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Fund Suitability Test
Asset Allocation (As on 31-Oct-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 94.45%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 67.46 |
| Small Cap | 13.95 |
| Large Cap | 13.04 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Banks
Finance
Industrial Products
Auto Components
Pharmaceuticals & Biotechnology
Consumer Durables
IT - Software
Healthcare Services
Retailing
Leisure Services
Electrical Equipment
Fertilizers & Agrochemicals
Realty
Capital Markets
Transport Services
Cement & Cement Products
Power
Financial Technology (Fintech)
Automobiles
Chemicals & Petrochemicals
Petroleum Products
Aerospace & Defense
Insurance
Agricultural Food & other Products
Beverages
Telecom - Services
Ferrous Metals
Gas
Food Products
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 13-Dec-2024 |
Holdings | PE Ratio 13-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Durables (87.12) | 3.75% | 122.9 | 133.34% |
| Cummins India Ltd | Mid Cap | Industrial Products (51.56) | 3.34% | 51.3 | 83.56% |
| The Federal Bank Ltd | Mid Cap | Banks (19.57) | 3.3% | 12.68 | 40.09% |
| Trent Ltd | Large Cap | Retailing (76.71) | 2.99% | 137.39 | 135.88% |
| Tube Investments of India Ltd | Mid Cap | Auto Components (96.32) | 2.52% | 61.3 | -2.8% |
| Lupin Ltd | Mid Cap | Pharmaceuticals & Biotechnology (132.95) | 2.46% | 167.31 | 197.56% |
| Coromandel International Ltd | Mid Cap | Fertilizers & Agrochemicals (15.82) | 2.36% | 18.4 | 18.6% |
| Indian Bank | Mid Cap | Banks (11.79) | 2.31% | 7.82 | 32.72% |
| Fortis Health Care Ltd | Mid Cap | Healthcare Services (99.33) | 2.3% | 81.66 | 81.86% |
| Oberoi Realty Ltd | Mid Cap | Realty (113.92) | 2.21% | 33.11 | 47.15% |
| Persistent Systems Ltd | Mid Cap | IT - Software | 2.11% | - | 0% |
| AU Small Finance Bank Ltd | Mid Cap | Banks (17.76) | 1.86% | 0 | 95.96% |
| Torrent Power Ltd | Mid Cap | Power (24.69) | 1.71% | 37.54 | 83.25% |
| PB Fintech Ltd | Mid Cap | Financial Technology (Fintech) (76.58) | 1.67% | 615.37 | 84.19% |
| Zydus Lifesciences Ltd | Large Cap | Pharmaceuticals & Biotechnology (48.5) | 1.56% | 22.16 | 52.31% |
| Alkem Laboratories Ltd | Mid Cap | Pharmaceuticals & Biotechnology (38.82) | 1.54% | 57.92 | -8.63% |
| TVS Holdings Ltd | Small Cap | Finance (61.22) | 1.5% | 24.87 | 52.07% |
| Delhivery Ltd | Mid Cap | Transport Services (42.47) | 1.43% | 3531.82 | 3.72% |
| Hindustan Petroleum Corporation Ltd | Mid Cap | Petroleum Products (16.73) | 1.42% | 21 | 65.79% |
| Max Healthcare Institute Ltd | Mid Cap | Healthcare Services (99.33) | 1.32% | 108.71 | 63.76% |
| Bharat Electronics Ltd | Large Cap | Aerospace & Defense (50.69) | 1.31% | 50.82 | 93.86% |
| Info Edge (India) Ltd | Mid Cap | Retailing (85) | 1.3% | 241.37 | 80.78% |
| Jubilant Foodworks Ltd | Mid Cap | Leisure Services (84.43) | 1.29% | 114.46 | 22.68% |
| Chalet Hotels Ltd | Small Cap | Leisure Services (84.43) | 1.26% | 290 | 54.77% |
| Shriram Finance Ltd | Large Cap | Finance (30.66) | 1.26% | 14.83 | 58.77% |
| Grindwell Norton Ltd | Small Cap | Industrial Products (69.7) | 1.24% | 64.99 | 1.59% |
| MphasiS Ltd | Mid Cap | IT - Software (19.56) | 1.23% | 0 | 0% |
| Power Finance Corporation Ltd | Large Cap | Finance (17.05) | 1.22% | 7.84 | 19.41% |
| Marico Ltd | Mid Cap | Agricultural Food & other Products (101.43) | 1.22% | 23.47 | -0.76% |
| JK Cement Ltd | Mid Cap | Cement & Cement Products (53.88) | 1.21% | 44.78 | 21.93% |
| Computer Age Management Services Ltd | Small Cap | Capital Markets (38.89) | 1.2% | 60.41 | 91.67% |
| BSE Ltd | Mid Cap | Capital Markets | 1.19% | - | 0% |
| United Breweries Ltd | Mid Cap | Beverages (75.35) | 1.19% | 132.81 | 16.13% |
| Union Bank of India | Large Cap | Banks (11.79) | 1.17% | 6.34 | 4.6% |
| Apollo Tyres Ltd | Mid Cap | Auto Components (30.44) | 1.14% | 20.64 | -6.8% |
| Mahindra & Mahindra Financial Services Ltd | Mid Cap | Finance (30.66) | 1.14% | 15.58 | 1.18% |
| GE Vernova T and D India Ltd | Small Cap | Electrical Equipment (26.89) | 1.13% | 206.18 | 772.74% |
