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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 construction880.34.77%
Bharti AirtelTelecom - cellular & fixed line services1093.65.93%
Reliance IndustriesRefineries & marketing668.93.63%
Sapphire Foods IndiaRestaurants482.92.62%
Amber Enterprises IndiaHousehold appliances657.33.56%
HDFC Life Insurance CompanyLife insurance4002.17%
Hindalco IndustriesAluminium495.52.69%
Jubilant FoodworksRestaurants361.31.96%
Multi Commodity Exchange Of IndiaExchange and data platform400.90.00%
Tata MotorsPassenger cars & utility vehicles336.20.00%
Kirloskar Pneumatic CoCompressors, pumps & diesel engines268.71.46%
Bajaj Auto2/3 wheelers312.80.00%
Narayana HrudayalayaHospital2821.53%
ZomatoE-retail/ e-commerce706.34.21%
Rategain Travel TechnologiesComputers - software & consulting278.21.51%
Computer Age Management ServicesDepositories, clearing houses and other intermediaries186.10.00%
Affle IndiaIt enabled services461.32.50%
United SpiritsBreweries & distilleries400.72.17%
360 ONE WAMOther financial services291.91.58%
CyientIt enabled services344.41.87%
Suzlon EnergyHeavy electrical equipment95.10.00%
Deepak NitriteSpecialty chemicals201.51.09%
DR LAL PATHLABSHealthcare service provider313.21.70%
Craftsman AutomationAuto components & equipments245.41.33%
Cello WorldHousehold appliances102.40.00%
Amara Raja BatteriesAuto components & equipments399.52.17%
United BreweriesBreweries & distilleries338.21.83%
PB FintechFinancial technology (fintech)418.32.27%
Titan CompanyGems, jewellery and watches177.10.00%
Praj IndustriesIndustrial products118.60.64%
Electronics Mart lndiaSpeciality retail162.10.00%
Graphite IndiaElectrodes & refractories1370.00%
DelhiveryLogistics solution provider386.52.09%
FSN E-Commerce VenturesE-retail/ e-commerce292.11.58%
BoschAuto components & equipments140.50.00%
Metropolis HealthcareHealthcare service provider178.60.00%
SJS EnterprisesAuto components & equipments215.91.17%
Safari Industries (India)Plastic products - consumer67.40.00%
CG Power and Industrial SolutionsHeavy electrical equipment670.00%
Greaves CottonCompressors, pumps & diesel engines234.21.27%
Kalyan Jewellers IndiaGems, jewellery and watches264.40.00%
Ola Electric Mobility2/3 wheelers135.90.00%
Premier EnergiesOther electrical equipment110.80.00%
Bharat ElectronicsAerospace & defense356.61.93%
Kotak Mahindra BankPrivate sector bank964.65.23%
SKF IndiaAbrasives & bearings171.70.93%
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 products440.22.39%
Ambuja CementsCement & cement products315.41.97%
Tata Power CoIntegrated power utilities387.32.10%
Tata Power CoIntegrated power utilities156.10.97%
FSN E-Commerce Ventures : Futures NearE-retail/ e-commerce197.81.27%
Prudent Corporate Advisory ServicesFinancial products distributor240.41.30%
Crompton Greaves Consumer ElectricalsHousehold appliances252.70.00%
Mahindra & MahindraPassenger cars & utility vehicles633.53.43%
Indian Energy ExchangeExchange and data platform187.10.00%
MarginOther177.10.00%
Go Fashion (India)Speciality retail249.61.35%
InterGlobe AviationAirline75.40.00%
Go Fashion (India)Speciality retail115.90.72%
InterGlobe AviationAirline75.40.47%
Just DialInternet & catalogue retail101.30.55%
EternalE-retail/ e-commerce965.25.23%
WABCO IndiaAuto components & equipments252.31.37%
IndegeneHealthcare research, analytics & technology232.81.26%
KPIT TechnologiesComputers - software & consulting2031.10%
Tips IndustriesFilm production, distribution & exhibition201.51.09%
Landmark CarsAuto dealer8.30.05%
Kansai Nerolac PaintsPaints313.71.70%
Sona BLW Precision ForgingsAuto components & equipments294.91.60%
Urban CompanyE-retail/ e-commerce214.41.16%
SKF India (Industrial)Auto components & equipments217.21.18%