Loading…
Sectoral / Thematic · Sundaram Mutual Fund · AMFI code 152673Sundaram Business Cycle Fund
Disclosed for 12 months, Sep 2024 to Sep 2026.
Portfolio value
₹1,650 Cr
up ₹56.1 Cr vs May 2026
- Stocks held
- 34
- down 2 vs May 2026
- Top 10 weight
- 39.4%
- of the portfolio in its ten largest
- Cash & debt
- 2.4%
- cash, money market and debt
- Moves this month
- 1 in · 3 out
- added to 10, trimmed 8
Sundaram Business Cycle Fund is an active equity fund in the Sectoral / Thematic category from Sundaram Mutual Fund. In June 2026 it disclosed 34 stocks worth ₹1,650 Cr, up ₹56.1 Cr from May 2026. Its largest positions were Radico Khaitan Limited (4.9%), Oracle Financial Services Software Limited (4.4%), Eternal Limited (4.1%); the ten largest together made up 39.4% of the portfolio, and IT - Software was the biggest sector at 10.6% of its equity. Cash and debt stood at 2.4%. Compared with May 2026 the fund entered 1 new stock and exited 3.
Against 229 other Sectoral / Thematic funds
Concentration
31%
Top-10 weight is higher than 31% of peers
Breadth
22%
Holds more stocks than 22% of peers
Cash
32%
Holds more cash than 32% of peers
What these mean: concentration · cash
Holdings in June 2026
Download CSVEvery line the fund disclosed, with the change against May 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Radico Khaitan Limited | 4.87% | up 0.37 pts | ₹80.3 Cr | up ₹8.7 Cr | Added |
| Oracle Financial Services Software Limited | 4.37% | up 0.19 pts | ₹72.1 Cr | up ₹5.4 Cr | Added |
| Eternal Limited | 4.11% | up 0.08 pts | ₹67.8 Cr | up ₹3.6 Cr | Added |
| InterGlobe Aviation Limited | 4.04% | up 0.61 pts | ₹66.7 Cr | up ₹12 Cr | Added |
| MTAR Technologies Limited | 3.99% | down 0.28 pts | ₹65.9 Cr | down ₹2.2 Cr | Trimmed |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 3.84% | up 0.23 pts | ₹63.3 Cr | up ₹5.8 Cr | Added |
| Polycab India Limited | 3.63% | up 0.05 pts | ₹60 Cr | up ₹2.9 Cr | Added |
| Delhivery Limited | 3.58% | up 0.03 pts | ₹59 Cr | up ₹2.5 Cr | Added |
| Five Star Business Finance Limited | 3.55% | up 0.31 pts | ₹58.6 Cr | up ₹7 Cr | Added |
| FSN E-Commerce Ventures Limited | 3.42% | up 0.43 pts | ₹56.4 Cr | up ₹8.8 Cr | Added |
| TD Power Systems Limited | 3.32% | up 1.02 pts | ₹54.7 Cr | up ₹18.2 Cr | Added |
| Rategain Travel Technologies Limited | 3.19% | up 0.45 pts | ₹52.6 Cr | up ₹8.9 Cr | Added |
| PB Fintech Limited | 3.14% | down 0.26 pts | ₹51.8 Cr | down ₹2.4 Cr | Trimmed |
| Kirloskar Oil Engines Limited | 3.13% | up 3.13 pts | ₹51.7 Cr | up ₹51.7 Cr | New |
| State Bank of India | 3.12% | up 0.09 pts | ₹51.4 Cr | up ₹3.1 Cr | Added |
| Kirloskar Pneumatic Company Limited | 3.11% | up 0.51 pts | ₹51.3 Cr | up ₹10 Cr | Added |
| Nippon Life India Asset Management Limited | 3.07% | up 0.06 pts | ₹50.7 Cr | up ₹2.7 Cr | Added |
| Aavas Financiers Limited | 2.90% | up 0.25 pts | ₹47.8 Cr | up ₹5.6 Cr | Added |
| Bank of Baroda | 2.78% | down 0.06 pts | ₹46 Cr | up ₹66 L | Added |
| Coforge Limited | 2.76% | down 0.01 pts | ₹45.6 Cr | up ₹1.4 Cr | Added |
| UltraTech Cement Limited | 2.70% | down 0.15 pts | ₹44.6 Cr | down ₹91 L | Trimmed |
| TIPS MUSIC LIMITED | 2.69% | down 0.25 pts | ₹44.4 Cr | down ₹2.5 Cr | Trimmed |
