Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Portfolio Analysis

  • ₹1235.09 (-0.42%)

    Current NAV 28-03-2025

  • 12.4%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Jan-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 94.63%
  • Others 5.37%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 65.33
Large Cap 15.27
Small Cap 13.03
Others 1.01

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial Services

Consumer Cyclical

Industrials

Healthcare

Basic Materials

Technology

Real Estate

Consumer Defensive

Communication Services

Utilities

Energy

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
07-Mar-2024
Holdings PE Ratio
07-Mar-2024
1Y Return
Cummins India Ltd Large Cap Industrials (42.5) 3.16% 41.89 0.86%
The Federal Bank Ltd Mid Cap Financial Services (18.14) 3.1% 10.81 15.24%
Coromandel International Ltd Mid Cap Basic Materials (15.82) 2.72% 18.4 18.6%
Kalyan Jewellers India Ltd Mid Cap Consumer Cyclical (72.12) 2.6% 72.16 8.75%
Persistent Systems Ltd Mid Cap Technology 2.51% - 0%
Lupin Ltd Mid Cap Healthcare (132.95) 2.41% 167.31 197.56%
Indian Bank Mid Cap Financial Services (10.42) 2.34% 6.91 4.14%
Oberoi Realty Ltd Mid Cap Real Estate (89.22) 2.16% 23.04 10.95%
Trent Ltd Large Cap Consumer Cyclical (52.46) 2.15% 97.7 34.53%
Fortis Healthcare Ltd Mid Cap Healthcare (95.81) 2.13% 68.55 66.35%
Mahindra & Mahindra Financial Services Ltd Mid Cap Financial Services (31.97) 2.08% 14.1 1.31%
AU Small Finance Bank Ltd Mid Cap Financial Services (17.76) 1.97% 0 95.96%
PB Fintech Ltd Mid Cap Financial Services (76.58) 1.82% 615.37 84.19%
Marico Ltd Mid Cap Consumer Defensive (101.43) 1.81% 23.47 -0.76%
Hindustan Petroleum Corp Ltd Mid Cap Energy (16.57) 1.7% 12.71 13.54%
Jubilant Foodworks Ltd Mid Cap Consumer Cyclical (89.69) 1.67% 118.18 47.88%
JK Cement Ltd Mid Cap Basic Materials (52.75) 1.6% 52.75 20.57%
United Breweries Ltd Mid Cap Consumer Defensive (75.35) 1.59% 132.81 16.13%
Apollo Tyres Ltd Small Cap Consumer Cyclical (30.44) 1.55% 20.64 -6.8%
Indus Towers Ltd Ordinary Shares Large Cap Communication Services (19.1) 1.51% 8.81 14.75%
Alkem Laboratories Ltd Mid Cap Healthcare (38.82) 1.5% 57.92 -8.63%
Bharat Electronics Ltd Large Cap Industrials (46.59) 1.5% 44.07 49.42%
BSE Ltd Mid Cap Financial Services 1.5% - 0%
GE Vernova T&D India Ltd Mid Cap Industrials (26.89) 1.47% 206.18 772.74%
Delhivery Ltd Small Cap Industrials (36.41) 1.43% 908.93 -42.86%
Info Edge (India) Ltd Large Cap Communication Services (71.19) 1.43% 166.18 28.22%
Max Healthcare Institute Ltd Ordinary Shares Mid Cap Healthcare (95.81) 1.42% 106.44 34.54%
Zydus Lifesciences Ltd Large Cap Healthcare (46.1) 1.41% 19.06 -11.89%
Mphasis Ltd Mid Cap Technology (19.56) 1.38% 0 0%
Union Bank of India Mid Cap Financial Services (10.42) 1.32% 5.89 -17.76%
Torrent Power Ltd Mid Cap Utilities (20.39) 1.26% 28.05 14.02%
TVS Holdings Ltd Small Cap Consumer Cyclical (44.22) 1.23% 14.99 -11.43%
ACC Ltd Mid Cap Basic Materials (52.75) 1.22% 14.08 -21.83%
Chalet Hotels Ltd Small Cap Consumer Cyclical (89.69) 1.22% 175.62 -7.96%
Grindwell Norton Ltd Small Cap Industrials (50.19) 1.16% 51.06 -10.23%
Jindal Steel & Power Ltd Mid Cap Basic Materials (23.61) 1.14% 22.78 7.45%
Polycab India Ltd Large Cap Industrials (40.38) 1.14% 41.88 1.08%
Coforge Ltd Mid Cap Technology (32.3) 1.13% 69.93 47.28%
Astral Ltd Mid Cap Industrials (36.94) 1.13% 66.03 -35.04%
Deepak Nitrite Ltd Mid Cap Basic Materials (42.81) 1.09% 36.13 -6.51%
Dr. Lal PathLabs Ltd Small Cap Healthcare (95.81) 1.09% 49.7 9.52%
Bharat Forge Ltd Mid Cap Consumer Cyclical (26.29) 1.06% 0 0%
