₹233.06 0.6821%
02-05-202451.25%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Small Cap | 72.85 |
| Mid Cap | 10.43 |
| Large Cap | 10.21 |
| Others | 1.65 |
Financial
Services
Capital Goods
Technology
Healthcare
Materials
Construction
Consumer Staples
Automobile
Consumer Discretionary
Metals & Mining
Chemicals
Energy
Textiles
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 02-May-2024 |
Holdings | PE Ratio 02-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (142.02) | 2.9% | 250.51 | 192.64% |
| Can Fin Homes Ltd. | Small Cap | Financial (9.57) | 2.79% | 0 | 23.91% |
| KSB Ltd. | Small Cap | Capital Goods (54.18) | 2.78% | 75.8 | 108.86% |
| Ujjivan Financial Services Ltd. | Small Cap | Financial (29.31) | 2.59% | 8.77 | 109.72% |
| Kei Industries Ltd. | Mid Cap | Capital Goods (62.62) | 2.57% | 65.21 | 111.25% |
| Cholamandalam Financial Holdings Ltd. | Small Cap | Financial (29.31) | 2.41% | 12.91 | 84.09% |
| Safari Industries (India) Ltd. | Small Cap | Consumer Discretionary (24.39) | 2.34% | 58.82 | 69.88% |
| Power Finance Corporation Ltd. | Large Cap | Financial (16.55) | 2.3% | 8.2 | 236.8% |
| Greenpanel Industries Ltd. | Small Cap | Materials (28.5) | 2.12% | 20.95 | 3.17% |
| Radico Khaitan Ltd. | Small Cap | Consumer Staples (79.67) | 2.11% | 93.88 | 60.1% |
| ICICI Bank Ltd. | Large Cap | Financial (18.61) | 2.01% | 17.67 | 23.68% |
| Suven Pharmaceuticals Ltd. | Small Cap | Healthcare (56.57) | 1.96% | 46.12 | 43.05% |
| Brigade Enterprises Ltd. | Small Cap | Construction (107.71) | 1.95% | 75.85 | 103.88% |
| RateGain Travel Technologies Ltd. | Small Cap | Technology (31.29) | 1.89% | 62.5 | 85.86% |
| Equitas Small Finance Bank Ltd. | Small Cap | Financial (18.61) | 1.82% | 0 | 34.69% |
| Westlife Foodworld Ltd. | Small Cap | Services (63.61) | 1.77% | 145.76 | 5.64% |
| Cyient Ltd. | Small Cap | Technology (31.29) | 1.74% | 29.08 | 53.42% |
| ICRA Ltd. | Small Cap | Services (43.44) | 1.65% | 35.61 | 10.02% |
| JB Chemicals & Pharmaceuticals Ltd. | Small Cap | Healthcare (55.16) | 1.59% | 48.39 | 61.86% |
| Sobha Ltd. | Small Cap | Construction (107.71) | 1.55% | 193.89 | 296.49% |
| Chalet Hotels Ltd. | Small Cap | Services (63.61) | 1.55% | 81.94 | 129.71% |
| Coforge Ltd. | Mid Cap | Technology (31.29) | 1.52% | 43.64 | 20.7% |
| Union Bank of India | Large Cap | Financial (16.81) | 1.49% | 8.9 | 102.35% |
| Birla Corporation Ltd. | Small Cap | Materials (48.56) | 1.48% | 36.82 | 62.52% |
| Sterling and Wilson Renewable Energy Ltd. | Small Cap | Capital Goods (64.01) | 1.46% | -71.51 | 119.89% |
| Firstsource Solutions Ltd. | Small Cap | Services (41.31) | 1.39% | 28.02 | 76.37% |
| Bank of India | Mid Cap | Financial (16.81) | 1.39% | 10.77 | 78.77% |
| State Bank of India | Large Cap | Financial (16.81) | 1.36% | 11.42 | 44.37% |
| Gujarat State Petronet Ltd. | Small Cap | Energy (24.67) | 1.36% | 10.66 | 3.65% |
| Tata Motors Ltd. - DVR Ordinary | Automobile (25.08) | 1.28% | 4.14 | 210.47% | |
| Birlasoft Ltd. | Small Cap | Technology (36.96) | 1.27% | 83.08 | 166.81% |
| Procter & Gamble Health Ltd. | Small Cap | Healthcare (56.57) | 1.24% | 0 | 3.31% |
| Bajaj Finance Ltd. | Large Cap | Financial (29.31) | 1.23% | 29.51 | 10.27% |
| Carborundum Universal Ltd. | Small Cap | Metals & Mining (73.85) | 1.17% | 61.37 | 33.97% |
| RHI Magnesita India Ltd. | Small Cap | Capital Goods (43.53) | 1.17% | -25.45 | -0.01% |
| PVR Inox Ltd. | Small Cap | Services (34.68) | 1.17% | -55.92 | -9.26% |
| Neogen Chemicals Ltd. | Small Cap | Chemicals (58.97) | 1.15% | 86.21 | -3.2% |
| K.P.R. Mill Ltd. | Mid Cap | Textiles (751.55) | 1.14% | 0 | 166.23% |
| Kovai Medical Center & Hospital Ltd. | Small Cap | Healthcare (89.58) | 1.1% | 0 | 105.01% |
| Aster DM Healthcare Ltd. | Small Cap | Healthcare (89.58) | 1.09% | 52.93 | 39.04% |
| TD Power Systems Ltd. | Small Cap | Capital Goods (54.95) | 1.07% | 40.1 | 100.03% |
