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Fund Suitability Test
Asset Allocation (As on 28-Feb-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 95.06%
- Debt 0.72%
- Others 4.23%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 83.41 |
| Large Cap | 5.51 |
| Others | 3.2 |
| Mid Cap | 2.94 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Industrials
Consumer Cyclical
Financial Services
Basic Materials
Healthcare
Consumer Defensive
Technology
Communication Services
Real Estate
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 30-Apr-2025 |
Holdings | PE Ratio 30-Apr-2025 |
1Y Return |
|---|---|---|---|---|---|
| Safari Industries (India) Ltd | Small Cap | Consumer Cyclical (38.39) | 2.91% | 65.74 | -5.03% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (30.91) | 2.87% | 14.76 | 50.88% |
| Aster DM Healthcare Ltd Ordinary Shares | Small Cap | Healthcare (96.18) | 2.77% | 4.81 | 45.73% |
| Affle India Ltd | Small Cap | Communication Services (16.49) | 2.58% | 60.48 | 40.82% |
| Craftsman Automation Ltd | Small Cap | Consumer Cyclical (44.45) | 2.19% | 59.64 | 1.41% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Small Cap | Financial Services (19.53) | 2.19% | 0 | -21.25% |
| PNB Housing Finance Ltd | Small Cap | Financial Services (19.17) | 2.1% | 13.56 | 26.84% |
| KSB Ltd | Small Cap | Industrials | 2.09% | - | 0% |
| Greenpanel Industries Ltd Ordinary Shares | Small Cap | Basic Materials (25.7) | 2.07% | 20.08 | -26.06% |
| MTAR Technologies Ltd | Small Cap | Industrials (51.46) | 1.97% | 98.53 | -25.28% |
| Rategain Travel Technologies Ltd | Small Cap | Technology (28.6) | 1.93% | 25.04 | -37.94% |
| Equitas Small Finance Bank Ltd Ordinary Shares | Small Cap | Financial Services (19.53) | 1.93% | 0 | -30.98% |
| Sanofi Consumer Healthcare India Ltd | Small Cap | Healthcare | 1.91% | - | 0% |
| Balrampur Chini Mills Ltd | Small Cap | Consumer Defensive (15.01) | 1.9% | 21.97 | 16.86% |
| E I D Parry India Ltd | Small Cap | Basic Materials (34.89) | 1.89% | 14.95 | 8.6% |
| Westlife Foodworld Ltd | Small Cap | Consumer Cyclical (90.8) | 1.79% | 987.26 | -18.72% |
| Chalet Hotels Ltd | Small Cap | Consumer Cyclical (90.84) | 1.79% | 169.65 | -9.12% |
| SJS Enterprises Ltd | Small Cap | Consumer Cyclical (44.22) | 1.73% | 69.29 | 137.29% |
| Navin Fluorine International Ltd | Small Cap | Basic Materials (26.29) | 1.72% | 0 | 6.43% |
| Sobha Ltd | Small Cap | Real Estate (76.13) | 1.67% | 218.65 | -25.79% |
| Brigade Enterprises Ltd | Small Cap | Real Estate (76.13) | 1.63% | 38.66 | -1% |
| Angel One Ltd March 2025 | 1.59% | - | 0% | ||
| CSB Bank Ltd Ordinary Shares | Small Cap | Financial Services (19.18) | 1.57% | 0 | -6.43% |
| Neuland Laboratories Limited | Small Cap | (46.53) | 1.55% | 51.17 | 57.35% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (137.83) | 1.51% | 25.96 | -8.22% |
| Kovai Medical Center & Hospital Ltd | Small Cap | Healthcare (96.18) | 1.47% | 0 | 33.34% |
| RHI Magnesita India Ltd | Small Cap | Industrials (37.86) | 1.43% | -98.04 | -33.12% |
| DCB Bank Ltd | Small Cap | Financial Services (19.53) | 1.42% | 0 | -4.11% |
| Larsen & Toubro Ltd | Large Cap | Industrials (38.15) | 1.36% | 33.61 | -7.33% |
| Ion Exchange (India) Ltd | Small Cap | Industrials (44.29) | 1.33% | 33.65 | -12.33% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (113.82) | 1.33% | 60.71 | 48.51% |
| Ceat Ltd | Small Cap | Consumer Cyclical (26.3) | 1.29% | 27.27 | 26.7% |
| NIIT Learning Systems Ltd | Small Cap | Consumer Defensive (35.2) | 1.28% | 22.2 | -26.21% |
| TD Power Systems Ltd | Small Cap | Industrials (54.95) | 1.23% | 40.1 | 100.03% |
| Tega Industries Ltd | Small Cap | Industrials (44.29) | 1.22% | 47.71 | -10.32% |
| Gujarat State Petronet Ltd | Small Cap | Utilities (15.28) | 1.22% | 13.15 | 8.34% |
| Emami Ltd | Small Cap | Consumer Defensive (57.79) | 1.18% | 34.42 | 28.55% |
| R Systems International Ltd | Small Cap | Technology (28.6) | 1.17% | 28.38 | -31.1% |