| Ujjivan Small Finance Bank Limited | 2.68% | up 0.12 pts | ₹44.3 Cr | up ₹3.5 Cr | Added |
| Indegene Limited | 2.55% | down 0.07 pts | ₹42.1 Cr | up ₹31 L | Added |
| Affle (India) Limited | 2.54% | down 0.17 pts | ₹41.9 Cr | down ₹1.3 Cr | Trimmed |
| Cash, TREPS & receivables | 2.37% | down 0.35 pts | ₹39.1 Cr | down ₹4.3 Cr | Trimmed |
| Angel One Limited | 2.35% | down 0.13 pts | ₹38.8 Cr | down ₹78 L | Trimmed |
| SJS Enterprises Pvt Limited | 2.33% | up 0.04 pts | ₹38.4 Cr | up ₹2 Cr | Added |
| 360 One WAM Limited | 2.32% | down 0.15 pts | ₹38.3 Cr | down ₹1.1 Cr | Trimmed |
| Hindustan Petroleum Corporation Limited | 1.90% | down 0.06 pts | ₹31.4 Cr | up ₹5 L | Held |
| Kalyan Jewellers India Limited | 1.82% | up 0.84 pts | ₹30.1 Cr | up ₹14.4 Cr | Added |
| Mahindra & Mahindra Limited | 1.76% | down 0.05 pts | ₹29.1 Cr | up ₹22 L | Added |
| IndusInd Bank Limited | 1.04% | down 0.03 pts | ₹17.2 Cr | up ₹18 L | Added |
| Amber Enterprises India Limited | 0.99% | down 0.05 pts | ₹16.3 Cr | down ₹18 L | Trimmed |
| TVS Motor Company Limited | 0.03% | down <0.01 pts | ₹47 L | up ₹1 L | Added |
What changed, May 2026 to Jun 2026
New New positions (1)
- Kirloskar Oil Engines Limited3.1% · ₹51.7 Cr
Exited Exited (3)
- National Aluminium Company Limitedwas 3.9% · ₹63 Cr
- Craftsman Automation Limitedwas 1.4% · ₹23 Cr
- Bharat Electronics Limitedwas 1.4% · ₹21.6 Cr
Added Biggest additions
- TD Power Systems Limitedup ₹18.2 Cr (+1.02% pts)
- Kalyan Jewellers India Limited ₹14.4 Cr (+0.84% pts)
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 May 2026, the weight rose most in Industrial Products (+3.8 pts) and Electrical Equipment (+1.0 pts), and fell most in Non - Ferrous Metals (−4.1 pts) and Aerospace & Defense (−1.7 pts).
- Industrial Products6.3% → 10.1%+3.8 pts
- Electrical Equipment2.4% → 3.4%+1.0 pts
- Consumer Durables2.1% → 2.9%+0.8 pts
- Finance9.8% → 10.5%+0.8 pts
- Transport Services7.2% → 7.8%+0.6 pts
- IT - Software10.0% → 10.6%+0.6 pts
- Non - Ferrous Metals4.1% → 0.0%exited−4.1 pts
- Aerospace & Defense5.8% → 4.1%−1.7 pts
- Auto Components3.8% → 2.4%−1.5 pts
- Financial Technology (fintech)3.5% → 3.2%−0.3 pts
- Entertainment3.0% → 2.8%−0.3 pts
- Capital Markets8.2% → 7.9%−0.3 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 | Mar 2025 | Sep 2025 | Mar 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|
| IT - Software | 1.3% | 2.9% | 2.3% | 10.0% | 10.6% |
| Finance | — | — | 5.7% | 9.8% | 10.5% |
| Industrial Products | 5.5% | 5.4% | 5.5% | 6.3% | 10.1% |
| Banks | 6.6% | 5.5% | 13.4% | 9.8% | 9.9% |
| Capital Markets | 4.2% | 3.1% | 1.9% | 8.2% | 7.9% |
| Transport Services | 2.3% | 2.3% | 5.8% | 7.2% | 7.8% |
| Retailing | 8.2% | 11.3% | 10.3% | 7.2% | 7.7% |
| Beverages | 4.0% | 4.3% | 2.6% | 4.6% | 5.0% |
| Aerospace & Defense | 2.1% | 2.0% | 2.5% | 5.8% | 4.1% |
| Electrical Equipment | — | — | 0.1% | 2.4% | 3.4% |
Allocation in Jun 2026change vs May 2026
- IT - Software (3)10.6%▲ 0.6 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, Jun 2026
2.4%
▼ 0.4 pts vs May 2026
- Cash alone
- 2.4%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 0.8% – 7.4%
- 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.