Which mutual funds hold Sundaram Finance?
86 Direct Growth mutual fund schemes held Sundaram Finance (Financial Services) at the end of Aug 2026, 3 more than in Jul 2026. The largest position was in SBI Midcap Fund, at 2.58% of the scheme.
Portfolios as of Aug 2026 · ISIN INE660A01013
- Schemes holding
- 86
- New entries
- 4
- Fully exited
- 3
- Increased
- 29
- Decreased
- 4
- Average weight
- 0.68%
By fund type: Equity 37 · Index 36 · Hybrid 7 · Other 6
What changed in Aug 2026
vs Jul 2026 · by number of sharesNew entries (4)
- Invesco India PSU Equity Fund Sectoral / Thematic— → 0.97%
- SBI Banking & Financial Services Fund Sectoral / Thematic— → 0.34%
- Baroda BNP Paribas Multi Cap Fund Multi Cap— → 0.33%
- SBI ELSS Tax Saver Fund ELSS (Tax Saver)— → 0.15%
Fully exited (3)
- ICICI Prudential Exports & Services Fund Sectoral / Thematic0.50%
- ICICI Prudential Balanced Advantage Fund Balanced Advantage0.02%
- HSBC Midcap Fund Mid Cap0.01%
Increased (29)
- UTI Nifty Midcap 150 Quality 50 Index Fund Equity Index1.83% → 1.77%
- ICICI Prudential Rural Opportunities Fund Sectoral / Thematic1.48% → 1.61%
- Baroda BNP Paribas Mid Cap Fund Mid Cap1.53% → 1.47%
- The Wealth Company Multi Asset Allocation Fund Multi Asset Allocation0.92% → 1.22%
- PGIM India Flexi Cap Fund Flexi Cap1.00% → 1.12%
- PGIM India Large and Midcap Fund Large & Mid Cap0.36% → 1.01%
- Edelweiss Multi Cap Fund Multi Cap0.52% → 1.00%
- ICICI Prudential ELSS - Tax Saver Fund ELSS (Tax Saver)0.71% → 0.74%
- Nippon India Nifty Midcap 150 Index Fund Equity Index0.77% → 0.74%
- Tata Nifty Midcap 150 Index Fund Equity Index0.77% → 0.74%
- DSP Nifty Midcap 150 Index Fund Equity Index0.77% → 0.73%
- Groww Nifty Midcap 150 Index Fund Equity Index0.77% → 0.73%
- HDFC Nifty Midcap 150 Index Fund Equity Index0.77% → 0.73%
- ICICI Prudential Nifty Midcap 150 Index Fund Equity Index0.77% → 0.73%
- Kotak Nifty Midcap 150 Index Fund Equity Index0.77% → 0.73%
- SBI Nifty Midcap 150 Index Fund Equity Index0.77% → 0.73%
- UTI Nifty Midcap 150 Index Fund Equity Index0.77% → 0.73%
- Navi Nifty midsmallcap 400 Index Fund Equity Index0.51% → 0.48%
- Zerodha Nifty MidSmallcap400 50:50 Index Fund Equity Index0.39% → 0.38%
- HDFC Nifty LargeMidcap 250 Index Fund Equity Index0.38% → 0.37%
- ICICI Prudential Nifty LargeMidcap 250 Index Fund Equity Index0.38% → 0.37%
- Zerodha Nifty LargeMidcap 250 Index Fund Equity Index0.39% → 0.37%
- Zerodha Life Cycle Fund 2041 Other0.30% → 0.29%
- Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Debt Index0.26% → 0.27%
- Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Debt Index0.27% → 0.26%
- Zerodha Life Cycle Fund 2036 Other0.24% → 0.24%
- DSP Nifty 500 Index Fund Equity Index0.16% → 0.16%
- ICICI Prudential Nifty 500 Index Fund Equity Index0.16% → 0.16%
- JioBlackRock Sector Rotation Fund Sectoral / Thematic0.15% → 0.16%
Decreased (4)
- Bandhan Nifty Midcap 150 Index Fund Equity Index0.77% → 0.73%
- JioBlackRock Nifty Midcap 150 Index Fund Equity Index0.77% → 0.73%
- Axis Retirement Fund - Dynamic Plan Other0.66% → 0.55%
- Axis Retirement Fund - Aggressive Plan Other0.64% → 0.52%
Weight shown as last month → this month. Only the 1,622 schemes with portfolios for both months are compared.