| Orient Electric Ltd Ordinary Shares | Small Cap | Consumer Cyclical (80.75) | 1.15% | 0 | -4.28% |
| Power Finance Corp Ltd | Large Cap | Financial Services (12.6) | 1.15% | 5.59 | -6.02% |
| Kalpataru Projects International Ltd | Small Cap | Industrials (28.72) | 1.07% | 31.21 | -19.05% |
| Neogen Chemicals Ltd | Small Cap | Basic Materials (58.97) | 1.07% | 86.21 | -3.2% |
| J.B. Chemicals & Pharmaceuticals Ltd | Small Cap | Healthcare (55.16) | 1.06% | 48.39 | 61.86% |
| Birla Corp Ltd | Small Cap | Basic Materials (41.75) | 1.05% | 35.88 | -25.44% |
| Cyient Ltd | Small Cap | Industrials (33.45) | 1.02% | 22.79 | -36.46% |
| PVR INOX Ltd | Small Cap | Communication Services (16.38) | 1.01% | -33.92 | -30.02% |
| Esab India Ltd | Small Cap | Industrials (38.01) | 0.99% | 0 | -11.26% |
| SKF India Ltd | Small Cap | Industrials (45.59) | 0.99% | 43.01 | -3.49% |
| Laurus Labs Ltd | Small Cap | Healthcare (46.65) | 0.95% | 0 | 9.05% |
| Medi Assist Healthcare Services Ltd | Small Cap | Healthcare (162.38) | 0.92% | 33.47 | -12.05% |
| CreditAccess Grameen Ltd Ordinary Shares | Small Cap | Financial Services (8.22) | 0.91% | 19.57 | -28.44% |
| Shivalik Bimetal Controls Ltd | Small Cap | Industrials (16.53) | 0.89% | 42.56 | 30.76% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 0.86% | -10.49 | 85.47% |
| Prudent Corporate Advisory Services Ltd | Small Cap | Financial Services (30.91) | 0.86% | 38.44 | 25.04% |
| UTI Asset Management Co Ltd | Small Cap | Financial Services (34.12) | 0.86% | 17.18 | 11.17% |
| JK Cement Ltd | Mid Cap | Basic Materials (42.38) | 0.84% | 55.02 | 28.46% |
| Carborundum Universal Ltd | Small Cap | Industrials (45.61) | 0.83% | 40.45 | -18.29% |
| Kei Industries Ltd March 2025 | 0.81% | - | 0% | ||
| Senco Gold Ltd | Consumer Cyclical | 0.8% | - | 0% | |
| Electronics Mart India Ltd | Small Cap | Consumer Cyclical (54.51) | 0.79% | 0 | -2.51% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (81.75) | 0.79% | 92.92 | 58.71% |
| Tube Investments of India Ltd Ordinary Shares | Mid Cap | Industrials (73.72) | 0.77% | 68.67 | -22.69% |
| Birlasoft Ltd | Small Cap | Technology (36.96) | 0.77% | 83.08 | 166.81% |
| K.P.R. Mill Ltd | Small Cap | Consumer Cyclical (751.55) | 0.75% | 0 | 166.23% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.62% | 40.82 | 136.49% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (87.52) | 0.57% | 106.46 | 39.27% |
| Bank of India | Mid Cap | Financial Services (10.73) | 0.49% | 6.15 | -25.81% |
| Deepak Nitrite Ltd | Mid Cap | Basic Materials (44.02) | 0.44% | 36.07 | -20.11% |
| KEI Industries Ltd | Mid Cap | Industrials (42.46) | 0.4% | 45.49 | -23.89% |
| Cello World Ltd | Small Cap | Consumer Cyclical (82.81) | 0.4% | 34.99 | -25.89% |
| MM Forgings Ltd | Small Cap | Industrials (34.23) | 0.35% | 13.3 | -39.31% |
| Butterfly Gandhimathi Appliances Ltd | Small Cap | Consumer Cyclical (82.19) | 0.3% | 0 | -21.64% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (34.32) | 0.3% | 41.93 | 21.67% |
| Sterling and Wilson Renewable Energy Ltd | Small Cap | Technology (44.29) | 0.23% | 77.75 | -58.66% |
| Carraro India Ltd | Small Cap | Consumer Cyclical | 0.19% | - | 0% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (34.32) | 0% | 17.76 | -17.36% |
| Hindustan Dorr-Oliver Ltd | (51.03) | 0% | 0 | 0% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 0.72 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| 364 DTB | 0.72% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 4.23 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Treps | 3.22% | - | 0% | ||
| Sundaram Money Market Dir Gr | 1.81% | - | 0% | ||
| Margin Money For Derivatives | 1.44% | - | 0% | ||
| Cash And Other Net Current Assets^ | -2.24% | - | 0% |
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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 Small 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 Small 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.
