+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Large and Midcap Fund Regular Plan - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High
-
₹78.93
(-0.43%)
Current NAV 25-03-2025
-
10.13%
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 96.53%
- Others 3.47%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 52.13 |
| Mid Cap | 35.95 |
| Small Cap | 8.46 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Industrials
Healthcare
Technology
Energy
Communication Services
Consumer Defensive
Basic Materials
Real Estate
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Mar-2025 |
Holdings | PE Ratio 26-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (19.89) | 5.09% | 19.84 | 26.41% |
| ICICI Bank Ltd | Large Cap | Financial Services (19.89) | 4.31% | 18.78 | 23.21% |
| Reliance Industries Ltd | Large Cap | Energy (16.67) | 3.93% | 24.87 | -11.83% |
| Infosys Ltd | Large Cap | Technology (32.45) | 2.91% | 24 | 7.07% |
| State Bank of India | Large Cap | Financial Services (10.38) | 2.75% | 8.58 | 3.03% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 2.36% | -10.49 | 85.47% |
| Larsen & Toubro Ltd | Large Cap | Industrials (37.97) | 2.29% | 34.86 | -5.85% |
| Bharti Airtel Ltd | Large Cap | Communication Services (182.89) | 2.26% | 40.85 | 42.51% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 2% | 26.45 | -0.13% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (92.09) | 1.82% | 117.83 | 41.94% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 1.8% | 57.92 | -8.63% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 1.78% | 73.31 | 30.06% |
| Tata Consultancy Services Ltd | Large Cap | Technology (32.45) | 1.68% | 26.94 | -6.34% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 1.65% | 167.31 | 197.56% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 1.63% | 132.81 | 16.13% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (46.57) | 1.62% | 36.69 | 9.55% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (85.6) | 1.61% | 104.98 | 90.39% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 1.6% | 44.61 | 34.3% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 1.52% | 28.68 | 29.81% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 1.51% | 0 | 0% |
| Oberoi Realty Ltd | Mid Cap | Real Estate (89.12) | 1.48% | 22.74 | 7.98% |
| Info Edge (India) Ltd | Large Cap | Communication Services (70.72) | 1.48% | 162.48 | 34.29% |
| Persistent Systems Ltd | Mid Cap | Technology | 1.4% | - | 0% |
| NTPC Ltd | Large Cap | Utilities (22.35) | 1.39% | 15.64 | 7.69% |
| Bank of Baroda | Large Cap | Financial Services (10.38) | 1.35% | 5.57 | -15.85% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (92.09) | 1.33% | 63.84 | 42.26% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 1.27% | - | 0% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (16.67) | 1.25% | 12.42 | 11.79% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 1.18% | 23.47 | -0.76% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (97.19) | 1.16% | 63.03 | 56.46% |
| Tube Investments of India Ltd Ordinary Shares | Mid Cap | Industrials (73.1) | 1.13% | 64.61 | -27.19% |
| Apollo Tyres Ltd | Small Cap | Consumer Cyclical (30.44) | 1.12% | 20.64 | -6.8% |
| Polycab India Ltd | Large Cap | Industrials (40.44) | 1.12% | 42.11 | 2.67% |
| Dr Reddy's Laboratories Ltd | Large Cap | Healthcare | 1.08% | - | 0% |
| ITC Ltd | Large Cap | Consumer Defensive (24.68) | 1.07% | 24.94 | -2.35% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (91.51) | 1.06% | 51.17 | 52.85% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (97.19) | 1.05% | 108.49 | 45.01% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 1.05% | - | 0% |
| The Federal Bank Ltd | Mid Cap | Financial Services (18.14) | 1.04% | 10.81 | 15.24% |
