← Sundaram Mutual Fund

Sundaram Business Cycle Fund Direct Plan Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
34
Aug 2026
Equity Holdings
₹1,740.45 Cr
Equity only, excl. debt & cash
AAUM
₹1,570.37 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.4%
Diversified
Top 10 Weight
40.6%
Moderate
Changes
39
6 new · 5 exits
Top Sector
Retailing
11.4% of portfolio
Launch Date
05 Jun 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,570.37 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Sundaram Business Cycle Fund Direct Plan Growth made 6 new additions and exited 5 stocks this month. The biggest new buy was TD Power Systems Limited (Electrical Equipment) at 4.19% weight. TD Power Systems Limited was the biggest exit (Electrical Equipment), which was held at 4.01%. Among existing holdings, PB Fintech Limited saw the biggest increase — now at 4.28% of the portfolio. Five Star Business Finance Limited was trimmed the most, now at 2.87%. Radico Khaitan Limited remains the top holding with Retailing the dominant sector at 11.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Finance 10.3% 10.2% -0.1%
IT - Software 10.3% 9.7% -0.6%
Industrial Products 9.9% 8.9% -1.0%
Retailing 7.5% 8.3% +0.8%
Transport Services 7.6% 7.5% -0.1%
Electrical Equipment 3.3% 7.0% +3.7%
Banks 9.6% 6.8% -2.8%
Capital Markets 7.7% 5.5% -2.3%
Beverages 4.9% 5.3% +0.5%
Consumer Durables 2.8% 5.0% +2.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Retailing 8.3% 11.4% +3.1%
Finance 10.2% 9.0% -1.2%
Industrial Products 8.9% 8.4% -0.5%
IT - Software 9.7% 8.2% -1.5%
Electrical Equipment 7.0% 7.1% +0.1%
Financial Technology (Fintech) 3.1% 7.1% +4.1%
Transport Services 7.5% 7.0% -0.5%
Capital Markets 5.5% 5.3% -0.2%
Beverages 5.3% 5.2% -0.1%
Banks 6.8% 4.1% -2.8%
🟢
Biggest New Buy
TD Power Systems Limited
4.19% weight · Electrical Equipment
🔴
Biggest Exit
TD Power Systems Limited
4.01% was held · Electrical Equipment
Biggest Add
PB Fintech Limited
+1.22% · now 4.28%
Biggest Trim
Five Star Business Finance Limited
-0.95% · now 2.87%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Groww Multicap Fund - Direct - Growth
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan + more
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
One 97 Communications Limited 56 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
Lenskart Solutions Limited 29 funds
Lenskart Solutions Limited
Motilal Oswal Multi Cap Fund-Direct Plan Growth
Abakkus Large & Mid cap Fund
Motilal Oswal Midcap Fund-Direct Plan-Growth Option + more
Kirloskar Pneumatic Company Limited 26 funds
Kirloskar Pneumatic Company Limited
Tata Small Cap Fund-Direct Plan-Growth
Franklin Build India Fund - Direct - Growth
Abakkus Small Cap Fund - Direct Plan - Growth + more
Sapphire Foods India Limited 9 funds
Sapphire Foods India Limited
Shriram Balanced Advantage Fund
Shriram Aggressive Hybrid Fund
Sundaram Small Cap Fund Direct Plan - Growth + more
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Large and Midcap Fund Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth
Motilal Oswal Infrastructure Fund-Direct-Growth + more
UltraTech Cement Limited 52 funds
UltraTech Cement Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option + more
Kirloskar Pneumatic Co Ltd 27 funds
Kirloskar Pneumatic Co Ltd
