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Sundaram Consumption Fund Direct-Growth Portfolio Analysis
Portfolio Overview
as on May 31, 2025| Number of stocks | 32 |
| Top 10 Stocks (%) | 56.82999999999999 % |
| Top 5 Stocks (%) | 38.28 % |
| Top 3 Stocks (%) | 25.59 % |
Portfolio Aggregates
as on May 31, 2025Large Cap Stocks (%)
72.75651699999999 %
This fund
Vs
59.25 %
Category
Mid Cap Stocks (%)
9.259575 %
This fund
Vs
17.55 %
Category
Small Cap Stocks (%)
12.953908000000002 %
This fund
Vs
23.2 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on May 31, 2025- %
- #
| Sector | Jul 25 | May 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Mar 24 | Feb 24 | Jan 24 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Consumer Staples | 28.569999999999997 % | 450.49 Cr | 29.799999999999997 % | 461.28 Cr | 29.069999999999997 % | 420.12 Cr | 30.23 % | 479.11 Cr | 30.009999999999998 % | 476.22 Cr | 30.41 % | 475.51 Cr | 30.099999999999998 % | 518.94 Cr | 33.02 % | 538.12 Cr | 33.43 % | 528.93 Cr | 32.870000000000005 % | 491.35 Cr | 33.3 % | 463.85 Cr | 31.690000000000005 % | 432.85 Cr | 32.04 % | 437.2 Cr | 30.89 % | 421.11 Cr | 31.409999999999997 % | 437.67 Cr | 30.010000000000005 % | 404.61 Cr | 30.640000000000004 % | 392.62 Cr | 30.119999999999997 % | 386.68 Cr | 30.779999999999998 % | 393.26 Cr | |
| Services | 17.560000000000002 % | 276.65 Cr | 17.12 % | 264.92 Cr | 17.1 % | 247.04 Cr | 17.39 % | 275.28 Cr | 16.62 % | 263.7 Cr | 14.540000000000001 % | 227.56 Cr | 14.11 % | 243.05 Cr | 12.19 % | 198.64 Cr | 9.65 % | 152.63 Cr | 9.719999999999999 % | 145.38 Cr | 9.75 % | 135.9 Cr | 10.349999999999998 % | 141.49 Cr | 10.4 % | 141.91 Cr | 10.309999999999999 % | 140.61 Cr | 12.0 % | 167.16 Cr | 12.690000000000001 % | 171.05 Cr | 13.610000000000001 % | 174.27 Cr | 13.910000000000002 % | 178.45 Cr | 14.53 % | 185.52 Cr | |
| Automobile | 16.99 % | 267.83 Cr | 17.2 % | 266.23 Cr | 16.47 % | 238.05 Cr | 16.21 % | 256.69 Cr | 16.4 % | 260.01 Cr | 15.67 % | 245.13 Cr | 14.809999999999999 % | 255.21 Cr | 14.33 % | 233.48 Cr | 14.67 % | 232.2 Cr | 14.870000000000001 % | 222.29 Cr | 14.85 % | 206.86 Cr | 13.129999999999999 % | 179.26 Cr | 12.52 % | 170.94 Cr | 12.26 % | 167.2 Cr | 12.149999999999999 % | 169.28 Cr | 12.87 % | 173.61 Cr | 12.709999999999999 % | 162.82 Cr | 12.54 % | 160.92 Cr | 12.27 % | 156.75 Cr | |
| Consumer Discretionary | 11.459999999999999 % | 180.64 Cr | 11.27 % | 174.57 Cr | 11.059999999999999 % | 159.72 Cr | 14.310000000000002 % | 226.68 Cr | 14.030000000000001 % | 222.65 Cr | 15.989999999999998 % | 250.28 Cr | 17.13 % | 295.14 Cr | 18.04 % | 293.86 Cr | 18.409999999999997 % | 291.3 Cr | 18.83 % | 281.38 Cr | 18.03 % | 251.32 Cr | 20.13 % | 274.96 Cr | 21.15 % | 288.57 Cr | 16.73 % | 228.21 Cr | 16.88 % | 235.51 Cr | 16.92 % | 228.12 Cr | 16.62 % | 212.96 Cr | 16.740000000000002 % | 214.65 Cr | 18.13 % | 231.46 Cr | |
