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Sundaram Business Cycle Fund Direct - Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 45 |
| Top 10 Stocks (%) | 36.39 % |
| Top 5 Stocks (%) | 22.93 % |
| Top 3 Stocks (%) | 14.93 % |
Portfolio Aggregates
Large Cap Stocks (%) 60.69
46.66 %
This fund
Vs
60.69 %
Category
Mid Cap Stocks (%)
10.57%
This fund
Vs
19.15%
Category
Small Cap Stocks (%)
42.78%
This fund
Vs
20.16%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | May 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Services | 19.590000000000003 % | 344.18 Crs | 18.32 % | 293.99 Crs | 21.259999999999998 % | 340.79 Crs | 19.25 % | 298.19 Crs | 18.240000000000002 % | 273.08 Crs | 18.35 % | 274.21 Crs | 16.89 % | 237.13 Crs | 13.98 % | 186.07 Crs | |
| Capital Goods | 10.190000000000001 % | 178.91 Crs | 9.59 % | 153.9 Crs | 9.74 % | 156.08 Crs | 10.299999999999999 % | 159.71 Crs | 9.65 % | 144.67 Crs | 8.399999999999999 % | 125.44 Crs | 7.299999999999999 % | 102.4 Crs | 6.609999999999999 % | 87.91 Crs | |
| Automobile | 7.380000000000001 % | 129.56 Crs | 7.2 % | 115.51 Crs | 7.41 % | 118.73 Crs | 7.88 % | 121.98 Crs | 7.449999999999999 % | 111.57 Crs | 8.16 % | 121.9 Crs | 8.42 % | 118.29 Crs | 6.340000000000001 % | 84.35 Crs | |
| Financial | 6.57 % | 115.46 Crs | 6.84 % | 109.67 Crs | 6.16 % | 98.77 Crs | 6.71 % | 103.89 Crs | 6.299999999999999 % | 94.32 Crs | 5.67 % | 84.7 Crs | 1.4 % | 19.62 Crs | 1.43 % | 19.05 Crs | |
| Energy | 5.54 % | 97.31 Crs | 5.55 % | 89.02 Crs | 5.300000000000001 % | 85.04 Crs | 4.6899999999999995 % | 72.68 Crs | 5.07 % | 75.81 Crs | 5.93 % | 88.65 Crs | 5.46 % | 76.67 Crs | 4.87 % | 64.82 Crs | |
| Technology | 5.52 % | 97.05 Crs | 5.26 % | 84.32 Crs | 5.859999999999999 % | 93.85 Crs | 5.48 % | 85.07 Crs | 5.4799999999999995 % | 81.96 Crs | 4.73 % | 70.66 Crs | 4.91 % | 68.95 Crs | 4.7 % | 62.64 Crs | |
| Communication | 5.37 % | 94.33 Crs | 5.49 % | 88.09 Crs | 4.93 % | 78.91 Crs | 5.11 % | 79.22 Crs | 5.07 % | 75.87 Crs | 5.39 % | 80.44 Crs | 5.32 % | 74.77 Crs | 5.07 % | 67.49 Crs | |
| Consumer Discretionary | 5.11 % | 89.72 Crs | 5.69 % | 91.21 Crs | 7.08 % | 113.41 Crs | 7.069999999999999 % | 109.35 Crs | 6.96 % | 104.08 Crs | 6.58 % | 98.3 Crs | 6.6 % | 92.8 Crs | 5.21 % | 69.37 Crs | |
| Construction | 4.57 % | 80.26 Crs | 4.23 % | 67.88 Crs | 4.07 % | 65.17 Crs | 5.27 % | 81.67 Crs | 5.31 % | 79.43 Crs | 4.99 % | 74.55 Crs | 5.14 % | 72.18 Crs | 5.23 % | 69.54 Crs | |
