Welcome to Team Genus
Asset Allocation & Portfolio Management Tools for Investors
 
  • Welcome : Guest
  • Icon
 
About Team Genus Post your feedback Client Registration
Your Current Location : Fund Card : Portfolio Classification
 
Sundaram Mid Cap Fund Reg (G)
[Equity: Mid Cap]
 
Asset Mix
 
Instruments Breakdown
Instruments Composition
Current Asset 0.44
Derivatives/Mutual Fund/ETF 1.46
Equity 95.29
Trep 2.81
 
Concentration Analysis
Top 5 Holdings 17.05%
Top 10 Holdings 29.98%
Top 25 Holdings 56.29%
 
Sector Analysis
Sector/Ratings Net Asset(%)
Finance & Investments 11.16
Automobile 10.65
Banking & Financial 9.11
Industrial Products 8.17
Pharma & Biotech 7.8
Consumer Durables 6.95
Software & Services 4.27
Retail 4.19
SERVICES 4.15
Healthcare 3.75
Cash 3.25
Transportation 2.66
Fertilisers 2.64
Realty 2.2
Cement 2.12
Electricals 1.99
Food Beverage & Tobacco 1.97
Energy 1.79
Aerospace & Defence 1.64
Oil & GAS 1.57
Insurance 1.56
Debt MF 1.46
Petroleum Products 1.37
Technology 1.31
Ferrous Metals 1.24
Miscellaneous 0.54
Chemicals 0.49
 
Portfolio Metrics
PB Ratio 3.80
PE Ratio 24.11
 
Top 25 Holdings
Holdings Net Asset(%)
Cummins India Limited 3.64
Kalyan Jewellers India Limited 3.48
Federal Bank Limited 3.36
Tube Investments of India Limited 3.33
POWER FINANCE CORPORATION LTD 3.24
Trent Limited 3.01
TREPS 2.81
Fortis Health Care Ltd 2.47
Zydus Lifesciences Limited 2.36
REC Limited 2.28
Oberoi Realty Limited 2.12
Persistent Systems Limited 2.10
Indian Bank 2.04
Shriram Finance Limited 1.95
Lupin Limited 1.92
Coromandel International Limited 1.86
Torrent Power Limited 1.79
Bharat Electronics Limited 1.64
TVS Holdings Limited 1.59
Voltas Limited 1.57
Gujarat State Petronet Limited 1.57
Max Financial Services Limited 1.56
Grindwell Norton Limited 1.56
Chalet Hotels Limited 1.54
Delhivery Limited 1.50
 
 
Sector Analysis Graphical Mode
 
 
 
useful links Reserve Bank of India
 
FUNDS : 360  |  Aditya  |  Axis  |  Bajaj  |  Bandhan  |  Bank  |  Baroda  |  Canara  |  DSP  |  Edelweiss  |  Edelweiss  |  Franklin  |  Groww  |  HDFC  |  Helios  |  HSBC  |  ICICI  |  Invesco  |  ITI  |  JM  |  Kotak  |  LIC  |  Mahindra  |  Mirae  |  Motilal  |  NAVI  |  Nippon  |  NJ  |  Old  |  PGIM  |  PPFAS  |  Quant  |  Quantum  |  Samco  |  SBI  |  Shriram  |  Sundaram  |  Tata  |  Taurus  |  TRUST  |  Union  |  UTI  |  WhiteOak  |  Zerodha  | 
 

Disclaimer: While all efforts have been taken to make this web site as authentic as possible, Team Genus Financial Services Private Limited (www.teamgenus.in) will not be responsible for any loss to any person/entity caused by any short-coming; defect or inaccuracy inadvertently or otherwise crept in the teamgenus.in web site. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing into Mutual Funds. The use of information and services is subject to the terms and conditions governing this website.

Follow Us on
Design & Developed by : InvestWell