+91-9660032889
+91-9660032889
support@mysiponline.com
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 96.22%
- Others 3.78%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 89.41 |
| Mid Cap | 6.81 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Consumer Cyclical
Basic Materials
Healthcare
Technology
Communication Services
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 11-Mar-2025 |
Holdings | PE Ratio 11-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| Safari Industries (India) Ltd | Small Cap | Consumer Cyclical (39.73) | 5.43% | 66.18 | 8.53% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (79.61) | 4.98% | 46.82 | 33.29% |
| Aster DM Healthcare Ltd Ordinary Shares | Small Cap | Healthcare (88.87) | 4.86% | 4.12 | 0.78% |
| Affle India Ltd | Small Cap | Communication Services (27.3) | 4.48% | 54.66 | 30.09% |
| Greenpanel Industries Ltd Ordinary Shares | Small Cap | Basic Materials (26.56) | 4.48% | 21.56 | -29.87% |
| KSB Ltd | Small Cap | Industrials | 4.46% | - | 0% |
| Sapphire Foods India Ltd | Small Cap | Consumer Cyclical | 4.3% | - | 0% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (30.55) | 3.89% | 13.77 | -23.74% |
| Navin Fluorine International Ltd | Small Cap | Basic Materials (26.29) | 3.88% | 0 | 6.43% |
| KEI Industries Ltd | Mid Cap | Industrials (39.49) | 3.76% | 45.56 | -9.3% |
| Equitas Small Finance Bank Ltd Ordinary Shares | Small Cap | Financial Services (18.11) | 3.35% | 0 | -39.95% |
| CSB Bank Ltd Ordinary Shares | Small Cap | Financial Services (18.04) | 3.2% | 0 | -18.3% |
| Rategain Travel Technologies Ltd | Small Cap | Technology (32.46) | 3.18% | 27.91 | -38.7% |
| JK Cement Ltd | Mid Cap | Basic Materials (48) | 3.05% | 46.6 | 2.9% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Small Cap | Financial Services (18.04) | 2.98% | 0 | -30.81% |
| Birlasoft Ltd | Small Cap | Technology (36.96) | 2.84% | 83.08 | 166.81% |
| Procter & Gamble Health Ltd | Small Cap | Healthcare (44.33) | 2.74% | 0 | 3.09% |
| SIS Ltd Ordinary Shares | Small Cap | Industrials (41.29) | 2.51% | 19.44 | -33.69% |
| Brigade Enterprises Ltd | Small Cap | Real Estate (82.83) | 2.46% | 36.39 | 9.79% |
| Ador Welding Ltd | Small Cap | Industrials (53.1) | 2.42% | 513.54 | -23.33% |
| PVR INOX Ltd | Small Cap | Communication Services (26.82) | 2.27% | -32.28 | -32.32% |
| Kalpataru Projects International Ltd | Small Cap | Industrials (25.69) | 2.2% | 28.25 | -21.43% |
| Esab India Ltd | Small Cap | Industrials (36.95) | 2.11% | 0 | -11.26% |
| Westlife Foodworld Ltd | Small Cap | Consumer Cyclical (84.51) | 1.92% | 948.97 | -7.29% |
| RHI Magnesita India Ltd | Small Cap | Industrials (34.44) | 1.86% | -89.7 | -26.78% |
| TVS Holdings Ltd | Small Cap | Consumer Cyclical (44.22) | 1.84% | 14.99 | -11.43% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (30.91) | 1.73% | 14.76 | 50.88% |
| Can Fin Homes Ltd | Small Cap | Financial Services (18.31) | 1.7% | 0 | -20.67% |
| Laurus Labs Ltd | Small Cap | Healthcare (46.65) | 1.66% | 0 | 9.05% |
| R Systems International Ltd | Small Cap | Technology (32.24) | 1.51% | 31.99 | -21.84% |
| Shivalik Bimetal Controls Ltd | Small Cap | Industrials (16.53) | 1.48% | 42.56 | 30.76% |
| Century Plyboards (India) Ltd | Small Cap | Basic Materials (26.24) | 1.21% | 75.66 | 10.29% |
| Butterfly Gandhimathi Appliances Ltd | Small Cap | Consumer Cyclical (82.18) | 0.94% | 0 | -34.42% |
| MM Forgings Ltd | Small Cap | Industrials (35.08) | 0.56% | 13.75 | -20.02% |
Discover More with Premium Access
View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 3.78 |
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 | 3.84% | - | 0% | ||
| Cash And Other Net Current Assets | -0.06% | - | 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 Long Term Micro Cap Tax Advantage Fund Series VI 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 Long Term Micro Cap Tax Advantage Fund Series VI 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.
