Which mutual funds hold Mahindra & Mahindra Financial Services?
103 Direct Growth mutual fund schemes held Mahindra & Mahindra Financial Services (Financial Services) at the end of Aug 2026, 1 more than in Jul 2026. The largest position was in LIC Mf Focused Fund, at 3.11% of the scheme.
- Schemes holding
- 103
- New entries
- 3
- Fully exited
- 3
- Increased
- 33
- Decreased
- 15
- Average weight
- 0.94%
By fund type: Equity 58 · Index 37 · Hybrid 4 · Other 4
What changed in Aug 2026
vs Jul 2026 · by number of sharesNew entries (3)
- Franklin India Large & Mid Cap Fund Large & Mid Cap— → 1.83%
- Baroda BNP Paribas Banking and Financial Services Fund Sectoral / Thematic— → 1.10%
- Edelweiss Business Cycle Fund Sectoral / Thematic— → 0.84%
Fully exited (3)
- Sundaram Financial Services Opportunities Fund Sectoral / Thematic0.62%
- Aditya Birla Sun Life Conglomerate Fund Sectoral / Thematic0.25%
- JioBlackRock Flexi Cap Fund Flexi Cap0.20%
Increased (33)
- SBI Quant Fund Sectoral / Thematic1.63% → 2.37%
- Nippon India Vision Large & Mid Cap Fund Large & Mid Cap1.68% → 1.88%
- HSBC Multi Cap Fund Multi Cap0.98% → 1.33%
- WhiteOak Capital Banking & Financial Services Fund Sectoral / Thematic0.80% → 1.24%
- Canara Robeco Banking and Financials Services Fund Sectoral / Thematic0.92% → 1.20%
- HSBC Flexi Cap Fund Flexi Cap1.04% → 1.10%
- WhiteOak Capital Mid Cap Fund Mid Cap0.59% → 0.87%
- DSP Nifty Midcap 150 Index Fund Equity Index0.61% → 0.58%
- Groww Nifty Midcap 150 Index Fund Equity Index0.61% → 0.58%
- HDFC Nifty Midcap 150 Index Fund Equity Index0.61% → 0.58%
- ICICI Prudential Nifty Midcap 150 Index Fund Equity Index0.61% → 0.58%
- Kotak Nifty Midcap 150 Index Fund Equity Index0.61% → 0.58%
- Nippon India Nifty Midcap 150 Index Fund Equity Index0.61% → 0.58%
- SBI Nifty Midcap 150 Index Fund Equity Index0.61% → 0.58%
- Tata Nifty Midcap 150 Index Fund Equity Index0.61% → 0.58%
- UTI Nifty Midcap 150 Index Fund Equity Index0.61% → 0.57%
- Whiteoak Capital Large & Mid Cap Fund Large & Mid Cap0.29% → 0.55%
- WhiteOak Capital Multi Cap Fund Multi Cap0.30% → 0.45%
- Navi Nifty midsmallcap 400 Index Fund Equity Index0.40% → 0.38%
- Axis Midcap Fund Mid Cap0.20% → 0.30%
- Zerodha Nifty MidSmallcap400 50:50 Index Fund Equity Index0.31% → 0.30%
- HDFC Nifty LargeMidcap 250 Index Fund Equity Index0.30% → 0.29%
- ICICI Prudential Nifty LargeMidcap 250 Index Fund Equity Index0.31% → 0.29%
- Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Equity Index0.31% → 0.29%
- Zerodha Nifty LargeMidcap 250 Index Fund Equity Index0.31% → 0.29%
- Zerodha Life Cycle Fund 2041 Other0.25% → 0.24%
- Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Debt Index0.21% → 0.21%
- Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Debt Index0.22% → 0.21%
- Zerodha Life Cycle Fund 2036 Other0.20% → 0.19%
- DSP Nifty 500 Index Fund Equity Index0.13% → 0.12%
- HDFC BSE 500 Index Fund Equity Index0.13% → 0.12%
- ICICI Prudential Nifty 500 Index Fund Equity Index0.13% → 0.12%
- JioBlackRock Sector Rotation Fund Sectoral / Thematic0.12% → 0.12%
Decreased (15)
- LIC Mf Focused Fund Focused3.90% → 3.11%
- HSBC Midcap Fund Mid Cap2.88% → 2.27%
- Tata Large & MId Cap Fund Large & Mid Cap2.49% → 2.23%
- Bandhan ELSS - Tax Saver Fund ELSS (Tax Saver)2.31% → 2.14%
- Bandhan Value Fund Value2.19% → 2.06%
- Kotak Active Momentum Fund Sectoral / Thematic2.55% → 1.96%
- Bandhan Multi Cap Fund Multi Cap2.01% → 1.82%
- LIC Mf Value Fund Value2.00% → 1.51%
- Franklin India Mid Cap Fund Mid Cap1.99% → 1.47%
- Motilal Oswal BSE Financials ex Bank 30 Index Fund Equity Index1.49% → 1.44%
- HSBC Large & Mid Cap Fund Large & Mid Cap1.95% → 1.35%
- SBI Midcap Fund Mid Cap1.58% → 1.20%
- Bandhan Nifty Midcap 150 Index Fund Equity Index0.61% → 0.58%
- JioBlackRock Nifty Midcap 150 Index Fund Equity Index0.61% → 0.58%
- Sundaram Multi Cap Fund Multi Cap0.57% → 0.39%
Weight shown as last month → this month. Only the 1,622 schemes with portfolios for both months are compared.
