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

Equity
Mid Cap
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Equity: 96.76%Others: 3.24%

Market Cap

Small Cap: 14.31%Mid Cap: 69.98%Large Cap: 12.48%

Number of stocks

Top 10 Holdings

96.76% of portfolio

Market Cap of Equity

Small Cap

14.31%

Mid Cap

69.98%

Large Cap

12.48%

Companies Allocation of Equity

GE Vernova T&D India Ltd3.386%

Cummins India Ltd3.223%

BSE Ltd2.863%

Mahindra & Mahindra Financial Services Ltd2.551%

Max Financial Services Ltd2.208%

The Federal Bank Ltd2.196%

Coromandel International Ltd2.104%

Suzlon Energy Ltd2.095%

IDFC First Bank Ltd1.995%

Marico Ltd1.981%

Polycab India Ltd1.904%

Jindal Steel Ltd1.869%

Fortis Healthcare Ltd1.834%

PB Fintech Ltd1.822%

Coforge Ltd1.818%

Phoenix Mills Ltd1.812%

Lupin Ltd1.790%

Kalyan Jewellers India Ltd1.747%

360 One Wam Ltd Ordinary Shares1.654%

Thermax Ltd1.605%

Delhivery Ltd1.571%

AU Small Finance Bank Ltd1.554%

Bharat Electronics Ltd1.510%

Tube Investments of India Ltd Ordinary Shares1.503%

Gland Pharma Ltd1.447%

TVS Holdings Ltd1.434%

Sona BLW Precision Forgings Ltd1.385%

Jubilant Foodworks Ltd1.384%

Hindustan Petroleum Corp Ltd1.381%

Persistent Systems Ltd1.366%

FSN E-Commerce Ventures Ltd1.260%

JK Cement Ltd1.256%

ZF Commercial Vehicle Control Systems India Ltd1.237%

Dr. Lal PathLabs Ltd1.233%

Torrent Power Ltd1.218%

Indian Bank1.217%

JSW Energy Ltd1.179%

Motilal Oswal Financial Services Ltd1.168%

Amber Enterprises India Ltd Ordinary Shares1.157%

TVS Motor Co Ltd1.142%

Alkem Laboratories Ltd1.106%

Dixon Technologies (India) Ltd1.095%

Mankind Pharma Ltd1.041%

IndusInd Bank Ltd1.036%

Colgate-Palmolive (India) Ltd0.963%

Prestige Estates Projects Ltd0.920%

L&T Technology Services Ltd0.916%

LG Electronics India Ltd0.913%

One97 Communications Ltd0.905%

Supreme Industries Ltd0.882%

Max Healthcare Institute Ltd Ordinary Shares0.849%

Nippon Life India Asset Management Ltd Ordinary Shares0.846%

Deepak Nitrite Ltd0.836%

Emami Ltd0.822%

Billionbrains Garage Ventures Ltd0.808%

APL Apollo Tubes Ltd0.803%

Premier Energies Ltd0.792%

UNO Minda Ltd0.785%

Schaeffler India Ltd0.758%

National Aluminium Co Ltd0.752%

Indus Towers Ltd Ordinary Shares0.711%

Kirloskar Oil Engines Ltd0.704%

Fractal Analytics Ltd0.696%

Grindwell Norton Ltd0.686%

Procter & Gamble Hygiene and Health Care Ltd0.670%

Swiggy Ltd0.659%

Bharti Hexacom Ltd0.638%

Chalet Hotels Ltd0.636%

NHPC Ltd0.627%

Info Edge (India) Ltd0.608%

Indegene Ltd0.597%

Radico Khaitan Ltd0.587%

Devyani International Ltd0.583%

PI Industries Ltd0.517%

Berger Paints India Ltd0.411%

Oberoi Realty Ltd0.374%

JSW Infrastructure Ltd0.169%

Sector Allocation of Equity

Industrials19.24%

Financial Services21.92%

Basic Materials8.55%

Consumer Defensive5.02%

Healthcare9.90%

Technology8.50%

Real Estate3.11%

Consumer Cyclical14.17%

Energy1.38%

Utilities3.02%

Communication Services1.96%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

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

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

Frequently Asked Questions

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.