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Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Portfolio Analysis
- Equity
- Consumption
- Very High
-
₹26.17
(-0.32%)
Current NAV 12-03-2025
-
0.14%
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 96.43%
- Others 3.57%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 74.62 |
| Small Cap | 13.35 |
| Mid Cap | 8.47 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Consumer Cyclical
Consumer Defensive
Communication Services
Healthcare
Financial Services
Real Estate
Basic Materials
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 12-Mar-2025 |
Holdings | PE Ratio 12-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| Bharti Airtel Ltd | Large Cap | Communication Services (173.14) | 10.06% | 38.51 | 39.72% |
| ITC Ltd | Large Cap | Consumer Defensive (24.68) | 8.82% | 24.94 | -2.35% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (70.38) | 6.97% | 82.85 | -19.44% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 6.9% | 27.31 | 39.29% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 5.69% | 0 | 0% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (29.64) | 5.46% | 26.78 | 7.67% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 4.35% | -10.49 | 85.47% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 4.25% | 0 | 0% |
| Safari Industries (India) Ltd | Small Cap | Consumer Cyclical (38.6) | 3.9% | 65.23 | 15.57% |
| Trent Ltd | Large Cap | Consumer Cyclical (49.27) | 3.27% | 92.38 | 25.27% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (89.19) | 2.81% | 66.82 | 1.35% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (70.38) | 2.77% | 66.05 | 11.62% |
| Bajaj Holdings and Investment Ltd | Large Cap | Financial Services (10.67) | 2.64% | 0 | 0% |
| Nestle India Ltd | Large Cap | Consumer Defensive (54.17) | 2.58% | 52.88 | -15.17% |
| Britannia Industries Ltd | Large Cap | Consumer Defensive (54.17) | 2.24% | 53.38 | -1.81% |
| Info Edge (India) Ltd | Large Cap | Communication Services (64.85) | 2.21% | 147.98 | 24.81% |
| Jyothy Labs Ltd | Small Cap | Consumer Defensive (55.62) | 2.07% | 32.84 | -16.74% |
| Avenue Supermarts Ltd | Large Cap | Consumer Defensive (26.29) | 1.94% | 8.72 | 63.23% |
| SJS Enterprises Ltd | Small Cap | Consumer Cyclical (44.22) | 1.8% | 69.29 | 137.29% |
| Eicher Motors Ltd | Large Cap | Consumer Cyclical (30.56) | 1.68% | 30.98 | 34.37% |
| Brigade Enterprises Ltd | Small Cap | Real Estate (84.13) | 1.64% | 35.93 | 10.61% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (84.93) | 1.54% | 105.88 | 37.84% |
| Electronics Mart India Ltd | Small Cap | Consumer Cyclical (54.51) | 1.52% | 0 | -2.51% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (30.56) | 1.5% | 27.79 | -10.54% |
| Asian Paints Ltd | Large Cap | Basic Materials | 1.46% | - | 0% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 1.34% | 132.81 | 16.13% |
| Tata Consumer Products Ltd | Large Cap | Consumer Defensive (89.83) | 1.29% | 81.53 | -21.02% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 1.04% | - | 0% |
| Devyani International Ltd | Small Cap | Consumer Cyclical (84.93) | 1% | 837.22 | 2.31% |
| Hatsun Agro Product Ltd | Small Cap | Consumer Defensive (45.4) | 0.94% | 0 | -18.9% |
| Chalet Hotels Ltd | Small Cap | Consumer Cyclical (84.93) | 0.48% | 164.64 | 5.2% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (30.56) | 0.26% | 54.06 | 4.78% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 3.57 |
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 | 3.93% | - | 0% | ||
| Cash And Other Net Current Assets | -0.36% | - | 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 Consumption Fund (Formerly Known as Sundaram Rural and Consumption 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 Consumption Fund (Formerly Known as Sundaram Rural and Consumption 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.
