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Sundaram Multi Cap Fund Direct-Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 62 |
| Top 10 Stocks (%) | 33.300000000000004 % |
| Top 5 Stocks (%) | 20.830000000000002 % |
| Top 3 Stocks (%) | 14.15 % |
Portfolio Aggregates
Large Cap Stocks (%) 43.31
46.26 %
This fund
Vs
43.31 %
Category
Mid Cap Stocks (%)
26.83%
This fund
Vs
28.55%
Category
Small Cap Stocks (%)
26.91%
This fund
Vs
28.14%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | Jul 23 | Jun 23 | May 23 | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 19.900000000000002 % | 520.46 Crs | 19.060000000000002 % | 528.38 Crs | 21.290000000000003 % | 587.43 Crs | 21.11 % | 582.24 Crs | 19.060000000000002 % | 555.29 Crs | 19.830000000000002 % | 565.91 Crs | 20.33 % | 575.73 Crs | 20.930000000000003 % | 570.32 Crs | 20.610000000000003 % | 529.05 Crs | 24.03 % | 600.08 Crs | 24.07 % | 571.31 Crs | 25.810000000000002 % | 617.8 Crs | 28.909999999999997 % | 693.4 Crs | 27.1 % | 635.17 Crs | 26.62 % | 586.27 Crs | 25.570000000000004 % | 521.71 Crs | 26.540000000000003 % | 557.48 Crs | 24.71 % | 518.44 Crs | 27.660000000000004 % | 571.94 Crs | 26.32 % | 522.83 Crs | 25.5 % | 486.12 Crs | |
| Capital Goods | 10.09 % | 264.05 Crs | 7.52 % | 208.37 Crs | 7.659999999999999 % | 211.61 Crs | 8.38 % | 230.99 Crs | 7.859999999999999 % | 228.84 Crs | 9.0 % | 256.98 Crs | 9.25 % | 261.83 Crs | 9.82 % | 267.59 Crs | 11.77 % | 302.15 Crs | 10.42 % | 260.26 Crs | 8.69 % | 206.25 Crs | 8.440000000000001 % | 201.88 Crs | 8.53 % | 204.57 Crs | 8.72 % | 204.5 Crs | 8.91 % | 196.25 Crs | 8.87 % | 181.03 Crs | 10.129999999999999 % | 212.6 Crs | 10.35 % | 217.48 Crs | 9.93 % | 205.45 Crs | 9.48 % | 188.33 Crs | 9.200000000000001 % | 175.47 Crs | |
| Technology | 8.299999999999999 % | 216.73 Crs | 9.969999999999999 % | 275.97 Crs | 8.670000000000002 % | 239.04 Crs | 8.309999999999999 % | 229.39 Crs | 8.120000000000001 % | 236.71 Crs | 8.58 % | 244.73 Crs | 8.66 % | 245.04 Crs | 7.83 % | 213.37 Crs | 7.209999999999999 % | 185.08 Crs | 7.66 % | 191.52 Crs | 6.92 % | 164.28 Crs | 6.73 % | 160.87 Crs | 6.630000000000001 % | 159.17 Crs | 6.73 % | 157.74 Crs | 6.64 % | 146.12 Crs | 6.08 % | 123.85 Crs | 5.749999999999999 % | 121 Crs | 6.0200000000000005 % | 126.46 Crs | 5.329999999999999 % | 109.99 Crs | 7.0600000000000005 % | 140.1 Crs | 7.09 % | 135.38 Crs | |
| Energy | 8.290000000000001 % | 216.75 Crs | 7.079999999999999 % | 196.29 Crs | 7.76 % | 214.1 Crs | 8.12 % | 224.01 Crs | 8.77 % | 255.54 Crs | 9.93 % | 283.64 Crs | 9.86 % | 279.47 Crs | 10.05 % | 274.08 Crs | 9.82 % | 252.15 Crs | 8.969999999999999 % | 223.96 Crs | 8.91 % | 211.43 Crs | 7.8100000000000005 % | 186.91 Crs | 7.71 % | 184.99 Crs | 7.67 % | 179.88 Crs | 7.24 % | 159.39 Crs | 7.33 % | 149.58 Crs | 6.29 % | 132.21 Crs | 6.72 % | 141.19 Crs | 5.58 % | 115.41 Crs | 6.29 % | 124.83 Crs | 6.220000000000001 % | 118.62 Crs | |
