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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 construction786.54.41%
Bharti AirtelTelecom - cellular & fixed line services959.95.38%
Reliance IndustriesRefineries & marketing610.83.42%
Sapphire Foods IndiaRestaurants545.43.06%
Amber Enterprises IndiaHousehold appliances602.63.38%
HDFC Life Insurance CompanyLife insurance4222.37%
Hindalco IndustriesAluminium411.42.31%
Jubilant FoodworksRestaurants379.42.13%
Multi Commodity Exchange Of IndiaExchange and data platform400.90.00%
Tata MotorsPassenger cars & utility vehicles336.21.88%
Kirloskar Pneumatic CoCompressors, pumps & diesel engines284.71.60%
Bajaj Auto2/3 wheelers312.80.00%
Narayana HrudayalayaHospital281.51.58%
ZomatoE-retail/ e-commerce706.34.21%
Rategain Travel TechnologiesComputers - software & consulting223.11.25%
Computer Age Management ServicesDepositories, clearing houses and other intermediaries186.10.00%
Affle IndiaIt enabled services455.82.56%
United SpiritsBreweries & distilleries343.11.92%
360 ONE WAMOther financial services2431.36%
CyientIt enabled services346.11.94%
Suzlon EnergyHeavy electrical equipment95.10.00%
Deepak NitriteSpecialty chemicals203.11.14%
DR LAL PATHLABSHealthcare service provider330.51.85%
Craftsman AutomationAuto components & equipments253.91.42%
Cello WorldHousehold appliances102.40.00%
Amara Raja BatteriesAuto components & equipments393.72.21%
United BreweriesBreweries & distilleries348.21.95%
PB FintechFinancial technology (fintech)364.92.05%
Titan CompanyGems, jewellery and watches177.10.00%
Praj IndustriesIndustrial products137.40.77%
Electronics Mart lndiaSpeciality retail162.10.00%
Graphite IndiaElectrodes & refractories1370.00%
DelhiveryLogistics solution provider388.22.18%
FSN E-Commerce VenturesE-retail/ e-commerce271.21.52%
BoschAuto components & equipments140.50.00%
Metropolis HealthcareHealthcare service provider178.60.00%
SJS EnterprisesAuto components & equipments173.20.97%
Safari Industries (India)Plastic products - consumer67.40.00%
CG Power and Industrial SolutionsHeavy electrical equipment670.00%
Greaves CottonCompressors, pumps & diesel engines203.61.14%
Kalyan Jewellers IndiaGems, jewellery and watches264.40.00%
Ola Electric Mobility2/3 wheelers1290.72%
Premier EnergiesOther electrical equipment110.80.00%
Bharat ElectronicsAerospace & defense309.11.73%
Kotak Mahindra BankPrivate sector bank899.55.04%
SKF IndiaAbrasives & bearings356.12.00%
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 products438.52.46%
Ambuja CementsCement & cement products315.41.97%
Tata Power CoIntegrated power utilities357.92.01%
Tata Power CoIntegrated power utilities156.10.97%
FSN E-Commerce Ventures : Futures NearE-retail/ e-commerce197.81.27%
Prudent Corporate Advisory ServicesFinancial products distributor263.71.48%
Crompton Greaves Consumer ElectricalsHousehold appliances252.71.42%
Mahindra & MahindraPassenger cars & utility vehicles442.52.48%
Indian Energy ExchangeExchange and data platform187.10.00%
MarginOther177.10.00%
Go Fashion (India)Speciality retail242.61.36%
InterGlobe AviationAirline75.40.00%
Go Fashion (India)Speciality retail115.90.72%
InterGlobe AviationAirline75.40.47%
Just DialInternet & catalogue retail105.80.59%
EternalE-retail/ e-commerce953.75.35%
WABCO IndiaAuto components & equipments256.21.44%
IndegeneHealthcare research, analytics & technology233.61.31%
KPIT TechnologiesComputers - software & consulting207.11.16%
Tips IndustriesFilm production, distribution & exhibition1931.08%
Landmark CarsAuto dealer7.60.04%