+91-9660032889
+91-9660032889
support@mysiponline.com
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 92.85%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 83.98 |
| Large Cap | 5.81 |
| Mid Cap | 2.19 |
| Others | 0.86 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Consumer Cyclical
Healthcare
Basic Materials
Communication Services
Consumer Defensive
Technology
Real Estate
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 11-Jul-2025 |
Holdings | PE Ratio 11-Jul-2025 |
1Y Return |
|---|---|---|---|---|---|
| Aster DM Healthcare Ltd Ordinary Shares | Small Cap | Healthcare (47.2) | 3.21% | 5.84 | 78.8% |
| Safari Industries (India) Ltd | Small Cap | Consumer Cyclical (26.4) | 2.86% | 75.92 | 2.93% |
| PNB Housing Finance Ltd | Small Cap | Financial Services (17.94) | 2.86% | 14.42 | 34.18% |
| Affle 3i Ltd | Small Cap | Communication Services (17.88) | 2.78% | 72.76 | 40.14% |
| KSB Ltd | Small Cap | Industrials | 2.39% | - | 0% |
| Craftsman Automation Ltd | Small Cap | Consumer Cyclical (44.24) | 2.38% | 72.83 | 12.11% |
| E I D Parry India Ltd | Small Cap | Basic Materials (26.37) | 2.28% | 20.61 | 33.58% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Small Cap | Financial Services (20.57) | 2.17% | 0 | 5.14% |
| SJS Enterprises Ltd | Small Cap | Consumer Cyclical (44.22) | 2.16% | 69.29 | 137.29% |
| Balrampur Chini Mills Ltd | Small Cap | Consumer Defensive (23.65) | 2.11% | 27.17 | 36.72% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (36.21) | 2.09% | 17.52 | 57.6% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (37.24) | 2.06% | 20.67 | 20.85% |
| MTAR Technologies Ltd | Small Cap | Industrials (52.06) | 1.98% | 89.59 | -23.24% |
| Chalet Hotels Ltd | Small Cap | Consumer Cyclical (72.93) | 1.86% | 131.09 | 2.61% |
| Sanofi Consumer Healthcare India Ltd | Small Cap | Healthcare | 1.85% | - | 0% |
| Equitas Small Finance Bank Ltd Ordinary Shares | Small Cap | Financial Services (20.62) | 1.8% | 0 | -31.78% |
| TD Power Systems Ltd | Small Cap | Industrials (54.95) | 1.73% | 40.1 | 100.03% |
| CSB Bank Ltd Ordinary Shares | Small Cap | Financial Services (20.63) | 1.69% | 0 | 12.02% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (121.55) | 1.69% | 27.85 | -3.67% |
| DCB Bank Ltd | Small Cap | Financial Services (20.57) | 1.67% | 0 | 6.8% |
| Sobha Ltd | Small Cap | Real Estate (80.12) | 1.66% | 159.38 | -25.9% |
| Rategain Travel Technologies Ltd | Small Cap | Technology (30.62) | 1.65% | 26.4 | -40.48% |
| Greenpanel Industries Ltd Ordinary Shares | Small Cap | Basic Materials (42.31) | 1.64% | 24.9 | -11.06% |
| Ceat Ltd | Small Cap | Consumer Cyclical (34.3) | 1.6% | 31.85 | 40.87% |
| Brigade Enterprises Ltd | Small Cap | Real Estate (80.12) | 1.58% | 38.05 | -18.01% |
| Neuland Laboratories Ltd | Small Cap | Healthcare (39.48) | 1.56% | 60.66 | 51.87% |
| Westlife Foodworld Ltd | Small Cap | Consumer Cyclical (72.73) | 1.46% | 1006.6 | -8.26% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (82.93) | 1.46% | 73.34 | 114.2% |
| Ion Exchange (India) Ltd | Small Cap | Industrials (44.32) | 1.46% | 38.27 | -20.43% |
| Kovai Medical Center & Hospital Ltd | Small Cap | Healthcare (47.2) | 1.41% | 0 | 45.2% |
| RHI Magnesita India Ltd | Small Cap | Industrials (45.36) | 1.4% | 48.51 | -20.65% |
