Sundaram Services Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis
Portfolio Overview
As of September 30, 2025
Asset Allocation
Equity: 93.90%Others: 6.10%
Market Cap
Large Cap: 51.59%Mid Cap: 7.30%Equity: 8.10%Small Cap: 26.90%
Number of stocks
54
Top 10 Holdings
85.00% of portfolio
Market Cap of Equity
Large Cap
51.5907%
Mid Cap
7.3016%
Equity
8.1047%
Small Cap
26.8983%
Companies Allocation of Equity
Bharti Airtel Ltd15.38%
HDFC Bank Ltd13.92%
Eternal Ltd9.65%
Reliance Industries Ltd9.44%
Axis Bank Ltd8.56%
Adani Ports & Special Economic Zone Ltd6.91%
Apollo Hospitals Enterprise Ltd5.51%
Shriram Finance Ltd5.34%
Info Edge (India) Ltd5.24%
ICICI Bank Ltd5.05%
Sector Allocation of Equity
Communication Services15.64%
Financial Services36.62%
Consumer Cyclical13.34%
Energy4.72%
Industrials6.49%
Healthcare8.51%
Technology6.96%
Real Estate1.61%
SIP Amount
₹
Monthly SIP Date
Sundaram Services Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
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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.