| Services | 7.470000000000001 % | 195.3 Crs | 8.13 % | 225.69 Crs | 7.65 % | 211.04 Crs | 7.57 % | 208.78 Crs | 8.16 % | 238.19 Crs | 7.91 % | 225.68 Crs | 7.5 % | 212.15 Crs | 6.889999999999999 % | 187.89 Crs | 6.7299999999999995 % | 172.73 Crs | 7.34 % | 183.22 Crs | 8.82 % | 209.41 Crs | 8.48 % | 202.65 Crs | 8.229999999999999 % | 197.36 Crs | 7.179999999999999 % | 168.3 Crs | 7.109999999999999 % | 156.89 Crs | 7.449999999999999 % | 151.89 Crs | 7.82 % | 164.31 Crs | 8.350000000000001 % | 175.11 Crs | 6.8999999999999995 % | 142.77 Crs | 7.19 % | 142.74 Crs | 6.89 % | 131.36 Crs | |
| Materials | 7.389999999999999 % | 193.23 Crs | 6.27 % | 173.68 Crs | 6.140000000000001 % | 169.51 Crs | 6.079999999999999 % | 167.51 Crs | 6.21 % | 180.85 Crs | 5.09 % | 145.21 Crs | 5.14 % | 145.31 Crs | 3.62 % | 98.56 Crs | 4.32 % | 110.9 Crs | 4.93 % | 123.11 Crs | 5.0200000000000005 % | 118.86 Crs | 4.26 % | 102.06 Crs | 4.1 % | 98.35 Crs | 3.61 % | 84.87 Crs | 3.75 % | 82.78 Crs | 3.53 % | 72.09 Crs | 3.44 % | 72.29 Crs | 4.109999999999999 % | 86.24 Crs | 4.02 % | 83.25 Crs | 4.470000000000001 % | 88.83 Crs | 4.41 % | 84.26 Crs | |
| Healthcare | 7.03 % | 184.08 Crs | 8.21 % | 227.6 Crs | 7.109999999999999 % | 196.19 Crs | 7.840000000000001 % | 215.97 Crs | 7.749999999999999 % | 226.05 Crs | 7.74 % | 221.12 Crs | 7.37 % | 208.65 Crs | 6.880000000000001 % | 187.51 Crs | 7.25 % | 186.58 Crs | 6.909999999999999 % | 172.6 Crs | 6.909999999999999 % | 164.33 Crs | 6.760000000000001 % | 161.64 Crs | 6.86 % | 164.5 Crs | 8.55 % | 200.29 Crs | 9.54 % | 209.91 Crs | 9.079999999999998 % | 184.9 Crs | 9.4 % | 197.53 Crs | 8.5 % | 178.49 Crs | 8.34 % | 172.4 Crs | 7.25 % | 143.88 Crs | 6.91 % | 131.7 Crs | |
| Consumer Discretionary | 5.960000000000001 % | 155.94 Crs | 7.42 % | 205.68 Crs | 6.6 % | 182.06 Crs | 6.52 % | 179.76 Crs | 5.83 % | 170.14 Crs | 5.119999999999999 % | 145.91 Crs | 4.97 % | 140.58 Crs | 4.8999999999999995 % | 133.39 Crs | 4.46 % | 114.69 Crs | 5.21 % | 129.98 Crs | 5.78 % | 137.19 Crs | 5.92 % | 141.43 Crs | 4.67 % | 111.86 Crs | 4.2 % | 98.35 Crs | 4.66 % | 102.33 Crs | 4.5 % | 91.85 Crs | 4.28 % | 90.01 Crs | 3.9300000000000006 % | 82.64 Crs | 3.9299999999999997 % | 81.29 Crs | 3.94 % | 78.18 Crs | 3.98 % | 75.88 Crs | |
| Automobile | 5.82 % | 152.23 Crs | 7.7700000000000005 % | 215.46 Crs | 7.99 % | 220.62 Crs | 7.899999999999999 % | 217.89 Crs | 8.73 % | 254.07 Crs | 8.78 % | 250.61 Crs | 8.76 % | 247.87 Crs | 8.95 % | 243.91 Crs | 7.67 % | 196.82 Crs | 6.659999999999999 % | 165.96 Crs | 7.03 % | 167.15 Crs | 7.86 % | 187.9 Crs | 7.5 % | 180.11 Crs | 8.66 % | 202.95 Crs | 8.229999999999999 % | 181.28 Crs | 8.29 % | 169.19 Crs | 7.380000000000001 % | 155.02 Crs | 6.450000000000001 % | 135.31 Crs | 6.3500000000000005 % | 131.61 Crs | 6.69 % | 132.75 Crs | 6.61 % | 126.03 Crs | |
