₹60.8 0.1987%
26-04-202454.96%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Mid Cap | 65.4 |
| Large Cap | 19.27 |
| Small Cap | 10.67 |
| Others | 0.27 |
Financial
Services
Healthcare
Automobile
Capital Goods
Consumer Discretionary
Technology
Materials
Energy
Metals & Mining
Chemicals
Construction
Consumer Staples
Insurance
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 29-Apr-2024 |
Holdings | PE Ratio 29-Apr-2024 |
1Y Return |
|---|---|---|---|---|---|
| Power Finance Corporation Ltd. | Large Cap | Financial (17.3) | 3.94% | 7.29 | 205.84% |
| Cummins India Ltd. | Mid Cap | Capital Goods (66.99) | 3.35% | 59.86 | 110.02% |
| The Federal Bank Ltd. | Mid Cap | Financial (19.48) | 3.29% | 10.11 | 18.86% |
| Trent Ltd. | Large Cap | Services (143.22) | 3.24% | 183.55 | 216.12% |
| Kalyan Jewellers India Ltd. | Mid Cap | Consumer Discretionary (89.05) | 3.23% | 79.86 | 299.9% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (105.65) | 3.11% | 54.37 | 43.44% |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (89.81) | 2.37% | 60.52 | 70.06% |
| Shriram Finance Ltd | Large Cap | Financial (19.34) | 2.29% | 12.7 | 86.75% |
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 2.27% | 60.39 | 85.06% |
| REC Ltd. | Large Cap | Financial (17.3) | 2.24% | 9.3 | 250.68% |
| Zydus Lifesciences Ltd. | Mid Cap | Healthcare (56.59) | 2.13% | 32.59 | 85.25% |
| Oberoi Realty Ltd. | Mid Cap | Construction (107.67) | 2.02% | 33.12 | 61.17% |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 1.92% | 167.31 | 197.56% |
| Coromandel International Ltd. | Mid Cap | Chemicals (15.82) | 1.86% | 18.4 | 18.6% |
| Indian Bank | Mid Cap | Financial (16.69) | 1.79% | 9.9 | 74.34% |
| TVS Holdings Ltd. | Small Cap | Automobile (70.47) | 1.75% | 21.6 | 113.69% |
| Grindwell Norton Ltd. | Mid Cap | Metals & Mining (73.77) | 1.69% | 58.71 | 8.81% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (54.94) | 1.67% | 48.28 | 128.07% |
| Gujarat State Petronet Ltd. | Small Cap | Energy (24.62) | 1.67% | 10.82 | 4.97% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (62.62) | 1.58% | 173.76 | 83.78% |
| Delhivery Ltd. | Mid Cap | Services (37.52) | 1.57% | -97.59 | 20.23% |
| Coforge Ltd. | Mid Cap | Technology (31.63) | 1.51% | 45.33 | 23.71% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 1.51% | 57.92 | -8.63% |
| Dalmia Bharat Ltd. | Mid Cap | Materials (54.17) | 1.51% | 41.64 | -8.08% |
| Max Financial Services Ltd. | Mid Cap | Financial (24.78) | 1.51% | 78.32 | 52.57% |
| Chalet Hotels Ltd. | Small Cap | Services (62.89) | 1.39% | 80.5 | 125.75% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 1.38% | 615.37 | 84.19% |
| Torrent Power Ltd. | Mid Cap | Energy (27.11) | 1.36% | 39.82 | 178.55% |
| Polycab India Ltd. | Large Cap | Capital Goods (61.91) | 1.34% | 50.88 | 75.66% |
| AU Small Finance Bank Ltd. | Mid Cap | Financial (17.76) | 1.31% | 0 | 95.96% |
| Jindal Steel & Power Ltd. | Large Cap | Metals & Mining (28.69) | 1.31% | 17.59 | 61.78% |
| ZF Commercial Vehicle Control Systems India Ltd. | Mid Cap | Automobile (70.47) | 1.3% | 63.77 | 34.02% |
| Astral Ltd. | Mid Cap | Materials (84.83) | 1.27% | 96.45 | 41.29% |
| Container Corporation Of India Ltd. | Mid Cap | Services (37.52) | 1.24% | 52.33 | 71.57% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (89.81) | 1.21% | 77.04 | 82.59% |
| Computer Age Management Services Ltd. | Small Cap | Services (30.06) | 1.21% | 49.52 | 58.71% |
| Union Bank of India | Large Cap | Financial (16.69) | 1.2% | 9.01 | 106.74% |