Supreme Industries Ltd Mid Cap Industrials (35.54) 1.05% 42.48 -19.17%
LIC Housing Finance Ltd Mid Cap Financial Services (17.86) 1.03% 5.46 -21.23%
Power Finance Corp Ltd Large Cap Financial Services (12.6) 1.02% 5.59 -6.02%
Shriram Finance Ltd Financial Services 1.01% - 0%
UNO Minda Ltd Mid Cap Consumer Cyclical (95.28) 1% 73.31 30.06%
TVS Motor Co Ltd Large Cap Consumer Cyclical (32.51) 0.98% 58.21 12.45%
Prestige Estates Projects Ltd Mid Cap Real Estate (89.22) 0.98% 87.39 0.99%
ICICI Prudential Life Insurance Co Ltd Large Cap Financial Services (19.86) 0.97% 83.98 -7.05%
ZF Commercial Vehicle Control Systems India Ltd Small Cap Consumer Cyclical (54.58) 0.95% 56.07 -15.22%
Schaeffler India Ltd Mid Cap Consumer Cyclical (42.82) 0.93% 56.34 20.34%
Tube Investments of India Ltd Ordinary Shares Mid Cap Industrials (72.75) 0.86% 65.5 -26.05%
PI Industries Ltd Mid Cap Basic Materials (34.67) 0.86% 30.67 -11.22%
Computer Age Management Services Ltd Ordinary Shares Small Cap Technology (33.24) 0.85% 39.84 27.09%
APL Apollo Tubes Ltd Mid Cap Basic Materials (27.84) 0.81% 66.45 1.59%
Devyani International Ltd Small Cap Consumer Cyclical (89.69) 0.77% 827.5 -1%
Max Financial Services Ltd Mid Cap Financial Services (19.58) 0.75% 157.05 12.77%
Mankind Pharma Ltd Mid Cap Healthcare (46.1) 0.75% 48.85 5.21%
Bharat Heavy Electricals Ltd Mid Cap Industrials (88.3) 0.72% 144.53 -12.88%
Gujarat State Petronet Ltd Small Cap Utilities (14.6) 0.71% 12 -18.43%
Container Corporation of India Ltd Mid Cap Industrials (35.08) 0.68% 30.54 -32.63%
Amber Enterprises India Ltd Ordinary Shares Small Cap Consumer Cyclical (86.02) 0.65% 109.51 96.8%
Sona BLW Precision Forgings Ltd Mid Cap Consumer Cyclical (35.71) 0.64% 48.9 -34.72%
Ola Electric Mobility Ltd Mid Cap Consumer Cyclical 0.61% - 0%
Navin Fluorine International Ltd Small Cap Basic Materials (26.29) 0.54% 0 6.43%
Tata Elxsi Ltd Mid Cap Technology (9.9) 0.49% 0 0%
Voltas Ltd Mid Cap Consumer Cyclical (81.08) 0.47% 67.41 32.3%
AAVAS Financiers Ltd Small Cap Financial Services (19.67) 0.4% 33.75 59.04%
Indian Hotels Co Ltd Mid Cap Consumer Cyclical (89.69) 0.4% 62.09 33.03%
Bharti Hexacom Ltd Mid Cap Communication Services 0.38% - 0%
Biocon Ltd Mid Cap Healthcare (46.1) 0.31% 50.9 29.12%
Phoenix Mills Ltd Mid Cap Real Estate (89.22) 0.28% 56.07 17.98%
Suzlon Energy Ltd Mid Cap Industrials (88.3) 0.27% 67.38 39.86%
Kajaria Ceramics Ltd Small Cap Industrials (33.02) 0.24% 38.24 -26.45%
Cholamandalam Financial Holdings Ltd Small Cap Financial Services (30.91) 0.22% 14.76 50.88%
Gujarat Gas Ltd Mid Cap Utilities (14.6) 0.13% 22.27 -24.46%
Dixon Technologies (India) Ltd Mid Cap Technology (200.95) 0.09% 100.25 76.18%
Kansai Nerolac Paints Ltd Small Cap Basic Materials (64.33) 0.01% 19.59 2.96%
Sanofi India Ltd Small Cap Healthcare (24.65) 0% 8.73 145.06%
Cholamandalam Investment and Finance Co Ltd Large Cap Financial Services (26.13) 0% 28.3 41.05%
Blue Star Ltd Mid Cap Industrials (122.66) 0% 78.85 68.14%
Hatsun Agro Product Ltd Small Cap Consumer Defensive (48.97) 0% 0 -4.76%

Discover More with Premium Access

View Stock Information

Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 5.37

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 5.2% - 0%
Sundaram Liquid Dir Gr 0.45% - 0%
Cash And Other Net Current Assets -0.29% - 0%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently 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 Mid 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 Mid 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.

Add to Cart Successfully