As of 31 July 2026, 50 Indian mutual funds hold Mahindra & Mahindra Financial Services Limited (Financial Services), led by LIC MF FOCUSED FUND at 3.9% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 31 July 2026, 50 Indian mutual fund schemes disclose a holding in Mahindra & Mahindra Financial Services 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 50 funds holding Mahindra & Mahindra Financial Services Limited, the average position size is 1.33% of net assets. The highest-conviction holder is LIC MF FOCUSED FUND (Equity), at 3.9%. Equity funds account for 39 of the 50 holders, with the rest spread across 2 other categories. Over the last month, 11 funds initiated a new position and 7 funds exited, with the largest weight change at HSBC Midcap Fund (+1.82pp to 1.82%).
How funds changed their Mahindra & Mahindra Financial Services 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 |
|---|---|---|
| HSBC Midcap Fund | 0% → 1.82% | ▲ +1.82 |
| LIC MF FOCUSED FUND | 2.77% → 3.9% | ▲ +1.13 |
| Nippon India Vision Large & Mid Cap Fund | 0.99% → 1.68% | ▲ +0.69 |
| Sundaram Mid Cap Fund | 2.63% → 3.11% | ▲ +0.48 |
| DSP Quant Fund | 2.15% → 2.59% | ▲ +0.44 |
| HDFC Value Fund | 0.47% → 0.89% | ▲ +0.42 |
| HDFC Mid Cap Fund | 2.07% → 2.43% | ▲ +0.36 |
| SBI Contra Fund | 1.8% → 2.16% | ▲ +0.36 |
| HDFC Banking & Financial Services Fund | 1.03% → 1.33% | ▲ +0.3 |
| Kotak Active Momentum Fund | 2.28% → 2.55% | ▲ +0.27 |
| SBI Multi Asset Allocation Fund | 1.51% → 1.76% | ▲ +0.25 |
| UTI - Dividend Yield Fund | 1.35% → 1.57% | ▲ +0.22 |
| LIC MF VALUE FUND | 1.79% → 2% | ▲ +0.21 |
| Sundaram ELSS Tax Saver Fund | 1% → 1.21% | ▲ +0.21 |
| Sundaram Flexi Cap Fund | 1% → 1.21% | ▲ +0.21 |
| Fund | Weight | Change |
|---|---|---|
| JM Midcap Fund | 1.79% → 1.19% | ▼ -0.6 |
| Sundaram Multi Cap Fund | 1.04% → 0.57% | ▼ -0.47 |
| Old Bridge Flexi Cap Fund | 2.91% → 2.46% | ▼ -0.45 |
| Aditya Birla Sun Life Conglomerate Fund | 0.51% → 0.25% | ▼ -0.26 |
| SBI Midcap Fund | 1.77% → 1.58% | ▼ -0.19 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | LIC MF FOCUSED FUND | LIC Mutual Fund | Equity | 3.9% |
| 2 | Sundaram Mid Cap Fund | Sundaram Mutual Fund | Equity | 3.11% |
| 3 | Nippon India Active Momentum Fund | Nippon India Mutual Fund | Equity | 2.64% |
| 4 | DSP Quant Fund | DSP Mutual Fund | Equity | 2.59% |
| 5 | Kotak Active Momentum Fund | Kotak Mahindra Mutual Fund | Equity | 2.55% |
| 6 | TATA LARGE & MID CAP FUND | Tata Mutual Fund | Equity | 2.49% |
| 7 | Old Bridge Flexi Cap Fund | Old Bridge Mutual Fund | Equity | 2.46% |
| 8 | HDFC Mid Cap Fund | HDFC Mutual Fund | Equity | 2.43% |
| 9 | SBI Contra Fund | SBI Mutual Fund | Equity | 2.16% |
| 10 | LIC MF VALUE FUND | LIC Mutual Fund | Equity | 2% |
| 11 | Franklin India Mid Cap Fund | Franklin Templeton Mutual Fund | Equity | 1.99% |
| 12 | JM ELSS Tax Saver Fund | JM Financial Mutual Fund | Equity | 1.95% |
| 13 | HSBC Midcap Fund | HSBC Mutual Fund | Equity | 1.82% |
