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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Portfolio Analysis

  • ₹96.27 (-0.4041%)

    Current NAV 31-10-2024

  • 30.69%

    1Y Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 95.88%
  • Others 4.11%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 63.8
Small Cap 16.51
Mid Cap 12.71
Others 2.86

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Consumer Staples

Consumer Discretionary

Automobile

Services

Communication

Healthcare

Construction

Financial

Materials

Metals & Mining

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
31-Oct-2024
Holdings PE Ratio
31-Oct-2024
1Y Return
Bharti Airtel Ltd. Large Cap Communication (171.03) 9.74% 76.09 76.29%
ITC Ltd. Large Cap Consumer Staples (29.78) 9.16% 29.75 13.99%
Mahindra & Mahindra Ltd. Large Cap Automobile (29.23) 7.34% 30.71 86.97%
Kalyan Jewellers India Ltd. Mid Cap Consumer Discretionary (81.78) 6.84% 107.35 127.69%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 6.82% 0 0%
Titan Company Ltd. Large Cap Consumer Discretionary (82.69) 5.94% 84.02 2.52%
Maruti Suzuki India Ltd. Large Cap Automobile (29.23) 4.39% 24.85 6.64%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 4% 0 0%
Emami Ltd. Small Cap Consumer Staples (65.75) 3.89% 41.53 37.66%
Safari Industries (India) Ltd. Small Cap Consumer Discretionary (37.76) 3.48% 63.15 6.28%
Nestle India Ltd. Consumer Staples (74.98) 2.86% 0 -6.59%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (92.55) 2.85% 97.03 45.26%
Varun Beverages Ltd. Large Cap Consumer Staples (111.19) 2.44% 84.34 71.15%
Brigade Enterprises Ltd. Small Cap Construction (104.16) 2.42% 58.3 92.8%
Bajaj Holdings & Investment Ltd. Large Cap Financial (10.67) 2.41% 0 0%
Info Edge (India) Ltd. Mid Cap Services (76.43) 2.26% 148.41 82.32%
Britannia Industries Ltd. Large Cap Consumer Staples (59.92) 1.92% 63.07 29.51%
Electronics Mart India Ltd. Small Cap Services (54.51) 1.76% 0 -2.51%
Asian Paints Ltd. Large Cap Materials 1.73% - 0%
Bajaj Auto Ltd. Large Cap Automobile (36.4) 1.67% 37.24 84.97%
Avenue Supermarts Ltd. Large Cap Services (26.29) 1.66% 8.72 63.23%
SJS Enterprises Ltd. Small Cap Automobile (44.22) 1.45% 69.29 137.29%
Devyani International Ltd. Mid Cap Services (72.32) 1.4% 313.15 -5.95%
Trent Ltd. Large Cap Services (159.88) 1.16% 148.84 230.95%
Bata India Ltd. Small Cap Consumer Discretionary (79.35) 1.13% 52.88 -13.35%
United Breweries Ltd. Mid Cap Consumer Staples (75.35) 1.11% 132.81 16.13%
Hatsun Agro Product Ltd. Mid Cap Consumer Staples (54.62) 1.1% 0 -2.77%
Westlife Foodworld Ltd. Small Cap Services (72.32) 0.91% 550.61 -3.74%
Eureka Forbes Ltd. Small Cap Metals & Mining (95.58) 0.8% 106.73 13.03%
Butterfly Gandhimathi Appliances Ltd. Small Cap Consumer Discretionary (95.58) 0.64% 0 -21.67%
Zomato Ltd. Large Cap Services (36.51) 0.57% -10.49 85.47%
Chalet Hotels Ltd. Small Cap Services (72.32) 0.03% 252.17 57.94%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 4.11

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 4.37% - 0%
Others Others -0.26% - 0%

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Frequently 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.

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