| Healthcare | 3.66 % | 64.22 Crs | 3.7199999999999998 % | 59.69 Crs | 3.94 % | 63.08 Crs | 4.03 % | 62.46 Crs | 3.96 % | 59.33 Crs | 4.02 % | 59.88 Crs | 4.05 % | 56.83 Crs | 3.71 % | 49.5 Crs | |
| Consumer Staples | 3.38 % | 59.39 Crs | 3.33 % | 53.4 Crs | 3.0300000000000002 % | 48.49 Crs | 2.9699999999999998 % | 46.03 Crs | 2.75 % | 41.25 Crs | 2.6500000000000004 % | 39.7 Crs | 2.59 % | 36.35 Crs | 2.59 % | 34.53 Crs | |
| Materials | 2.45 % | 43.09 Crs | 2.5 % | 40.18 Crs | 1.97 % | 31.54 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Insurance | 2.42 % | 42.45 Crs | 2.59 % | 41.55 Crs | 2.03 % | 32.48 Crs | 2.23 % | 34.63 Crs | 2.43 % | 36.35 Crs | 2.43 % | 36.23 Crs | 2.65 % | 37.28 Crs | 2.66 % | 35.39 Crs | |
| Metals & Mining | 1.93 % | 33.84 Crs | 2.01 % | 32.26 Crs | 1.86 % | 29.84 Crs | 2.1 % | 32.5 Crs | 2.27 % | 33.98 Crs | 2.51 % | 37.46 Crs | 2.47 % | 34.74 Crs | 2.49 % | 33.17 Crs | |
| Chemicals | 0.94 % | 16.57 Crs | 1.01 % | 16.21 Crs | 1.18 % | 18.96 Crs | 1.17 % | 18.16 Crs | 1.12 % | 16.79 Crs | 0.98 % | 14.67 Crs | 1.05 % | 14.69 Crs | 1.17 % | 15.6 Crs |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 5.37% | 94.33Cr | 4.93% | 5.39% | |
| Kotak Mahindra Bank Ltd. | Financial | 4.99% | 87.68Cr | 4.4% | 3.49% | |
| Larsen & Toubro Ltd. | Construction | 4.57% | 80.26Cr | 4.07% | 4.99% | |
| Eternal Ltd. | Services | 4.12% | 72.39Cr | 3.68% | 3.23% | |
| Reliance Industries Ltd. | Energy | 3.88% | 68.22Cr | 3.64% | 4.39% | |
| Amber Enterprises India Ltd. | Consumer Discretionary | 3.18% | 55.9Cr | 4.4% | 3.14% | |
| Sapphire Foods India Ltd. | Services | 2.97% | 52.15Cr | 2.97% | 3.3% | |
| Ambuja Cements Ltd. | Materials | 2.45% | 43.09Cr | 1.97% | -- | |
| Affle (India) Ltd. | Technology | 2.44% | 42.91Cr | 2.33% | 1.61% | |
| HDFC Life Insurance Co Ltd. | Insurance | 2.42% | 42.45Cr | 2.03% | 2.43% | |
| Amara Raja Energy & Mobility Ltd | Capital Goods | 2.33% | 40.97Cr | 1.84% | 1.22% | |
| Jubilant FoodWorks Ltd. | Services | 2.26% | 39.61Cr | 2.91% | 2.52% | |
| PB Fintech Ltd. | Services | 2.25% | 39.48Cr | 1.87% | 1.54% | |
| Cyient Ltd. | Technology | 2.09% | 36.76Cr | 1.76% | 1.29% | |
| Tata Motors Ltd. | Automobile | 2.06% | 36.15Cr | 1.79% | 2.12% | |
| SKF India Ltd. | Capital Goods | 2.04% | 35.78Cr | 1.92% | 1.35% | |
| United Spirits Ltd. | Consumer Staples | 1.94% | 34.13Cr | 1.47% | 1.54% | |
| Hindalco Industries Ltd. | Metals & Mining | 1.93% | 33.84Cr | 1.86% | 2.51% | |
| Bharat Electronics Ltd. | Capital Goods | 1.83% | 32.18Cr | 1.15% | 0.5% | |
| Delhivery Ltd. | Services | 1.8% | 31.66Cr | 1.73% | 1.4% | |