| Communication | 9.59 % | 151.13 Cr | 9.47 % | 146.55 Cr | 11.27 % | 162.85 Cr | 9.42 % | 149.17 Cr | 9.64 % | 152.87 Cr | 9.68 % | 151.5 Cr | 9.8 % | 168.9 Cr | 9.63 % | 156.99 Cr | 9.31 % | 147.36 Cr | 9.54 % | 142.66 Cr | 9.74 % | 135.62 Cr | 8.89 % | 121.38 Cr | 8.13 % | 110.98 Cr | 7.74 % | 105.58 Cr | 6.68 % | 93.09 Cr | 6.79 % | 91.51 Cr | 6.44 % | 82.47 Cr | 6.51 % | 83.55 Cr | 6.05 % | 77.24 Cr | |
| Healthcare | 3.76 % | 59.25 Cr | 3.51 % | 54.37 Cr | 3.62 % | 52.28 Cr | 2.89 % | 45.71 Cr | 2.93 % | 46.46 Cr | 3.05 % | 47.78 Cr | 2.84 % | 48.98 Cr | 2.89 % | 47.14 Cr | 2.84 % | 45.01 Cr | 2.82 % | 42.09 Cr | 2.85 % | 39.73 Cr | 3.17 % | 43.25 Cr | 3.04 % | 41.52 Cr | 3.17 % | 43.23 Cr | 2.78 % | 38.81 Cr | 2.79 % | 37.62 Cr | 2.56 % | 32.79 Cr | 1.92 % | 24.66 Cr | 1.81 % | 23.1 Cr | |
| Financial | 3.07 % | 48.44 Cr | 3.01 % | 46.54 Cr | 2.99 % | 43.27 Cr | 2.6 % | 41.24 Cr | 2.29 % | 36.32 Cr | 2.27 % | 35.56 Cr | 2.11 % | 36.41 Cr | 2.6 % | 42.36 Cr | 2.56 % | 40.52 Cr | 2.41 % | 35.95 Cr | 2.41 % | 33.5 Cr | 2.55 % | 34.84 Cr | 2.82 % | 38.54 Cr | 2.58 % | 35.24 Cr | 2.32 % | 32.32 Cr | 2.3 % | 30.98 Cr | 2.28 % | 29.17 Cr | 5.109999999999999 % | 65.58 Cr | 2.91 % | 37.17 Cr | |
| Construction | 2.05 % | 32.27 Cr | 2.21 % | 34.17 Cr | 1.43 % | 20.73 Cr | 1.67 % | 26.38 Cr | 1.66 % | 26.37 Cr | 1.98 % | 30.94 Cr | 2.16 % | 37.2 Cr | 1.94 % | 31.62 Cr | 2.09 % | 33.01 Cr | 2.37 % | 35.39 Cr | 2.42 % | 33.69 Cr | 1.8 % | 24.55 Cr | 1.93 % | 26.27 Cr | 1.97 % | 26.91 Cr | 1.69 % | 23.54 Cr | 1.59 % | 21.42 Cr | 1.26 % | 16.15 Cr | 1.16 % | 14.9 Cr | 1.22 % | 15.56 Cr | |
| Materials | 1.46 % | 23.05 Cr | 1.4 % | 21.74 Cr | 1.56 % | 22.52 Cr | 1.39 % | 21.95 Cr | 1.5 % | 23.86 Cr | 1.57 % | 24.52 Cr | 1.61 % | 27.8 Cr | 1.6 % | 26.11 Cr | 1.63 % | 25.76 Cr | 1.63 % | 24.36 Cr | 1.73 % | 24.06 Cr | 3.8099999999999996 % | 52.01 Cr | 4.08 % | 55.64 Cr | 7.93 % | 108.16 Cr | 8.120000000000001 % | 113.16 Cr | 7.43 % | 100.23 Cr | 6.8100000000000005 % | 87.26 Cr | 6.73 % | 86.35 Cr | 6.63 % | 84.64 Cr |
Complete Current Stock Holdings
as on May 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 9.59 % | 151.13 Cr | 9.42% | 9.8% | 8.89% |
| ITC Ltd. | Consumer Staples | 8.06 % | 127.08 Cr | 9.13% | 8.99% | 9.38% |
| Mahindra & Mahindra Ltd. | Automobile | 7.94 % | 125.15 Cr | 6.65% | 6.29% | 5.74% |
| Hindustan Unilever Ltd. | Consumer Staples | 7.04 % | 110.98 Cr | 5.14% | 6.01% | 6.66% |
| Eternal Ltd. | Services | 5.65 % | 89.04 Cr | 5.27% | 4.76% | -- |
| Titan Company Ltd. | Consumer Discretionary | 4.52 % | 71.19 Cr | 6.23% | 5.67% | 7.11% |
