+91-9660032889
support@mysiponline.com
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Portfolio Analysis
- Equity
- Consumption Theme
- Very High
-
₹99.01
(-0.49%)
Current NAV 17-12-2024
-
24.74%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Oct-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 95.16%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 71.37 |
| Small Cap | 13.18 |
| Mid Cap | 10.61 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Consumer Durables
Diversified FMCG
Automobiles
Retailing
Telecom - Services
Beverages
Food Products
Healthcare Services
Leisure Services
Finance
Auto Components
Realty
Household Products
Agricultural Food & other Products
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 18-Dec-2024 |
Holdings | PE Ratio 18-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| Bharti Airtel Ltd | Large Cap | Telecom - Services (171.88) | 9.68% | 75.68 | 61.8% |
| ITC Ltd | Large Cap | Diversified FMCG (28.67) | 9.35% | 28.71 | 4.39% |
| Titan Company Ltd | Large Cap | Consumer Durables (86.49) | 6.33% | 93.13 | -5.98% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Durables (86.49) | 6.2% | 124.05 | 137.73% |
| Mahindra & Mahindra Ltd | Large Cap | Automobiles (29.16) | 6.11% | 31.95 | 78.28% |
| Hindustan UniLever Ltd | Large Cap | Diversified FMCG (38.82) | 5.66% | 0 | 0% |
| Maruti Suzuki India Ltd | Large Cap | Automobiles (29.16) | 4.77% | 24.67 | 6.58% |
| Zomato Ltd | Large Cap | Retailing (36.51) | 4.64% | -10.49 | 85.47% |
| United Spirits Ltd | Large Cap | Beverages (30.79) | 4.2% | 0 | 0% |
| Safari Industries (India) Ltd | Small Cap | Consumer Durables (43.3) | 3.46% | 82.41 | 27.27% |
| Apollo Hospitals Enterprise Ltd | Large Cap | Healthcare Services (99.61) | 3.05% | 87.87 | 31.48% |
| Nestle India Ltd | Large Cap | Food Products (55.62) | 2.45% | 0 | -10.08% |
| Bajaj Holdings & Investment Ltd | Large Cap | Finance (10.67) | 2.27% | 0 | 0% |
| Varun Beverages Ltd | Large Cap | Beverages | 2.27% | - | 0% |
| Trent Ltd | Large Cap | Retailing (75.49) | 2.27% | 139.6 | 139.17% |
| S.J.S. Enterprises Ltd | Small Cap | Auto Components (44.22) | 2.15% | 69.29 | 137.29% |
| Info Edge (India) Ltd | Mid Cap | Retailing (86.62) | 2.06% | 245.72 | 70.68% |
| Brigade Enterprises Ltd | Small Cap | Realty (117.08) | 1.98% | 64.65 | 49.1% |
| Britannia Industries Ltd | Large Cap | Food Products (55.62) | 1.89% | 54.12 | -1.81% |
| Electronics Mart India Ltd | Small Cap | Retailing (54.51) | 1.8% | 0 | -2.51% |
| Bajaj Auto Ltd | Large Cap | Automobiles (33.82) | 1.61% | 33.94 | 38.87% |
| Asian Paints Ltd | Large Cap | Consumer Durables | 1.57% | - | 0% |
| Jyothy Laboratories Ltd | Small Cap | Household Products (60.48) | 1.38% | 37.73 | -16.18% |
| Jubilant Foodworks Ltd | Mid Cap | Leisure Services (86.71) | 1.23% | 113.39 | 20.97% |
| Avenue Supermarts Ltd | Large Cap | Retailing (26.29) | 1.19% | 8.72 | 63.23% |
| United Breweries Ltd | Mid Cap | Beverages (75.35) | 1.12% | 132.81 | 16.13% |
| Hatsun Agro Product Ltd | Small Cap | Food Products (54.79) | 1.06% | 0 | -1.05% |
| Eicher Motors Ltd | Large Cap | Automobiles (33.82) | 1.03% | 30.57 | 16.54% |
| TATA Consumer Products Ltd | Large Cap | Agricultural Food & other Products (87.73) | 1.03% | 78.23 | -3.08% |
| Devyani international limited | Small Cap | Leisure Services (86.71) | 0.83% | 630.37 | -7.15% |
| Chalet Hotels Ltd | Small Cap | Leisure Services (86.71) | 0.52% | 293.6 | 50.77% |
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 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.