Sundaram Equity Positions Weight

0P00005WGJ -  India Fund  

INR 283.86  0.004196  0.0015%

Sundaram Select Focus fundamentals help investors to digest information that contributes to Sundaram Select's financial success or failures. It also enables traders to predict the movement of Sundaram Fund. This fundamental analysis module provides a way for investors to measures Sundaram Select's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sundaram Select fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Sundaram Equity Positions Weight 

 
Refresh

Sundaram Equity Positions Weight Analysis

Sundaram Select's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current Sundaram Select Equity Positions Weight

    
  95.41 %  
Most of Sundaram Select's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sundaram Select Focus is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Compare to competition
According to the company disclosure, Sundaram Select Focus has an Equity Positions Weight of 95%. This is much higher than that of the Category family and significantly higher than that of the Family category. The equity positions weight for all India funds is notably lower than that of the firm.

Did you try this?

Run Idea Analyzer Now

   

Idea Analyzer

Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
All  Next Launch Module

Fund Asset Allocation for Sundaram Select

The fund consists of 95.41% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Sundaram Fundamentals

About Sundaram Select Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Sundaram Select Focus's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sundaram Select using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sundaram Select Focus based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies. Sundaram Select is traded on Bombay Stock Exchange in India.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Sundaram Select without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Content Syndication Now

   

Content Syndication

Quickly integrate customizable finance content to your own investment portal
All  Next Launch Module

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Thematic Ideas
Explore Investing Ideas  
Please continue to Sundaram Select Piotroski F Score and Sundaram Select Altman Z Score analysis. Note that the Sundaram Select Focus information on this page should be used as a complementary analysis to other Sundaram Select's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

Other Tools for Sundaram Fund

When running Sundaram Select Focus price analysis, check to measure Sundaram Select's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sundaram Select is operating at the current time. Most of Sundaram Select's value examination focuses on studying past and present price action to predict the probability of Sundaram Select's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Sundaram Select's price. Additionally, you may evaluate how the addition of Sundaram Select to your portfolios can decrease your overall portfolio volatility.
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go