All 86 schemes holding Sundaram Finance
Sorted by weight in the scheme| # | Scheme | Category | Weight | Shares | This month |
|---|---|---|---|---|---|
| 1 | SBI Midcap Fund SBI | Mid Cap | 2.58% | 13,93,043 | Unchanged |
| 2 | Baroda BNP Paribas Services Fund Baroda BNP Paribas | Sectoral / Thematic | 1.90% | 26,000 | New scheme |
| 3 | UTI | Large & Mid Cap | 1.87% | 2,68,645 | Unchanged |
| 4 | DSP Nifty Midcap 150 Quality 50 Index Fund DSP | Equity Index | 1.77% | 3,930 | Unchanged |
| 5 | UTI Nifty Midcap 150 Quality 50 Index Fund UTI | Equity Index | 1.77% | 10,538 | Increased |
| 6 | Helios Mid Cap Fund Helios | Mid Cap | 1.69% | 82,841 | Unchanged |
| 7 | ICICI Prudential Rural Opportunities Fund ICICI Prudential | Sectoral / Thematic | 1.61% | 72,753 | Increased |
| 8 | Baroda BNP Paribas Mid Cap Fund Baroda BNP Paribas | Mid Cap | 1.47% | 86,000 | Increased |
| 9 | Edelweiss Large & Mid Cap Fund Edelweiss | Large & Mid Cap | 1.37% | 1,48,809 | Unchanged |
| 10 | ITI | Mid Cap | 1.36% | 46,018 | Unchanged |
| 11 | PGIM India Retirement Fund PGIM India | Other | 1.24% | 2,966 | Unchanged |
| 12 | The Wealth Company Multi Asset Allocation Fund The Wealth Company | Multi Asset Allocation | 1.22% | 5,620 | Increased |
| 13 | Nippon India Banking & Financial Services Fund Nippon India | Sectoral / Thematic | 1.18% | 2,05,995 | Unchanged |
| 14 | PGIM India Flexi Cap Fund PGIM India | Flexi Cap | 1.12% | 1,47,290 | Increased |
| 15 | PGIM India Small Cap Fund PGIM India | Small Cap | 1.06% | 41,855 | Unchanged |
| 16 | Mirae Asset Small Cap Fund Mirae Asset | Small Cap | 1.01% | 1,26,941 | Unchanged |
| 17 | PGIM India Large and Midcap Fund PGIM India | Large & Mid Cap | 1.01% | 18,397 | Increased |
| 18 | Edelweiss | Mid Cap | 1.00% | 4,40,010 | Unchanged |
| 19 | Edelweiss Multi Cap Fund Edelweiss | Multi Cap | 1.00% | 78,255 | Increased |
| 20 | LIC Mf Dividend Yield Fund LIC | Dividend Yield | 0.99% | 16,634 | Unchanged |
| 21 | Invesco India PSU Equity Fund Invesco | Sectoral / Thematic | 0.97% | 30,842 | New entry |
| 22 | Bank of India Aggressive Hybrid Fund Bank of India | Aggressive Hybrid | 0.89% | 40,000 | Unchanged |
| 23 | Aditya Birla Sun Life Business Cycle Fund Aditya Birla Sun Life | Sectoral / Thematic | 0.85% | 34,410 | Unchanged |
| 24 | Mirae Asset Flexi Cap Fund Mirae Asset | Flexi Cap | 0.84% | 82,957 | Unchanged |
| 25 | Nippon India | Mid Cap | 0.84% | 9,70,778 | Unchanged |
| 26 | UTI | Aggressive Hybrid | 0.82% | 1,21,533 | Unchanged |
| 27 | HSBC Balanced Advantage Fund HSBC | Balanced Advantage | 0.75% | 25,000 | Unchanged |
| 28 | ICICI Prudential ELSS - Tax Saver Fund ICICI Prudential | ELSS (Tax Saver) | 0.74% | 2,32,490 | Increased |
| 29 | Nippon India Nifty Midcap 150 Index Fund Nippon India | Equity Index | 0.74% | 46,063 | Increased |
| 30 | Tata Nifty Midcap 150 Index Fund Tata | Equity Index | 0.74% | 5,406 | Increased |
| 31 | Aditya Birla Sun Life Nifty Midcap 150 Index Fund Aditya Birla Sun Life | Equity Index | 0.73% | 8,102 | Unchanged |
| 32 | Bandhan Nifty Midcap 150 Index Fund Bandhan | Equity Index | 0.73% | 1,493 | Decreased |
| 33 | DSP Nifty Midcap 150 Index Fund DSP | Equity Index | 0.73% | 286 | Increased |
| 34 | Groww Nifty Midcap 150 Index Fund Groww | Equity Index | 0.73% | 251 | Increased |
| 35 | HDFC Nifty Midcap 150 Index Fund HDFC | Equity Index | 0.73% | 11,699 | Increased |
| 36 | ICICI Prudential Nifty Midcap 150 Index Fund ICICI Prudential | Equity Index | 0.73% | 21,369 | Increased |
| 37 | JioBlackRock Nifty Midcap 150 Index Fund Jio BlackRock | Equity Index | 0.73% | 4,636 | Decreased |
| 38 | Kotak Nifty Midcap 150 Index Fund Kotak Mahindra | Equity Index | 0.73% | 760 | Increased |
| 39 | Navi Nifty Midcap 150 Index Fund Navi | Equity Index | 0.73% | 6,569 | Unchanged |
| 40 | SBI Nifty Midcap 150 Index Fund SBI | Equity Index | 0.73% | 20,825 | Increased |
Explore Sundaram Finance changes →What funds bought and sold this month →All stocks A–Z →
Want to know what this means for your portfolio?
Owning Sundaram Finance 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.