Tata Small Cap Fund-Direct Plan-Growth
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option
Franklin Build India Fund - Direct - Growth + more
Amber Enterprises India Limited 20 funds
Amber Enterprises India Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option
Franklin India Opportunities Fund - Direct - Growth + more
Bank of Baroda 20 funds
Bank of Baroda
Kotak Nifty PSU Bank ETF
Kotak Nifty Bank ETF
Kotak Nifty200 Value 30 Index Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 6 New Entries 🔴 5 Exits ↑ 7 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
TD Power Systems Limited
₹73.29 Cr
Electrical Equipment 4.19%
2
Dhoot Transmission Ltd
₹56.46 Cr
Automobile and Auto Components 3.23%
3
Lenskart Solutions Limited
₹52.19 Cr
Retailing 2.99%
4
One 97 Communications Limited
₹49.41 Cr
Financial Technology (Fintech) 2.83%
5
Sapphire Foods India Limited
₹42.46 Cr
Leisure Services 2.43%
6
Kirloskar Pneumatic Company Limited
₹37.55 Cr
Industrial Products 2.15%
#StockSectorLast Weight (Jul 2026)
1
TD Power Systems Limited
₹66.73 Cr
Electrical Equipment 4.01%
2
UltraTech Cement Limited
₹47.21 Cr
Cement & Cement Products 2.84%
3
Bank of Baroda
₹40.93 Cr
Banks 2.46%
4
Kirloskar Pneumatic Co Ltd
₹38.95 Cr
Industrial Products 2.34%
5
Amber Enterprises India Limited
₹16.07 Cr
Consumer Durables 0.97%
#StockSectorJul 2026Aug 2026Change
1
PB Fintech Limited
₹74.71 Cr
Financial Technology (Fintech) 3.06% 4.28% +1.22%
2
MTAR Technologies Limited
₹67.24 Cr
Aerospace & Defense 3.29% 3.85% +0.56%
3
Indegene Limited
₹49.02 Cr
Healthcare Services 2.48% 2.81% +0.33%
4
Vedanta Aluminium Metal Limited
₹39.51 Cr
Metals & Minerals Trading 1.97% 2.26% +0.29%
5
Coforge Limited
₹37.65 Cr
IT - Software 1.96% 2.15% +0.19%
6
Eternal Limited
₹84.11 Cr
Retailing 4.66% 4.81% +0.15%
7
Shriram Finance Limited
₹67.44 Cr
Finance 3.82% 3.86% +0.04%
#StockSectorJul 2026Aug 2026Change
1
Five Star Business Finance Limited
₹50.10 Cr
Finance 3.82% 2.87% -0.95%
2
Oracle Financial Services Software Limited
₹62.97 Cr
IT - Software 4.50% 3.60% -0.90%
3
Rategain Travel Technologies Limited
₹42.88 Cr
IT - Software 3.23% 2.45% -0.78%
4
Kalyan Jewellers India Limited
₹59.22 Cr
Consumer Durables 4.06% 3.39% -0.67%
5
Delhivery Limited
₹57.06 Cr
Transport Services 3.63% 3.27% -0.36%
6
Aavas Financiers Limited
₹39.66 Cr
Finance 2.57% 2.27% -0.30%
7
Kirloskar Oil Engines Limited
₹52.19 Cr
Industrial Products 3.27% 2.99% -0.28%
8
Ujjivan Small Finance Bank Limited
₹51.83 Cr
Banks 3.24% 2.97% -0.27%
9
TIPS MUSIC LIMITED
₹31.89 Cr
Entertainment 1.99% 1.83% -0.16%
10
Mahindra & Mahindra Limited
₹31.14 Cr
Automobiles 1.94% 1.78% -0.16%

What Stocks Does This Fund Hold?

34 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹91.32 Cr
Beverages
5.23%
2
₹84.11 Cr
Retailing
4.81%
3
₹74.71 Cr
Financial Technology (Fintech)
4.28%
4
₹73.29 Cr
Electrical Equipment
4.19%
5
₹67.44 Cr
Finance
3.86%
6
₹67.24 Cr
Aerospace & Defense
3.85%
7
₹64.99 Cr
Transport Services
3.72%
8
₹63.47 Cr
Retailing
3.63%
9
₹62.97 Cr
IT - Software
3.60%
10
₹59.22 Cr
Consumer Durables
3.39%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Sundaram Mutual Fund — Portfolio & Holdings
See all funds managed by Sundaram Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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