As of 31 July 2026, 43 Indian mutual funds hold Five-Star Business Finance Limited (Financial Services), led by Sundaram Business Cycle Fund at 3.82% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 31 July 2026, 43 Indian mutual fund schemes disclose a holding in Five-Star Business Finance Limited (Financial Services). The table below lists every fund holding this stock along with its weight as a percentage of the fund's net assets (% to NAV), sorted from the highest conviction position downward.
Across the 43 funds holding Five-Star Business Finance Limited, the average position size is 1.21% of net assets. The highest-conviction holder is Sundaram Business Cycle Fund (Thematic), at 3.82%. Equity funds account for 24 of the 43 holders, with the rest spread across 2 other categories. Over the last month, 2 funds initiated a new position and 0 funds exited, with the largest weight change at Bajaj Finserv ELSS Tax Saver Fund (+0.51pp to 3.4%).
How funds changed their Five-Star Business Finance Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Fund | Weight | Change |
|---|---|---|
| Bajaj Finserv ELSS Tax Saver Fund | 2.89% → 3.4% | ▲ +0.51 |
| Bajaj Finserv Small Cap Fund | 0.36% → 0.66% | ▲ +0.3 |
| Kotak Small Cap Fund | 1.97% → 2.25% | ▲ +0.28 |
| Sundaram Business Cycle Fund | 3.55% → 3.82% | ▲ +0.27 |
| JM Aggressive Hybrid Fund | 0.92% → 1.11% | ▲ +0.19 |
| HDFC Banking & Financial Services Fund | 2.52% → 2.7% | ▲ +0.18 |
| Sundaram Financial Services Opportunities Fund | 2.12% → 2.3% | ▲ +0.18 |
| Motilal Oswal Small Cap Fund | 1.85% → 2.02% | ▲ +0.17 |
| Sundaram Large and Mid Cap Fund | 3.27% → 3.43% | ▲ +0.16 |
| TATA BANKING & FINANCIAL SERVICES FUND | 1.74% → 1.89% | ▲ +0.15 |
| WhiteOak Capital Banking & Financial Services Fund | 2.67% → 2.81% | ▲ +0.14 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Sundaram Business Cycle Fund | Sundaram Mutual Fund | Thematic | 3.82% |
| 2 | Sundaram Large and Mid Cap Fund | Sundaram Mutual Fund | Equity | 3.43% |
| 3 | Bajaj Finserv ELSS Tax Saver Fund | Bajaj Finserv Mutual Fund | Equity | 3.4% |
| 4 | WhiteOak Capital Banking & Financial Services Fund | WhiteOak Capital Mutual Fund | Thematic | 2.81% |
| 5 | HDFC Banking & Financial Services Fund | HDFC Mutual Fund | Thematic | 2.7% |
| 6 | Sundaram Financial Services Opportunities Fund | Sundaram Mutual Fund | Thematic | 2.3% |
| 7 | Kotak Small Cap Fund | Kotak Mahindra Mutual Fund | Equity | 2.25% |
| 8 | Motilal Oswal Small Cap Fund | Motilal Oswal Mutual Fund | Equity | 2.02% |
| 9 | JM Small Cap Fund | JM Financial Mutual Fund | Equity | 1.98% |
| 10 | TATA BANKING & FINANCIAL SERVICES FUND | Tata Mutual Fund | Thematic | 1.89% |
| 11 | Bajaj Finserv Banking and Financial Services Fund | Bajaj Finserv Mutual Fund | Thematic | 1.49% |
| 12 | HDFC Value Fund | HDFC Mutual Fund | Equity | 1.48% |
