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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 & marketing656.65.05%
InfosysComputers - software & consulting538.24.14%
Indus TowersTelecom - infrastructure4043.11%
State Bank Of IndiaPublic sector bank562.94.33%
ICICI BankPrivate sector bank270.90.00%
Hindustan UnileverDiversified fmcg286.12.20%
ITCDiversified fmcg323.42.49%
HDFC BankPrivate sector bank341.80.00%
Divis LaboratoriesPharmaceuticals288.22.22%
Grasim IndustriesCement & cement products246.61.90%
Tata Consultancy ServicesComputers - software & consulting223.51.72%
GAIL (India)Gas transmission/marketing168.21.29%
CescIntegrated power utilities1961.51%
Indusind BankPrivate sector bank259.32.00%
Tech MahindraComputers - software & consulting283.32.18%
Indraprastha GasLpg/cng/png/lng supplier890.00%
LTIMindtreeComputers - software & consulting171.20.00%
Hindalco IndustriesAluminium141.51.09%
National Thermal Power CorporationPower generation203.51.57%
Kirloskar BrothersCompressors, pumps & diesel engines135.31.04%
Tata SteelIron & steel products2171.67%
Firstsource SolutionsIt enabled services137.50.00%
Aadhar Housing FinanceHousing finance company87.20.00%
Steel Authority Of IndiaIron & steel products152.70.00%
Sun Pharmaceutical IndustriesPharmaceuticals234.41.80%
Bharat BijleeOther electrical equipment460.00%
Century Textile & IndustriesPaper & paper products136.41.15%
Coal IndiaCoal181.81.40%
Carborundum UniversalAbrasives & bearings78.80.00%
GlaxoSmithKline PharmaceuticalsPharmaceuticals107.80.83%
Triveni Engineering & IndustriesSugar49.20.38%
Lakshmi Machine WorksIndustrial products138.21.06%
MOILIndustrial minerals20.50.00%
Piramal EnterprisesOther financial services185.80.00%
Maruti Suzuki IndiaPassenger cars & utility vehicles143.11.10%
Anant Raj IndustriesResidential, commercial projects79.10.00%
Asahi India GlassAuto components & equipments258.81.99%
Coromandel InternationalFertilizers141.70.00%
RBL BankPrivate sector bank2710.00%
WiproComputers - software & consulting249.51.92%
Vinati OrganicsSpecialty chemicals113.90.00%
Bank Of IndiaPublic sector bank113.50.00%
Hero Motocorp2/3 wheelers148.21.14%
Granules IndiaPharmaceuticals162.20.00%
SP ApparelsGarments & apparels112.10.86%
Kirloskar Ferrous IndustriesPig iron84.50.00%
EmamiPersonal care59.90.00%
ISGEC Heavy EngineeringCivil construction68.30.00%
JK PaperPaper & paper products80.40.00%
VIP IndustriesPlastic products - consumer94.50.00%
Power Finance CorporationFinancial institution189.31.46%
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 chemicals84.80.00%
Union Bank Of IndiaPublic sector bank191.61.47%
Gujarat State PetronetGas transmission/marketing96.90.00%
Sarda Energy & MineralsIron & steel products139.70.00%
Bharat ForgeCastings & forgings109.40.00%
Larsen & ToubroCivil construction128.40.00%
Bharti HexacomTelecom - equipment & accessories92.10.00%
Canara BankPublic sector bank174.31.34%
PNC InfratechCivil construction99.30.00%
NATCO PharmaPharmaceuticals59.90.00%
Oil & Natural Gas CorporationOil exploration & production64.70.00%
Bharat Petroleum CorporationRefineries & marketing176.90.00%
Hindustan Petroleum CorporationRefineries & marketing142.80.00%
Emcure PharmaceuticalsPharmaceuticals1330.00%
Technocraft Industires (India)Spinning-cotton/blended87.50.67%
NocilSpecialty chemicals75.20.00%
Balrampur Chini MillsSugar16.70.00%
DB CorpPrint media34.50.00%
Jio Financial ServicesNon banking financial company (nbfc)155.90.00%
MphasisComputers - software & consulting180.60.00%
Bandhan BankPrivate sector bank111.90.00%
Bandhan BankPrivate sector bank198.71.66%
Punjab National BankPublic sector bank224.11.73%
Punjab National BankPublic sector bank1391.16%
Burger King IndiaRestaurants67.50.00%
Burger King IndiaRestaurants1331.11%
Sanghvi MoversIndustrial equipment450.00%
Sanghvi MoversIndustrial equipment80.90.69%
Bank Of BarodaPublic sector bank224.61.73%
National Aluminium CoAluminium1301.00%
Bajaj FinanceNon banking financial company (nbfc)318.22.45%
APL Apollo TubesIron & steel products137.51.06%
Aditya Birla Real EstatePaper & paper products40.60.00%
Bajaj FinanceNon banking financial company (nbfc)150.11.27%
Afcons InfrastructureCivil construction62.60.00%
APL Apollo TubesIron & steel products1311.11%
Aditya Birla Real EstatePaper & paper products124.31.05%
Afcons InfrastructureCivil construction76.20.64%
TrentSpeciality retail127.20.00%
CeatTyres & rubber products200.91.55%
Adani WilmarEdible oil130.81.01%
Godrej Consumer ProductsPersonal care115.90.00%
Bajaj Auto2/3 wheelers426.53.28%
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 bank2241.72%
Axis BankPrivate sector bank126.91.20%
Manappuram FinanceNon banking financial company (nbfc)101.70.00%
Whirlpool Of IndiaHousehold appliances160.81.24%
Ultratech CementCement & cement products1741.34%
The Ramco CementsCement & cement products280.12.16%
J S W EnergyPower generation244.31.88%
Belrise IndustriesAuto components & equipments1381.06%
Anthem BiosciencesBiotechnology86.40.66%
Kajaria CeramicsCeramics190.81.47%
Dabur IndiaPersonal care1190.92%
Indian BankPublic sector bank175.30.00%
Piramal FinanceNon banking financial company (nbfc)256.91.98%
Devyani InternationalRestaurants1831.41%
Supreme PetrochemPetrochemicals99.50.77%
Ambuja CementsCement & cement products1100.85%
Gokaldas ExportsGarments & apparels152.31.17%
Federal BankPrivate sector bank247.61.91%
Shriram FinanceNon banking financial company (nbfc)170.31.31%
Aurobindo PharmaPharmaceuticals177.91.37%
ABB IndiaHeavy electrical equipment155.31.20%
Indian Oil CorporationRefineries & marketing129.41.00%
Sagility IndiaIt enabled services126.30.97%
BioconPharmaceuticals119.50.92%