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 Jun 2026 Comparing May 2026 → Jun 2026

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Stocks Held

Jun 2026

Equity Holdings

₹1,611.12 Cr

Equity only, excl. debt & cash

Top 5 Weight

21.4%

Diversified

Top 10 Weight

39.4%

Diversified

Changes

1 new · 3 exits

Top Sector

IT - Software

10.3% of portfolio

📋 What Happened This Month Sundaram Business Cycle Fund Direct Plan Growth made 1 new addition and exited 3 stocks this month. The biggest new buy was Kirloskar Oil Engines Limited (Industrial Products) at 3.13% weight. National Aluminium Company Limited was the biggest exit (Non - Ferrous Metals), which was held at 3.95%. Among existing holdings, TD Power Systems Limited saw the biggest increase — now at 3.32% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 3.99%. Radico Khaitan Limited remains the top holding with IT - Software the dominant sector at 10.3%. ↓ 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

+4.78%

+10.75%

+5.08%

+1.40%

Latest NAV

₹11.44

14 Jul 2026

52W High

₹11.58

-1% from High

52W Low

₹9.28

+23% 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

3.7%

+ve in 83% 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 ₹11.44 14 Jul 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: ₹11.44

Sector Shift Industry allocation month-over-month

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%

May 2026 → Jun 2026

Sector	Prev	Curr ▼	Delta
IT - Software	9.7%	10.3%	▲ +0.6%
Finance	9.5%	10.3%	▲ +0.8%
Industrial Products	6.2%	9.9%	▲ +3.7%
Banks	9.5%	9.6%	▲ +0.1%
Capital Markets	8.0%	7.7%	▼ -0.2%
Transport Services	7.0%	7.6%	▲ +0.6%
Retailing	7.0%	7.5%	▲ +0.5%
Beverages	4.5%	4.9%	▲ +0.4%
Aerospace & Defense	5.6%	4.0%	▼ -1.6%
Electrical Equipment	2.3%	3.3%	▲ +1.0%

🟢

Biggest New Buy

Kirloskar Oil Engines Limited

3.13% weight · Industrial Products

🔴

Biggest Exit

National Aluminium Company Limited

3.95% was held · Non - Ferrous Metals

↑

Biggest Add

TD Power Systems Limited

+1.03% · now 3.32%

↓

Biggest Trim

MTAR Technologies Limited

-0.28% · now 3.99%

🤝 Other funds also bought this month

Kirloskar Oil Engines Limited 17 funds

👋 Other funds also exited

Bharat Electronics Limited 36 funds

National Aluminium Company Limited 21 funds

Craftsman Automation Limited 4 funds

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 → Jun 2026

🟢 1 New Entry 🔴 3 Exits ↑ 18 Increased ↓ 14 Decreased

#	Stock	Sector	Weight (Jun 2026)
1	Kirloskar Oil Engines Limited ₹51.67 Cr	Industrial Products	3.13%

#	Stock	Sector	Last Weight (May 2026)
1	National Aluminium Company Limited ₹62.97 Cr	Non - Ferrous Metals	3.95%
2	Craftsman Automation Limited ₹23.03 Cr	Auto Components	1.44%
3	Bharat Electronics Limited ₹21.62 Cr	Aerospace & Defense	1.36%

#	Stock	Sector	May 2026	Jun 2026	Change
1	TD Power Systems Limited ₹54.74 Cr	Electrical Equipment	2.29%	3.32%	+1.03%
2	Kalyan Jewellers India Limited ₹30.05 Cr	Consumer Durables	0.98%	1.82%	+0.84%
3	InterGlobe Aviation Limited ₹66.66 Cr	Transport Services	3.43%	4.04%	+0.61%
4	Kirloskar Pneumatic Co Ltd ₹51.32 Cr	Industrial Products	2.59%	3.11%	+0.52%
5	Rategain Travel Technologies Limited ₹52.59 Cr	IT - Software	2.74%	3.19%	+0.45%
6	FSN E-Commerce Ventures Limited ₹56.44 Cr	Retailing	2.99%	3.42%	+0.43%
7	Radico Khaitan Limited ₹80.33 Cr	Beverages	4.49%	4.87%	+0.38%
8	Five Star Business Finance Limited ₹58.62 Cr	Finance	3.24%	3.55%	+0.31%
9	Aavas Financiers Limited ₹47.82 Cr	Finance	2.65%	2.90%	+0.25%
10	Shriram Finance Limited ₹63.32 Cr	Finance	3.61%	3.84%	+0.23%
11	Oracle Financial Services Software Limited ₹72.08 Cr	IT - Software	4.18%	4.37%	+0.19%
12	Ujjivan Small Finance Bank Limited ₹44.29 Cr	Banks	2.56%	2.68%	+0.12%
13	State Bank of India ₹51.41 Cr	Banks	3.03%	3.12%	+0.09%
14	Eternal Limited ₹67.83 Cr	Retailing	4.03%	4.11%	+0.08%
15	Nippon Life India Asset Management Limited ₹50.73 Cr	Capital Markets	3.01%	3.07%	+0.06%
16	Polycab India Limited ₹59.96 Cr	Industrial Products	3.58%	3.63%	+0.05%
17	S.J.S. Enterprises Limited ₹38.43 Cr	Auto Components	2.29%	2.33%	+0.04%
18	Delhivery Limited ₹59.04 Cr	Transport Services	3.55%	3.58%	+0.03%