| 14 | LIC MF MID CAP FUND | LIC Mutual Fund | Equity | 1.78% |
| 15 | SBI Multi Asset Allocation Fund | SBI Mutual Fund | Hybrid | 1.76% |
| 16 | Nippon India Vision Large & Mid Cap Fund | Nippon India Mutual Fund | Equity | 1.68% |
| 17 | UTI Value Fund | UTI Mutual Fund | Equity | 1.64% |
| 18 | SBI Quant Fund | SBI Mutual Fund | Equity | 1.63% |
| 19 | SBI Midcap Fund | SBI Mutual Fund | Equity | 1.58% |
| 20 | UTI - Dividend Yield Fund | UTI Mutual Fund | Equity | 1.57% |
| 21 | TATA BANKING & FINANCIAL SERVICES FUND | Tata Mutual Fund | Thematic | 1.38% |
| 22 | JM Large and Midcap Fund | JM Financial Mutual Fund | Equity | 1.34% |
| 23 | HDFC Banking & Financial Services Fund | HDFC Mutual Fund | Thematic | 1.33% |
| 24 | HDFC Large and Mid Cap Fund | HDFC Mutual Fund | Equity | 1.26% |
| 25 | Sundaram ELSS Tax Saver Fund | Sundaram Mutual Fund | Equity | 1.21% |
| 26 | Sundaram Flexi Cap Fund | Sundaram Mutual Fund | Equity | 1.21% |
| 27 | Kotak Rural Opportunities Fund | Kotak Mahindra Mutual Fund | Thematic | 1.2% |
| 28 | JM Midcap Fund | JM Financial Mutual Fund | Equity | 1.19% |
| 29 | SBI Balanced Advantage Fund | SBI Mutual Fund | Hybrid | 1.19% |
| 30 | Sundaram Dividend Yield Fund | Sundaram Mutual Fund | Equity | 0.93% |
| 31 | CANARA ROBECO BANKING AND FINANCIAL SERVICES FUND | Canara Robeco Mutual Fund | Thematic | 0.92% |
| 32 | HDFC Value Fund | HDFC Mutual Fund | Equity | 0.89% |
| 33 | Nippon India Growth Mid Cap Fund | Nippon India Mutual Fund | Equity | 0.8% |
| 34 | WhiteOak Capital Banking & Financial Services Fund | WhiteOak Capital Mutual Fund | Thematic | 0.8% |
| 35 | Aditya Birla Sun Life Multi-Cap Fund | Aditya Birla Sun Life Mutual Fund | Equity | 0.66% |
| 36 | Sundaram Financial Services Opportunities Fund | Sundaram Mutual Fund | Thematic | 0.62% |
| 37 | Axis Large & Mid Cap Fund | Axis Mutual Fund | Equity | 0.61% |
| 38 | WhiteOak Capital Mid Cap Fund | WhiteOak Capital Mutual Fund | Equity | 0.59% |
| 39 | Sundaram Multi Cap Fund | Sundaram Mutual Fund | Equity | 0.57% |
| 40 | LIC MF ELSS TAX SAVER | LIC Mutual Fund | Equity | 0.55% |
| 41 | UTI Multi Cap Fund | UTI Mutual Fund | Equity | 0.52% |
| 42 | Navi Large & Midcap Fund | Navi Mutual Fund | Equity | 0.51% |
| 43 | HSBC Large & Mid Cap Fund | HSBC Mutual Fund | Equity | 0.44% |
| 44 | UTI Conservative Hybrid Fund | UTI Mutual Fund | Hybrid | 0.41% |
| 45 | UTI Quant Fund | UTI Mutual Fund | Equity | 0.34% |
| 46 | WhiteOak Capital Multi Cap Fund | WhiteOak Capital Mutual Fund | Equity | 0.3% |
| 47 | WhiteOak Capital Large & Mid Cap Fund | WhiteOak Capital Mutual Fund | Equity | 0.29% |
| 48 | Aditya Birla Sun Life Conglomerate Fund | Aditya Birla Sun Life Mutual Fund | Thematic | 0.25% |
| 49 | JioBlackRock Flexi Cap Fund | Jio BlackRock Mutual Fund | Equity | 0.2% |
| 50 | JioBlackRock Sector Rotation Fund | Jio BlackRock Mutual Fund | Thematic | 0.12% |
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.