| CSB Bank Ltd. | Small Cap | Financial (18.61) | 1.03% | 0 | 31.57% |
| Affle (India) Ltd. | Small Cap | Technology (34.68) | 1.02% | 57.95 | 20.26% |
| Central Depository Services (India) Ltd. | Small Cap | Financial | 1.01% | 0% | |
| HDFC Bank Ltd. | Large Cap | Financial (18.61) | 1.01% | 18.2 | -9.07% |
| Amrutanjan Health Care Ltd. | Small Cap | Healthcare (56.57) | 1.01% | 0 | 29.55% |
| PNC Infratech Ltd. | Small Cap | Construction (32.89) | 0.97% | -22.68 | -43.81% |
| Angel One Ltd. | Small Cap | Financial (29.31) | 0.97% | 22.26 | 127.12% |
| UTI Asset Management Company Ltd. | Small Cap | Financial (33.6) | 0.92% | 16.02 | 43.38% |
| NIIT Learning Systems Ltd. | Small Cap | Services (70.15) | 0.9% | 30.17 | 0% |
| Gillette India Ltd. | Small Cap | Consumer Staples (54.51) | 0.88% | 25.73 | 48.46% |
| Balrampur Chini Mills Ltd. | Small Cap | Consumer Staples (10.66) | 0.87% | 13.64 | -5.05% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (108.8) | 0.86% | 55.54 | 47.11% |
| SJS Enterprises Ltd. | Small Cap | Automobile (44.22) | 0.84% | 69.29 | 137.29% |
| Computer Age Management Services Ltd. | Small Cap | Services (29.31) | 0.81% | 50.12 | 61.53% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 0.81% | 33.85 | 6.16% |
| JK Cement Ltd. | Mid Cap | Materials (48.56) | 0.78% | 44.27 | 32.6% |
| DOMS Industries Ltd. | Small Cap | Consumer Staples (27.77) | 0.78% | 0 | 0% |
| Navin Fluorine International Ltd. | Small Cap | Chemicals (26.29) | 0.77% | 0 | 6.43% |
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (137.96) | 0.73% | 142.2 | 188.66% |
| Triveni Turbine Ltd. | Small Cap | Construction (60.88) | 0.72% | 72.17 | 61.7% |
| Mold-Tek Packaging Ltd. | Small Cap | Materials (47.89) | 0.71% | 44.01 | -15.01% |
| Inox India Ltd. | Small Cap | Metals & Mining (64.01) | 0.65% | 68.62 | 0% |
| Force Motors Ltd. | Small Cap | Automobile (91.8) | 0.65% | 32.28 | 607.34% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (48.67) | 0.63% | 68.99 | 24.9% |
| Orient Electric Ltd. | Small Cap | Consumer Discretionary (83.97) | 0.6% | 0 | 1.21% |
| Prudent Corporate Advisory Services Ltd. | Small Cap | Financial (29.31) | 0.57% | 49.54 | 87.79% |
| Arman Financial Services Ltd. | Small Cap | Financial (26.13) | 0.46% | 55.51 | 41.07% |
| MM Forgings Ltd. | Small Cap | Metals & Mining (48.67) | 0.45% | 20.62 | 30.71% |
| KPIT Technologies Ltd. | Mid Cap | Technology (31.29) | 0.42% | 69.89 | 62.02% |
| Butterfly Gandhimathi Appliances Ltd. | Small Cap | Consumer Discretionary (83.97) | 0.42% | 0 | -23.81% |
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 0.39% | 60.39 | 85.06% |
| Medi Assist Healthcare Services Ltd. | Services (215.77) | 0.37% | 60.7 | 0% | |
| Cera Sanitaryware Ltd. | Small Cap | Materials (24.32) | 0.36% | -83.25 | 12.49% |
| TCI Express Ltd. | Small Cap | Services (37.92) | 0.36% | 30.03 | -26.75% |
| Go Fashion (India) Ltd. | Small Cap | Services (93.33) | 0.27% | 0 | -2.99% |
| CE Info Systems Ltd. | Small Cap | Technology (45.72) | 0.22% | 18.8 | 37.71% |
| Allocation | |
|---|---|
| Others | 3.83 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 3.84% | 0% | ||
| Others | Others | -0.01% | 0% |
Frequently Asked Questions’s
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.
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 holdings for Sundaram Small Cap Fund Regular Plan?
The top holdings of this fund are Multi Commodity Exchange Of India Ltd., Can Fin Homes Ltd., KSB Ltd., Ujjivan Financial Services Ltd., Kei Industries Ltd.
Top 5 Sector for Sundaram Small Cap Fund Regular Plan?
The major sectors of this fund are Financial, Services, Capital Goods, Technology, Healthcare.
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.
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 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.
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.