| Tega Industries Ltd | Small Cap | Industrials (44.32) | 1.38% | 56.53 | -5.22% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.77) | 1.32% | 33.09 | -2.32% |
| Prudent Corporate Advisory Services Ltd | Small Cap | Financial Services (36.21) | 1.28% | 56.72 | 38.09% |
| Birla Corp Ltd | Small Cap | Basic Materials (47.67) | 1.24% | 36.34 | -11.73% |
| Gujarat State Petronet Ltd | Small Cap | Utilities (13.07) | 1.23% | 16.61 | 2.98% |
| Medi Assist Healthcare Services Ltd | Small Cap | Healthcare (124.07) | 1.22% | 44.01 | 0.91% |
| R Systems International Ltd | Small Cap | Technology (30.28) | 1.2% | 36.33 | -12.72% |
| Cyient Ltd | Small Cap | Industrials (30.75) | 1.17% | 23.34 | -29.42% |
| Kalpataru Projects International Ltd | Small Cap | Industrials (29.56) | 1.16% | 34.94 | -10.94% |
| Orient Electric Ltd Ordinary Shares | Small Cap | Consumer Cyclical (70.18) | 1.1% | 0 | -17.19% |
| Emami Ltd | Small Cap | Consumer Defensive (58.31) | 1.09% | 32.91 | -21.67% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 1.08% | -10.49 | 85.47% |
| SKF India Ltd | Small Cap | Industrials (45.59) | 1.05% | 43.01 | -3.49% |
| Laurus Labs Ltd | Small Cap | Healthcare (46.65) | 0.92% | 0 | 9.05% |
| PVR INOX Ltd | Small Cap | Communication Services (17.96) | 0.92% | -35.06 | -31.05% |
| Esab India Ltd | Small Cap | Industrials (45.28) | 0.91% | 0 | -13.29% |
| Shivalik Bimetal Controls Ltd | Small Cap | Industrials (16.53) | 0.91% | 42.56 | 30.76% |
| UTI Asset Management Co Ltd | Small Cap | Financial Services (38.1) | 0.91% | 24.41 | 34.21% |
| J.B. Chemicals & Pharmaceuticals Ltd | Small Cap | Healthcare (55.16) | 0.9% | 48.39 | 61.86% |
| Neogen Chemicals Ltd | Small Cap | Basic Materials (58.97) | 0.9% | 86.21 | -3.2% |
| K.P.R. Mill Ltd | Small Cap | Consumer Cyclical (751.55) | 0.88% | 0 | 166.23% |
| Senco Gold Ltd | Consumer Cyclical | 0.86% | - | 0% | |
| Carborundum Universal Ltd | Small Cap | Industrials (54.42) | 0.83% | 62.66 | -42.98% |
| Electronics Mart India Ltd | Small Cap | Consumer Cyclical (54.51) | 0.82% | 0 | -2.51% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (72.97) | 0.76% | 103.83 | 63.8% |
| CreditAccess Grameen Ltd Ordinary Shares | Small Cap | Financial Services (29.77) | 0.73% | 39.01 | 1.82% |
| KEI Industries Ltd | Mid Cap | Industrials (47.62) | 0.72% | 49.57 | -19.79% |
| REC Ltd | Large Cap | Financial Services (12.21) | 0.66% | 6.63 | -38.1% |
| Birlasoft Ltd | Small Cap | Technology (36.96) | 0.6% | 83.08 | 166.81% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.6% | 40.82 | 136.49% |
| JK Cement Ltd | Mid Cap | Basic Materials (47.39) | 0.58% | 57.6 | 47.81% |
| Navin Fluorine International Ltd | Small Cap | Basic Materials (26.29) | 0.58% | 0 | 6.43% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (20.48) | 0.49% | 25.78 | -40.71% |
| NIIT Learning Systems Ltd | Small Cap | Consumer Defensive (31.7) | 0.49% | 20.46 | -24.32% |
| HDFC Bank Ltd | Large Cap | Financial Services (20.57) | 0.47% | 21.47 | 22.22% |
| Deepak Nitrite Ltd | Mid Cap | Basic Materials (59.29) | 0.4% | 38.82 | -27.17% |
| Power Finance Corp Ltd | Large Cap | Financial Services (12.22) | 0% | 6.03 | -12.43% |
| Hindustan Dorr-Oliver Ltd | (51.03) | 0% | 0 | 0% |
Discover More with Premium Access
View Stock Information
Take test again
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.
