← Sundaram Mutual Fund

Sundaram Business Cycle Fund Direct Plan Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
33
Jul 2026
Equity Holdings
₹1,615.92 Cr
Equity only, excl. debt & cash
AAUM
₹1,570.37 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.6%
Diversified
Top 10 Weight
41.3%
Moderate
Changes
36
2 new · 3 exits
Top Sector
Finance
10.2% 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 2 new additions and exited 3 stocks this month. The biggest new buy was GE Vernova T&D India Limited (Electrical Equipment) at 2.99% weight. State Bank of India was the biggest exit (Banks), which was held at 3.12%. Among existing holdings, Kalyan Jewellers India Limited saw the biggest increase — now at 4.06% of the portfolio. Coforge Limited was trimmed the most, now at 1.96%. Radico Khaitan Limited remains the top holding with Finance the dominant sector at 10.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
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%
🟢
Biggest New Buy
GE Vernova T&D India Limited
2.99% weight · Electrical Equipment
🔴
Biggest Exit
State Bank of India
3.12% was held · Banks
Biggest Add
Kalyan Jewellers India Limited
+2.24% · now 4.06%
Biggest Trim
Coforge Limited
-0.80% · now 1.96%
🤝 Other funds also bought this month
GE Vernova T&D India Limited 31 funds
GE Vernova T&D India Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
SAMCO ELSS TAX SAVER FUND + more
Vedanta Aluminium Metal Limited 10 funds
Vedanta Aluminium Metal Limited
ITI Focused Equity Fund
Nippon India MNC Fund
Bank Of India Manufacturing and Infrastructure Fund + more
👋 Other funds also exited
State Bank of India 54 funds
State Bank of India
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
HDFC NIFTY 50 VALUE 20 ETF - Growth Option + more
Hindustan Petroleum Corporation Limited 42 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
Angel One Limited 31 funds
Angel One Limited
Groww Nifty Capital Markets ETF FOF
Groww Nifty India Internet ETF FOF
SAMCO ELSS TAX SAVER FUND + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 3 Exits ↑ 18 Increased ↓ 13 Decreased
#StockSectorWeight (Jul 2026)
1
GE Vernova T&D India Limited
₹49.64 Cr
Electrical Equipment 2.99%
2
Vedanta Aluminium Metal Limited
₹32.75 Cr
Metals & Minerals Trading 1.97%
#StockSectorLast Weight (Jun 2026)
1
State Bank of India
₹51.41 Cr
Banks 3.12%
2
Angel One Limited
₹38.79 Cr
Capital Markets 2.35%
3
Hindustan Petroleum Corporation Limited
₹31.42 Cr
Petroleum Products 1.90%
#StockSectorJun 2026Jul 2026Change
1
Kalyan Jewellers India Limited
₹67.48 Cr
Consumer Durables 1.82% 4.06% +2.24%
2
TD Power Systems Limited
₹66.73 Cr
Electrical Equipment 3.32% 4.01% +0.69%
3
Ujjivan Small Finance Bank Limited
₹53.81 Cr
Banks 2.68% 3.24% +0.56%
4
Eternal Limited
₹77.54 Cr
Retailing 4.11% 4.66% +0.55%
5
Radico Khaitan Limited
₹88.38 Cr
Beverages 4.87% 5.32% +0.45%
6
Five Star Business Finance Limited
₹63.59 Cr
Finance 3.55% 3.82% +0.27%
7
Affle 3i Limited
₹46.80 Cr
IT - Services 2.54% 2.81% +0.27%
8
FSN E-Commerce Ventures Limited
₹60.54 Cr
Retailing 3.42% 3.64% +0.22%
9
Mahindra & Mahindra Limited
₹32.25 Cr
Automobiles 1.76% 1.94% +0.18%
10
S.J.S. Enterprises Limited
₹41.44 Cr
Auto Components 2.33% 2.49% +0.16%
#StockSectorJun 2026Jul 2026Change
1
Coforge Limited
₹32.64 Cr
IT - Software 2.76% 1.96% -0.80%
2
Kirloskar Pneumatic Co Ltd
₹38.95 Cr
Industrial Products 3.11% 2.34% -0.77%
3
MTAR Technologies Limited
₹54.66 Cr
Aerospace & Defense 3.99% 3.29% -0.70%
4
TIPS MUSIC LIMITED
₹33.09 Cr
Entertainment 2.69% 1.99% -0.70%
5
Polycab India Limited
₹54.81 Cr
Industrial Products 3.63% 3.30% -0.33%
6
Aavas Financiers Limited
₹42.76 Cr
Finance 2.90% 2.57% -0.33%
7
Bank of Baroda
₹40.93 Cr
Banks 2.78% 2.46% -0.32%
8
InterGlobe Aviation Limited
₹64.20 Cr
Transport Services 4.04% 3.86% -0.18%
9
PB Fintech Limited
₹50.94 Cr
Financial Technology (Fintech) 3.14% 3.06% -0.08%
10
Indegene Limited
₹41.28 Cr
Healthcare Services 2.55% 2.48% -0.07%

What Stocks Does This Fund Hold?

33 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹88.38 Cr
Beverages
5.32%
2
₹77.54 Cr
Retailing
4.66%
3
₹74.83 Cr
IT - Software
4.50%
4
₹67.48 Cr
Consumer Durables
4.06%
5
₹66.73 Cr
Electrical Equipment
4.01%
6
₹64.20 Cr
Transport Services
3.86%
7
₹63.60 Cr
Finance
3.82%
8
₹63.59 Cr
Finance
3.82%
9
₹60.54 Cr
Retailing
3.64%
10
₹60.28 Cr
Transport Services
3.63%
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🏦 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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