What stocks does Sundaram Business Cycle Fund Direct Plan Growth hold?

Sundaram Business Cycle Fund Direct Plan Growth holds a portfolio of Indian equity stocks disclosed monthly by Sundaram Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Sundaram Business Cycle Fund Direct Plan Growth?

Sundaram Business Cycle Fund Direct Plan Growth is managed by Sundaram Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Sundaram Business Cycle Fund Direct Plan Growth?

Sundaram Business Cycle Fund Direct Plan Growth is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

How often is Sundaram Business Cycle Fund Direct Plan Growth portfolio data updated?

Portfolio holdings for Sundaram Business Cycle Fund Direct Plan Growth are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Sundaram Mutual Fund

Sundaram Business Cycle Fund Direct Plan Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026

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Stocks Held

May 2026

Equity Holdings

₹1,550.69 Cr

Equity only, excl. debt & cash

Top 5 Weight

20.9%

Diversified

Top 10 Weight

38.5%

Diversified

Changes

1 new · 7 exits

Top Sector

IT - Software

9.7% of portfolio

📋 What Happened This Month Sundaram Business Cycle Fund Direct Plan Growth made 1 new addition and exited 7 stocks this month. The biggest new buy was Kalyan Jewellers India Limited (Consumer Durables) at 0.98% weight. Larsen & Toubro Limited was the biggest exit (Construction), which was held at 3.47%. Among existing holdings, Coforge Limited saw the biggest increase — now at 2.77% of the portfolio. Amber Enterprises India Limited was trimmed the most, now at 1.03%. Radico Khaitan Limited remains the top holding with IT - Software the dominant sector at 9.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · Sundaram Business Cycle Fund Direct Plan Growth

+3.25%

+18.60%

+1.07%

+1.00%

Latest NAV

₹11.25

24 Jun 2026

52W High

₹11.53

-2% from High

52W Low

₹9.28

+21% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+2.6%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

3.8%

+ve in 82% windows

13.0% / -8.5%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-13.8%

Rec: Jun 2025 (5 mo)

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

Pre-inception

Rec: N/A

2018 IL&FS

Pre-inception

Rec: N/A

NAV Chart ₹11.25 24 Jun 2026

Simple Moving Avg: Click to draw · click again to remove

Sundaram Business Cycle Fund Direct Plan Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹11.25

Sector Shift Industry allocation month-over-month

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Banks	12.6%	9.6%	▼ -3.0%
Finance	5.4%	8.9%	▲ +3.6%
Retailing	9.7%	8.2%	▼ -1.6%
IT - Software	2.1%	7.4%	▲ +5.3%
Capital Markets	1.8%	6.2%	▲ +4.4%
Transport Services	5.4%	6.1%	▲ +0.7%
Industrial Products	5.2%	5.6%	▲ +0.4%
Aerospace & Defense	2.4%	5.0%	▲ +2.6%
Leisure Services	3.2%	4.1%	▲ +0.9%
Auto Components	7.4%	3.7%	▼ -3.7%

Apr 2026 → May 2026

Sector	Prev	Curr ▼	Delta
IT - Software	7.4%	9.7%	▲ +2.3%
Banks	9.6%	9.5%	● -0.1%
Finance	8.9%	9.5%	▲ +0.6%
Capital Markets	6.2%	8.0%	▲ +1.7%
Retailing	8.2%	7.0%	▼ -1.2%
Transport Services	6.1%	7.0%	▲ +0.9%
Industrial Products	5.6%	6.2%	▲ +0.6%
Aerospace & Defense	5.0%	5.6%	▲ +0.7%
Beverages	3.7%	4.5%	▲ +0.8%
Non - Ferrous Metals	2.8%	4.0%	▲ +1.1%

