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Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 92.11%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 64.47 |
| Small Cap | 13.63 |
| Large Cap | 11.36 |
| Others | 2.65 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Consumer Cyclical
Financial Services
Industrials
Basic Materials
Healthcare
Technology
Consumer Defensive
Real Estate
Communication Services
Energy
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 14-Jul-2025 |
Holdings | PE Ratio 14-Jul-2025 |
1Y Return |
|---|---|---|---|---|---|
| Cummins India Ltd | Large Cap | Industrials (44.86) | 3.42% | 49.06 | -11.33% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 3.21% | 18.4 | 18.6% |
| The Federal Bank Ltd | Mid Cap | Financial Services (20.46) | 3.15% | 12.44 | 7.7% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (72.3) | 2.73% | 84.02 | 16.12% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 2.22% | 167.31 | 197.56% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.09) | 2.22% | 78.07 | 64.79% |
| Persistent Systems Ltd | Mid Cap | Technology | 2.21% | - | 0% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 2.14% | 206.18 | 772.74% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 2.09% | 23.47 | -0.76% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (36.38) | 2.05% | 13.54 | 25.29% |
| Indian Bank | Mid Cap | Financial Services (8.87) | 2.01% | 7.58 | 9.52% |
| Mahindra & Mahindra Financial Services Ltd | Mid Cap | Financial Services (28.83) | 1.98% | 16.34 | -9.91% |
| BSE Ltd | Mid Cap | Financial Services | 1.82% | - | 0% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (29.71) | 1.78% | 34.31 | -6.13% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (79.2) | 1.74% | 54.89 | -22.51% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 1.72% | 615.37 | 84.19% |
| JK Cement Ltd | Mid Cap | Basic Materials (47.52) | 1.71% | 58.04 | 49.03% |
| Coforge Ltd | Technology | 1.7% | - | 0% | |
| Bharat Electronics Ltd | Large Cap | Industrials (52.06) | 1.67% | 56.22 | 21.96% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 1.6% | 57.92 | -8.63% |
| Apollo Tyres Ltd | Small Cap | Consumer Cyclical (30.44) | 1.58% | 20.64 | -6.8% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (13.6) | 1.58% | 10.84 | 2.91% |
| Delhivery Ltd | Small Cap | Industrials (44.47) | 1.57% | 192.97 | 10.55% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 1.54% | 132.81 | 16.13% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (72.25) | 1.53% | 216.77 | 19.6% |
| TVS Holdings Ltd | Small Cap | Consumer Cyclical (46.42) | 1.52% | 19.82 | -15.85% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (47.09) | 1.42% | 113.57 | 36.52% |
| Chalet Hotels Ltd | Small Cap | Consumer Cyclical (72.25) | 1.39% | 136.68 | 12.58% |
| Union Bank of India | Mid Cap | Financial Services (8.87) | 1.33% | 6.21 | 5.39% |
| Supreme Industries Ltd | Mid Cap | Industrials (43.1) | 1.31% | 54.32 | -29.07% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.9) | 1.25% | 6.14 | -22.1% |
| ACC Ltd | Mid Cap | Basic Materials (47.52) | 1.18% | 15.46 | -26.57% |
| Dr. Lal PathLabs Ltd | Small Cap | Healthcare (47.09) | 1.16% | 50.96 | -1.21% |
| Polycab India Ltd | Large Cap | Industrials (47.69) | 1.16% | 51.76 | 4.3% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 1.12% | 0 | 95.96% |
| Torrent Power Ltd | Mid Cap | Utilities (27.17) | 1.11% | 23.61 | -7.32% |
| Astral Ltd | Mid Cap | Industrials (38.98) | 1.07% | 76.94 | -33.66% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (30.17) | 1.05% | 61.31 | 17.78% |
| ZF Commercial Vehicle Control Systems India Ltd | Small Cap | Consumer Cyclical (50.84) | 1.01% | 53.24 | -18.77% |
| Oberoi Realty Ltd | Mid Cap | Real Estate (79.2) | 1.01% | 29.46 | 6.24% |
| Crompton Greaves Consumer Electricals Ltd | Small Cap | Consumer Cyclical (72.97) | 1.01% | 38.87 | -20.81% |
| L&T Technology Services Ltd | Mid Cap | Technology (51.5) | 1.01% | 36.45 | -12.63% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (80.03) | 1% | 158.45 | -2.08% |
| Devyani International Ltd | Small Cap | Consumer Cyclical (72.25) | 0.99% | 1453.75 | 2.47% |
| ICICI Prudential Life Insurance Co Ltd | Large Cap | Financial Services (19.18) | 0.99% | 82 | 2.78% |
| Deepak Nitrite Ltd | Mid Cap | Basic Materials (59.52) | 0.97% | 38.79 | -28.16% |
| Max Financial Services Ltd | Mid Cap | Financial Services (36.96) | 0.95% | 166.19 | 54.99% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (40.14) | 0.93% | 54.78 | 23.05% |
| APL Apollo Tubes Ltd | Mid Cap | Basic Materials (28.97) | 0.93% | 63.23 | 11.25% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (37.2) | 0.93% | 44.69 | 5.1% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 0.91% | 73.31 | 30.06% |
| Shriram Finance Ltd | Financial Services | 0.89% | - | 0% | |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (56.23) | 0.88% | 67.72 | 5.77% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 0.87% | - | 0% |
| Zydus Lifesciences Ltd | Large Cap | Healthcare (40.14) | 0.85% | 21.25 | -18.22% |
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (57.11) | 0.81% | 169.05 | -22.25% |
| PI Industries Ltd | Mid Cap | Basic Materials (35.5) | 0.79% | 38.02 | 7.64% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (159.24) | 0.77% | 939.13 | 19.7% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (71.87) | 0.76% | 108.92 | 66.77% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (36.69) | 0.7% | 47.28 | -36.81% |
| Grindwell Norton Ltd | Small Cap | Industrials (56.01) | 0.68% | 52.03 | -34.82% |
| Trent Ltd | Large Cap | Consumer Cyclical (93.97) | 0.65% | 123.02 | -5.09% |
| Gujarat State Petronet Ltd | Small Cap | Utilities (13.05) | 0.64% | 16.61 | 2.99% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (65.97) | 0.45% | 54.13 | -9.42% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (115.27) | 0.42% | 87.22 | 24.63% |
| Ola Electric Mobility Ltd | Mid Cap | Consumer Cyclical | 0.42% | - | 0% |
| Emami Ltd | Small Cap | Consumer Defensive (59.81) | 0.39% | 31.6 | -23.31% |
| Tube Investments of India Ltd Ordinary Shares | Mid Cap | Industrials (42.64) | 0.38% | 84.34 | -28.18% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (72.25) | 0.38% | 55.63 | 25.98% |
| Suzlon Energy Ltd | Mid Cap | Industrials (56.42) | 0.31% | 44.44 | 22.84% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.23% | 0 | 0% |
| Gujarat Gas Ltd | Mid Cap | Utilities (12.88) | 0.12% | 27.8 | -27.81% |
| Mahindra &Mah Fin | 0.06% | - | 0% | ||
| Kajaria Ceramics Ltd | Small Cap | Industrials (54.45) | 0% | 64.48 | -14.27% |
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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.