| Consumer Staples | 5.529999999999999 % | 144.61 Crs | 3.64 % | 100.67 Crs | 4.59 % | 126.98 Crs | 4.3500000000000005 % | 119.85 Crs | 4.04 % | 117.57 Crs | 3.99 % | 113.92 Crs | 3.77 % | 106.47 Crs | 3.2699999999999996 % | 89.25 Crs | 4.21 % | 108.13 Crs | 4.38 % | 109.47 Crs | 4.51 % | 107.33 Crs | 4.58 % | 109.37 Crs | 4.51 % | 108.35 Crs | 4.62 % | 108.31 Crs | 4.34 % | 95.56 Crs | 4.65 % | 94.83 Crs | 4.51 % | 94.67 Crs | 4.48 % | 94.16 Crs | 3.94 % | 81.32 Crs | 4.74 % | 94.08 Crs | 4.82 % | 91.98 Crs | |
| Construction | 3.43 % | 89.69 Crs | 4.51 % | 125.13 Crs | 4.85 % | 134.09 Crs | 5.529999999999999 % | 152.6 Crs | 5.53 % | 161.18 Crs | 5.27 % | 150.39 Crs | 5.51 % | 155.8 Crs | 5.67 % | 154.4 Crs | 4.59 % | 117.78 Crs | 2.86 % | 71.38 Crs | 2.61 % | 61.74 Crs | 2.4899999999999998 % | 59.39 Crs | 2.53 % | 60.59 Crs | 2.3200000000000003 % | 54.44 Crs | 2.41 % | 53.24 Crs | 2.06 % | 42.02 Crs | 1.75 % | 36.84 Crs | 1.77 % | 37.1 Crs | 2.9000000000000004 % | 59.93 Crs | 2.88 % | 57.29 Crs | 3.27 % | 62.1 Crs | |
| Communication | 2.46 % | 64.37 Crs | 1.94 % | 53.91 Crs | 2.0 % | 55.25 Crs | 1.73 % | 47.77 Crs | 1.74 % | 50.64 Crs | 1.65 % | 47.07 Crs | 1.56 % | 44.18 Crs | 1.57 % | 42.78 Crs | 1.58 % | 40.66 Crs | 1.57 % | 39.17 Crs | 1.33 % | 31.48 Crs | 1.2 % | 28.78 Crs | 1.15 % | 27.49 Crs | 1.03 % | 24.23 Crs | 1.08 % | 23.82 Crs | 1.05 % | 21.47 Crs | 1.04 % | 21.75 Crs | 0.96 % | 20.1 Crs | 1.01 % | 20.89 Crs | 1.22 % | 24.14 Crs | 1.78 % | 33.98 Crs | |
| Metals & Mining | 2.3 % | 60.34 Crs | 2.75 % | 76.13 Crs | 2.5700000000000003 % | 71.01 Crs | 2.5 % | 69.16 Crs | 2.54 % | 73.62 Crs | 2.12 % | 60.22 Crs | 2.06 % | 58.36 Crs | 3.37 % | 91.88 Crs | 3.0999999999999996 % | 79.66 Crs | 1.5699999999999998 % | 39.37 Crs | 1.53 % | 36.19 Crs | 1.63 % | 38.84 Crs | 1.71 % | 41.08 Crs | 1.7 % | 39.74 Crs | 1.7400000000000002 % | 38.34 Crs | 1.85 % | 37.87 Crs | 1.79 % | 37.62 Crs | 3.64 % | 76.29 Crs | 3.6900000000000004 % | 76.12 Crs | 3.2399999999999998 % | 64.29 Crs | 3.1099999999999994 % | 59.16 Crs | |
| Chemicals | 0.82 % | 21.4 Crs | 0.77 % | 21.43 Crs | 0.86 % | 23.63 Crs | 0.95 % | 26.09 Crs | 0.93 % | 27.07 Crs | 0.92 % | 26.13 Crs | 0.91 % | 25.76 Crs | 1.6400000000000001 % | 44.79 Crs | 1.63 % | 41.76 Crs | 1.73 % | 43.29 Crs | 1.67 % | 39.58 Crs | 1.6800000000000002 % | 40.25 Crs | 1.69 % | 40.53 Crs | 2.71 % | 63.51 Crs | 3.11 % | 68.42 Crs | 3.23 % | 65.69 Crs | 3.37 % | 70.7 Crs | 4.3 % | 90.33 Crs | 4.98 % | 103.11 Crs | 5.35 % | 106.4 Crs | 5.489999999999999 % | 104.62 Crs |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 5.41% | 141.36Cr | 4.77% | 4.44% | 4.16% |
