Sundaram Business Cycle Fund

Sundaram Mutual FundThematicPortfolio as of 31 July 2026

Sundaram Business Cycle Fund holds 35 instruments (97.17% equity), led by Radico Khaitan Limited (5.32%), ETERNAL LIMITED (4.66%) and Oracle Financial Services Software Limited (4.5%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
35
Equity Allocation
97.17%
AMC
Sundaram Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of Sundaram Business Cycle Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 35 instruments with an equity allocation of 97.17%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Sundaram Business Cycle Fund's top 10 holdings account for 41.32% of its portfolio, more diversified than the Thematic category average of 50.4%. Financial Services is its largest sector exposure at 25.58% of net assets, spread across 9 sectors in total. Since its 30 June 2026 disclosure, the fund added 2 new positions and exited 3 positions, with Kalyan Jewellers India Limited seeing the largest move (+2.24pp to 4.06%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

2 new entries3 exits10 increased8 reduced

Biggest Weight Increases

StockWeightChange
Kalyan Jewellers India Limited1.82% → 4.06%▲ +2.24
TD Power Systems Limited3.32% → 4.01%▲ +0.69
Ujjivan Small Finance Bank Limited2.68% → 3.24%▲ +0.56
ETERNAL LIMITED4.11% → 4.66%▲ +0.55
Radico Khaitan Limited4.87% → 5.32%▲ +0.45
Affle 3i Limited2.54% → 2.81%▲ +0.27
Five-Star Business Finance Limited3.55% → 3.82%▲ +0.27
FSN E-Commerce Ventures Limited3.42% → 3.64%▲ +0.22
Mahindra & Mahindra Limited1.76% → 1.94%▲ +0.18
S.J.S. Enterprises Limited2.33% → 2.49%▲ +0.16

Biggest Weight Reductions

StockWeightChange
Coforge Limited2.76% → 1.96%▼ -0.8
Kirloskar Pneumatic Company Limited3.11% → 2.34%▼ -0.77
Mtar Technologies Limited3.99% → 3.29%▼ -0.7
Tips Music Limited2.69% → 1.99%▼ -0.7
Aavas Financiers Limited2.9% → 2.57%▼ -0.33
Polycab India Limited3.63% → 3.3%▼ -0.33
Bank of Baroda2.78% → 2.46%▼ -0.32
InterGlobe Aviation Limited4.04% → 3.86%▼ -0.18

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: –, Mar: 2.47%, Apr: 3.68%, May: 4.49%, Jun: 4.87%, Jul: 5.32%
5.32%
Feb: 4.89%, Mar: 5.53%, Apr: 4.02%, May: 4.03%, Jun: 4.11%, Jul: 4.66%
4.66%
Feb: –, Mar: –, Apr: 4.13%, May: 4.18%, Jun: 4.37%, Jul: 4.5%
4.5%
Feb: –, Mar: –, Apr: –, May: 0.98%, Jun: 1.82%, Jul: 4.06%
4.06%
Feb: –, Mar: 0.09%, Apr: 2.03%, May: 2.29%, Jun: 3.32%, Jul: 4.01%
4.01%

Full Portfolio (35 holdings)

#HoldingSector% to NAV
1Radico Khaitan LimitedConsumer Staples5.32%
2ETERNAL LIMITEDConsumer Discretionary4.66%
3Oracle Financial Services Software LimitedInformation Technology4.5%
4TREPStreps4.07%
5Kalyan Jewellers India LimitedConsumer Discretionary4.06%
6TD Power Systems LimitedIndustrials4.01%
7InterGlobe Aviation LimitedServices3.86%
8Shriram Finance LimitedFinancial Services3.82%
9Five-Star Business Finance LimitedFinancial Services3.82%
10FSN E-Commerce Ventures LimitedConsumer Discretionary3.64%
11Delhivery LimitedServices3.63%
12Polycab India LimitedIndustrials3.3%
13Mtar Technologies LimitedIndustrials3.29%
14Kirloskar Oil Engines LimitedIndustrials3.27%
15Ujjivan Small Finance Bank LimitedFinancial Services3.24%
16Rategain Travel Technologies LimitedInformation Technology3.23%
17PB Fintech LimitedFinancial Services3.06%
18Nippon Life India Asset Management LimitedFinancial Services3.05%
19GE Vernova T&D India LimitedIndustrials2.99%
20UltraTech Cement LimitedMaterials2.84%
21Affle 3i LimitedInformation Technology2.81%
22Aavas Financiers LimitedFinancial Services2.57%
23S.J.S. Enterprises LimitedConsumer Discretionary2.49%
24Indegene LimitedHealthcare2.48%
25Bank of BarodaFinancial Services2.46%
26360 ONE WAM LIMITEDFinancial Services2.43%
27Kirloskar Pneumatic Company LimitedIndustrials2.34%
28Tips Music LimitedConsumer Discretionary1.99%
29Vedanta Aluminium Metal LimitedDiversified1.97%
30Coforge LimitedInformation Technology1.96%
31Mahindra & Mahindra LimitedConsumer Discretionary1.94%
32IndusInd Bank LimitedFinancial Services1.13%
33Amber Enterprises India LimitedConsumer Discretionary0.97%
34TVS Motor Company LimitedConsumer Discretionary0.04%
35Cash and Other Net Current Assetsother-1.26%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Radico Khaitan Limited is 5.32% of Sundaram Business Cycle Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, ETERNAL LIMITED is 4.66% of Sundaram Business Cycle Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Oracle Financial Services Software Limited is 4.5% of Sundaram Business Cycle Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Kalyan Jewellers India Limited is 4.06% of Sundaram Business Cycle Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, TD Power Systems Limited is 4.01% of Sundaram Business Cycle Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Sundaram Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.