As of 30 September 2026, 51 Indian mutual funds hold Sundaram Finance Limited (Financial Services), led by SBI Midcap Fund at 2.61% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 30 September 2026, 51 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 51 funds holding Sundaram Finance Limited, the average position size is 0.89% of net assets. The highest-conviction holder is SBI Midcap Fund (Equity), at 2.61%. Equity funds account for 31 of the 51 holders, with the rest spread across 2 other categories. Over the last month, 1 fund initiated a new position and 2 funds exited, with the largest weight change at The Wealth Company Multiasset Alloc Fund (+0.24pp to 1.16%).
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 |
|---|---|---|
| The Wealth Company Multiasset Alloc Fund | 0.92% → 1.16% | ▲ +0.24 |
| SBI Banking And Financial Services Fund | 0.34% → 0.47% | ▲ +0.13 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | SBI Midcap Fund | SBI Mutual Fund | Equity | 2.61% |
| 2 | Bajaj Finserv Banking and Financial Services Fund | Bajaj Finserv Mutual Fund | Thematic | 2.59% |
| 3 | Baroda BNP Paribas Services Fund | Baroda BNP Paribas Mutual Fund | Thematic | 1.98% |
| 4 | Bajaj Finserv ELSS Tax Saver Fund | Bajaj Finserv Mutual Fund | Equity | 1.95% |
| 5 | UTI Large & Mid Cap Fund | UTI Mutual Fund | Equity | 1.85% |
| 6 | Bajaj Finserv Large and Midcap Fund | Bajaj Finserv Mutual Fund | Equity | 1.66% |
| 7 | SBI Balanced Hybrid Fund | SBI Mutual Fund | Hybrid | 1.65% |
| 8 | Helios Mid Cap Fund | Helios Mutual Fund | Equity | 1.54% |
| 9 | ICICI Prudential Rural Opportunities Fund | ICICI Prudential Mutual Fund | Thematic | 1.53% |
| 10 | Baroda BNP Paribas Mid Cap Fund | Baroda BNP Paribas Mutual Fund | Equity | 1.5% |
| 11 | Edelweiss Large & Mid Cap Fund | Edelweiss Mutual Fund | Equity | 1.4% |
| 12 | ITI Mid Cap Fund | ITI Mutual Fund | Equity | 1.38% |
| 13 | NIPPON INDIA BANKING & FINANCIAL SERVICES FUND | Nippon India Mutual Fund | Thematic | 1.22% |
| 14 | The Wealth Company Multiasset Alloc Fund | The Wealth Company Mutual Fund | Hybrid | 1.16% |
| 15 | PGIM INDIA FLEXI CAP FUND | PGIM India Mutual Fund | Equity | 1.15% |
| 16 | PGIM INDIA SMALL CAP FUND | PGIM India Mutual Fund | Equity | 1.05% |
| 17 | PGIM INDIA LARGE AND MIDCAP FUND | PGIM India Mutual Fund | Equity | 1.03% |
| 18 | Edelweiss Multi Cap Fund | Edelweiss Mutual Fund | Equity | 1.02% |
| 19 | Edelweiss Mid Cap Fund | Edelweiss Mutual Fund | Equity | 1% |
| 20 | Invesco India Psu Equity Fund | Invesco Mutual Fund | Thematic | 0.99% |
| 21 | LIC MF DIVIDEND YIELD FUND | LIC Mutual Fund | Equity | 0.98% |
| 22 | Mirae Asset Small Cap Fund | Mirae Asset Mutual Fund | Equity | 0.95% |
| 23 | Bank of India Aggressive Hybrid Fund | Bank of India Mutual Fund | Hybrid | 0.89% |
| 24 | Aditya Birla Sun Life Business Cycle Fund | Aditya Birla Sun Life Mutual Fund | Thematic | 0.87% |
| 25 | Nippon India Growth Mid Cap Fund | Nippon India Mutual Fund | Equity | 0.84% |
| 26 | Mirae Asset Flexi Cap Fund | Mirae Asset Mutual Fund | Equity | 0.83% |
| 27 | UTI Aggressive Hybrid Fund | UTI Mutual Fund | Hybrid | 0.78% |
| 28 | HSBC Balanced Advantage Fund | HSBC Mutual Fund | Hybrid | 0.75% |
| 29 | ICICI Prudential ELSS Tax Saver Fund | ICICI Prudential Mutual Fund | Equity | 0.75% |
| 30 | Axis Large & Mid Cap Fund | Axis Mutual Fund | Equity | 0.73% |
| 31 | Bank of India Mid Cap Fund | Bank of India Mutual Fund | Equity | 0.71% |
| 32 | Axis ELSS Tax Saver Fund | Axis Mutual Fund | Equity | 0.7% |
| 33 | UTI - Banking and Financial Services Fund | UTI Mutual Fund | Thematic | 0.7% |
| 34 | Axis Midcap Fund | Axis Mutual Fund | Equity | 0.65% |
| 35 | Bajaj Finserv Multi Cap Fund | Bajaj Finserv Mutual Fund | Equity | 0.5% |
| 36 | PGIM INDIA ELSS TAX SAVER FUND | PGIM India Mutual Fund | Equity | 0.48% |
| 37 | PGIM INDIA MIDCAP FUND | PGIM India Mutual Fund | Equity | 0.48% |
| 38 | SBI Banking And Financial Services Fund | SBI Mutual Fund | Thematic | 0.47% |
| 39 | Navi Large & Midcap Fund | Navi Mutual Fund | Equity | 0.45% |
| 40 | Baroda BNP Paribas Multi Cap Fund | Baroda BNP Paribas Mutual Fund | Equity | 0.33% |
| 41 | Zerodha Life Cycle Fund 2041 | Zerodha Mutual Fund | Hybrid | 0.29% |
| 42 | Zerodha Life Cycle Fund 2036 | Zerodha Mutual Fund | Hybrid | 0.24% |
| 43 | SBI ELSS Tax Saver Fund | SBI Mutual Fund | Equity | 0.22% |
| 44 | Zerodha Life Cycle Fund 2031 | Zerodha Mutual Fund | Hybrid | 0.18% |
| 45 | JioBlackRock Sector Rotation Fund | Jio BlackRock Mutual Fund | Thematic | 0.15% |
| 46 | ICICI Prudential Business Cycle Fund | ICICI Prudential Mutual Fund | Thematic | 0.14% |
| 47 | CANARA ROBECO LARGE AND MID CAP FUND | Canara Robeco Mutual Fund | Equity | 0.08% |
| 48 | HSBC Conservative Hybrid Fund | HSBC Mutual Fund | Hybrid | 0.08% |
| 49 | Axis Conservative Hybrid Fund | Axis Mutual Fund | Hybrid | 0.03% |
| 50 | ICICI Prudential Large & Mid Cap Fund | ICICI Prudential Mutual Fund | Equity | 0.01% |
| 51 | 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.