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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 & marketing622.64.84%
InfosysComputers - software & consulting496.63.86%
Indus TowersTelecom - infrastructure366.32.85%
State Bank Of IndiaPublic sector bank538.84.19%
ICICI BankPrivate sector bank270.90.00%
Hindustan UnileverDiversified fmcg2862.22%
ITCDiversified fmcg336.32.62%
HDFC BankPrivate sector bank341.80.00%
Divis LaboratoriesPharmaceuticals299.82.33%
Grasim IndustriesCement & cement products260.32.02%
Tata Consultancy ServicesComputers - software & consulting217.81.69%
GAIL (India)Gas transmission/marketing174.61.36%
CescIntegrated power utilities206.91.61%
Indusind BankPrivate sector bank143.11.11%
Tech MahindraComputers - software & consulting244.61.90%
Indraprastha GasLpg/cng/png/lng supplier890.00%
LTIMindtreeComputers - software & consulting171.20.00%
Hindalco IndustriesAluminium148.41.15%
National Thermal Power CorporationPower generation2101.63%
Kirloskar BrothersCompressors, pumps & diesel engines150.11.17%
Tata SteelIron & steel products236.21.84%
Firstsource SolutionsIt enabled services137.50.00%
Aadhar Housing FinanceHousing finance company87.20.00%
Steel Authority Of IndiaIron & steel products152.70.00%
Sun Pharmaceutical IndustriesPharmaceuticals216.41.68%
Bharat BijleeOther electrical equipment460.00%
Century Textile & IndustriesPaper & paper products136.41.15%
Coal IndiaCoal187.81.46%
Carborundum UniversalAbrasives & bearings78.80.00%
GlaxoSmithKline PharmaceuticalsPharmaceuticals109.80.85%
Triveni Engineering & IndustriesSugar117.80.92%
Lakshmi Machine WorksIndustrial products144.61.12%
MOILIndustrial minerals20.50.00%
Piramal EnterprisesOther financial services185.80.00%
Maruti Suzuki IndiaPassenger cars & utility vehicles145.71.13%
Anant Raj IndustriesResidential, commercial projects79.10.00%
Asahi India GlassAuto components & equipments306.62.38%
Coromandel InternationalFertilizers141.70.00%
RBL BankPrivate sector bank2710.00%
WiproComputers - software & consulting240.71.87%
Vinati OrganicsSpecialty chemicals113.90.00%
Bank Of IndiaPublic sector bank113.50.00%
Hero Motocorp2/3 wheelers338.22.63%
Granules IndiaPharmaceuticals162.20.00%
SP ApparelsGarments & apparels105.90.82%
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 - consumer94.50.74%
Power Finance CorporationFinancial institution210.51.64%
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 bank245.31.91%
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 bank205.51.60%
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 & marketing142.81.11%
Emcure PharmaceuticalsPharmaceuticals1330.00%
Technocraft Industires (India)Spinning-cotton/blended89.60.70%
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 bank257.72.00%
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 bank215.81.68%
National Aluminium CoAluminium152.21.18%
Bajaj FinanceNon banking financial company (nbfc)319.82.49%
APL Apollo TubesIron & steel products239.21.86%
Aditya Birla Real EstatePaper & paper products40.60.00%
Bajaj FinanceNon banking financial company (nbfc)150.11.27%
Afcons InfrastructureCivil construction62.60.49%
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 products210.61.64%
Adani WilmarEdible oil138.81.08%
Godrej Consumer ProductsPersonal care115.90.00%
Bajaj Auto2/3 wheelers4183.25%
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 bank369.82.88%
Axis BankPrivate sector bank126.91.20%
Manappuram FinanceNon banking financial company (nbfc)101.70.00%
Whirlpool Of IndiaHousehold appliances139.91.09%
Ultratech CementCement & cement products179.21.39%
The Ramco CementsCement & cement products2822.19%
J S W EnergyPower generation263.72.05%
Belrise IndustriesAuto components & equipments1240.96%
Anthem BiosciencesBiotechnology96.60.75%
Kajaria CeramicsCeramics215.81.68%
Dabur IndiaPersonal care112.10.87%
Indian BankPublic sector bank175.30.00%
Piramal FinanceNon banking financial company (nbfc)186.51.45%
Devyani InternationalRestaurants146.41.14%
Supreme PetrochemPetrochemicals116.30.90%
Ambuja CementsCement & cement products113.10.88%
Gokaldas ExportsGarments & apparels137.71.07%
Federal BankPrivate sector bank179.81.40%
Shriram FinanceNon banking financial company (nbfc)149.81.17%