Markets » Mutual Funds » Asset Allocation

Sundaram Equity Plus - Direct (D) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Diversified

NAV 11 Dec 2017 12.16 0.05
(0.41%)

Asset Type

Asset Allocation
CBLO 1.65
Equity 67.07
Indian Mutual Funds 29.84
Net CA & Others 1.41
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
HDFC Bank Banks - Private Sector 12,000 2.22 5.39 -0.55
Reliance Inds. Refineries 22,000 2.03 4.91 11.14
H D F C Finance - Housing 11,000 1.84 4.47 -4.83
Infosys Computers - Software - Large 18,000 1.76 4.26 14.4
Larsen & Toubro Engineering - Turnkey Services 13,500 1.64 3.98 -2.08
ICICI Bank Banks - Private Sector 50,000 1.54 3.73 5.6
› More

Sector Allocation

You can check out the sectoral allocation of the investments made for that scheme by the mutual fund in this Piechart as on the date selected.

Sector Name
Automobiles - LCVs / HCVs 1.79
Automobiles - Motorcycles / Mopeds 0.44
Automobiles - Passenger Cars 3.61
Automobiles - Scooters And 3 - Wheelers 1.12
Banks - Private Sector 12.47
Banks - Public Sector 3.49
Cigarettes 2.48
Computers - Software - Large 11.14

Top Holdings

You can check out the Top Holdings of the investments made for that scheme by the mutual fund in
this Piechart as on the date selected.

Company Name
Axis Bank 1.17
B P C L 1.22
Bajaj Auto 1.12
Bharti Airtel 1.92
Coal India 1.00
GAIL (India) 1.13
Grasim Inds 1.98
H D F C 4.47