As of 30 September 2026, 50 Indian mutual funds hold Poonawalla Fincorp Limited (Financial Services), led by Kotak Focused Fund at 2.81% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 30 September 2026, 50 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 50 funds holding Poonawalla Fincorp Limited, the average position size is 1.21% of net assets. The highest-conviction holder is Kotak Focused Fund (Equity), at 2.81%. Equity funds account for 25 of the 50 holders, with the rest spread across 2 other categories. Over the last month, 0 funds initiated a new position and 0 funds exited, with the largest weight change at Bandhan Flexi Cap Fund (-0.49pp to 0.51%).
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 |
|---|---|---|
| Kotak ELSS Tax Saver Fund | 0.8% → 1.1% | ▲ +0.3 |
| Fund | Weight | Change |
|---|---|---|
| Bandhan Flexi Cap Fund | 1% → 0.51% | ▼ -0.49 |
| JM Midcap Fund | 1.92% → 1.7% | ▼ -0.22 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Kotak Focused Fund | Kotak Mahindra Mutual Fund | Equity | 2.81% |
| 2 | Kotak Banking and Financial Services Fund | Kotak Mahindra Mutual Fund | Thematic | 2.52% |
| 3 | Kotak Special Opportunities Fund | Kotak Mahindra Mutual Fund | Thematic | 2.52% |
| 4 | Kotak Contra Fund | Kotak Mahindra Mutual Fund | Equity | 2.09% |
| 5 | Bandhan Innovation Fund | Bandhan Mutual Fund | Thematic | 1.9% |
| 6 | Helios Financial Services Fund | Helios Mutual Fund | Thematic | 1.8% |
| 7 | Bandhan ELSS - Tax Saver Fund | Bandhan Mutual Fund | Equity | 1.75% |
| 8 | Kotak Multicap Fund | Kotak Mahindra Mutual Fund | Equity | 1.72% |
| 9 | JM Midcap Fund | JM Financial Mutual Fund | Equity | 1.7% |
| 10 | Bandhan Value Fund | Bandhan Mutual Fund | Equity | 1.68% |
| 11 | Kotak Rural Opportunities Fund | Kotak Mahindra Mutual Fund | Thematic | 1.63% |
| 12 | Bandhan Multi Cap Fund | Bandhan Mutual Fund | Equity | 1.51% |
| 13 | Franklin India Mid Cap Fund | Franklin Templeton Mutual Fund | Equity | 1.5% |
| 14 | Kotak Active Momentum Fund | Kotak Mahindra Mutual Fund | Equity | 1.5% |
| 15 | ITI Banking and Financial Services Fund | ITI Mutual Fund | Thematic | 1.44% |
| 16 | Aditya Birla Sun Life Midcap Fund | Aditya Birla Sun Life Mutual Fund | Equity | 1.4% |
| 17 | Kotak Equity Savings Fund | Kotak Mahindra Mutual Fund | Hybrid | 1.39% |
| 18 | HDFC Banking & Financial Services Fund | HDFC Mutual Fund | Thematic | 1.33% |
| 19 | Bandhan Financial Services Fund | Bandhan Mutual Fund | Thematic | 1.32% |
| 20 | Kotak Midcap Fund | Kotak Mahindra Mutual Fund | Equity | 1.31% |
| 21 | ITI Value Fund | ITI Mutual Fund | Equity | 1.29% |
| 22 | Kotak Multi Asset Allocation Fund | Kotak Mahindra Mutual Fund | Hybrid | 1.27% |
| 23 | Sundaram Aggressive Hybrid Fund | Sundaram Mutual Fund | Hybrid | 1.23% |
| 24 | ITI Business Cycle Fund | ITI Mutual Fund | Thematic | 1.22% |
| 25 | Helios Mid Cap Fund | Helios Mutual Fund | Equity | 1.21% |
| 26 | Kotak Large & Midcap Fund | Kotak Mahindra Mutual Fund | Equity | 1.18% |
| 27 | Sundaram Multi Asset Allocation Fund | Sundaram Mutual Fund | Hybrid | 1.17% |
| 28 | Nippon India Active Momentum Fund | Nippon India Mutual Fund | Equity | 1.16% |
| 29 | Kotak ELSS Tax Saver Fund | Kotak Mahindra Mutual Fund | Equity | 1.1% |
| 30 | Sundaram Dynamic Asset Allocation Fund | Sundaram Mutual Fund | Hybrid | 1.09% |
| 31 | Sundaram Consumption Fund | Sundaram Mutual Fund | Thematic | 1.03% |
| 32 | ITI Balanced Advantage Fund | ITI Mutual Fund | Hybrid | 0.99% |
| 33 | Kotak Aggressive Hybrid Fund | Kotak Mahindra Mutual Fund | Hybrid | 0.99% |
| 34 | Helios Flexi Cap Fund | Helios Mutual Fund | Equity | 0.95% |
| 35 | Bandhan Large Cap Fund | Bandhan Mutual Fund | Equity | 0.92% |
| 36 | Bandhan Aggressive Hybrid Fund | Bandhan Mutual Fund | Hybrid | 0.9% |
| 37 | NIPPON INDIA BANKING & FINANCIAL SERVICES FUND | Nippon India Mutual Fund | Thematic | 0.86% |
| 38 | ITI Mid Cap Fund | ITI Mutual Fund | Equity | 0.81% |
| 39 | Bandhan Large & Mid Cap Fund | Bandhan Mutual Fund | Equity | 0.71% |
| 40 | Helios Small Cap Fund | Helios Mutual Fund | Equity | 0.71% |
| 41 | ITI Large & Mid Cap Fund | ITI Mutual Fund | Equity | 0.67% |
| 42 | Bandhan Multi Asset Allocation Fund | Bandhan Mutual Fund | Hybrid | 0.66% |
| 43 | Kotak Large Cap Fund | Kotak Mahindra Mutual Fund | Equity | 0.66% |
| 44 | Sundaram Equity Savings Fund | Sundaram Mutual Fund | Hybrid | 0.64% |
| 45 | Sundaram Balanced Advantage Fund | Sundaram Mutual Fund | Hybrid | 0.6% |
| 46 | Bandhan Flexi Cap Fund | Bandhan Mutual Fund | Equity | 0.51% |
| 47 | NIPPON INDIA SMALL CAP FUND | Nippon India Mutual Fund | Equity | 0.44% |
| 48 | Kotak Conservative Hybrid Fund | Kotak Mahindra Mutual Fund | Hybrid | 0.43% |
| 49 | Kotak Debt Hybrid Fund | Kotak Mahindra Mutual Fund | Hybrid | 0.43% |
| 50 | 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.