| Deepak Nitrite Ltd | Mid Cap | Chemicals & Petrochemicals (51.19) | 1.1% | 42.87 | 19.37% |
| Polycab India Ltd | Mid Cap | Industrial Products (58.2) | 1.1% | 63.05 | 32.47% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Finance (38.89) | 1.09% | 13.86 | 49.45% |
| CG Power and Industrial Solutions Ltd | Mid Cap | Electrical Equipment (119.57) | 1% | 81.38 | 67.29% |
| Jindal Steel & Power Ltd | Large Cap | Ferrous Metals (24.35) | 0.99% | 20.05 | 33.36% |
| Coforge Ltd | Mid Cap | IT - Software (39.82) | 0.98% | 78.22 | 60% |
| Voltas Ltd | Mid Cap | Consumer Durables (94.25) | 0.96% | 108.17 | 112.62% |
| TVS Motor Company Ltd | Large Cap | Automobiles (34.42) | 0.94% | 63.4 | 24.46% |
| UNO Minda Ltd | Mid Cap | Auto Components (95.28) | 0.89% | 73.31 | 30.06% |
| Hatsun Agro Product Ltd | Small Cap | Food Products (55.2) | 0.88% | 0 | 3.29% |
| Max Financial Services Ltd | Mid Cap | Insurance (21.48) | 0.87% | 112.91 | 6.68% |
| Schaeffler India Ltd | Mid Cap | Auto Components (50.88) | 0.87% | 61.33 | 18.75% |
| Cholamandalam Investment and Finance Company Ltd | Large Cap | Finance (26.13) | 0.83% | 28.3 | 41.05% |
| Aavas Financiers Ltd | Small Cap | Finance (20.71) | 0.83% | 26.84 | 6.09% |
| Prestige Estates Projects Ltd | Mid Cap | Realty (113.92) | 0.83% | 110.83 | 50.98% |
| Bharat Forge Ltd | Mid Cap | Auto Components (26.29) | 0.8% | 0 | 0% |
| Supreme Industries Ltd | Mid Cap | Industrial Products (45.6) | 0.77% | 55.93 | 8.36% |
| Bharat Heavy Electricals Ltd | Large Cap | Electrical Equipment (114.46) | 0.77% | 356.62 | 35.06% |
| Gujarat State Petronet Ltd | Small Cap | Gas (17) | 0.76% | 13.94 | 27.06% |
| Dr Lal Path Labs Ltd | Small Cap | Healthcare Services (99.33) | 0.75% | 62.67 | 18.24% |
| PI Industries Ltd | Mid Cap | Fertilizers & Agrochemicals (37.19) | 0.75% | 34.09 | 16.37% |
| Indus Towers Ltd (Prev Bharti Infratel Ltd) | Mid Cap | Telecom - Services (22.73) | 0.74% | 12.24 | 86.02% |
| ACC Ltd | Mid Cap | Cement & Cement Products (53.88) | 0.73% | 20.68 | 3.09% |
| Astral Ltd | Mid Cap | Industrial Products (53.38) | 0.72% | 93.97 | -4.32% |
| Devyani international limited | Small Cap | Leisure Services (84.43) | 0.71% | 621.48 | -8.03% |
| Container Corporation of India Ltd | Mid Cap | Transport Services (42.47) | 0.7% | 39.51 | -4.67% |
| LIC Housing Finance Ltd | Mid Cap | Finance (20.71) | 0.7% | 7.05 | 17.75% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Auto Components (45.48) | 0.59% | 69.37 | 13.76% |
| Amber Enterprises India Ltd | Small Cap | Consumer Durables (96.07) | 0.57% | 105.34 | 89.09% |
| Ola Electric Mobility Ltd | Mid Cap | Automobiles | 0.54% | - | 0% |
| APL Apollo Tubes Ltd | Mid Cap | Industrial Products (31.92) | 0.5% | 75.82 | -0.95% |
| Kansai Nerolac Paints Ltd | Small Cap | Consumer Durables (64.33) | 0.49% | 19.59 | 2.96% |
| Biocon Ltd | Mid Cap | Pharmaceuticals & Biotechnology (48.5) | 0.44% | 29.44 | 41.62% |
| ZF Commercial Vehicle Control Systems I Ltd | Mid Cap | Auto Components (51.43) | 0.42% | 53.21 | -26.27% |
| ICICI Prudential Life Insurance Company Ltd | Mid Cap | Insurance (21.48) | 0.41% | 112.92 | 26.17% |
| Tata Elxsi Ltd | Mid Cap | IT - Software (9.9) | 0.39% | 0 | 0% |
| Bharti Hexacom Ltd | Mid Cap | Telecom - Services | 0.38% | - | 0% |
| Navin Fluorine International Ltd | Small Cap | Chemicals & Petrochemicals (26.29) | 0.37% | 0 | 6.43% |
| The Indian Hotels Company Ltd | Mid Cap | Leisure Services (84.43) | 0.33% | 72.71 | 96.57% |
| Sanofi India Ltd | Small Cap | Pharmaceuticals & Biotechnology (24.65) | 0.33% | 8.73 | 145.06% |
| Laurus Labs Ltd | Small Cap | Pharmaceuticals & Biotechnology (46.65) | 0.32% | 0 | 9.05% |
| Suzlon Energy Ltd | Mid Cap | Electrical Equipment (114.46) | 0.29% | 94.5 | 73.21% |
| Kajaria Ceramics Ltd | Small Cap | Consumer Durables (50.84) | 0.28% | 48.56 | -15.16% |
| Sanofi Consumer Healthcare India Ltd | Small Cap | Pharmaceuticals & Biotechnology | 0.24% | - | 0% |
| Gujarat Gas Co Ltd | Mid Cap | Gas (17) | 0.14% | 27.47 | 16.19% |
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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.