap | Consumer Durables (39.69) | 3.36% | 72.1 | 6.26% |
| TRENT LIMITED EQ NEW FV Re. 1/- | Large Cap | Retailing (49.36) | 3.18% | 117.54 | 16.05% |
| BAJAJ HOLDINGS AND INVESTMENT LTD. EQ | Large Cap | Finance (10.67) | 2.99% | 0 | 0% |
| KALYAN JEWELLERS INDIA LIMITED EQ | Mid Cap | Consumer Durables (77.72) | 2.71% | 80.52 | 30.67% |
| Nestle India Ltd | Large Cap | Food Products (62.72) | 2.63% | 69.85 | -7.5% |
| AVENUE SUPERMARTS LIMITED EQ | Large Cap | Retailing (26.29) | 2.28% | 8.72 | 63.23% |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | Large Cap | Food Products (62.72) | 2.27% | 60.58 | 6.96% |
| INFO EDGE INDIA LIMITED EQ NEW FV RS.10/- | Large Cap | Retailing (55.86) | 2.16% | 162.22 | 16.99% |
| JYOTHY LABS LIMITED EQ NEW RE. 1/- | Small Cap | Household Products (55.72) | 1.91% | 36.1 | -19.92% |
| S.J.S. ENTERPRISES LIMITED EQ | Small Cap | Auto Components (44.22) | 1.73% | 69.29 | 137.29% |
| ASIAN PAINTS LIMITED EQ NEW FV Re. 1/- | Large Cap | Consumer Durables | 1.56% | - | 0% |
| JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- | Mid Cap | Leisure Services (78.23) | 1.53% | 119.57 | 47.44% |
| TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/- | Large Cap | Agricultural Food & other Products (85.05) | 1.5% | 86.15 | 4.08% |
| ELECTRONICS MART INDIA LIMITED EQ | Small Cap | Retailing (54.51) | 1.46% | 0 | -2.51% |
| BRIGADE ENTERPRISES LIMITED EQ | Small Cap | Realty (69.34) | 1.43% | 38.59 | -3.16% |
| BAJAJ AUTO LIMITED EQ | Large Cap | Automobiles (31.72) | 1.4% | 28.48 | -13.13% |
| UNITED BREWERIES LIMITED EQ NEW FV RE.1/- | Mid Cap | Beverages (75.35) | 1.31% | 132.81 | 16.13% |
| DEVYANI INTERNATIONAL LIMITED EQ NEW FV Re.1/- | Small Cap | Leisure Services (78.23) | 1.23% | 992.78 | 10.65% |
| HERO MOTOCORP LIMITED EQ FV RS 2 | Large Cap | Automobiles (32.49) | 1.2% | 18.05 | -15.41% |
| Varun Beverages Ltd | Large Cap | Beverages | 1.1% | - | 0% |
| CHALET HOTELS LIMITED EQ | Small Cap | Leisure Services (78.23) | 0.55% | 172.75 | -3.61% |
| GO FASHION (INDIA) LIMITED EQ | Small Cap | Retailing (49) | 0.52% | 0 | -19.26% |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | Large Cap | Automobiles (31.72) | 0.27% | 56.85 | 29.72% |
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Chat with usFrequently Asked Questions
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.
Top 5 holdings for Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan ?
The top holdings of this fund are
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.
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.
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 Sector for Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan ?
The major sectors of this fund are .
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 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.
