As of 31 July 2026, 31 Indian mutual funds hold Poonawalla Fincorp Limited (Financial Services), led by Kotak Special Opportunities Fund at 2.94% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 31 July 2026, 31 Indian mutual fund schemes disclose a holding in Poonawalla Fincorp 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 31 funds holding Poonawalla Fincorp Limited, the average position size is 1.14% of net assets. The highest-conviction holder is Kotak Special Opportunities Fund (Thematic), at 2.94%. Equity funds account for 16 of the 31 holders, with the rest spread across 2 other categories. Over the last month, 5 funds initiated a new position and 2 funds exited, with the largest weight change at JM Midcap Fund (+0.69pp to 1.61%).
How funds changed their Poonawalla Fincorp 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 |
|---|---|---|
| JM Midcap Fund | 0.92% → 1.61% | ▲ +0.69 |
| Kotak Special Opportunities Fund | 2.83% → 2.94% | ▲ +0.11 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Kotak Special Opportunities Fund | Kotak Mahindra Mutual Fund | Thematic | 2.94% |
| 2 | Kotak Focused Fund | Kotak Mahindra Mutual Fund | Equity | 2.74% |
| 3 | Kotak Banking and Financial Services Fund | Kotak Mahindra Mutual Fund | Thematic | 2.45% |
| 4 | Kotak Contra Fund | Kotak Mahindra Mutual Fund | Equity | 2.09% |
| 5 | Kotak Multicap Fund | Kotak Mahindra Mutual Fund | Equity | 1.86% |
| 6 | JM Midcap Fund | JM Financial Mutual Fund | Equity | 1.61% |
| 7 | Kotak Rural Opportunities Fund | Kotak Mahindra Mutual Fund | Thematic | 1.49% |
| 8 | Franklin India Mid Cap Fund | Franklin Templeton Mutual Fund | Equity | 1.48% |
| 9 | Kotak Equity Savings Fund | Kotak Mahindra Mutual Fund | Hybrid | 1.46% |
| 10 | Aditya Birla Sun Life Midcap Fund | Aditya Birla Sun Life Mutual Fund | Equity | 1.43% |
| 11 | Nippon India Active Momentum Fund | Nippon India Mutual Fund | Equity | 1.42% |
| 12 | Kotak Multi Asset Allocation Fund | Kotak Mahindra Mutual Fund | Hybrid | 1.36% |
| 13 | HDFC Banking & Financial Services Fund | HDFC Mutual Fund | Thematic | 1.35% |
| 14 | Kotak Midcap Fund | Kotak Mahindra Mutual Fund | Equity | 1.32% |
| 15 | Helios Financial Services Fund | Helios Mutual Fund | Thematic | 1.19% |
| 16 | Kotak Large & Midcap Fund | Kotak Mahindra Mutual Fund | Equity | 1.17% |
| 17 | Kotak Aggressive Hybrid Fund | Kotak Mahindra Mutual Fund | Hybrid | 1.02% |
| 18 | Kotak ELSS Tax Saver Fund | Kotak Mahindra Mutual Fund | Equity | 0.8% |
| 19 | NIPPON INDIA BANKING & FINANCIAL SERVICES FUND | Nippon India Mutual Fund | Thematic | 0.79% |
| 20 | Sundaram Aggressive Hybrid Fund | Sundaram Mutual Fund | Hybrid | 0.68% |
| 21 | Kotak Large Cap Fund | Kotak Mahindra Mutual Fund | Equity | 0.65% |
| 22 | Sundaram Multi Asset Allocation Fund | Sundaram Mutual Fund | Hybrid | 0.65% |
| 23 | Sundaram Balanced Advantage Fund | Sundaram Mutual Fund | Hybrid | 0.6% |
| 24 | NIPPON INDIA SMALL CAP FUND | Nippon India Mutual Fund | Equity | 0.48% |
| 25 | Kotak Debt Hybrid Fund | Kotak Mahindra Mutual Fund | Hybrid | 0.43% |
| 26 | Sundaram Equity Savings Fund | Sundaram Mutual Fund | Hybrid | 0.36% |
| 27 | Helios Mid Cap Fund | Helios Mutual Fund | Equity | 0.35% |
| 28 | Helios Flexi Cap Fund | Helios Mutual Fund | Equity | 0.33% |
| 29 | Helios Small Cap Fund | Helios Mutual Fund | Equity | 0.33% |
| 30 | Kotak Active Momentum Fund | Kotak Mahindra Mutual Fund | Equity | 0.33% |
| 31 | JioBlackRock Sector Rotation Fund | Jio BlackRock Mutual Fund | Thematic | 0.08% |
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.