All 103 schemes holding Mahindra & Mahindra Financial Services
Sorted by weight in the scheme| # | Scheme | Category | Weight | Shares | This month |
|---|---|---|---|---|---|
| 1 | LIC Mf Focused Fund LIC | Focused | 3.11% | 1,46,361 | Decreased |
| 2 | Sundaram | Mid Cap | 2.94% | 1,17,00,000 | Unchanged |
| 3 | DSP Quant Fund DSP | Sectoral / Thematic | 2.53% | 5,20,177 | Unchanged |
| 4 | SBI Quant Fund SBI | Sectoral / Thematic | 2.37% | 18,57,724 | Increased |
| 5 | HDFC | Mid Cap | 2.28% | 6,61,18,170 | Unchanged |
| 6 | Nippon India Active Momentum Fund Nippon India | Sectoral / Thematic | 2.28% | 3,45,912 | Unchanged |
| 7 | HSBC Midcap Fund HSBC | Mid Cap | 2.27% | 1,04,76,724 | Decreased |
| 8 | Tata Large & MId Cap Fund Tata | Large & Mid Cap | 2.23% | 46,00,000 | Decreased |
| 9 | Bandhan | ELSS (Tax Saver) | 2.14% | 40,00,000 | Decreased |
| 10 | SBI | Contra | 2.12% | 2,70,07,230 | Unchanged |
| 11 | Bandhan Value Fund Bandhan | Value | 2.06% | 55,00,000 | Decreased |
| 12 | Kotak Active Momentum Fund Kotak Mahindra | Sectoral / Thematic | 1.96% | 8,73,712 | Decreased |
| 13 | JM ELSS - Tax Saver Fund JM Financial | ELSS (Tax Saver) | 1.95% | 1,30,000 | Unchanged |
| 14 | Bandhan Financial Services Fund Bandhan | Sectoral / Thematic | 1.91% | 5,73,639 | Unchanged |
| 15 | Nippon India Vision Large & Mid Cap Fund Nippon India | Large & Mid Cap | 1.88% | 39,93,014 | Increased |
| 16 | Franklin India Large & Mid Cap Fund Franklin Templeton | Large & Mid Cap | 1.83% | 17,72,946 | New entry |
| 17 | Bandhan Multi Cap Fund Bandhan | Multi Cap | 1.82% | 15,00,000 | Decreased |
| 18 | LIC Mf Mid Cap Fund LIC | Mid Cap | 1.65% | 1,73,306 | Unchanged |
| 19 | SBI | Multi Asset Allocation | 1.65% | 92,32,926 | Unchanged |
| 20 | UTI Value Fund UTI | Value | 1.60% | 41,00,000 | Unchanged |
| 21 | UTI UTI | Dividend Yield | 1.53% | 15,50,000 | Unchanged |
| 22 | LIC Mf Value Fund LIC | Value | 1.51% | 1,21,850 | Decreased |
| 23 | Franklin India Mid Cap Fund Franklin Templeton | Mid Cap | 1.47% | 51,48,740 | Decreased |
| 24 | Motilal Oswal BSE Financials ex Bank 30 Index Fund Motilal Oswal | Equity Index | 1.44% | 12,592 | Decreased |
| 25 | HSBC | Large & Mid Cap | 1.35% | 21,47,886 | Decreased |
| 26 | HSBC Multi Cap Fund HSBC | Multi Cap | 1.33% | 23,12,428 | Increased |
| 27 | Tata Banking And Financial Services Fund Tata | Sectoral / Thematic | 1.29% | 11,40,000 | Unchanged |
| 28 | HDFC Banking & Financial Services Fund HDFC | Sectoral / Thematic | 1.27% | 16,00,000 | Unchanged |
| 29 | NJ Value Fund NJ | Value | 1.27% | 68,656 | New scheme |
| 30 | WhiteOak Capital Banking & Financial Services Fund WhiteOak Capital | Sectoral / Thematic | 1.24% | 2,21,820 | Increased |
| 31 | Kotak Rural Opportunities Fund Kotak Mahindra | Sectoral / Thematic | 1.23% | 2,50,000 | Unchanged |
| 32 | HDFC | Large & Mid Cap | 1.21% | 98,29,103 | Unchanged |
| 33 | Canara Robeco Banking and Financials Services Fund Canara Robeco | Sectoral / Thematic | 1.20% | 2,10,600 | Increased |
| 34 | SBI Midcap Fund SBI | Mid Cap | 1.20% | 78,55,388 | Decreased |
| 35 | Sundaram Flexicap Fund Sundaram | Flexi Cap | 1.20% | 6,29,000 | Unchanged |
| 36 | Sundaram ELSS Tax Saver Fund Sundaram | ELSS (Tax Saver) | 1.18% | 4,05,000 | Unchanged |
| 37 | SBI | Balanced Advantage | 1.16% | 1,30,45,930 | Unchanged |
| 38 | HSBC Value Fund HSBC | Value | 1.13% | 46,63,986 | Unchanged |
| 39 | Baroda BNP Paribas Banking and Financial Services Fund Baroda BNP Paribas | Sectoral / Thematic | 1.10% | 1,35,000 | New entry |
| 40 | HSBC | Flexi Cap | 1.10% | 17,62,236 | Increased |
Explore Mahindra & Mahindra Financial Services changes →What funds bought and sold this month →All stocks A–Z →
Want to know what this means for your portfolio?
Owning Mahindra & Mahindra Financial Services through several funds at once is common — and easy to miss. Sulekha Sen can check what your funds really hold and whether it fits your goals.
Book a free 30-min call →Data: each AMC’s SEBI-mandated monthly portfolio disclosure, Aug 2026 (compared with Jul 2026). Holdings change after month-end. Direct Plan – Growth schemes only; one row per scheme. Changes are measured by number of shares or units, not portfolio weight. Not investment advice, and not a recommendation to buy, sell or hold any security or scheme. Mutual fund investments are subject to market risks, read all scheme related documents carefully.