Sundaram Multi Asset Allocation Fund
Holdings
72
Well diversified
Top 10 weight
42%
Concentration
Strategy data
N/A
Not reported
Equity
70%
Asset allocation
Portfolio
27Sectors
1Large positions
11.9%Top: Banks
0.0%Cash
Market-cap allocation
Large cap40%
Mid cap13%
Small cap11%
Asset allocation
Equity70%
Debt10%
Gold20%
Top holdings
SBI-ETF GOLDGOLD
6.7%ICICI Bank LtdEQUITY
4.9%HDFC Bank LtdEQUITY
4.8%4.6%
Bharti Airtel LtdEQUITY
3.7%Larsen & Toubro LtdEQUITY
3.7%Reliance Industries LtdEQUITY
3.7%Mahindra & Mahindra LtdEQUITY
3.1%2.9%
2.3%
Kotak Mahindra Bank LtdEQUITY
2.2%DSP-GOLD ETFGOLD
1.8%Coforge LtdEQUITY
1.8%Bajaj Finserv LtdEQUITY
1.6%1.5%
PB Fintech LtdEQUITY
1.5%Tata Steel LtdEQUITY
1.4%TVS Motor Company LtdEQUITY
1.4%1.4%
Fractal Analytics LtdEQUITY
1.3%Cummins India LtdEQUITY
1.3%1.3%
1.3%
1.2%
1.1%
1.1%
Bharat Electronics LtdEQUITY
1.1%Aster DM Healthcare LtdEQUITY
0.97%UNO Minda LtdEQUITY
0.92%Ultratech Cement LtdEQUITY
0.91%0.90%
Delhivery LtdEQUITY
0.88%CCL Products (India) LtdEQUITY
0.85%TREPSDERIVATIVE
0.84%0.84%
Mankind Pharma LtdEQUITY
0.81%0.79%
Bajaj Auto LtdEQUITY
0.76%Interglobe Aviation LtdEQUITY
0.76%Granules India LtdEQUITY
0.74%0.74%
CRISIL LtdEQUITY
0.73%Affle (India) LtdEQUITY
0.69%MTAR Technologies LtdEQUITY
0.67%0.66%
JK Cement LtdEQUITY
0.66%0.66%
Force Motors LtdEQUITY
0.65%Poonawalla Fincorp LtdEQUITY
0.65%Alkem Laboratories LtdEQUITY
0.65%Indegene LimitedEQUITY
0.56%GAIL (India) LtdEQUITY
0.45%0.37%
0.36%
TD Power Systems LtdEQUITY
0.36%Ashok Leyland LtdEQUITY
0.35%0.24%
Patanjali Foods LtdEQUITY
0.08%Axis Bank LtdEQUITY
0.02%Margin Money For DerivativesDERIVATIVE
0.0%Cash and Other Net Current Assets^DERIVATIVE
-0.3%AI Smart summary
Portfolio read
- 70% equity, 10% debt, 20% gold.
- 72 disclosed positions across 27 classified equity sectors.
- Largest equity sector is Banks at 11.9% of the portfolio.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Multi Asset Allocation.
ICICI Prudential Multi-Asset Fund243 holdings · 36% top 10 · 61% AS
WhiteOak Capital Multi Asset Allocation Fund200 holdings · 36% top 10
Mirae Asset Multi Asset Allocation Fund162 holdings · 37% top 10 · 59% AS
UTI Multi Asset Allocation Fund130 holdings · 37% top 10
Sbi Multi Asset Allocation Fund126 holdings · 29% top 10
HDFC Multi-Asset Allocation Fund123 holdings · 41% top 10 · 60% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
11.9%
5.9%
5.5%
4.6%
3.9%
3.7%
3.7%
3.3%
3.2%
2.7%
2.3%
1.8%
1.6%
1.6%
Other 13 sectors14.1%
1.5%
1.4%
1.4%
1.4%
1.3%
1.3%
1.3%
1.3%
1.1%
0.7%
0.7%
0.4%
0.3%