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Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 94.51%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 66.65 |
| Small Cap | 14.24 |
| Large Cap | 10.65 |
| Others | 2.97 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Industrials
Healthcare
Basic Materials
Technology
Consumer Defensive
Real Estate
Utilities
Communication Services
Energy
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 20-Aug-2025 |
Holdings | PE Ratio 20-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 3.66% | 18.4 | 18.6% |
| Cummins India Ltd | Large Cap | Industrials (47.49) | 3.64% | 49.46 | -0.25% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (72.16) | 2.84% | 65.91 | -5.5% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.92) | 2.64% | 78.04 | 83.42% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 2.55% | 206.18 | 772.74% |
| Mahindra & Mahindra Financial Services Ltd | Mid Cap | Financial Services (28.19) | 2.44% | 15.82 | -12.82% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 2.37% | 167.31 | 197.56% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (34.03) | 2.04% | 12.74 | 3.09% |
| JK Cement Ltd | Mid Cap | Basic Materials (49.22) | 2.02% | 54.95 | 65.45% |
| Persistent Systems Ltd | Mid Cap | Technology | 1.99% | - | 0% |
| Indian Bank | Mid Cap | Financial Services (8.97) | 1.98% | 8.24 | 21.49% |
| The Federal Bank Ltd | Mid Cap | Financial Services (20.46) | 1.98% | 12.44 | 7.7% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 1.97% | 23.47 | -0.76% |
| BSE Ltd | Mid Cap | Financial Services | 1.89% | - | 0% |
| IDFC First Bank Ltd | Mid Cap | Financial Services (20.28) | 1.87% | 38.19 | -10.33% |
| Jindal Steel Ltd | Mid Cap | Basic Materials (31.44) | 1.82% | 34.77 | 5.6% |
| Coforge Ltd | Technology | 1.8% | - | 0% | |
| Phoenix Mills Ltd | Mid Cap | Real Estate (75.11) | 1.76% | 56.31 | -12.71% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 1.73% | 615.37 | 84.19% |
| Delhivery Ltd | Small Cap | Industrials (44.55) | 1.71% | 177.99 | 10.07% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (74.29) | 1.62% | 167.57 | -3.26% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (47.92) | 1.54% | 112.42 | 42.22% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 1.53% | 132.81 | 16.13% |
| Bharat Electronics Ltd | Large Cap | Industrials (46.94) | 1.53% | 49.47 | 22.71% |
| Apollo Tyres Ltd | Small Cap | Consumer Cyclical (30.44) | 1.48% | 20.64 | -6.8% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (11.92) | 1.46% | 9.42 | -18.07% |
| Polycab India Ltd | Large Cap | Industrials (48.41) | 1.4% | 48.18 | 4.55% |
| TVS Holdings Ltd | Small Cap | Consumer Cyclical (46.42) | 1.39% | 19.82 | -15.85% |
| ZF Commercial Vehicle Control Systems India Ltd | Small Cap | Consumer Cyclical (59.84) | 1.35% | 57.65 | -6.97% |
| Chalet Hotels Ltd | Small Cap | Consumer Cyclical (74.29) | 1.35% | 78.66 | 32.33% |
| Dr. Lal PathLabs Ltd | Small Cap | Healthcare (49.81) | 1.29% | 55.26 | 2.86% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.9) | 1.23% | 6.14 | -22.1% |
| Supreme Industries Ltd | Mid Cap | Industrials (47.44) | 1.22% | 64.67 | -16.52% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 1.17% | 0 | 95.96% |
| Shriram Finance Ltd | Financial Services | 1.17% | - | 0% | |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 1.1% | 57.92 | -8.63% |
| Torrent Power Ltd | Mid Cap | Utilities (27.17) | 1.07% | 23.61 | -7.32% |
| Motilal Oswal Financial Services Ltd | Mid Cap | Financial Services (36.9) | 1.05% | 20.72 | 42.04% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (39.52) | 1.05% | 56.72 | 14.03% |
