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 Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 95.27%Others: 5.26%

Market Cap

Small Cap: 82.89%Mid Cap: 5.71%Large Cap: 6.67%

Number of stocks

Top 10 Holdings

57.40% of portfolio

Market Cap of Equity

Small Cap

82.8900%

Mid Cap

5.7100%

Large Cap

6.6700%

Companies Allocation of Equity

CRAFTSMAN AUTOMATION LIMITED EQ6.36%

MTAR TECHNOLOGIES LIMITED EQ6.12%

ASTER DM HEALTHCARE LIMITED EQ6.10%

AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-6.02%

RATEGAIN TRAVEL TECHNOLOGIES LIMITED EQ NEW FV RE .1/-5.84%

S.J.S. ENTERPRISES LIMITED EQ5.76%

E.I.D. PARRY (INDIA) LIMITED EQ NEW F.V. RE.1/-5.68%

SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-5.52%

PNB HOUSING FINANCE LTD EQ5.34%

DCB BANK LIMITED EQ4.66%

Sector Allocation of Equity

Auto Components8.60%

Aerospace & Defense3.06%

Healthcare Services4.32%

IT - Services5.25%

IT - Software3.44%

Fertilizers & Agrochemicals2.84%

Consumer Durables7.22%

Finance4.78%

Banks10.45%

Pharmaceuticals & Biotechnology5.94%

Leisure Services2.90%

Transport Infrastructure1.69%

Retailing3.74%

Industrial Products8.10%

Agricultural Food & other Products1.55%

Realty2.30%

Capital Markets3.92%

Construction2.62%

Insurance1.32%

Industrial Manufacturing1.27%

Other Utilities1.18%

Chemicals & Petrochemicals2.66%

Gas1.11%

Personal Products1.05%

Cement & Cement Products1.01%

Electrical Equipment0.79%

Entertainment0.75%

Textiles & Apparels1.41%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

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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.