| 13 | WhiteOak Capital Special Opportunities Fund | WhiteOak Capital Mutual Fund | Thematic | 1.39% |
| 14 | Aditya Birla Sun Life Large & Mid Cap Fund | Aditya Birla Sun Life Mutual Fund | Equity | 1.34% |
| 15 | Aditya Birla Sun Life Special Opportunities Fund | Aditya Birla Sun Life Mutual Fund | Thematic | 1.3% |
| 16 | Baroda BNP Paribas Small Cap Fund | Baroda BNP Paribas Mutual Fund | Equity | 1.24% |
| 17 | Sundaram Small Cap Fund | Sundaram Mutual Fund | Equity | 1.17% |
| 18 | Sundaram Multi Cap Fund | Sundaram Mutual Fund | Equity | 1.16% |
| 19 | TATA BUSINESS CYCLE FUND | Tata Mutual Fund | Thematic | 1.14% |
| 20 | Sundaram Services Fund | Sundaram Mutual Fund | Thematic | 1.13% |
| 21 | HDFC Multi Cap Fund | HDFC Mutual Fund | Equity | 1.12% |
| 22 | JM Aggressive Hybrid Fund | JM Financial Mutual Fund | Hybrid | 1.11% |
| 23 | Sundaram Value Fund | Sundaram Mutual Fund | Equity | 1.05% |
| 24 | Groww Small Cap Fund | Groww Mutual Fund | Equity | 0.82% |
| 25 | WhiteOak Capital Multi Cap Fund | WhiteOak Capital Mutual Fund | Equity | 0.78% |
| 26 | Groww Value Fund | Groww Mutual Fund | Equity | 0.76% |
| 27 | WhiteOak Capital Flexi Cap Fund | WhiteOak Capital Mutual Fund | Equity | 0.69% |
| 28 | Bajaj Finserv Small Cap Fund | Bajaj Finserv Mutual Fund | Equity | 0.66% |
| 29 | Groww Multicap Fund | Groww Mutual Fund | Equity | 0.61% |
| 30 | WhiteOak Capital Mid Cap Fund | WhiteOak Capital Mutual Fund | Equity | 0.59% |
| 31 | WhiteOak Capital ELSS Tax Saver Fund | WhiteOak Capital Mutual Fund | Equity | 0.58% |
| 32 | Aditya Birla Sun Life Banking And Financial Services Fund | Aditya Birla Sun Life Mutual Fund | Thematic | 0.53% |
| 33 | HDFC Large and Mid Cap Fund | HDFC Mutual Fund | Equity | 0.47% |
| 34 | Bajaj Finserv Multi Cap Fund | Bajaj Finserv Mutual Fund | Equity | 0.42% |
| 35 | WhiteOak Capital Aggressive Hybrid Fund | WhiteOak Capital Mutual Fund | Hybrid | 0.4% |
| 36 | WhiteOak Capital Balanced Hybrid Fund | WhiteOak Capital Mutual Fund | Hybrid | 0.37% |
| 37 | HDFC Balanced Advantage Fund | HDFC Mutual Fund | Hybrid | 0.34% |
| 38 | WhiteOak Capital Balanced Advantage Fund | WhiteOak Capital Mutual Fund | Hybrid | 0.31% |
| 39 | TATA MULTI ASSET ALLOCATION FUND | Tata Mutual Fund | Hybrid | 0.3% |
| 40 | HDFC Mid Cap Fund | HDFC Mutual Fund | Equity | 0.2% |
| 41 | WhiteOak Capital Multi Asset Allocation Fund | WhiteOak Capital Mutual Fund | Hybrid | 0.15% |
| 42 | WhiteOak Capital Equity Savings Fund | WhiteOak Capital Mutual Fund | Hybrid | 0.13% |
| 43 | Franklin India Opportunities Fund | Franklin Templeton Mutual Fund | Equity | 0% |
Want to interpret these weights? Read How to Read a Mutual Fund's Monthly Portfolio Disclosure, or look up terms like % to NAV and conviction in the glossary.
Source: SEBI-mandated monthly portfolio disclosures by Indian AMCs. Percentages are of each fund's net assets on its latest disclosure date. For information only, not investment advice.