| Maruti Suzuki India Ltd. | Automobile | 4.04 % | 63.68 Cr | 4.61% | 5.07% | 4.55% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 3.76 % | 59.25 Cr | 2.89% | 2.84% | 3.17% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 3.16 % | 49.78 Cr | 4.05% | 8.1% | 7.7% |
| Bajaj Holdings & Investment Ltd. | Financial | 3.07 % | 48.44 Cr | 2.6% | 2.11% | 2.55% |
| Safari Industries (India) Ltd. | Consumer Discretionary | 3.0 % | 47.32 Cr | 4.03% | 3.36% | 3.11% |
| Trent Ltd. | Services | 2.85 % | 44.87 Cr | 3.47% | 1.7% | 0.57% |
| United Spirits Ltd. | Consumer Staples | 2.72 % | 42.89 Cr | 4.65% | 4.18% | 3.99% |
| Britannia Industries Ltd. | Consumer Staples | 2.43 % | 38.27 Cr | 1.94% | 1.9% | 1.85% |
| Nestle India Ltd. | Consumer Staples | 2.41 % | 38.02 Cr | 2.32% | 2.64% | 3.25% |
| Avenue Supermarts Ltd. | Services | 2.18 % | 34.38 Cr | 1.67% | 1.41% | 2.01% |
| Brigade Enterprises Ltd. | Construction | 2.05 % | 32.27 Cr | 1.67% | 2.16% | 1.8% |
| Info Edge (India) Ltd. | Services | 1.92 % | 30.21 Cr | 2.38% | 2.04% | 2.28% |
| Jyothy Labs Ltd. | Consumer Staples | 1.89 % | 29.81 Cr | 1.37% | 0.8% | -- |
| SJS Enterprises Ltd. | Automobile | 1.84 % | 28.99 Cr | 2.02% | 1.61% | 1.12% |
| Hero Motocorp Ltd. | Automobile | 1.58 % | 24.87 Cr | -- | -- | -- |
| Jubilant FoodWorks Ltd. | Services | 1.48 % | 23.32 Cr | 1.51% | 1.11% | -- |
| Tata Consumer Products Ltd. | Consumer Staples | 1.47 % | 23.17 Cr | 1.1% | 0.7% | -- |
| Asian Paints Ltd. | Materials | 1.46 % | 23.05 Cr | 1.39% | 1.61% | 2.53% |
| Varun Beverages Ltd. | Consumer Staples | 1.38 % | 21.77 Cr | 2.4% | 2.09% | 2.44% |
| Devyani International Ltd. | Services | 1.3 % | 20.48 Cr | 0.88% | 0.87% | 1.4% |
| Bajaj Auto Ltd. | Automobile | 1.3 % | 20.55 Cr | 1.43% | 1.84% | 1.72% |
| Electronics Mart India Ltd. | Services | 1.18 % | 18.6 Cr | 1.63% | 1.74% | 1.71% |
| United Breweries Ltd. | Consumer Staples | 1.17 % | 18.46 Cr | 1.22% | 1.04% | 1.05% |
| Go Fashion (India) Ltd. | Services | 1.0 % | 15.72 Cr | -- | -- | -- |
| Whirlpool Of India Ltd. | Consumer Discretionary | 0.78 % | 12.34 Cr | -- | -- | -- |
| TVS Motor Company Ltd. | Automobile | 0.29 % | 4.57 Cr | -- | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 151.13 Cr | -- | 151.13 Cr |
| ITC Ltd. | Consumer Staples | 127.08 Cr | -- | 127.08 Cr |
| Mahindra & Mahindra Ltd. | Automobile | 125.15 Cr | -- | 125.15 Cr |
| Hindustan Unilever Ltd. | Consumer Staples | 110.98 Cr | -- | 110.98 Cr |
| Eternal Ltd. | Services | 89.04 Cr | -- | 89.04 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Electronics Mart India Ltd. | Services | 18.6 Cr | -- | 18.6 Cr |
| United Breweries Ltd. | Consumer Staples | 18.46 Cr | -- | 18.46 Cr |
| Go Fashion (India) Ltd. | Services | 15.72 Cr | -- | 15.72 Cr |
| Whirlpool Of India Ltd. | Consumer Discretionary | 12.34 Cr | -- | 12.34 Cr |
| TVS Motor Company Ltd. | Automobile | 4.57 Cr | -- | 4.57 Cr |