#	Stock	Sector	May 2026	Jun 2026	Change
1	MTAR Technologies Limited ₹65.91 Cr	Aerospace & Defense	4.27%	3.99%	-0.28%
2	PB Fintech Limited ₹51.80 Cr	Financial Technology (Fintech)	3.40%	3.14%	-0.26%
3	TIPS MUSIC LIMITED ₹44.36 Cr	Entertainment	2.94%	2.69%	-0.25%
4	Affle 3i Limited ₹41.89 Cr	IT - Services	2.71%	2.54%	-0.17%
5	UltraTech Cement Limited ₹44.63 Cr	Cement & Cement Products	2.86%	2.70%	-0.16%
6	360 One WAM Limited ₹38.31 Cr	Capital Markets	2.47%	2.32%	-0.15%
7	Angel One Limited ₹38.79 Cr	Capital Markets	2.48%	2.35%	-0.13%
8	Indegene Limited ₹42.11 Cr	Healthcare Services	2.62%	2.55%	-0.07%
9	Hindustan Petroleum Corporation Limited ₹31.42 Cr	Petroleum Products	1.97%	1.90%	-0.07%
10	Bank of Baroda ₹45.96 Cr	Banks	2.84%	2.78%	-0.06%
11	Mahindra & Mahindra Limited ₹29.12 Cr	Automobiles	1.81%	1.76%	-0.05%
12	Amber Enterprises India Limited ₹16.26 Cr	Consumer Durables	1.03%	0.99%	-0.04%
13	IndusInd Bank Limited ₹17.17 Cr	Banks	1.07%	1.04%	-0.03%
14	Coforge Limited ₹45.60 Cr	IT - Software	2.77%	2.76%	-0.01%

What Stocks Does This Fund Hold?

34 stocks — Jun 2026

#	Stock	Sector	Weight & Value
1	Radico Khaitan Limited ₹80.33 Cr	Beverages	4.87%
2	Oracle Financial Services Software Limited ₹72.08 Cr	IT - Software	4.37%
3	Eternal Limited ₹67.83 Cr	Retailing	4.11%
4	InterGlobe Aviation Limited ₹66.66 Cr	Transport Services	4.04%
5	MTAR Technologies Limited ₹65.91 Cr	Aerospace & Defense	3.99%
6	Shriram Finance Limited ₹63.32 Cr	Finance	3.84%
7	Polycab India Limited ₹59.96 Cr	Industrial Products	3.63%
8	Delhivery Limited ₹59.04 Cr	Transport Services	3.58%
9	Five Star Business Finance Limited ₹58.62 Cr	Finance	3.55%
10	FSN E-Commerce Ventures Limited ₹56.44 Cr	Retailing	3.42%
11	TD Power Systems Limited ₹54.74 Cr	Electrical Equipment	3.32%
12	Rategain Travel Technologies Limited ₹52.59 Cr	IT - Software	3.19%
13	PB Fintech Limited ₹51.80 Cr	Financial Technology (Fintech)	3.14%
14	Kirloskar Oil Engines Limited ₹51.67 Cr	Industrial Products	3.13%
15	State Bank of India ₹51.41 Cr	Banks	3.12%
16	Kirloskar Pneumatic Co Ltd ₹51.32 Cr	Industrial Products	3.11%
17	Nippon Life India Asset Management Limited ₹50.73 Cr	Capital Markets	3.07%
18	Aavas Financiers Limited ₹47.82 Cr	Finance	2.90%
19	Bank of Baroda ₹45.96 Cr	Banks	2.78%
20	Coforge Limited ₹45.60 Cr	IT - Software	2.76%
21	UltraTech Cement Limited ₹44.63 Cr	Cement & Cement Products	2.70%
22	TIPS MUSIC LIMITED ₹44.36 Cr	Entertainment	2.69%
23	Ujjivan Small Finance Bank Limited ₹44.29 Cr	Banks	2.68%
24	Indegene Limited ₹42.11 Cr	Healthcare Services	2.55%
25	Affle 3i Limited ₹41.89 Cr	IT - Services	2.54%
26	Angel One Limited ₹38.79 Cr	Capital Markets	2.35%
27	S.J.S. Enterprises Limited ₹38.43 Cr	Auto Components	2.33%
28	360 One WAM Limited ₹38.31 Cr	Capital Markets	2.32%
29	Hindustan Petroleum Corporation Limited ₹31.42 Cr	Petroleum Products	1.90%
30	Kalyan Jewellers India Limited ₹30.05 Cr	Consumer Durables	1.82%
31	Mahindra & Mahindra Limited ₹29.12 Cr	Automobiles	1.76%
32	IndusInd Bank Limited ₹17.17 Cr	Banks	1.04%
33	Amber Enterprises India Limited ₹16.26 Cr	Consumer Durables	0.99%
34	TVS Motor Company Limited ₹47.38 L	Automobiles	0.03%