🟢

Biggest New Buy

Kalyan Jewellers India Limited

0.98% weight · Consumer Durables

🔴

Biggest Exit

Larsen & Toubro Limited

3.47% was held · Construction

↑

Biggest Add

Coforge Limited

+1.37% · now 2.77%

↓

Biggest Trim

Amber Enterprises India Limited

-1.68% · now 1.03%

🤝 Other funds also bought this month

Kalyan Jewellers India Limited 8 funds

👋 Other funds also exited

Bharti Airtel Limited 20 funds

Jubilant Foodworks Limited 18 funds

Larsen & Toubro Limited 16 funds

Neuland Laboratories Limited 3 funds

Urban Company Ltd. 3 funds

Landmark Cars Limited 2 funds

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 → May 2026

🟢 1 New Entry 🔴 7 Exits ↑ 24 Increased ↓ 9 Decreased

#	Stock	Sector	Weight (May 2026)
1	Kalyan Jewellers India Limited ₹15.66 Cr	Consumer Durables	0.98%

#	Stock	Sector	Last Weight (Apr 2026)
1	Larsen & Toubro Limited ₹54.63 Cr	Construction	3.47%
2	Jubilant Foodworks Limited ₹50.35 Cr	Leisure Services	3.19%
3	Bharti Airtel Limited ₹20.96 Cr	Telecom - Services	1.33%
4	Neuland Laboratories Limited ₹18.38 Cr	Pharmaceuticals & Biotechnology	1.17%
5	Urban Company Ltd. ₹17.35 Cr	Retailing	1.10%
6	Sapphire Foods India Limited ₹14.92 Cr	Leisure Services	0.95%
7	Landmark Cars Limited ₹7.51 Cr	Automobiles	0.48%

#	Stock	Sector	Apr 2026	May 2026	Change
1	Coforge Limited ₹44.23 Cr	IT - Software	1.40%	2.77%	+1.37%
2	National Aluminium Company Limited ₹62.97 Cr	Non - Ferrous Metals	2.82%	3.95%	+1.13%
3	Hindustan Petroleum Corporation Limited ₹31.37 Cr	Petroleum Products	1.00%	1.97%	+0.97%
4	Rategain Travel Technologies Limited ₹43.65 Cr	IT - Software	1.86%	2.74%	+0.88%
5	Radico Khaitan Limited ₹71.64 Cr	Beverages	3.68%	4.49%	+0.81%
6	MTAR Technologies Limited ₹68.15 Cr	Aerospace & Defense	3.54%	4.27%	+0.73%
7	360 One WAM Limited ₹39.38 Cr	Capital Markets	1.77%	2.47%	+0.70%
8	PB Fintech Limited ₹54.15 Cr	Financial Technology (Fintech)	2.73%	3.40%	+0.67%
9	Five Star Business Finance Limited ₹51.66 Cr	Finance	2.58%	3.24%	+0.66%
10	Angel One Limited ₹39.57 Cr	Capital Markets	1.89%	2.48%	+0.59%
11	Delhivery Limited ₹56.58 Cr	Transport Services	3.00%	3.55%	+0.55%
12	Polycab India Limited ₹57.05 Cr	Industrial Products	3.10%	3.58%	+0.48%
13	Nippon Life India Asset Management Limited ₹48.03 Cr	Capital Markets	2.57%	3.01%	+0.44%
14	InterGlobe Aviation Limited ₹54.69 Cr	Transport Services	3.12%	3.43%	+0.31%
15	S.J.S. Enterprises Limited ₹36.48 Cr	Auto Components	1.99%	2.29%	+0.30%
16	Ujjivan Small Finance Bank Limited ₹40.79 Cr	Banks	2.30%	2.56%	+0.26%
17	TD Power Systems Limited ₹36.56 Cr	Electrical Equipment	2.03%	2.29%	+0.26%
18	Indegene Limited ₹41.80 Cr	Healthcare Services	2.54%	2.62%	+0.08%
19	Kirloskar Pneumatic Co Ltd ₹41.37 Cr	Industrial Products	2.51%	2.59%	+0.08%
20	Oracle Financial Services Software Limited ₹66.66 Cr	IT - Software	4.13%	4.18%	+0.05%
21	Affle 3i Limited ₹43.17 Cr	IT - Services	2.66%	2.71%	+0.05%
22	TIPS MUSIC LIMITED ₹46.88 Cr	Entertainment	2.92%	2.94%	+0.02%
23	Bank of Baroda ₹45.30 Cr	Banks	2.82%	2.84%	+0.02%
24	Eternal Limited ₹64.24 Cr	Retailing	4.02%	4.03%	+0.01%

