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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.

Portfolios as of Aug 2026 · ISIN INE774D01024
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 shares

New 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
#SchemeCategoryWeightSharesThis month
1
LIC Mf Focused Fund
LIC
Focused3.11%1,46,361Decreased
2
Sundaram
Mid Cap2.94%1,17,00,000Unchanged
3
DSP Quant Fund
DSP
Sectoral / Thematic2.53%5,20,177Unchanged
4
SBI Quant Fund
SBI
Sectoral / Thematic2.37%18,57,724Increased
5
HDFC
Mid Cap2.28%6,61,18,170Unchanged
6
Nippon India Active Momentum Fund
Nippon India
Sectoral / Thematic2.28%3,45,912Unchanged
7
HSBC Midcap Fund
HSBC
Mid Cap2.27%1,04,76,724Decreased
8
Tata Large & MId Cap Fund
Tata
Large & Mid Cap2.23%46,00,000Decreased
9
Bandhan
ELSS (Tax Saver)2.14%40,00,000Decreased
10
SBI
Contra2.12%2,70,07,230Unchanged
11
Bandhan Value Fund
Bandhan
Value2.06%55,00,000Decreased
12
Kotak Active Momentum Fund
Kotak Mahindra
Sectoral / Thematic1.96%8,73,712Decreased
13
JM ELSS - Tax Saver Fund
JM Financial
ELSS (Tax Saver)1.95%1,30,000Unchanged
14
Bandhan Financial Services Fund
Bandhan
Sectoral / Thematic1.91%5,73,639Unchanged
15
Nippon India Vision Large & Mid Cap Fund
Nippon India
Large & Mid Cap1.88%39,93,014Increased
16
Franklin India Large & Mid Cap Fund
Franklin Templeton
Large & Mid Cap1.83%17,72,946New entry
17
Bandhan Multi Cap Fund
Bandhan
Multi Cap1.82%15,00,000Decreased
18
LIC Mf Mid Cap Fund
LIC
Mid Cap1.65%1,73,306Unchanged
19
SBI
Multi Asset Allocation1.65%92,32,926Unchanged
20
UTI Value Fund
UTI
Value1.60%41,00,000Unchanged
21
UTI
UTI
Dividend Yield1.53%15,50,000Unchanged
22
LIC Mf Value Fund
LIC
Value1.51%1,21,850Decreased
23
Franklin India Mid Cap Fund
Franklin Templeton
Mid Cap1.47%51,48,740Decreased
24
Motilal Oswal BSE Financials ex Bank 30 Index Fund
Motilal Oswal
Equity Index1.44%12,592Decreased
25
HSBC
Large & Mid Cap1.35%21,47,886Decreased
26
HSBC Multi Cap Fund
HSBC
Multi Cap1.33%23,12,428Increased
27
Tata Banking And Financial Services Fund
Tata
Sectoral / Thematic1.29%11,40,000Unchanged
28
HDFC Banking & Financial Services Fund
HDFC
Sectoral / Thematic1.27%16,00,000Unchanged
29
NJ Value Fund
NJ
Value1.27%68,656New scheme
30
WhiteOak Capital Banking & Financial Services Fund
WhiteOak Capital
Sectoral / Thematic1.24%2,21,820Increased
31
Kotak Rural Opportunities Fund
Kotak Mahindra
Sectoral / Thematic1.23%2,50,000Unchanged
32
HDFC
Large & Mid Cap1.21%98,29,103Unchanged
33
Canara Robeco Banking and Financials Services Fund
Canara Robeco
Sectoral / Thematic1.20%2,10,600Increased
34
SBI Midcap Fund
SBI
Mid Cap1.20%78,55,388Decreased
35
Sundaram Flexicap Fund
Sundaram
Flexi Cap1.20%6,29,000Unchanged
36
Sundaram ELSS Tax Saver Fund
Sundaram
ELSS (Tax Saver)1.18%4,05,000Unchanged
37
SBI
Balanced Advantage1.16%1,30,45,930Unchanged
38
HSBC Value Fund
HSBC
Value1.13%46,63,986Unchanged
39
Baroda BNP Paribas Banking and Financial Services Fund
Baroda BNP Paribas
Sectoral / Thematic1.10%1,35,000New entry
40
HSBC
Flexi Cap1.10%17,62,236Increased

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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.