As of 31 July 2026, 40 Indian mutual funds hold Sundaram Finance Limited (Financial Services), led by SBI Midcap Fund at 2.67% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 31 July 2026, 40 Indian mutual fund schemes disclose a holding in Sundaram 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 40 funds holding Sundaram Finance Limited, the average position size is 0.82% of net assets. The highest-conviction holder is SBI Midcap Fund (Equity), at 2.67%. Equity funds account for 25 of the 40 holders, with the rest spread across 2 other categories. Over the last month, 5 funds initiated a new position and 1 fund exited, with the largest weight change at Bajaj Finserv Banking and Financial Services Fund (+1pp to 2.14%).
How funds changed their Sundaram 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 Banking and Financial Services Fund | 1.14% → 2.14% | ▲ +1 |
| ICICI Prudential ELSS Tax Saver Fund | 0.07% → 0.71% | ▲ +0.64 |
| Helios Mid Cap Fund | 1.49% → 1.98% | ▲ +0.49 |
| ICICI Prudential Rural Opportunities Fund | 1.2% → 1.48% | ▲ +0.28 |
| UTI Large & Mid Cap Fund | 1.72% → 1.96% | ▲ +0.24 |
| UTI - Banking and Financial Services Fund | 0.55% → 0.7% | ▲ +0.15 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | SBI Midcap Fund | SBI Mutual Fund | Equity | 2.67% |
| 2 | Bajaj Finserv Banking and Financial Services Fund | Bajaj Finserv Mutual Fund | Thematic | 2.14% |
| 3 | Bajaj Finserv ELSS Tax Saver Fund | Bajaj Finserv Mutual Fund | Equity | 2.06% |
| 4 | Helios Mid Cap Fund | Helios Mutual Fund | Equity | 1.98% |
| 5 | UTI Large & Mid Cap Fund | UTI Mutual Fund | Equity | 1.96% |
| 6 | Baroda BNP Paribas Mid Cap Fund | Baroda BNP Paribas Mutual Fund | Equity | 1.53% |
| 7 | ICICI Prudential Rural Opportunities Fund | ICICI Prudential Mutual Fund | Thematic | 1.48% |
| 8 | NIPPON INDIA BANKING & FINANCIAL SERVICES FUND | Nippon India Mutual Fund | Thematic | 1.24% |
| 9 | PGIM INDIA SMALL CAP FUND | PGIM India Mutual Fund | Equity | 1.17% |
| 10 | Mirae Asset Small Cap Fund | Mirae Asset Mutual Fund | Equity | 1.13% |
| 11 | LIC MF DIVIDEND YIELD FUND | LIC Mutual Fund | Equity | 1.06% |
| 12 | PGIM INDIA FLEXI CAP FUND | PGIM India Mutual Fund | Equity | 1% |
| 13 | The Wealth Company Multiasset Alloc Fund | The Wealth Company Mutual Fund | Hybrid | 0.92% |
| 14 | Aditya Birla Sun Life Business Cycle Fund | Aditya Birla Sun Life Mutual Fund | Thematic | 0.9% |
| 15 | Nippon India Growth Mid Cap Fund | Nippon India Mutual Fund | Equity | 0.89% |
| 16 | Mirae Asset Flexi Cap Fund | Mirae Asset Mutual Fund | Equity | 0.88% |
| 17 | UTI Aggressive Hybrid Fund | UTI Mutual Fund | Hybrid | 0.84% |
| 18 | Bajaj Finserv Large and Midcap Fund | Bajaj Finserv Mutual Fund | Equity | 0.8% |
| 19 | Axis Large & Mid Cap Fund | Axis Mutual Fund | Equity | 0.76% |
| 20 | HSBC Balanced Advantage Fund | HSBC Mutual Fund | Hybrid | 0.74% |
| 21 | ICICI Prudential ELSS Tax Saver Fund | ICICI Prudential Mutual Fund | Equity | 0.71% |
| 22 | UTI - Banking and Financial Services Fund | UTI Mutual Fund | Thematic | 0.7% |
| 23 | Axis Midcap Fund | Axis Mutual Fund | Equity | 0.67% |
| 24 | Bajaj Finserv Multi Cap Fund | Bajaj Finserv Mutual Fund | Equity | 0.58% |
| 25 | Groww Aggressive Hybrid Fund | Groww Mutual Fund | Hybrid | 0.5% |
| 26 | ICICI Prudential Exports and Services Fund | ICICI Prudential Mutual Fund | Thematic | 0.5% |
| 27 | Axis ELSS Tax Saver Fund | Axis Mutual Fund | Equity | 0.49% |
| 28 | PGIM INDIA ELSS TAX SAVER FUND | PGIM India Mutual Fund | Equity | 0.49% |
| 29 | PGIM INDIA MIDCAP FUND | PGIM India Mutual Fund | Equity | 0.49% |
| 30 | Navi Large & Midcap Fund | Navi Mutual Fund | Equity | 0.45% |
| 31 | PGIM INDIA LARGE AND MIDCAP FUND | PGIM India Mutual Fund | Equity | 0.36% |
| 32 | JioBlackRock Sector Rotation Fund | Jio BlackRock Mutual Fund | Thematic | 0.15% |
| 33 | ICICI Prudential Business Cycle Fund | ICICI Prudential Mutual Fund | Thematic | 0.14% |
| 34 | CANARA ROBECO LARGE AND MID CAP FUND | Canara Robeco Mutual Fund | Equity | 0.08% |
| 35 | HSBC Conservative Hybrid Fund | HSBC Mutual Fund | Hybrid | 0.08% |
| 36 | Axis Conservative Hybrid Fund | Axis Mutual Fund | Hybrid | 0.03% |
| 37 | ICICI Prudential Balanced Advantage Fund | ICICI Prudential Mutual Fund | Hybrid | 0.02% |
| 38 | HSBC Midcap Fund | HSBC Mutual Fund | Equity | 0.01% |
| 39 | ICICI Prudential Large & Mid Cap Fund | ICICI Prudential Mutual Fund | Equity | 0.01% |
| 40 | ICICI Prudential Multicap Fund | ICICI Prudential Mutual Fund | Equity | 0.01% |
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.