+91-9660032889
+91-9660032889
support@mysiponline.com
-
₹67.47
(-0%)
Current NAV 31-03-2025
-
8.8%
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 30.83%
- Debt 19.28%
- Others 49.89%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 58.49 |
| Mid Cap | 8.77 |
| Small Cap | 5.19 |
| Others | -41.62 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Technology
Energy
Industrials
Communication Services
Consumer Defensive
Healthcare
Basic Materials
Utilities
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 28-Mar-2025 |
Holdings | PE Ratio 28-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| Reliance Industries Ltd | Large Cap | Energy (16.57) | 8.08% | 24.94 | -14.34% |
| Bharti Airtel Ltd | Large Cap | Communication Services (181.87) | 5.02% | 40.81 | 40.84% |
| Infosys Ltd | Large Cap | Technology (32.3) | 4.59% | 23.59 | 4.78% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 3.52% | 28.68 | 29.81% |
| ICICI Bank Ltd | Large Cap | Financial Services (19.85) | 3.51% | 18.96 | 23.05% |
| HCL Technologies Ltd | Large Cap | Technology (32.3) | 3.09% | 25.29 | 3.09% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 2.93% | 27.31 | 39.29% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (19.85) | 2.53% | 6.98 | -58.25% |
| HDFC Bank Ltd | Large Cap | Financial Services (19.85) | 2.47% | 20.11 | 26.26% |
| Larsen & Toubro Ltd | Large Cap | Industrials (37.95) | 2.34% | 35.23 | -7.5% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 2.1% | 26.45 | -0.13% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 2.04% | 0 | 0% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (29.64) | 2% | 26.78 | 7.67% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 1.52% | 206.18 | 772.74% |
| ITC Ltd | Large Cap | Consumer Defensive (24.68) | 1.35% | 24.94 | -2.35% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (24.4) | 1.33% | 32.47 | 44.25% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (46.1) | 1.19% | 36.32 | 6.9% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (46.1) | 1.18% | 19.28 | 6.37% |
| Bajaj Finance Ltd | Large Cap | Financial Services (31.97) | 1.09% | 34.66 | 23.6% |
| Johnson Controls - Hitachi Air Conditioning India Ltd | Small Cap | Consumer Cyclical (122.66) | 1.08% | 0 | 87.52% |
| Tech Mahindra Ltd | Large Cap | Technology (32.3) | 0.94% | 36.96 | 13.09% |
| State Bank of India | Large Cap | Financial Services (10.42) | 0.86% | 8.68 | 2.52% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.86% | 44.61 | 34.3% |
| PNB Housing Finance Ltd | Small Cap | Financial Services (19.67) | 0.86% | 12.56 | 40.12% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.83% | 38.75 | 29.66% |
| Bank of Baroda | Large Cap | Financial Services (10.42) | 0.81% | 5.78 | -13.55% |
| Delhivery Ltd | Small Cap | Industrials (36.41) | 0.79% | 908.93 | -42.86% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0.77% | 28.3 | 41.05% |
| ICRA Ltd | Small Cap | Financial Services (35.31) | 0.76% | 33.03 | 1.41% |
| The Federal Bank Ltd | Mid Cap | Financial Services (18.14) | 0.72% | 10.81 | 15.24% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (32.51) | 0.69% | 58.21 | 12.45% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 0.68% | 132.81 | 16.13% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.66% | 40.82 | 136.49% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (46.1) | 0.59% | 48.85 | 5.21% |
| Force Motors Ltd | Small Cap | Consumer Cyclical (29.8) | 0.59% | 23.54 | 24.88% |
| Info Edge (India) Ltd | Large Cap | Communication Services (71.19) | 0.58% | 166.18 | 28.22% |
| JSW Steel Ltd | Large Cap | Basic Materials (20.62) | 0.56% | 20.56 | 23.11% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 0.55% | -10.49 | 85.47% |
| NTPC Ltd | Large Cap | Utilities (22.44) | 0.54% | 15.78 | 6.46% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (92.53) | 0.54% | 52.85 | 58.6% |
| Aditya Birla Fashion and Retail Ltd | Mid Cap | Consumer Cyclical (52.46) | 0.53% | -49.4 | 23.8% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (19.86) | 0.47% | 84.53 | 8.3% |
| Dr Reddy's Laboratories Ltd | Large Cap | Healthcare | 0.46% | - | 0% |
| Triveni Turbine Ltd | Small Cap | Industrials (88.3) | 0.43% | 52.67 | 4.67% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (72.12) | 0.4% | 84.03 | -19.47% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (42.82) | 0.39% | 56.34 | 20.34% |
| Dalmia Bharat Ltd | Mid Cap | Basic Materials (52.75) | 0.28% | 60.24 | -6.89% |
| Adani Enterprises Ltd | Large Cap | Energy (74.91) | 0.27% | 65.52 | -36.28% |
| DLF Ltd | Large Cap | Real Estate (89.22) | 0.25% | 42 | -24.35% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 0.24% | 0 | 0% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (138.17) | 0.24% | 25.24 | -11.9% |
