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Sectoral / Thematic · Sundaram Mutual Fund · AMFI code 152673Sundaram Business Cycle Fund
Disclosed for 12 months, Sep 2024 to Sep 2026.
Portfolio value
₹1,605 Cr
up ₹111 Cr vs Sep 2024
- Stocks held
- 45
- up 1 vs Sep 2024
- Top 10 weight
- 36.9%
- of the portfolio in its ten largest
- Cash & debt
- 16.7%
- cash, money market and debt
- Moves this month
- 8 in · 7 out
- added to 10, trimmed 14
Sundaram Business Cycle Fund is an active equity fund in the Sectoral / Thematic category from Sundaram Mutual Fund. In March 2025 it disclosed 45 stocks worth ₹1,605 Cr, up ₹111 Cr from Sep 2024. Its largest positions were Bharti Airtel Limited (5.5%), Kotak Mahindra Bank Limited (5.5%), Larsen & Toubro Limited (4.2%); the ten largest together made up 36.9% of the portfolio, and Retailing was the biggest sector at 8.2% of its equity. Cash and debt stood at 16.7%. Compared with Sep 2024 the fund entered 8 new stocks and exited 7.
Against 229 other Sectoral / Thematic funds
Concentration
23%
Top-10 weight is higher than 23% of peers
Breadth
55%
Holds more stocks than 55% of peers
Cash
98%
Holds more cash than 98% of peers
What these mean: concentration · cash
Holdings in March 2025
Download CSVEvery line the fund disclosed, with the change against Sep 2024. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Cash, TREPS & receivables | 16.68% | up 0.83 pts | ₹268 Cr | up ₹30.9 Cr | Added |
| Bharti Airtel Limited | 5.49% | up 0.10 pts | ₹88.1 Cr | up ₹7.7 Cr | Added |
| Kotak Mahindra Bank Limited | 5.47% | up 1.98 pts | ₹87.7 Cr | up ₹35.6 Cr | Added |
| Larsen & Toubro Limited | 4.23% | down 0.76 pts | ₹67.9 Cr | down ₹6.7 Cr | Trimmed |
| Eternal Limited | 3.82% | up 0.59 pts | ₹61.3 Cr | up ₹13 Cr | Added |
| Reliance Industries Limited | 3.82% | down 0.58 pts | ₹61.2 Cr | down ₹4.4 Cr | Trimmed |
| Amber Enterprises India Limited | 3.74% | up 0.60 pts | ₹60 Cr | up ₹13.1 Cr | Added |
| Sapphire Foods India Limited | 2.85% | down 0.45 pts | ₹45.7 Cr | down ₹3.6 Cr | Trimmed |
| HDFC Life Insurance Company Limited | 2.59% | up 0.16 pts | ₹41.6 Cr | up ₹5.3 Cr | Added |
| Ambuja Cements Limited | 2.50% | up 2.50 pts | ₹40.2 Cr | up ₹40.2 Cr | New |
| Jubilant Foodworks Limited | 2.39% | down 0.13 pts | ₹38.4 Cr | up ₹71 L | Added |
| Amara Raja Batteries Limited | 2.38% | up 1.16 pts | ₹38.2 Cr | up ₹19.9 Cr | Added |
| Affle (India) Limited | 2.32% | up 0.71 pts | ₹37.3 Cr | up ₹13.2 Cr | Added |
| PB Fintech Limited | 2.22% | up 0.68 pts | ₹35.6 Cr | up ₹12.6 Cr | Added |
| Hindalco Industries Limited | 2.01% | down 0.50 pts | ₹32.3 Cr | down ₹5.2 Cr | Trimmed |
| Tata Motors Limited | 1.99% | down 0.12 pts | ₹32 Cr | up ₹35 L | Added |
| Cyient Limited | 1.85% | up 0.55 pts | ₹29.6 Cr | up ₹10.3 Cr | Added |
| Narayana Hrudayalaya Limited | 1.80% | down 0.47 pts | ₹29 Cr | down ₹5 Cr | Trimmed |
| SKF India Limited | 1.78% | up 0.42 pts | ₹28.5 Cr | up ₹8.3 Cr | Added |
| United Spirits Limited | 1.75% | up 0.20 pts | ₹28 Cr | up ₹4.9 Cr | Added |
| Tata Power Company Limited | 1.73% | up 1.73 pts | ₹27.8 Cr | up ₹27.8 Cr | New |
| Bharat Electronics Limited | 1.71% | up 1.20 pts | ₹27.4 Cr | up ₹19.9 Cr | Added |
| Kirloskar Pneumatic Company Limited | 1.60% | down 0.42 pts | ₹25.8 Cr | down ₹4.4 Cr | Trimmed |
| United Breweries Limited | 1.58% | up 0.47 pts | ₹25.4 Cr | up ₹8.8 Cr | Added |
| Craftsman Automation Limited | 1.55% | up 0.30 pts | ₹24.9 Cr | up ₹6.2 Cr | Added |
| Delhivery Limited | 1.41% | up <0.01 pts | ₹22.6 Cr | up ₹1.6 Cr | Added |
| Crompton Greaves Consumer Electricals Limited | 1.38% | up 1.38 pts | ₹22.1 Cr | up ₹22.1 Cr | New |
| Prudent Corporate Advisory Services Limited | 1.37% | up 1.37 pts | ₹22 Cr | up ₹22 Cr | New |