| L&T Technology Services Ltd | Mid Cap | Technology (52.13) | 1.05% | 34.83 | -14.88% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (33.68) | 1.04% | 65.19 | 24.42% |
| Suzlon Energy Ltd | Mid Cap | Industrials (51.88) | 1.02% | 41.84 | -13.39% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (75.78) | 0.99% | 133.68 | -5.93% |
| Devyani International Ltd | Small Cap | Consumer Cyclical (74.29) | 0.95% | -1938.89 | -0.4% |
| Deepak Nitrite Ltd | Mid Cap | Basic Materials (59.45) | 0.93% | 40.74 | -37.22% |
| Max Financial Services Ltd | Mid Cap | Financial Services (36.96) | 0.93% | 166.19 | 54.99% |
| Crompton Greaves Consumer Electricals Ltd | Small Cap | Consumer Cyclical (68.68) | 0.9% | 40.2 | -27.49% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 0.88% | - | 0% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 0.87% | 73.31 | 30.06% |
| Zydus Lifesciences Ltd | Large Cap | Healthcare (38.66) | 0.87% | 20.47 | -26.89% |
| PI Industries Ltd | Mid Cap | Basic Materials (33.78) | 0.86% | 36.53 | -11.08% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 0.86% | - | 0% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (52.33) | 0.85% | 60.34 | 0.43% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (35.18) | 0.84% | 47.46 | -31.99% |
| Oberoi Realty Ltd | Mid Cap | Real Estate (75.8) | 0.83% | 27.97 | -13.73% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (68.77) | 0.83% | 90.19 | 75.03% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (184.65) | 0.81% | 802.14 | 6.57% |
| NHPC Ltd | Mid Cap | Utilities (26.66) | 0.81% | 26.82 | -14.75% |
| APL Apollo Tubes Ltd | Mid Cap | Basic Materials (27.09) | 0.8% | 57.21 | 21.36% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (118.6) | 0.77% | 85.46 | 31.64% |
| Emami Ltd | Small Cap | Consumer Defensive (58.56) | 0.76% | 30.68 | -26.09% |
| ACC Ltd | Mid Cap | Basic Materials (49.22) | 0.65% | 14.35 | -20.51% |
| Gujarat State Petronet Ltd | Small Cap | Utilities (12.23) | 0.6% | 16.3 | -7.17% |
| Grindwell Norton Ltd | Small Cap | Industrials (52.27) | 0.51% | 45.88 | -37.54% |
| ICICI Prudential Life Insurance Co Ltd | Large Cap | Financial Services (19.01) | 0.5% | 71.99 | -15.34% |
| Indegene Ltd | Small Cap | Healthcare | 0.45% | - | 0% |
| CRISIL Ltd | Mid Cap | Financial Services (48.98) | 0.44% | 52.39 | 16.88% |
| SKF India Ltd | Small Cap | Industrials (45.59) | 0.41% | 43.01 | -3.49% |
| Ola Electric Mobility Ltd | Mid Cap | Consumer Cyclical | 0.33% | - | 0% |
| Dalmia Bharat Ltd | Mid Cap | Basic Materials (47.58) | 0.31% | 45 | 26.64% |
| Astral Ltd | Mid Cap | Industrials (36.47) | 0.29% | 70.36 | -34.12% |
| Gland Pharma Ltd | Small Cap | Healthcare (38.66) | 0.26% | 41.31 | -4.68% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (64.4) | 0.25% | 69.82 | -17.68% |
| Trent Ltd | Large Cap | Consumer Cyclical (92.61) | 0.21% | 122.51 | -19.65% |
| Gujarat Gas Ltd | Mid Cap | Utilities (12.36) | 0.11% | 26.19 | -26.94% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (70.17) | 0% | 53.46 | 19.59% |
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (50.53) | 0% | 266.02 | -25.47% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (36.85) | 0% | 40.91 | -13.25% |
| Union Bank of India | Mid Cap | Financial Services (8.97) | 0% | 5.55 | 9.53% |
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Chat with usFrequently 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 Mid Cap 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 Mid Cap 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.
