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Mahindra Manulife Business Cycle Fund (Jan to Mar 2025)

Nav 1: 14.8999

Date : 19-May-2025

Average AUM : 4163.76

Stock Name Sector Value Mn % of Total Holdings More Details
Reliance IndustriesRefineries & marketing582.34.75%
InfosysComputers - software & consulting505.54.12%
Indus TowersTelecom - infrastructure293.12.39%
State Bank Of IndiaPublic sector bank4663.80%
ICICI BankPrivate sector bank270.90.00%
Hindustan UnileverDiversified fmcg292.52.38%
ITCDiversified fmcg329.62.69%
HDFC BankPrivate sector bank362.52.95%
Divis LaboratoriesPharmaceuticals267.12.18%
Grasim IndustriesCement & cement products247.22.01%
Tata Consultancy ServicesComputers - software & consulting102.40.83%
GAIL (India)Gas transmission/marketing169.71.38%
CescIntegrated power utilities194.91.59%
Indusind BankPrivate sector bank262.40.00%
Tech MahindraComputers - software & consulting251.32.05%
Indraprastha GasLpg/cng/png/lng supplier890.00%
LTIMindtreeComputers - software & consulting171.20.00%
Hindalco IndustriesAluminium1381.12%
National Thermal Power CorporationPower generation208.41.70%
Kirloskar BrothersCompressors, pumps & diesel engines157.81.29%
Tata SteelIron & steel products219.81.79%
Firstsource SolutionsIt enabled services137.50.00%
Aadhar Housing FinanceHousing finance company87.20.00%
Steel Authority Of IndiaIron & steel products152.70.00%
Sun Pharmaceutical IndustriesPharmaceuticals218.51.78%
Bharat BijleeOther electrical equipment460.37%
Century Textile & IndustriesPaper & paper products136.41.15%
Coal IndiaCoal181.91.48%
Carborundum UniversalAbrasives & bearings78.80.00%
GlaxoSmithKline PharmaceuticalsPharmaceuticals132.61.08%
Triveni Engineering & IndustriesSugar113.40.92%
Lakshmi Machine WorksIndustrial products138.81.13%
MOILIndustrial minerals20.50.00%
Piramal EnterprisesOther financial services207.71.69%
Maruti Suzuki IndiaPassenger cars & utility vehicles226.91.85%
Anant Raj IndustriesResidential, commercial projects79.10.00%
Asahi India GlassAuto components & equipments279.12.27%
Coromandel InternationalFertilizers141.70.00%
RBL BankPrivate sector bank260.82.13%
WiproComputers - software & consulting198.61.62%
Vinati OrganicsSpecialty chemicals113.90.00%
Bank Of IndiaPublic sector bank113.50.00%
Hero Motocorp2/3 wheelers161.91.32%
Granules IndiaPharmaceuticals162.20.00%
SP ApparelsGarments & apparels117.80.96%
Kirloskar Ferrous IndustriesPig iron84.50.00%
EmamiPersonal care59.90.00%
ISGEC Heavy EngineeringCivil construction86.60.71%
JK PaperPaper & paper products80.40.00%
VIP IndustriesPlastic products - consumer104.30.85%
Power Finance CorporationFinancial institution1231.00%
L&T Finance HoldingsInvestment company89.80.00%
Piramal PharmaPharmaceuticals103.30.00%
Oil IndiaOil exploration & production940.00%
Bata IndiaFootwear27.80.00%
CiplaPharmaceuticals91.80.00%
Inox IndiaEngineering87.40.00%
Archean Chemical IndustriesSpecialty chemicals85.90.70%
Union Bank Of IndiaPublic sector bank157.21.28%
Gujarat State PetronetGas transmission/marketing96.90.00%
Sarda Energy & MineralsIron & steel products139.71.14%
Bharat ForgeCastings & forgings109.40.00%
Larsen & ToubroCivil construction128.40.00%
Bharti HexacomTelecom - equipment & accessories92.10.00%
Canara BankPublic sector bank107.30.87%
PNC InfratechCivil construction99.30.00%
NATCO PharmaPharmaceuticals59.90.00%
Oil & Natural Gas CorporationOil exploration & production197.61.61%
Bharat Petroleum CorporationRefineries & marketing176.90.00%
Hindustan Petroleum CorporationRefineries & marketing150.61.23%
Emcure PharmaceuticalsPharmaceuticals1330.00%
Technocraft Industires (India)Spinning-cotton/blended1150.94%
NocilSpecialty chemicals78.90.64%
Balrampur Chini MillsSugar167.31.36%
DB CorpPrint media34.50.00%
Jio Financial ServicesNon banking financial company (nbfc)164.61.34%
MphasisComputers - software & consulting180.60.00%
Bandhan BankPrivate sector bank111.90.00%
Bandhan BankPrivate sector bank198.71.66%
Punjab National BankPublic sector bank178.81.46%
Punjab National BankPublic sector bank1391.16%
Burger King IndiaRestaurants67.50.00%
Burger King IndiaRestaurants1331.11%
Sanghvi MoversIndustrial equipment450.37%
Sanghvi MoversIndustrial equipment80.90.69%
Bank Of BarodaPublic sector bank184.41.50%
National Aluminium CoAluminium120.30.98%
Bajaj FinanceNon banking financial company (nbfc)2351.92%
APL Apollo TubesIron & steel products213.81.74%
Aditya Birla Real EstatePaper & paper products93.40.76%
Bajaj FinanceNon banking financial company (nbfc)150.11.27%
Afcons InfrastructureCivil construction55.80.45%
APL Apollo TubesIron & steel products1311.11%
Aditya Birla Real EstatePaper & paper products124.31.05%
Afcons InfrastructureCivil construction76.20.64%
TrentSpeciality retail150.51.23%
CeatTyres & rubber products168.11.37%
Adani WilmarEdible oil132.41.08%
Godrej Consumer ProductsPersonal care115.90.00%
Bajaj Auto2/3 wheelers172.21.40%
ITC HotelsHotels & resorts15.60.00%
TREPSOther220.90.00%
TrentSpeciality retail172.61.51%
CeatTyres & rubber products129.21.13%
Adani WilmarEdible oil1201.05%
Godrej Consumer ProductsPersonal care112.10.98%
Bajaj Auto2/3 wheelers101.80.89%
ITC HotelsHotels & resorts130.11%
TREPSOther117.70.00%
Axis BankPrivate sector bank235.11.92%
Axis BankPrivate sector bank126.91.20%
Manappuram FinanceNon banking financial company (nbfc)137.21.12%
Whirlpool Of IndiaHousehold appliances2472.01%
Ultratech CementCement & cement products183.71.50%
The Ramco CementsCement & cement products147.21.20%
J S W EnergyPower generation257.52.10%
Belrise IndustriesAuto components & equipments186.51.52%
Anthem BiosciencesBiotechnology93.30.76%
Kajaria CeramicsCeramics88.30.72%