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Sundaram Business Cycle Fund (Jan to Mar 2025)

Nav 1: 10.8538

Date : 19-May-2025

Average AUM : 11962.69

Stock Name Sector Value Mn % of Total Holdings More Details
Larsen & ToubroCivil construction799.14.42%
Bharti AirtelTelecom - cellular & fixed line services981.65.43%
Reliance IndustriesRefineries & marketing613.83.39%
Sapphire Foods IndiaRestaurants4962.74%
Amber Enterprises IndiaHousehold appliances661.63.66%
HDFC Life Insurance CompanyLife insurance413.42.29%
Hindalco IndustriesAluminium445.32.46%
Jubilant FoodworksRestaurants373.12.06%
Multi Commodity Exchange Of IndiaExchange and data platform400.90.00%
Tata MotorsPassenger cars & utility vehicles336.20.00%
Kirloskar Pneumatic CoCompressors, pumps & diesel engines289.11.60%
Bajaj Auto2/3 wheelers312.80.00%
Narayana HrudayalayaHospital278.91.54%
ZomatoE-retail/ e-commerce706.34.21%
Rategain Travel TechnologiesComputers - software & consulting2811.55%
Computer Age Management ServicesDepositories, clearing houses and other intermediaries186.10.00%
Affle IndiaIt enabled services465.42.57%
United SpiritsBreweries & distilleries370.72.05%
360 ONE WAMOther financial services276.61.53%
CyientIt enabled services339.61.88%
Suzlon EnergyHeavy electrical equipment95.10.00%
Deepak NitriteSpecialty chemicals213.91.18%
DR LAL PATHLABSHealthcare service provider311.41.72%
Craftsman AutomationAuto components & equipments249.61.38%
Cello WorldHousehold appliances102.40.00%
Amara Raja BatteriesAuto components & equipments393.32.17%
United BreweriesBreweries & distilleries338.91.87%
PB FintechFinancial technology (fintech)350.71.94%
Titan CompanyGems, jewellery and watches177.10.00%
Praj IndustriesIndustrial products115.90.64%
Electronics Mart lndiaSpeciality retail162.10.00%
Graphite IndiaElectrodes & refractories1370.00%
DelhiveryLogistics solution provider373.32.06%
FSN E-Commerce VenturesE-retail/ e-commerce273.81.51%
BoschAuto components & equipments140.50.00%
Metropolis HealthcareHealthcare service provider178.60.00%
SJS EnterprisesAuto components & equipments194.31.07%
Safari Industries (India)Plastic products - consumer67.40.00%
CG Power and Industrial SolutionsHeavy electrical equipment670.00%
Greaves CottonCompressors, pumps & diesel engines217.61.20%
Kalyan Jewellers IndiaGems, jewellery and watches264.40.00%
Ola Electric Mobility2/3 wheelers135.90.75%
Premier EnergiesOther electrical equipment110.80.00%
Bharat ElectronicsAerospace & defense3381.87%
Kotak Mahindra BankPrivate sector bank914.45.06%
SKF IndiaAbrasives & bearings378.22.09%
Kotak Mahindra BankPrivate sector bank520.93.49%
SKF IndiaAbrasives & bearings202.31.35%
Vishal Mega MartDiversified retail160.60.00%
Vishal Mega MartDiversified retail341.12.13%
Ambuja CementsCement & cement products443.72.45%
Ambuja CementsCement & cement products315.41.97%
Tata Power CoIntegrated power utilities371.82.06%
Tata Power CoIntegrated power utilities156.10.97%
FSN E-Commerce Ventures : Futures NearE-retail/ e-commerce197.81.27%
Prudent Corporate Advisory ServicesFinancial products distributor242.61.34%
Crompton Greaves Consumer ElectricalsHousehold appliances252.70.00%
Mahindra & MahindraPassenger cars & utility vehicles5683.14%
Indian Energy ExchangeExchange and data platform187.10.00%
MarginOther177.10.00%
Go Fashion (India)Speciality retail261.11.44%
InterGlobe AviationAirline75.40.00%
Go Fashion (India)Speciality retail115.90.72%
InterGlobe AviationAirline75.40.47%
Just DialInternet & catalogue retail108.40.60%
EternalE-retail/ e-commerce988.85.47%
WABCO IndiaAuto components & equipments253.51.40%
IndegeneHealthcare research, analytics & technology241.61.34%
KPIT TechnologiesComputers - software & consulting1911.06%
Tips IndustriesFilm production, distribution & exhibition194.91.08%
Landmark CarsAuto dealer7.60.04%
Kansai Nerolac PaintsPaints258.91.43%
Sona BLW Precision ForgingsAuto components & equipments256.81.42%
Urban CompanyE-retail/ e-commerce229.31.27%