₹456.15 0.3061%
03-05-202435.96%
Min. SIP ₹500
Min. Investment ₹500
| Allocation | |
|---|---|
| Large Cap | 70.04 |
| Small Cap | 13.52 |
| Mid Cap | 9.96 |
| Others | 2.32 |
Financial
Technology
Services
Healthcare
Automobile
Energy
Consumer Staples
Capital Goods
Consumer Discretionary
Materials
Construction
Chemicals
Communication
Metals & Mining
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd. | Large Cap | Financial (18.55) | 6.96% | 17.99 | -10.4% |
| Reliance Industries Ltd. | Large Cap | Energy (27.3) | 6.55% | 27.89 | 18.6% |
| ICICI Bank Ltd. | Large Cap | Financial (18.55) | 5.69% | 17.67 | 23.5% |
| Infosys Ltd. | Large Cap | Technology (31.4) | 4.29% | 22.42 | 11.61% |
| Force Motors Ltd. | Small Cap | Automobile (93.8) | 3.09% | 32.19 | 606.72% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.95) | 3.01% | 40.54 | 56.21% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 2.74% | 28.68 | 29.81% |
| State Bank of India | Large Cap | Financial (16.77) | 2.72% | 11.43 | 45.74% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 2.24% | 40.82 | 136.49% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.4) | 2.06% | 30.25 | 20.68% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 1.99% | 8.72 | 63.23% |
| Bank Of Baroda | Large Cap | Financial (16.77) | 1.97% | 7.51 | 49.27% |
| Larsen & Toubro Ltd. | Large Cap | Construction (47.8) | 1.96% | 38.9 | 48.56% |
| Tech Mahindra Ltd. | Large Cap | Technology (31.4) | 1.82% | 51.69 | 20.07% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 1.78% | 44.61 | 34.3% |
| Bajaj Finance Ltd. | Large Cap | Financial (29.59) | 1.7% | 29.68 | 12.15% |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication (98.44) | 1.67% | 9.63 | 68% | |
| Interglobe Aviation Ltd. | Large Cap | Services (113.69) | 1.63% | 21.61 | 86.24% |
| ICRA Ltd. | Small Cap | Services (42.94) | 1.59% | 35.08 | 6.32% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 1.44% | 0 | 0% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (34.15) | 1.39% | 29.25 | 42.21% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (143.51) | 1.29% | 246.93 | 193.35% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 1.27% | 28.3 | 41.05% |
| United Breweries Ltd. | Mid Cap | Consumer Staples (75.35) | 1.26% | 132.81 | 16.13% |
| Cipla Ltd. | Large Cap | Healthcare (56.95) | 1.24% | 31.05 | 54.66% |
| Jubilant FoodWorks Ltd. | Mid Cap | Services (63.38) | 1.2% | 137.95 | 0.58% |
| Coforge Ltd. | Mid Cap | Technology (31.4) | 1.2% | 39.31 | 9.57% |
| Titan Company Ltd. | Large Cap | Consumer Discretionary (88.6) | 1.19% | 90.56 | 32.61% |
| Blue Star Ltd. | Small Cap | Consumer Discretionary (77.16) | 1.16% | 58.43 | 102.28% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 1.15% | 26.45 | -0.13% |
| ABB India Ltd. | Large Cap | Capital Goods (112.69) | 1.03% | 0 | 93.96% |
| Pidilite Industries Ltd. | Large Cap | Chemicals (60.15) | 0.99% | 87.45 | 19.61% |
| Info Edge (India) Ltd. | Mid Cap | Services (89.87) | 0.95% | 321.2 | 58.53% |
| Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (56.95) | 0.95% | 20.21 | 27.9% |
| The Federal Bank Ltd. | Mid Cap | Financial (18.55) | 0.94% | 10.47 | 20.6% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (56.95) | 0.93% | 53.24 | 0% |
| Max Financial Services Ltd. | Mid Cap | Financial (25.06) | 0.93% | 80.26 | 56.59% |
| Canara Bank | Large Cap | Financial (16.77) | 0.9% | 7.71 | 95.84% |
