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SUNDARAM BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis
- Equity
- Other Themes
- Very High
-
₹9.69
(0.16%)
Current NAV 11-03-2025
-
0%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 82.3%
- Others 17.7%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 39.12 |
| Small Cap | 31.6 |
| Mid Cap | 10.32 |
| Others | 1.27 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Consumer Cyclical
Industrials
Financial Services
Communication Services
Basic Materials
Healthcare
Energy
Consumer Defensive
Technology
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 13-Mar-2024 |
Holdings | PE Ratio 13-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| Bharti Airtel Ltd | Large Cap | Communication Services (171.68) | 5.19% | 39.13 | 38.66% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 4.93% | 26.45 | -0.13% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 4.09% | -10.49 | 85.47% |
| Larsen & Toubro Ltd | Large Cap | Industrials (35.76) | 4.09% | 32.08 | -13.54% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (82.18) | 3.98% | 98.2 | 78.09% |
| Reliance Industries Ltd | Large Cap | Energy (16.07) | 3.9% | 24.19 | -16.37% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (84.51) | 2.93% | 109.8 | 36.54% |
| Sapphire Foods India Ltd | Small Cap | Consumer Cyclical | 2.87% | - | 0% |
| Amara Raja Energy & Mobility Ltd | Small Cap | Industrials (26.95) | 2.53% | 18.05 | 12.98% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (18.48) | 2.36% | 78.35 | 2.53% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 2.36% | 0 | 0% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 2.25% | 615.37 | 84.19% |
| Affle India Ltd | Small Cap | Communication Services (27.3) | 2.14% | 54.66 | 30.09% |
| Narayana Hrudayalaya Ltd | Small Cap | Healthcare (88.87) | 2.08% | 41.33 | 24.09% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (30.25) | 2.01% | 27.8 | -13.47% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 1.89% | 38.75 | 29.66% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 1.88% | 40.82 | 136.49% |
| Cyient Ltd | Small Cap | Industrials (33.45) | 1.85% | 22.79 | -36.46% |
| SKF India Ltd | Small Cap | Industrials (45.59) | 1.79% | 43.01 | -3.49% |
| Rategain Travel Technologies Ltd | Small Cap | Technology (32.46) | 1.76% | 27.91 | -38.7% |
| Delhivery Ltd | Small Cap | Industrials (33.83) | 1.75% | 892.86 | -45.34% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 1.74% | 132.81 | 16.13% |
| Tata Power Co Ltd | Large Cap | Utilities (20.73) | 1.63% | 29.54 | -14.41% |
| Bharat Electronics Ltd | Large Cap | Industrials (40.32) | 1.6% | 40.65 | 30.72% |
| Kirloskar Pneumatic Co Ltd | Small Cap | Industrials (43.39) | 1.51% | 0 | 55.2% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 1.33% | 0 | 0% |
| Craftsman Automation Ltd | Small Cap | Consumer Cyclical (44.15) | 1.31% | 60.24 | 19.17% |
| Fsn E-Commerce Ventures Ltd February 2025 | 1.27% | - | 0% | ||
| Deepak Nitrite Ltd | Mid Cap | Basic Materials (42.1) | 1.19% | 35.8 | -9.25% |
| Dr. Lal PathLabs Ltd | Small Cap | Healthcare (88.87) | 1.14% | 52.77 | 22.7% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (69.76) | 1.14% | 83.71 | -18.61% |
| Vishal Mega Mart Ltd | Mid Cap | Consumer Cyclical | 1.11% | - | 0% |
| Ola Electric Mobility Ltd | Mid Cap | Consumer Cyclical | 1.1% | - | 0% |
| Metropolis Healthcare Ltd | Small Cap | Healthcare (64.18) | 0.98% | -1.11 | 36.82% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (30.55) | 0.97% | 36.32 | 12.15% |
| Praj Industries Ltd | Small Cap | Industrials (83.86) | 0.86% | 42.79 | 1.51% |
| Electronics Mart India Ltd | Small Cap | Consumer Cyclical (54.51) | 0.85% | 0 | -2.51% |
| SJS Enterprises Ltd | Small Cap | Consumer Cyclical (44.22) | 0.82% | 69.29 | 137.29% |
| Graphite India Ltd | Small Cap | Industrials (13.94) | 0.77% | 19.44 | -32.07% |
| Bosch Ltd | Large Cap | Consumer Cyclical (29.08) | 0.72% | 38.82 | -9.62% |
| Cello World Ltd | Small Cap | Consumer Cyclical (80.75) | 0.7% | 36.45 | -36.04% |
| Greaves Cotton Ltd | Small Cap | Industrials (57.94) | 0.53% | 12.09 | 11.76% |
| Prudent Corporate Advisory Services Ltd | Small Cap | Financial Services (30.91) | 0.41% | 38.44 | 25.04% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (166.69) | 0% | 920.56 | 3.11% |
| Suzlon Energy Ltd | Mid Cap | Industrials (83.86) | 0% | 63.14 | 31.12% |
| Premier Energies Ltd | Mid Cap | Technology | 0% | - | 0% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 0% | - | 0% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (79.61) | 0% | 46.82 | 33.29% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 17.7 |
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 | 18.18% | - | 0% | ||
| Margin Money For Derivatives | 1.14% | - | 0% | ||
| Sundaram Liquid Dir Gr | 0% | - | 0% | ||
| Cash And Other Net Current Assets | -1.62% | - | 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 BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT?
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 BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT?
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.
