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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 & marketing568.54.70%
InfosysComputers - software & consulting492.34.07%
Indus TowersTelecom - infrastructure273.42.26%
State Bank Of IndiaPublic sector bank469.53.88%
ICICI BankPrivate sector bank270.90.00%
Hindustan UnileverDiversified fmcg308.52.55%
ITCDiversified fmcg327.82.71%
HDFC BankPrivate sector bank341.82.83%
Divis LaboratoriesPharmaceuticals248.32.05%
Grasim IndustriesCement & cement products249.82.07%
Tata Consultancy ServicesComputers - software & consulting188.91.56%
GAIL (India)Gas transmission/marketing165.31.37%
CescIntegrated power utilities1751.45%
Indusind BankPrivate sector bank262.40.00%
Tech MahindraComputers - software & consulting254.42.10%
Indraprastha GasLpg/cng/png/lng supplier890.00%
LTIMindtreeComputers - software & consulting171.20.00%
Hindalco IndustriesAluminium1070.89%
National Thermal Power CorporationPower generation204.21.69%
Kirloskar BrothersCompressors, pumps & diesel engines155.51.29%
Tata SteelIron & steel products2151.78%
Firstsource SolutionsIt enabled services137.50.00%
Aadhar Housing FinanceHousing finance company87.20.00%
Steel Authority Of IndiaIron & steel products152.70.00%
Sun Pharmaceutical IndustriesPharmaceuticals204.11.69%
Bharat BijleeOther electrical equipment460.00%
Century Textile & IndustriesPaper & paper products136.41.15%
Coal IndiaCoal181.11.50%
Carborundum UniversalAbrasives & bearings78.80.00%
GlaxoSmithKline PharmaceuticalsPharmaceuticals116.80.97%
Triveni Engineering & IndustriesSugar116.10.96%
Lakshmi Machine WorksIndustrial products129.61.07%
MOILIndustrial minerals20.50.00%
Piramal EnterprisesOther financial services185.81.54%
Maruti Suzuki IndiaPassenger cars & utility vehicles295.82.45%
Anant Raj IndustriesResidential, commercial projects79.10.00%
Asahi India GlassAuto components & equipments277.82.30%
Coromandel InternationalFertilizers141.70.00%
RBL BankPrivate sector bank255.22.11%
WiproComputers - software & consulting199.51.65%
Vinati OrganicsSpecialty chemicals113.90.00%
Bank Of IndiaPublic sector bank113.50.00%
Hero Motocorp2/3 wheelers310.42.57%
Granules IndiaPharmaceuticals162.20.00%
SP ApparelsGarments & apparels1040.86%
Kirloskar Ferrous IndustriesPig iron84.50.00%
EmamiPersonal care59.90.00%
ISGEC Heavy EngineeringCivil construction77.70.64%
JK PaperPaper & paper products80.40.00%
VIP IndustriesPlastic products - consumer97.60.81%
Power Finance CorporationFinancial institution151.91.26%
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 chemicals84.80.70%
Union Bank Of IndiaPublic sector bank149.81.24%
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 bank103.80.86%
PNC InfratechCivil construction99.30.00%
NATCO PharmaPharmaceuticals59.90.00%
Oil & Natural Gas CorporationOil exploration & production191.61.59%
Bharat Petroleum CorporationRefineries & marketing176.90.00%
Hindustan Petroleum CorporationRefineries & marketing135.31.12%
Emcure PharmaceuticalsPharmaceuticals1330.00%
Technocraft Industires (India)Spinning-cotton/blended90.90.75%
NocilSpecialty chemicals75.20.62%
Balrampur Chini MillsSugar152.81.26%
DB CorpPrint media34.50.00%
Jio Financial ServicesNon banking financial company (nbfc)155.91.29%
MphasisComputers - software & consulting180.60.00%
Bandhan BankPrivate sector bank111.90.00%
Bandhan BankPrivate sector bank198.71.66%
Punjab National BankPublic sector bank171.21.42%
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 bank184.40.00%
National Aluminium CoAluminium1211.00%
Bajaj FinanceNon banking financial company (nbfc)234.11.94%
APL Apollo TubesIron & steel products214.31.77%
Aditya Birla Real EstatePaper & paper products86.70.72%
Bajaj FinanceNon banking financial company (nbfc)150.11.27%
Afcons InfrastructureCivil construction58.30.48%
APL Apollo TubesIron & steel products1311.11%
Aditya Birla Real EstatePaper & paper products124.31.05%
Afcons InfrastructureCivil construction76.20.64%
TrentSpeciality retail127.21.05%
CeatTyres & rubber products158.91.31%
Adani WilmarEdible oil1271.05%
Godrej Consumer ProductsPersonal care115.90.00%
Bajaj Auto2/3 wheelers293.52.43%
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 bank229.91.90%
Axis BankPrivate sector bank126.91.20%
Manappuram FinanceNon banking financial company (nbfc)141.71.17%
Whirlpool Of IndiaHousehold appliances240.71.99%
Ultratech CementCement & cement products189.61.57%
The Ramco CementsCement & cement products130.91.08%
J S W EnergyPower generation244.22.02%
Belrise IndustriesAuto components & equipments1150.95%
Anthem BiosciencesBiotechnology111.30.92%
Kajaria CeramicsCeramics113.40.94%
Dabur IndiaPersonal care119.90.99%
Indian BankPublic sector bank109.60.91%