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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Portfolio Analysis
- Equity
- Consumption Theme
- Very High
-
₹94.41
(-0.4%)
Current NAV 14-11-2024
-
24.24%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-May-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 95.88%
- Others 4.11%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 63.8 |
| Small Cap | 16.51 |
| Mid Cap | 12.71 |
| Others | 2.86 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Consumer Staples
Consumer Discretionary
Automobile
Services
Communication
Healthcare
Construction
Financial
Materials
Metals & Mining
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 14-Nov-2024 |
Holdings | PE Ratio 14-Nov-2024 |
1Y Return |
|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Large Cap | Communication (164.97) | 9.74% | 73.4 | 66.25% |
| ITC Ltd. | Large Cap | Consumer Staples (28.76) | 9.16% | 28.44 | 7.11% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (27.89) | 7.34% | 29.54 | 82.99% |
| Kalyan Jewellers India Ltd. | Mid Cap | Consumer Discretionary (79.5) | 6.84% | 108.01 | 96.16% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 6.82% | 0 | 0% |
| Titan Company Ltd. | Large Cap | Consumer Discretionary (79.5) | 5.94% | 87.34 | -2.28% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (27.89) | 4.39% | 24.68 | 5.88% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 4% | 0 | 0% |
| Emami Ltd. | Small Cap | Consumer Staples (62.81) | 3.89% | 36.38 | 26.26% |
| Safari Industries (India) Ltd. | Small Cap | Consumer Discretionary (36.79) | 3.48% | 71.07 | 10.45% |
| Nestle India Ltd. | Consumer Staples (56.91) | 2.86% | 0 | -9.15% | |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (90.79) | 2.85% | 83.53 | 31.58% |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (111.19) | 2.44% | 84.34 | 71.15% |
| Brigade Enterprises Ltd. | Small Cap | Construction (97.58) | 2.42% | 53.6 | 55.13% |
| Bajaj Holdings & Investment Ltd. | Large Cap | Financial (10.67) | 2.41% | 0 | 0% |
| Info Edge (India) Ltd. | Mid Cap | Services (76.51) | 2.26% | 215.96 | 72.85% |
| Britannia Industries Ltd. | Large Cap | Consumer Staples (56.91) | 1.92% | 55.42 | 4.45% |
| Electronics Mart India Ltd. | Small Cap | Services (54.51) | 1.76% | 0 | -2.51% |
| Asian Paints Ltd. | Large Cap | Materials | 1.73% | - | 0% |
| Bajaj Auto Ltd. | Large Cap | Automobile (34.45) | 1.67% | 36.03 | 75.39% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 1.66% | 8.72 | 63.23% |
| SJS Enterprises Ltd. | Small Cap | Automobile (44.22) | 1.45% | 69.29 | 137.29% |
| Devyani International Ltd. | Mid Cap | Services (73.52) | 1.4% | 607.59 | -10.21% |
| Trent Ltd. | Large Cap | Services (71.82) | 1.16% | 126.78 | 152.14% |
| Bata India Ltd. | Small Cap | Consumer Discretionary (73.95) | 1.13% | 48.37 | -16.71% |
| United Breweries Ltd. | Mid Cap | Consumer Staples (75.35) | 1.11% | 132.81 | 16.13% |
| Hatsun Agro Product Ltd. | Mid Cap | Consumer Staples (53.15) | 1.1% | 0 | -3.03% |
| Westlife Foodworld Ltd. | Small Cap | Services (73.52) | 0.91% | 507.23 | -14.5% |
| Eureka Forbes Ltd. | Small Cap | Metals & Mining (93.31) | 0.8% | 92.37 | 13.86% |
| Butterfly Gandhimathi Appliances Ltd. | Small Cap | Consumer Discretionary (93.31) | 0.64% | 0 | -25.05% |
| Zomato Ltd. | Large Cap | Services (36.51) | 0.57% | -10.49 | 85.47% |
| Chalet Hotels Ltd. | Small Cap | Services (73.52) | 0.03% | 248.83 | 44.8% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 4.11 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
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 |
|---|---|---|---|---|---|
| Others | Others | 4.37% | - | 0% | |
| Others | Others | -0.26% | - | 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.