Sundaram Services Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Services Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 93.99%Others: 6.01%

Market Cap

Large Cap: 52.33%Mid Cap: 7.53%Small Cap: 26.68%Equity: 7.44%

Number of stocks

54

Top 10 Holdings

86.87% of portfolio

Market Cap of Equity

Large Cap
52.33%
Mid Cap
7.53%
Small Cap
26.68%
Equity
7.44%

Companies Allocation of Equity

Bharti Airtel Ltd15.89%
HDFC Bank Ltd14.97%
Reliance Industries Ltd9.76%
Eternal Ltd9.25%
Axis Bank Ltd8.00%
Adani Ports & Special Economic Zone Ltd6.86%
Apollo Hospitals Enterprise Ltd5.65%
ICICI Bank Ltd5.63%
PNB Housing Finance Ltd5.62%
ICICI Prudential Life Insurance Co Ltd5.26%

Sector Allocation of Equity

Communication Services15.80%
Financial Services37.60%
Energy4.88%
Consumer Cyclical13.19%
Industrials6.09%
Healthcare8.47%
Real Estate1.56%
Technology6.41%

SIP Amount

Monthly SIP Date

Sundaram Services Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)

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Frequently Asked Questions

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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.