| Tata Consultancy Services Ltd | Large Cap | Technology (32.3) | 0.23% | 26.74 | -7.19% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (18.7) | 0.22% | 0 | -4.86% |
| Hero MotoCorp Ltd | Large Cap | Consumer Cyclical (32.49) | 0.21% | 18.05 | -15.41% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 0.17% | - | 0% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.15% | 167.31 | 197.56% |
| Neuland Laboratories Limited | Small Cap | (46.1) | 0.14% | 51.67 | 92.27% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (108.74) | 0.1% | 37.35 | 22.04% |
| Grasim Industries Ltd | Large Cap | Basic Materials (52.75) | 0.05% | 45.03 | 13.64% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0.04% | 0 | 0% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (81.08) | 0.03% | 67.34 | 32.16% |
| Asian Paints Ltd | Large Cap | Basic Materials | 0.03% | - | 0% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (19.1) | 0.01% | 8.81 | 14.75% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (16.57) | 0% | 12.71 | 13.54% |
| TD Power Systems Ltd | Small Cap | Industrials (54.95) | 0% | 40.1 | 100.03% |
| Titan Company Limited February 2025 | -0.01% | - | 0% | ||
| Indus Towers Limited February 2025 | -0.01% | - | 0% | ||
| Future on Voltas Ltd | -0.03% | - | 0% | ||
| Future on Ambuja Cements Ltd | -0.04% | - | 0% | ||
| Future on Grasim Industries Ltd | -0.05% | - | 0% | ||
| Future on Bajaj Finance Ltd | -0.06% | - | 0% | ||
| Future on Bajaj Finserv Ltd | -0.1% | - | 0% | ||
| Future on Lupin Ltd | -0.15% | - | 0% | ||
| Tata Motors Limited February 2025 | -0.19% | - | 0% | ||
| Future on Cholamandalam Investment and Finance Co Ltd | -0.19% | - | 0% | ||
| Future on Sun Pharmaceuticals Industries Ltd | -0.21% | - | 0% | ||
| Future on Hero MotoCorp Ltd | -0.21% | - | 0% | ||
| Future on SBI Life Insurance Co Ltd | -0.22% | - | 0% | ||
| Future on United Spirits Ltd | -0.24% | - | 0% | ||
| Future on DLF Ltd | -0.25% | - | 0% | ||
| Future on Adani Enterprises Ltd | -0.27% | - | 0% | ||
| Future on HDFC Life Insurance Co Ltd | -0.47% | - | 0% | ||
| Future on Aurobindo Pharma Ltd | -0.49% | - | 0% | ||
| Future on Aditya Birla Fashion and Retail Ltd | -0.54% | - | 0% | ||
| Future on NTPC Ltd | -0.54% | - | 0% | ||
| Future on JSW Steel Ltd | -0.56% | - | 0% | ||
| Future on InterGlobe Aviation Ltd | -0.64% | - | 0% | ||
| Future on TVS Motor Co Ltd | -0.69% | - | 0% | ||
| Future on Bank of Baroda | -0.82% | - | 0% | ||
| Future on Hindalco Industries Ltd | -0.84% | - | 0% | ||
| Icici Bank Limited February 2025 | -0.86% | - | 0% | ||
| Future on Hindustan Unilever Ltd | -1.11% | - | 0% | ||
| Future on Maruti Suzuki India Ltd | -1.19% | - | 0% | ||
| Itc Limited February 2025 | -1.34% | - | 0% | ||
| Future on Larsen & Toubro Ltd | -1.45% | - | 0% | ||
| Future on IndusInd Bank Ltd | -1.95% | - | 0% | ||
| Future on Kotak Mahindra Bank Ltd | -2.11% | - | 0% | ||
| Future on Axis Bank Ltd | -2.81% | - | 0% | ||
| Future on Mahindra & Mahindra Ltd | -2.95% | - | 0% | ||
| Future on HCL Technologies Ltd | -3.11% | - | 0% | ||
| Future on Bharti Airtel Ltd | -3.75% | - | 0% | ||
| Infosys Limited February 2025 | -3.94% | - | 0% | ||
| Future on Reliance Industries Ltd | -7.26% | - | 0% |
Discover More with Premium Access
View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 19.28 |
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 |
|---|---|---|---|---|---|
| 7.1% Govt Stock 2034 | 6.24% | - | 0% | ||
| LIC Housing Finance Ltd | 2.3% | - | 0% | ||
| 364 DTB 18122025 | 2.22% | - | 0% | ||
| 7.23% Govt Stock 2039 | 1.46% | - | 0% | ||
| 7.37% Govt Stock 2028 | 1.44% | - | 0% | ||
| Small Industries Development Bank Of India | 1.4% | - | 0% | ||
| Power Finance Corporation Ltd. | 0.95% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.94% | - | 0% | ||
| Rural Electrification Corporation Limited | 0.94% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.94% | - | 0% | ||
| 7.04% Govt Stock 2029 | 0.48% | - | 0% | ||
| India (Republic of) | 0% | - | 0% |
Discover More with Premium Access
View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 49.89 |
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 |
|---|---|---|---|---|---|
| Cash Offset For Derivatives | 41.62% | - | 0% | ||
| Treps | 2.99% | - | 0% | ||
| Canara Bank | 2.2% | - | 0% | ||
| Export-Import Bank Of India | 2.19% | - | 0% | ||
| Margin Money For Derivatives | 0.72% | - | 0% | ||
| Cash And Other Net Current Assets^ | 0.16% | - | 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 Equity Savings Fund (G)?
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 Equity Savings Fund (G)?
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.