| Jubilant FoodWorks Ltd. | Mid Cap | Services (62.89) | 1.2% | 131.42 | -1.68% |
| Schaeffler India Ltd. | Mid Cap | Capital Goods (52.19) | 1.14% | 0 | 25.77% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (41.71) | 1.14% | 4.24 | 101.04% |
| Info Edge (India) Ltd. | Mid Cap | Services (93.65) | 1.11% | 324.76 | 60.99% |
| Hatsun Agro Product Ltd. | Mid Cap | Consumer Staples (64.83) | 1.1% | 0 | 30.04% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (51.3) | 1.05% | 76.38 | 32.52% |
| Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (60.04) | 1.05% | -815.59 | 253.88% |
| TVS Motor Company Ltd. | Large Cap | Automobile (38.85) | 1.04% | 59.13 | 79.05% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 1% | 28.3 | 41.05% |
| Mahindra & Mahindra Financial Services Ltd. | Mid Cap | Financial (30.06) | 0.97% | 16.62 | 0.97% |
| Metro Brands Ltd. | Mid Cap | Consumer Discretionary (75.53) | 0.95% | 89.37 | 23.77% |
| Aavas Financiers Ltd. | Small Cap | Financial (9.92) | 0.87% | 26.09 | 16.55% |
| Laurus Labs Ltd. | Small Cap | Healthcare (46.65) | 0.84% | 0 | 9.05% |
| Biocon Ltd. | Mid Cap | Healthcare (56.59) | 0.83% | 30.63 | 31.6% |
| Cholamandalam Financial Holdings Ltd. | Small Cap | Financial (30.06) | 0.82% | 12.49 | 82.71% |
| KPIT Technologies Ltd. | Mid Cap | Technology (31.63) | 0.79% | 76.38 | 64.65% |
| PI Industries Ltd. | Mid Cap | Chemicals (36.17) | 0.74% | 35.61 | 10.51% |
| UNO Minda Ltd. | Mid Cap | Automobile (95.28) | 0.7% | 73.31 | 30.06% |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (110.22) | 0.7% | 52.88 | 81.5% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (52.59) | 0.69% | 44.85 | 10.24% |
| Devyani International Ltd. | Mid Cap | Services (62.89) | 0.64% | 173.33 | 3.13% |
| United Breweries Ltd. | Mid Cap | Consumer Staples (75.35) | 0.62% | 132.81 | 16.13% |
| APL Apollo Tubes Ltd. | Mid Cap | Metals & Mining (41.27) | 0.61% | 56.54 | 30.16% |
| Kansai Nerolac Paints Ltd. | Mid Cap | Materials (64.33) | 0.6% | 19.59 | 2.96% |
| Navin Fluorine International Ltd. | Small Cap | Chemicals (26.29) | 0.59% | 0 | 6.43% |
| Indian Railway Catering And Tourism Corporation Ltd. | Mid Cap | Services (85.93) | 0.52% | 0 | 69.07% |
| Sanofi India Ltd. | Small Cap | Healthcare (24.65) | 0.5% | 8.73 | 145.06% |
| Star Health and Allied Insurance Company Ltd. | Mid Cap | Insurance (43.53) | 0.47% | 0 | -5.21% |
| Tata Elxsi Ltd. | Mid Cap | Technology (9.9) | 0.43% | 0 | 0% |
| JK Cement Ltd. | Mid Cap | Materials (54.17) | 0.33% | 45.5 | 35.66% |
| Sundaram - Clayton Dcd Ltd. | Small Cap | Financial (30.9) | 0.29% | 0 | 0% |
| 9% TVS Holdings Ltd. 9% - Preference shares | Automobile | 0.27% | 0% | ||
| Balkrishna Industries Ltd. | Mid Cap | Automobile (52.14) | 0.19% | 37.21 | 15.05% |
| Apollo Tyres Ltd. | Mid Cap | Automobile (30.44) | 0.17% | 20.64 | -6.8% |
| Bank of India | Mid Cap | Financial (16.69) | 0.06% | 11.08 | 85.52% |
| Bajaj Electricals Ltd. | Small Cap | Consumer Discretionary (49.71) | 0.05% | 70.23 | -14.45% |
| Allocation | |
|---|---|
| Others | 3.39 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 2.29% | 0% | ||
| Others | Others | 1.1% | 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 Mid Cap Fund Regular Plan?
The top holdings of this fund are Power Finance Corporation Ltd., Cummins India Ltd., The Federal Bank Ltd., Trent Ltd., Kalyan Jewellers India Ltd.
Top 5 Sector for Sundaram Mid Cap Fund Regular Plan?
The major sectors of this fund are Financial, Services, Healthcare, Automobile, Capital Goods.
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.
