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Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 95.83%
- Others 4.17%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 86.51 |
| Mid Cap | 7.49 |
| Small Cap | 1.84 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Technology
Industrials
Healthcare
Consumer Defensive
Communication Services
Energy
Basic Materials
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 07-Mar-2025 |
Holdings | PE Ratio 07-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (18.12) | 9.41% | 18.55 | 16.64% |
| ICICI Bank Ltd | Large Cap | Financial Services (18.12) | 8.93% | 17.07 | 11.62% |
| Infosys Ltd | Large Cap | Technology (32.7) | 6.04% | 25.32 | 4.25% |
| Larsen & Toubro Ltd | Large Cap | Industrials (35.71) | 5.97% | 32.75 | -11.73% |
| Reliance Industries Ltd | Large Cap | Energy (15.7) | 5.73% | 24.43 | -15.55% |
| Bharti Airtel Ltd | Large Cap | Communication Services (171.5) | 4.79% | 38.46 | 36.05% |
| Dr Reddy's Laboratories Ltd | Large Cap | Healthcare | 4.17% | - | 0% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (44.3) | 3.48% | 33.76 | 0.2% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 3.3% | 28.68 | 29.81% |
| State Bank of India | Large Cap | Financial Services (9.92) | 3.04% | 8.24 | -7.03% |
| ICICI Lombard General Insurance Co Ltd | Mid Cap | Financial Services (41.35) | 3.04% | 0 | 1.21% |
| Tech Mahindra Ltd | Large Cap | Technology (32.7) | 3.01% | 39.05 | 15.91% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 2.84% | 26.45 | -0.13% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (18.12) | 2.57% | 10.06 | -40.11% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (29.64) | 2.45% | 26.78 | 7.67% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 2.15% | 44.61 | 34.3% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (30.8) | 2.06% | 56.1 | 3.16% |
| Avenue Supermarts Ltd | Large Cap | Consumer Defensive (26.29) | 2.04% | 8.72 | 63.23% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 1.92% | - | 0% |
| NTPC Ltd | Large Cap | Utilities (20.91) | 1.92% | 14.53 | -6.42% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (22.66) | 1.89% | 29.55 | 50.05% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (30.8) | 1.88% | 28.03 | -14.81% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 1.85% | 38.75 | 29.66% |
| HCL Technologies Ltd | Large Cap | Technology (32.7) | 1.49% | 24.81 | -4.67% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (85.37) | 1.24% | 107.25 | 32.72% |
| Info Edge (India) Ltd | Large Cap | Communication Services (68.56) | 1.09% | 157.47 | 33.77% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (18.7) | 1.03% | 0 | -4.86% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 1.02% | -10.49 | 85.47% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 1.02% | 0 | 0% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (72.49) | 1% | 84.56 | -18.6% |
| Craftsman Automation Ltd | Small Cap | Consumer Cyclical (44.43) | 0.99% | 63.13 | 21.79% |
| Tata Consumer Products Ltd | Large Cap | Consumer Defensive (89.77) | 0.99% | 82.89 | -22.67% |
| Kajaria Ceramics Ltd | Small Cap | Industrials (32.96) | 0.84% | 39.35 | -28.96% |
| KEI Industries Ltd | Mid Cap | Industrials (40.59) | 0.63% | 48.28 | -4.97% |
| Hyundai Motor India Ltd | Large Cap | Consumer Cyclical | 0% | - | 0% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (127.8) | 0% | 24.43 | -13.79% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 4.17 |
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 | 4.49% | - | 0% | ||
| Sundaram Liquid Dir Gr | 0% | - | 0% | ||
| Cash And Other Net Current Assets | -0.32% | - | 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 Large 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 Large 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.