| ICICI Bank Ltd. | Financial | 4.66% | 121.88Cr | 3.9% | 1.99% | 4.48% |
| Reliance Industries Ltd. | Energy | 4.08% | 106.69Cr | 3.76% | 4.56% | 5.2% |
| Larsen & Toubro Ltd. | Construction | 3.43% | 89.69Cr | 3.39% | 2.91% | 0.48% |
| Kotak Mahindra Bank Ltd. | Financial | 3.25% | 85.04Cr | 2.52% | 1.99% | -- |
| Axis Bank Ltd. | Financial | 3.25% | 85.12Cr | 2.22% | 2.44% | 3.24% |
| Bharti Airtel Ltd. | Communication | 2.46% | 64.37Cr | 1.94% | 1.74% | 1.33% |
| Affle (India) Ltd. | Technology | 2.3% | 60.05Cr | 2.4% | 2.01% | 1.57% |
| Indian Bank | Financial | 2.26% | 58.99Cr | 2.24% | 2.41% | 2.78% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 2.2% | 57.65Cr | 2.4% | 1.48% | 1.39% |
| Infosys Ltd. | Technology | 2.19% | 57.28Cr | 2.89% | 2.74% | 2.52% |
| Lupin Ltd. | Healthcare | 2.09% | 54.62Cr | 2.65% | 2.34% | -- |
| Jubilant FoodWorks Ltd. | Services | 2.09% | 54.74Cr | 2.07% | 1.92% | 1.5% |
| Jyothy Labs Ltd. | Consumer Staples | 1.85% | 48.43Cr | 0.86% | 0.22% | -- |
| Blue Star Ltd. | Consumer Discretionary | 1.79% | 46.73Cr | 2.56% | 2.39% | 1.67% |
| Fortis Healthcare Ltd. | Healthcare | 1.74% | 45.57Cr | 1.73% | 1.8% | 1.93% |
| Bharat Electronics Ltd. | Capital Goods | 1.72% | 44.87Cr | 1.66% | 1.44% | 1.25% |
| Ultratech Cement Ltd. | Materials | 1.69% | 44.16Cr | 1.58% | 1.0% | -- |
| JK Cement Ltd. | Materials | 1.68% | 43.99Cr | 1.48% | 1.41% | -- |
| Coal India Ltd. | Materials | 1.67% | 43.68Cr | 1.28% | 1.21% | -- |
| Marico Ltd. | Consumer Staples | 1.67% | 43.6Cr | 1.2% | 1.06% | -- |
| Kei Industries Ltd. | Capital Goods | 1.63% | 42.73Cr | 2.36% | 2.02% | 2.13% |
| Tata Power Company Ltd. | Energy | 1.57% | 41.07Cr | 0.51% | -- | -- |
| Hindustan Petroleum Corporation Ltd. | Energy | 1.56% | 40.69Cr | 1.26% | 1.24% | 0.94% |
| HCL Technologies Ltd. | Technology | 1.54% | 40.15Cr | 1.13% | -- | -- |
| Siemens Ltd. | Capital Goods | 1.46% | 38.25Cr | -- | -- | 0.33% |
| Craftsman Automation Ltd. | Automobile | 1.44% | 37.72Cr | 1.67% | 1.17% | -- |
| Computer Age Management Services Ltd. | Services | 1.41% | 36.93Cr | 1.88% | 2.2% | 1.79% |
| TVS Holdings Ltd. | Automobile | 1.38% | 35.99Cr | 1.58% | 2.09% | 2.08% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | 1.35% | 35.42Cr | 0.95% | 1.46% | 1.83% |
| Kajaria Ceramics Ltd. | Materials | 1.35% | 35.24Cr | 1.69% | 2.03% | 2.03% |
| Chalet Hotels Ltd. | Services | 1.31% | 34.14Cr | 1.32% | 1.13% | 1.2% |
| Cummins India Ltd. | Capital Goods | 1.26% | 33.06Cr | 0.98% | 0.78% | -- |
| Info Edge (India) Ltd. | Services | 1.26% | 32.85Cr | 1.43% | 1.27% | 1.08% |
| Tega Industries Ltd. | Metals & Mining | 1.24% | 32.51Cr | 0.77% | 0.3% | -- |