| FSN E-Commerce Ventures Limited | 1.31% | down 0.15 pts | ₹21.1 Cr | down ₹84 L | Trimmed |
| Mahindra & Mahindra Limited | 1.28% | up 1.28 pts | ₹20.5 Cr | up ₹20.5 Cr | New |
| Computer Age Management Services Limited | 1.09% | down 0.49 pts | ₹17.5 Cr | down ₹6.2 Cr | Trimmed |
| Rategain Travel Technologies Limited | 1.09% | down 0.74 pts | ₹17.4 Cr | down ₹9.9 Cr | Trimmed |
| Indian Energy Exchange Limited | 1.06% | up 1.06 pts | ₹17 Cr | up ₹17 Cr | New |
| Deepak Nitrite Limited | 1.01% | up 0.03 pts | ₹16.2 Cr | up ₹1.5 Cr | Added |
| Dr. Lal Path Labs Limited | 1.00% | down 0.10 pts | ₹16 Cr | down ₹37 L | Trimmed |
| Electronics Mart India Limited | 0.98% | up 0.11 pts | ₹15.7 Cr | up ₹2.7 Cr | Added |
| Praj Industries Limited | 0.96% | down 0.02 pts | ₹15.5 Cr | up ₹80 L | Added |
| Metropolis Healthcare Limited | 0.92% | up 0.28 pts | ₹14.7 Cr | up ₹5.2 Cr | Added |
| SJS Enterprises Pvt Limited | 0.80% | up 0.13 pts | ₹12.8 Cr | up ₹2.8 Cr | Added |
| Bosch Limited | 0.79% | down 0.13 pts | ₹12.7 Cr | down ₹1.1 Cr | Trimmed |
| Ola Electric Mobility Ltd | 0.79% | down 0.13 pts | ₹12.7 Cr | down ₹1.1 Cr | Trimmed |
| Graphite India Limited | 0.75% | down 0.24 pts | ₹12 Cr | down ₹2.8 Cr | Trimmed |
| Go Fashion India Limited | 0.72% | up 0.72 pts | ₹11.6 Cr | up ₹11.6 Cr | New |
| Cello World Ltd | 0.57% | down 0.36 pts | ₹9.2 Cr | down ₹4.8 Cr | Trimmed |
| InterGlobe Aviation Limited | 0.47% | up 0.47 pts | ₹7.5 Cr | up ₹7.5 Cr | New |
| Greaves Cotton Limited | 0.41% | up 0.10 pts | ₹6.6 Cr | up ₹1.9 Cr | Added |
What changed, Sep 2024 to Mar 2025
New New positions (8)
- Ambuja Cements Limited2.5% · ₹40.2 Cr
- Tata Power Company Limited1.7% · ₹27.8 Cr
- Crompton Greaves Consumer Electricals Limited1.4% · ₹22.1 Cr
- Prudent Corporate Advisory Services Limited1.4% · ₹22 Cr
- Mahindra & Mahindra Limited1.3% · ₹20.5 Cr
- Indian Energy Exchange Limited1.1% · ₹17 Cr
- Go Fashion India Limited0.7% · ₹11.6 Cr
- InterGlobe Aviation Limited0.5% · ₹7.5 Cr
Exited (7)
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Sep 2024, the weight rose most in Cement & Cement Products (+3.0 pts) and Banks (+2.2 pts), and fell most in Capital Markets (−3.5 pts) and Electrical Equipment (−3.2 pts).
- Cement & Cement Products0.0% → 3.0%new+3.0 pts
- Banks4.3% → 6.6%+2.2 pts
- Power0.0% → 2.1%new+2.1 pts
- Auto Components5.0% → 6.6%+1.6 pts
- Aerospace & Defense0.6% → 2.1%+1.4 pts
- IT - Services3.6% → 5.0%+1.4 pts
- Capital Markets7.7% → 4.2%−3.5 pts
- Electrical Equipment3.2% → 0.0%exited−3.2 pts
- Automobiles6.6% → 4.9%−1.7 pts
- Consumer Durables8.1% → 6.8%−1.3 pts
- Construction6.2% → 5.1%−1.1 pts
- IT - Software2.3% → 1.3%−1.0 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Sep 2024 | Sep 2024 | Sep 2024 | Mar 2025 |
|---|---|---|---|---|
| Retailing | 6.9% | 6.9% | 6.9% | 8.2% |
| Consumer Durables | 8.1% | 8.1% | 8.1% | 6.8% |
| Auto Components | 5.0% | 5.0% | 5.0% | 6.6% |
| Telecom - Services | 6.7% | 6.7% | 6.7% | 6.6% |
| Banks | 4.3% | 4.3% | 4.3% | 6.6% |
| Leisure Services | 7.2% | 7.2% | 7.2% | 6.3% |
| Industrial Products | 5.8% | 5.8% | 5.8% | 5.5% |
| Construction | 6.2% | 6.2% | 6.2% | 5.1% |
| IT - Services | 3.6% | 3.6% | 3.6% | 5.0% |
| Automobiles | 6.6% | 6.6% | 6.6% | 4.9% |
Allocation in Mar 2025change vs Sep 2024
- Retailing (4)8.2%▲ 1.3 pts
- Consumer Durables (3)6.8%▼ 1.3 pts
- Auto Components (4)6.6%▲ 1.6 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Mar 2025
16.7%
▲ 0.8 pts vs Sep 2024
- Cash alone
- 16.7%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 15.9% – 16.7%
- lowest to highest · record 16.7% in Mar 2025
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.