₹83.12 0.0259%
07-05-202433.28%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Large Cap | 63.16 |
| Small Cap | 16.41 |
| Mid Cap | 14.94 |
| Others | 3.25 |
Consumer Staples
Consumer Discretionary
Automobile
Services
Communication
Materials
Healthcare
Financial
Construction
Textiles
Metals & Mining
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 08-May-2024 |
Holdings | PE Ratio 08-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| ITC Ltd. | Large Cap | Consumer Staples (28.9) | 9.38% | 26.84 | 2.2% |
| Bharti Airtel Ltd. | Large Cap | Communication (66.17) | 8.89% | 88.39 | 62.09% |
| Kalyan Jewellers India Ltd. | Mid Cap | Consumer Discretionary (83.76) | 7.7% | 76.68 | 275.56% |
| Titan Company Ltd. | Large Cap | Consumer Discretionary (83.76) | 7.11% | 82.8 | 18.39% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 6.66% | 0 | 0% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (33.72) | 5.74% | 24.38 | 77.23% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (33.72) | 4.55% | 29.32 | 38.17% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 3.99% | 0 | 0% |
| Nestle India Ltd. | Consumer Staples (58.24) | 3.25% | 0 | 15.32% | |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (88.95) | 3.17% | 106.74 | 26.69% |
| Safari Industries (India) Ltd. | Small Cap | Consumer Discretionary (24.22) | 3.11% | 58.44 | 68.66% |
| Bajaj Holdings & Investment Ltd. | Large Cap | Financial (10.67) | 2.55% | 0 | 0% |
| Asian Paints Ltd. | Large Cap | Materials | 2.53% | 0% | |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (110.27) | 2.44% | 94.86 | 106.09% |
| Info Edge (India) Ltd. | Mid Cap | Services (88.73) | 2.28% | 321.66 | 54.63% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 2.01% | 8.72 | 63.23% |
| Emami Ltd. | Small Cap | Consumer Staples (58.77) | 1.94% | 32.54 | 40.92% |
| Britannia Industries Ltd. | Large Cap | Consumer Staples (58.24) | 1.85% | 58.81 | 13.58% |
| Brigade Enterprises Ltd. | Small Cap | Construction (108.17) | 1.8% | 81.61 | 111% |
| Westlife Foodworld Ltd. | Small Cap | Services (63.35) | 1.74% | 152.59 | 8.61% |
| Bajaj Auto Ltd. | Large Cap | Automobile (39.29) | 1.72% | 31.68 | 92.65% |
| Electronics Mart India Ltd. | Small Cap | Services (54.51) | 1.71% | 0 | -2.51% |
| Devyani International Ltd. | Mid Cap | Services (63.35) | 1.4% | 169.43 | -7.64% |
| Page Industries Ltd. | Mid Cap | Textiles (48.18) | 1.38% | 0 | -16.7% |
| Greenpanel Industries Ltd. | Small Cap | Materials (31.93) | 1.28% | 25.39 | -4.42% |
| Bata India Ltd. | Small Cap | Consumer Discretionary (74.72) | 1.15% | 64.19 | -12.04% |
| Hatsun Agro Product Ltd. | Mid Cap | Consumer Staples (64.28) | 1.13% | 0 | 24.47% |
| SJS Enterprises Ltd. | Small Cap | Automobile (44.22) | 1.12% | 69.29 | 137.29% |
| Butterfly Gandhimathi Appliances Ltd. | Small Cap | Consumer Discretionary (84.98) | 1.06% | 0 | -27.13% |
| United Breweries Ltd. | Mid Cap | Consumer Staples (75.35) | 1.05% | 132.81 | 16.13% |
| Eureka Forbes Ltd. | Small Cap | Metals & Mining (84.98) | 0.86% | 92.82 | 18.15% |
| Trent Ltd. | Large Cap | Services (94.1) | 0.57% | 107.67 | 216.75% |
| PVR Inox Ltd. | Small Cap | Services (34.33) | 0.5% | -55.08 | -8.65% |
| Chalet Hotels Ltd. | Small Cap | Services (63.35) | 0.14% | 80.26 | 122% |
| Allocation | |
|---|---|
| Others | 2.23 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 2.45% | 0% | ||
| Others | Others | -0.22% | 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 Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan?
The top holdings of this fund are ITC Ltd., Bharti Airtel Ltd., Kalyan Jewellers India Ltd., Titan Company Ltd., Hindustan Unilever Ltd.
Top 5 Sector for Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan?
The major sectors of this fund are Consumer Staples, Consumer Discretionary, Automobile, Services, Communication.
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.
