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Mahindra Manulife Business Cycle Fund (Jan to Mar 2025)

Nav 1: 14.8999

Date : 19-May-2025

Average AUM : 4163.76

Stock Name Sector Value Mn % of Total Holdings More Details
Reliance IndustriesRefineries & marketing549.64.26%
InfosysComputers - software & consulting5464.23%
Indus TowersTelecom - infrastructure558.64.33%
State Bank Of IndiaPublic sector bank619.44.80%
ICICI BankPrivate sector bank270.90.00%
Hindustan UnileverDiversified fmcg275.32.13%
ITCDiversified fmcg257.72.00%
HDFC BankPrivate sector bank341.80.00%
Divis LaboratoriesPharmaceuticals269.32.09%
Grasim IndustriesCement & cement products380.62.95%
Tata Consultancy ServicesComputers - software & consulting1501.16%
GAIL (India)Gas transmission/marketing159.81.24%
CescIntegrated power utilities172.61.34%
Indusind BankPrivate sector bank322.12.50%
Tech MahindraComputers - software & consulting325.52.52%
Indraprastha GasLpg/cng/png/lng supplier890.00%
LTIMindtreeComputers - software & consulting171.20.00%
Hindalco IndustriesAluminium155.20.00%
National Thermal Power CorporationPower generation221.91.72%
Kirloskar BrothersCompressors, pumps & diesel engines125.40.97%
Tata SteelIron & steel products249.51.93%
Firstsource SolutionsIt enabled services137.50.00%
Aadhar Housing FinanceHousing finance company87.20.00%
Steel Authority Of IndiaIron & steel products152.70.00%
Sun Pharmaceutical IndustriesPharmaceuticals87.10.68%
Bharat BijleeOther electrical equipment460.00%
Century Textile & IndustriesPaper & paper products136.41.15%
Coal IndiaCoal242.11.88%
Carborundum UniversalAbrasives & bearings78.80.00%
GlaxoSmithKline PharmaceuticalsPharmaceuticals141.51.10%
Triveni Engineering & IndustriesSugar49.20.00%
Lakshmi Machine WorksIndustrial products1371.06%
MOILIndustrial minerals20.50.00%
Piramal EnterprisesOther financial services185.80.00%
Maruti Suzuki IndiaPassenger cars & utility vehicles150.30.00%
Anant Raj IndustriesResidential, commercial projects79.10.00%
Asahi India GlassAuto components & equipments2261.75%
Coromandel InternationalFertilizers141.70.00%
RBL BankPrivate sector bank2710.00%
WiproComputers - software & consulting236.91.84%
Vinati OrganicsSpecialty chemicals113.90.00%
Bank Of IndiaPublic sector bank113.50.00%
Hero Motocorp2/3 wheelers132.81.03%
Granules IndiaPharmaceuticals162.20.00%
SP ApparelsGarments & apparels96.50.75%
Kirloskar Ferrous IndustriesPig iron84.50.00%
EmamiPersonal care59.90.00%
ISGEC Heavy EngineeringCivil construction68.30.00%
JK PaperPaper & paper products80.40.00%
VIP IndustriesPlastic products - consumer94.50.00%
Power Finance CorporationFinancial institution1981.54%
L&T Finance HoldingsInvestment company89.80.00%
Piramal PharmaPharmaceuticals103.30.00%
Oil IndiaOil exploration & production940.00%
Bata IndiaFootwear27.80.00%
CiplaPharmaceuticals91.80.00%
Inox IndiaEngineering87.40.00%
Archean Chemical IndustriesSpecialty chemicals84.80.00%
Union Bank Of IndiaPublic sector bank144.61.12%
Gujarat State PetronetGas transmission/marketing96.90.00%
Sarda Energy & MineralsIron & steel products139.70.00%
Bharat ForgeCastings & forgings109.40.00%
Larsen & ToubroCivil construction128.40.00%
Bharti HexacomTelecom - equipment & accessories92.10.00%
Canara BankPublic sector bank174.30.00%
PNC InfratechCivil construction99.30.00%