| United Breweries Ltd. | Consumer Staples | 1.14% | 29.89Cr | -- | -- | -- |
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.09% | 28.55Cr | 0.49% | -- | -- |
| NTPC Ltd. | Energy | 1.08% | 28.28Cr | 1.55% | 2.97% | 2.77% |
| Mphasis Ltd. | Technology | 1.07% | 27.89Cr | 0.87% | 0.87% | -- |
| SKF India Ltd. | Capital Goods | 1.07% | 28.11Cr | 1.18% | 0.75% | -- |
| LIC Housing Finance Ltd. | Financial | 1.06% | 27.83Cr | 0.6% | 0.63% | -- |
| APL Apollo Tubes Ltd. | Metals & Mining | 1.06% | 27.82Cr | 0.55% | 0.53% | 0.61% |
| Orient Electric Ltd. | Consumer Discretionary | 1.03% | 26.84Cr | -- | -- | -- |
| Finolex Industries Ltd. | Materials | 1.0% | 26.13Cr | -- | -- | -- |
| Devyani International Ltd. | Services | 0.99% | 25.86Cr | 1.01% | 1.03% | 0.96% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | 0.95% | 24.93Cr | 0.93% | -- | -- |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 0.94% | 24.7Cr | 1.46% | 1.96% | 1.35% |
| Mahindra & Mahindra Ltd. | Automobile | 0.9% | 23.63Cr | -- | -- | -- |
| Metropolis Healthcare Ltd. | Healthcare | 0.9% | 23.53Cr | 0.8% | 0.67% | 0.09% |
| RateGain Travel Technologies Ltd. | Technology | 0.89% | 23.24Cr | 1.37% | 1.21% | -- |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | 0.87% | 22.68Cr | 0.85% | 0.59% | -- |
| PI Industries Ltd. | Chemicals | 0.82% | 21.4Cr | 0.77% | 0.93% | 0.95% |
| Bharat Forge Ltd. | Automobile | 0.82% | 21.44Cr | 0.72% | -- | -- |
| Amara Raja Energy & Mobility Ltd | Capital Goods | 0.8% | 20.89Cr | -- | -- | -- |
| Tube Investments Of India Ltd. | Automobile | 0.8% | 20.95Cr | 1.11% | 1.43% | 1.53% |
| Ion Exchange (India) Ltd. | Capital Goods | 0.55% | 14.33Cr | -- | -- | -- |
| Schaeffler India Ltd. | Capital Goods | 0.51% | 13.23Cr | 0.79% | 0.92% | 0.81% |
| Apollo Tyres Ltd. | Automobile | 0.48% | 12.48Cr | -- | -- | -- |
| PB Fintech Ltd. | Services | 0.38% | 9.97Cr | -- | -- | -- |
| Coforge Ltd. | Technology | 0.31% | 8.09Cr | -- | -- | 1.19% |
| Chennai Super Kings Ltd. | Services | 0.03% | 79.08L | 0.03% | 0.03% | 0.01% |
| Crescent Finstock Ltd. | Financial | 0.01% | 21.2L | 0.01% | 0.01% | 0.01% |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 141.36Cr | -- | 141.36Cr |
| ICICI Bank Ltd. | Financial | 121.88Cr | -- | 121.88Cr |
| Reliance Industries Ltd. | Energy | 106.69Cr | -- | 106.69Cr |
| Larsen & Toubro Ltd. | Construction | 89.69Cr | -- | 89.69Cr |
| Axis Bank Ltd. | Financial | 85.12Cr | -- | 85.12Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Apollo Tyres Ltd. | Automobile | 12.48Cr | -- | 12.48Cr |
| PB Fintech Ltd. | Services | 9.97Cr | -- | 9.97Cr |
| Coforge Ltd. | Technology | 8.09Cr | -- | 8.09Cr |
| Chennai Super Kings Ltd. | Services | 79.08L | -- | 79.08L |
| Crescent Finstock Ltd. | Financial | 21.2L | -- | 21.2L |