| Tata Consumer Products Ltd. | Large Cap | Consumer Staples (99.32) | 0.9% | 90.8 | 40.33% |
| BEML Ltd. | Small Cap | Capital Goods (79.1) | 0.89% | 72.93 | 165.94% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 0.87% | 33.85 | 6.16% |
| Asian Paints Ltd. | Large Cap | Materials | 0.81% | 0% | |
| Tata Steel Ltd. | Large Cap | Metals & Mining (22.9) | 0.8% | -62.11 | 51.59% |
| Ipca Laboratories Ltd. | Mid Cap | Healthcare (56.95) | 0.78% | 59.92 | 88.3% |
| Kirloskar Oil Engines Ltd. | Small Cap | Capital Goods (68.2) | 0.75% | 39.79 | 171.33% |
| Bata India Ltd. | Small Cap | Consumer Discretionary (75.51) | 0.75% | 65.04 | -11.08% |
| Indusind Bank Ltd. | Large Cap | Financial (18.55) | 0.72% | 12.86 | 29.48% |
| Can Fin Homes Ltd. | Small Cap | Financial (9.23) | 0.7% | 0 | 20.84% |
| JIO Financial Services Ltd. | Large Cap | Financial (18.01) | 0.7% | 148.66 | 0% |
| Nestle India Ltd. | Consumer Staples (58.57) | 0.64% | 0 | 12.44% | |
| Sterling and Wilson Renewable Energy Ltd. | Small Cap | Capital Goods (64.05) | 0.62% | -74.87 | 129.49% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (56.95) | 0.59% | 24.38 | 87.03% |
| Clean Science And Technology Ltd. | Small Cap | Chemicals (60.15) | 0.58% | 54.54 | -11.11% |
| Union Bank of India | Large Cap | Financial (16.77) | 0.57% | 8.77 | 101.41% |
| Britannia Industries Ltd. | Large Cap | Consumer Staples (58.57) | 0.57% | 52.71 | 4.35% |
| Cummins India Ltd. | Mid Cap | Capital Goods (68.2) | 0.56% | 61.63 | 115.16% |
| ITC Ltd. | Large Cap | Consumer Staples (29.1) | 0.53% | 26.55 | 2.12% |
| Adani Ports and Special Economic Zone Ltd. | Large Cap | Services (156.41) | 0.51% | 39.4 | 96.85% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 0.5% | 0 | 0% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 0.5% | 57.92 | -8.63% |
| Zomato Ltd. | Large Cap | Services (36.51) | 0.5% | -10.49 | 85.47% |
| CE Info Systems Ltd. | Small Cap | Technology (45.72) | 0.49% | 18.8 | 37.71% |
| Polycab India Ltd. | Large Cap | Capital Goods (63.35) | 0.47% | 52.59 | 76.86% |
| Zydus Wellness Ltd. | Small Cap | Consumer Staples (67.94) | 0.45% | 183.97 | 7.22% |
| Oberoi Realty Ltd. | Mid Cap | Construction (108) | 0.42% | 33.25 | 60.43% |
| Suven Pharmaceuticals Ltd. | Small Cap | Healthcare (56.95) | 0.39% | 46.2 | 43.16% |
| Dalmia Bharat Ltd. | Mid Cap | Materials (48.73) | 0.35% | 40.8 | -10.15% |
| Sapphire Foods India Ltd. | Small Cap | Services (63.38) | 0.32% | 48.01 | 7.19% |
| Schaeffler India Ltd. | Mid Cap | Capital Goods (56.34) | 0.28% | 0 | 35.47% |
| Navin Fluorine International Ltd. | Small Cap | Chemicals (26.29) | 0.17% | 0 | 6.43% |
| Subros Ltd. | Small Cap | Automobile (39.96) | 0.16% | 47.69 | 106.27% |
| BEML Land Assets Ltd. | Small Cap | Services | 0.12% | 0% | |
| Chennai Super Kings Ltd. | Services | 0.01% | 0% |
| Allocation | |
|---|---|
| Others | 3.2 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 3.26% | 0% | ||
| Others | Others | -0.06% | 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 ELSS Tax Saver Fund Regular Growth?
The top holdings of this fund are HDFC Bank Ltd., Reliance Industries Ltd., ICICI Bank Ltd., Infosys Ltd., Force Motors Ltd.
Top 5 Sector for Sundaram ELSS Tax Saver Fund Regular Growth?
The major sectors of this fund are Financial, Technology, Services, Healthcare, Automobile.
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.
