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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 construction888.84.88%
Bharti AirtelTelecom - cellular & fixed line services1118.76.15%
Reliance IndustriesRefineries & marketing705.43.88%
Sapphire Foods IndiaRestaurants419.92.31%
Amber Enterprises IndiaHousehold appliances531.42.92%
HDFC Life Insurance CompanyLife insurance4000.00%
Hindalco IndustriesAluminium472.42.60%
Jubilant FoodworksRestaurants367.12.02%
Multi Commodity Exchange Of IndiaExchange and data platform400.90.00%
Tata MotorsPassenger cars & utility vehicles336.20.00%
Kirloskar Pneumatic CoCompressors, pumps & diesel engines2611.43%
Bajaj Auto2/3 wheelers312.80.00%
Narayana HrudayalayaHospital312.21.72%
ZomatoE-retail/ e-commerce706.34.21%
Rategain Travel TechnologiesComputers - software & consulting306.21.68%
Computer Age Management ServicesDepositories, clearing houses and other intermediaries186.10.00%
Affle IndiaIt enabled services406.12.23%
United SpiritsBreweries & distilleries406.32.23%
360 ONE WAMOther financial services319.61.76%
CyientIt enabled services351.31.93%
Suzlon EnergyHeavy electrical equipment95.10.00%
Deepak NitriteSpecialty chemicals181.71.00%
DR LAL PATHLABSHealthcare service provider313.20.00%
Craftsman AutomationAuto components & equipments258.11.42%
Cello WorldHousehold appliances102.40.00%
Amara Raja BatteriesAuto components & equipments378.42.08%
United BreweriesBreweries & distilleries338.20.00%
PB FintechFinancial technology (fintech)426.22.34%
Titan CompanyGems, jewellery and watches177.10.00%
Praj IndustriesIndustrial products118.60.00%
Electronics Mart lndiaSpeciality retail162.10.00%
Graphite IndiaElectrodes & refractories1370.00%
DelhiveryLogistics solution provider353.51.94%
FSN E-Commerce VenturesE-retail/ e-commerce295.91.63%
BoschAuto components & equipments140.50.00%
Metropolis HealthcareHealthcare service provider178.60.00%
SJS EnterprisesAuto components & equipments312.81.72%
Safari Industries (India)Plastic products - consumer67.40.00%
CG Power and Industrial SolutionsHeavy electrical equipment670.00%
Greaves CottonCompressors, pumps & diesel engines224.51.23%
Kalyan Jewellers IndiaGems, jewellery and watches264.40.00%
Ola Electric Mobility2/3 wheelers135.90.00%
Premier EnergiesOther electrical equipment110.80.00%
Bharat ElectronicsAerospace & defense344.51.89%
Kotak Mahindra BankPrivate sector bank1021.35.61%
SKF IndiaAbrasives & bearings141.90.78%
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 products446.62.45%
Ambuja CementsCement & cement products315.41.97%
Tata Power CoIntegrated power utilities373.22.05%
Tata Power CoIntegrated power utilities156.10.97%
FSN E-Commerce Ventures : Futures NearE-retail/ e-commerce197.81.27%
Prudent Corporate Advisory ServicesFinancial products distributor227.31.25%
Crompton Greaves Consumer ElectricalsHousehold appliances252.70.00%
Mahindra & MahindraPassenger cars & utility vehicles588.63.23%
Indian Energy ExchangeExchange and data platform187.10.00%
MarginOther177.10.00%
Go Fashion (India)Speciality retail216.31.19%
InterGlobe AviationAirline75.40.00%
Go Fashion (India)Speciality retail115.90.72%
InterGlobe AviationAirline75.40.47%
Just DialInternet & catalogue retail101.30.00%
EternalE-retail/ e-commerce911.65.01%
WABCO IndiaAuto components & equipments268.11.47%
IndegeneHealthcare research, analytics & technology229.31.26%
KPIT TechnologiesComputers - software & consulting212.61.17%
Tips IndustriesFilm production, distribution & exhibition216.31.19%
Landmark CarsAuto dealer105.20.58%
Kansai Nerolac PaintsPaints299.21.64%
Sona BLW Precision ForgingsAuto components & equipments319.21.75%
Urban CompanyE-retail/ e-commerce168.30.92%
SKF India (Industrial)Auto components & equipments217.21.19%
Hindustan AeronauticsAerospace & defense322.31.77%
Indusind BankPrivate sector bank3181.75%
Britannia IndustriesPackaged foods92.20.51%
Billionbrains Garage VenturesStockbroking & allied60.20.33%
NIIT Learning SystemsEducation36.40.20%