| Mahindra & Mahindra Financial Services Ltd | Mid Cap | Financial Services (32.15) | 1.03% | 14.27 | 4.38% |
| PI Industries Ltd | Mid Cap | Basic Materials (34.62) | 1% | 30.65 | -9.51% |
| Affle India Ltd | Small Cap | Communication Services (28.65) | 0.96% | 61.64 | 51.87% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (43.71) | 0.95% | 58.17 | 21.22% |
| Metro Brands Ltd | Mid Cap | Consumer Cyclical (61.98) | 0.95% | 69.97 | -6.91% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 0.94% | 206.18 | 772.74% |
| JK Cement Ltd | Mid Cap | Basic Materials (51.72) | 0.93% | 51.08 | 17.58% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.89% | 40.82 | 136.49% |
| Dr. Lal PathLabs Ltd | Small Cap | Healthcare (97.19) | 0.88% | 48.99 | 7.7% |
| Cummins India Ltd | Large Cap | Industrials (42.16) | 0.88% | 40.48 | 1.18% |
| Max Financial Services Ltd | Mid Cap | Financial Services (18.7) | 0.86% | 140.3 | 9.36% |
| Triveni Turbine Ltd | Small Cap | Industrials (88.6) | 0.86% | 52.85 | 4.78% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (45.98) | 0.85% | 31.8 | 25.28% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (16.67) | 0.85% | 8.63 | -8.89% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0.84% | 28.3 | 41.05% |
| ABB India Ltd | Large Cap | Industrials (74.59) | 0.84% | 0 | -5.76% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (89.12) | 0.82% | 88.53 | 4.28% |
| Bharat Forge Ltd | Mid Cap | Consumer Cyclical (26.29) | 0.8% | 0 | 0% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (74.09) | 0.79% | 86.77 | -12.82% |
| Kirloskar Oil Engines Ltd | Small Cap | Industrials (38.98) | 0.77% | 16.53 | -36.9% |
| REC Ltd | Large Cap | Financial Services (13.65) | 0.76% | 7.17 | -7.66% |
| JSW Infrastructure Ltd | Mid Cap | Industrials | 0.75% | - | 0% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (46.57) | 0.68% | 19.21 | 9.71% |
| Delhivery Ltd | Small Cap | Industrials (35.52) | 0.67% | 905.36 | -44.51% |
| Ola Electric Mobility Ltd | Mid Cap | Consumer Cyclical | 0.65% | - | 0% |
| ACC Ltd | Mid Cap | Basic Materials (51.72) | 0.65% | 14.01 | -20.93% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (74.09) | 0.65% | 72.93 | 24.44% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (36.94) | 0.62% | 52.61 | -29.14% |
| Grasim Industries Ltd | Large Cap | Basic Materials (51.72) | 0.62% | 44.68 | 15.21% |
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (86.76) | 0.61% | 142.15 | -10.67% |
| Torrent Power Ltd | Mid Cap | Utilities (20.39) | 0.54% | 28.05 | 14.02% |
| Kajaria Ceramics Ltd | Small Cap | Industrials (32.9) | 0.53% | 39.82 | -25.78% |
| Coal India Ltd | Large Cap | Energy (17.83) | 0.5% | 7.05 | -9.57% |
| Tata Power Co Ltd | Large Cap | Utilities (21.83) | 0.46% | 31.7 | -3.23% |
| ICICI Prudential Life Insurance Co Ltd | Large Cap | Financial Services (19.7) | 0.4% | 87.26 | -1.93% |
| Bajaj Housing Finance Ltd | Large Cap | Financial Services | 0.26% | - | 0% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (88.19) | 0.23% | 57.17 | 30.54% |
| Trent Ltd | Large Cap | Consumer Cyclical (51.26) | 0.11% | 94.68 | 28.77% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0% | 38.75 | 29.66% |
| DOMS Industries Ltd | Small Cap | Industrials (24.35) | 0% | 90.35 | 98.16% |
Discover More with Premium Access
View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 3.47 |
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 | 2.83% | - | 0% | ||
| Cash And Other Net Current Assets | 0.63% | - | 0% | ||
| Sundaram Liquid Dir Gr | 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 Large and Midcap 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 Large and Midcap 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.