#	Stock	Sector	Apr 2026	May 2026	Change
1	Amber Enterprises India Limited ₹16.45 Cr	Consumer Durables	2.71%	1.03%	-1.68%
2	State Bank of India ₹48.28 Cr	Banks	3.39%	3.03%	-0.36%
3	Craftsman Automation Limited ₹23.03 Cr	Auto Components	1.71%	1.44%	-0.27%
4	Aavas Financiers Limited ₹42.24 Cr	Finance	2.75%	2.65%	-0.10%
5	Bharat Electronics Limited ₹21.62 Cr	Aerospace & Defense	1.44%	1.36%	-0.08%
6	FSN E-Commerce Ventures Limited ₹47.63 Cr	Retailing	3.05%	2.99%	-0.06%
7	UltraTech Cement Limited ₹45.54 Cr	Cement & Cement Products	2.92%	2.86%	-0.06%
8	Mahindra & Mahindra Limited ₹28.90 Cr	Automobiles	1.86%	1.81%	-0.05%
9	IndusInd Bank Limited ₹16.99 Cr	Banks	1.08%	1.07%	-0.01%

What Stocks Does This Fund Hold?

36 stocks — May 2026

#	Stock	Sector	Weight & Value
1	Radico Khaitan Limited ₹71.64 Cr	Beverages	4.49%
2	MTAR Technologies Limited ₹68.15 Cr	Aerospace & Defense	4.27%
3	Oracle Financial Services Software Limited ₹66.66 Cr	IT - Software	4.18%
4	Eternal Limited ₹64.24 Cr	Retailing	4.03%
5	National Aluminium Company Limited ₹62.97 Cr	Non - Ferrous Metals	3.95%
6	Shriram Finance Limited ₹57.55 Cr	Finance	3.61%
7	Polycab India Limited ₹57.05 Cr	Industrial Products	3.58%
8	Delhivery Limited ₹56.58 Cr	Transport Services	3.55%
9	InterGlobe Aviation Limited ₹54.69 Cr	Transport Services	3.43%
10	PB Fintech Limited ₹54.15 Cr	Financial Technology (Fintech)	3.40%
11	Five Star Business Finance Limited ₹51.66 Cr	Finance	3.24%
12	State Bank of India ₹48.28 Cr	Banks	3.03%
13	Nippon Life India Asset Management Limited ₹48.03 Cr	Capital Markets	3.01%
14	FSN E-Commerce Ventures Limited ₹47.63 Cr	Retailing	2.99%
15	TIPS MUSIC LIMITED ₹46.88 Cr	Entertainment	2.94%
16	UltraTech Cement Limited ₹45.54 Cr	Cement & Cement Products	2.86%
17	Bank of Baroda ₹45.30 Cr	Banks	2.84%
18	Coforge Limited ₹44.23 Cr	IT - Software	2.77%
19	Rategain Travel Technologies Limited ₹43.65 Cr	IT - Software	2.74%
20	Affle 3i Limited ₹43.17 Cr	IT - Services	2.71%
21	Aavas Financiers Limited ₹42.24 Cr	Finance	2.65%
22	Indegene Limited ₹41.80 Cr	Healthcare Services	2.62%
23	Kirloskar Pneumatic Co Ltd ₹41.37 Cr	Industrial Products	2.59%
24	Ujjivan Small Finance Bank Limited ₹40.79 Cr	Banks	2.56%
25	Angel One Limited ₹39.57 Cr	Capital Markets	2.48%
26	360 One WAM Limited ₹39.38 Cr	Capital Markets	2.47%
27	S.J.S. Enterprises Limited ₹36.48 Cr	Auto Components	2.29%
28	TD Power Systems Limited ₹36.56 Cr	Electrical Equipment	2.29%
29	Hindustan Petroleum Corporation Limited ₹31.37 Cr	Petroleum Products	1.97%
30	Mahindra & Mahindra Limited ₹28.90 Cr	Automobiles	1.81%
31	Craftsman Automation Limited ₹23.03 Cr	Auto Components	1.44%
32	Bharat Electronics Limited ₹21.62 Cr	Aerospace & Defense	1.36%
33	IndusInd Bank Limited ₹16.99 Cr	Banks	1.07%
34	Amber Enterprises India Limited ₹16.45 Cr	Consumer Durables	1.03%
35	Kalyan Jewellers India Limited ₹15.66 Cr	Consumer Durables	0.98%
36	TVS Motor Company Limited ₹45.94 L	Automobiles	0.03%