| Kirloskar Pneumatic Company Ltd. | Capital Goods | 1.68% | 29.43Cr | 1.88% | 2.02% | |
| Tata Power Company Ltd. | Energy | 1.66% | 29.09Cr | 0.97% | -- | |
| Narayana Hrudayalaya Ltd. | Healthcare | 1.59% | 27.98Cr | 2.16% | 2.28% | |
| Prudent Corporate Advisory Services Ltd. | Financial | 1.58% | 27.77Cr | -- | -- | |
| Craftsman Automation Ltd. | Automobile | 1.53% | 26.85Cr | 1.26% | 1.25% | |
| Mahindra & Mahindra Ltd. | Automobile | 1.46% | 25.59Cr | -- | -- | |
| United Breweries Ltd. | Consumer Staples | 1.44% | 25.25Cr | 1.56% | 1.11% | |
| FSN E-Commerce Ventures Ltd. | Services | 1.36% | 23.94Cr | 1.2% | 1.47% | |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | 1.34% | 23.49Cr | -- | -- | |
| Go Fashion (India) Ltd. | Services | 1.31% | 23.07Cr | -- | -- | |
| Indian Energy Exchange Ltd. | Services | 1.11% | 19.42Cr | -- | -- | |
| Computer Age Management Services Ltd. | Services | 1.06% | 18.6Cr | 1.63% | 1.58% | |
| Dr. Lal Pathlabs Ltd. | Healthcare | 1.05% | 18.37Cr | 0.96% | 1.1% | |
| Metropolis Healthcare Ltd. | Healthcare | 1.02% | 17.85Cr | 0.82% | 0.64% | |
| RateGain Travel Technologies Ltd. | Technology | 0.99% | 17.37Cr | 1.77% | 1.83% | |
| Deepak Nitrite Ltd. | Chemicals | 0.94% | 16.57Cr | 1.18% | 0.98% | |
| Electronics Mart India Ltd. | Services | 0.92% | 16.2Cr | 0.64% | 0.87% | |
| SJS Enterprises Ltd. | Automobile | 0.84% | 14.74Cr | 0.89% | 0.67% | |
| Praj Industries Ltd. | Capital Goods | 0.81% | 14.23Cr | 0.94% | 0.98% | |
| Bosch Ltd. | Automobile | 0.8% | 14.05Cr | 0.78% | 0.92% | |
| Graphite India Ltd. | Capital Goods | 0.78% | 13.69Cr | 0.89% | 0.99% | |
| Greaves Cotton Ltd. | Capital Goods | 0.72% | 12.6Cr | 0.53% | 0.32% | |
| Ola Electric Mobility Ltd. | Automobile | 0.69% | 12.16Cr | 0.9% | 0.92% | |
| Cello World Ltd. | Consumer Discretionary | 0.59% | 10.33Cr | 0.74% | 0.93% | |
| Just Dial Ltd. | Services | 0.43% | 7.59Cr | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 94.33Cr | -- | 94.33Cr |
| Kotak Mahindra Bank Ltd. | Financial | 87.68Cr | -- | 87.68Cr |
| Larsen & Toubro Ltd. | Construction | 80.26Cr | -- | 80.26Cr |
| Eternal Ltd. | Services | 72.39Cr | -- | 72.39Cr |
| Reliance Industries Ltd. | Energy | 68.22Cr | -- | 68.22Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Graphite India Ltd. | Capital Goods | 13.69Cr | -- | 13.69Cr |
| Greaves Cotton Ltd. | Capital Goods | 12.6Cr | -- | 12.6Cr |
| Ola Electric Mobility Ltd. | Automobile | 12.16Cr | -- | 12.16Cr |
| Cello World Ltd. | Consumer Discretionary | 10.33Cr | -- | 10.33Cr |
| Just Dial Ltd. | Services | 7.59Cr | -- | 7.59Cr |