NATCO PharmaPharmaceuticals59.90.00%
Oil & Natural Gas CorporationOil exploration & production127.80.99%
Bharat Petroleum CorporationRefineries & marketing176.90.00%
Hindustan Petroleum CorporationRefineries & marketing142.80.00%
Emcure PharmaceuticalsPharmaceuticals1330.00%
Technocraft Industires (India)Spinning-cotton/blended74.10.57%
NocilSpecialty chemicals75.20.00%
Balrampur Chini MillsSugar16.70.00%
DB CorpPrint media34.50.00%
Jio Financial ServicesNon banking financial company (nbfc)155.90.00%
MphasisComputers - software & consulting180.60.00%
Bandhan BankPrivate sector bank165.51.28%
Bandhan BankPrivate sector bank198.71.66%
Punjab National BankPublic sector bank202.81.57%
Punjab National BankPublic sector bank1391.16%
Burger King IndiaRestaurants67.50.00%
Burger King IndiaRestaurants1331.11%
Sanghvi MoversIndustrial equipment450.00%
Sanghvi MoversIndustrial equipment80.90.69%
Bank Of BarodaPublic sector bank209.61.62%
National Aluminium CoAluminium1300.00%
Bajaj FinanceNon banking financial company (nbfc)285.22.21%
APL Apollo TubesIron & steel products153.10.00%
Aditya Birla Real EstatePaper & paper products40.60.00%
Bajaj FinanceNon banking financial company (nbfc)150.11.27%
Afcons InfrastructureCivil construction62.60.00%
APL Apollo TubesIron & steel products1311.11%
Aditya Birla Real EstatePaper & paper products124.31.05%
Afcons InfrastructureCivil construction76.20.64%
TrentSpeciality retail127.20.00%
CeatTyres & rubber products196.51.52%
Adani WilmarEdible oil108.10.84%
Godrej Consumer ProductsPersonal care115.90.00%
Bajaj Auto2/3 wheelers451.13.50%
ITC HotelsHotels & resorts15.60.00%
TREPSOther1810.00%
TrentSpeciality retail172.61.51%
CeatTyres & rubber products129.21.13%
Adani WilmarEdible oil1201.05%
Godrej Consumer ProductsPersonal care112.10.98%
Bajaj Auto2/3 wheelers101.80.89%
ITC HotelsHotels & resorts130.11%
TREPSOther117.70.00%
Axis BankPrivate sector bank164.51.28%
Axis BankPrivate sector bank126.91.20%
Manappuram FinanceNon banking financial company (nbfc)128.10.99%
Whirlpool Of IndiaHousehold appliances116.70.90%
Ultratech CementCement & cement products190.41.48%
The Ramco CementsCement & cement products302.72.35%
J S W EnergyPower generation294.32.28%
Belrise IndustriesAuto components & equipments102.30.79%
Anthem BiosciencesBiotechnology81.50.63%
Kajaria CeramicsCeramics161.31.25%
Dabur IndiaPersonal care115.80.00%
Indian BankPublic sector bank175.30.00%
Piramal FinanceNon banking financial company (nbfc)233.51.81%
Devyani InternationalRestaurants104.50.81%
Supreme PetrochemPetrochemicals102.60.80%
Ambuja CementsCement & cement products127.50.99%
Gokaldas ExportsGarments & apparels90.30.70%
Federal BankPrivate sector bank224.41.74%
Shriram FinanceNon banking financial company (nbfc)1531.19%
Aurobindo PharmaPharmaceuticals175.11.36%
ABB IndiaHeavy electrical equipment167.41.30%
Indian Oil CorporationRefineries & marketing133.20.00%
Sagility IndiaIt enabled services150.81.17%
BioconPharmaceuticals169.71.32%
IDFC First BankPrivate sector bank2091.62%
Glenmark PharmaceuticalsPharmaceuticals1311.02%
Tega IndustriesIndustrial products93.90.73%
Kwality Walls (India)Dairy products4.70.04%
Vodafone IdeaTelecom - cellular & fixed line services189.91.47%
NMDCIndustrial minerals129.91.01%
Dalmia BharatCement & cement products103.30.80%