Which mutual funds hold Mahindra & Mahindra Financial Services Limited?

64 mutual funds hold Mahindra & Mahindra Financial Services Limited as of Jul 2026. The highest weight is 3.94% held by Old Bridge Flexi Cap Fund. Data from official AMFI monthly portfolio disclosures.

What sector is Mahindra & Mahindra Financial Services Limited in?

Mahindra & Mahindra Financial Services Limited is in the Finance sector and is categorised as by SEBI.

What is the SEBI market cap category of Mahindra & Mahindra Financial Services Limited?

As per SEBI and AMFI classification (Jan-Jun 2026), Mahindra & Mahindra Financial Services Limited is a Mid Cap stock ranked #203 with an average market cap of ₹45.96 K Cr.

Finance

Mahindra & Mahindra Financial Services Limited

ISIN: INE774D01024 · Data as of Jul 2026

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Active Funds Holding

vs Last Month

+10 funds

Total Value

₹9,256.84 Cr

Avg Weight

1.35%

New Entries

Exits

Top Holder

Old Bridge Flexi Cap Fund 3.94%

ℹ️ Index funds and ETFs are excluded. Only actively managed funds reflect genuine fund manager decisions.

Mid Cap Rank #203

₹32.42 K Cr

Avg Mkt Cap · Jan-Jun 2023 (3yr ago)

→

₹45.96 K Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

+41.8%

3yr change

SEBI · AMFI Market Cap List

📋 What Changed This Month Mahindra & Mahindra Financial Services Limited is currently held by 64 active mutual funds with total exposure of ₹9,256.84 Cr. This month 19 funds entered and 9 funds exited. Old Bridge Flexi Cap Fund has the highest allocation at 3.94%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Jul 2026 REFERENCE	64	₹9,257	49 / 49	✅ Complete
Jun 2026	54	₹7,200	49 / 49	✅ Complete
May 2026	50	₹6,690	49 / 49	✅ Complete
Apr 2026	47	₹6,763	49 / 49	✅ Complete
Mar 2026	52	₹6,290	48 / 49

📌 Portfolio changes below are based on Jul 2026 data — the most complete month with 49 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Jul 2026?

Note: Index funds and ETFs are excluded from this analysis. Their holdings change due to index rebalancing, not active fund manager decisions, and do not reflect genuine conviction buys or exits.

▲ New Entries (19)

Nippon India Active Momentum Fund-Direct Plan - Growth Option 2.64%

SBI Quant Fund- Direct Plan- Growth 1.63%

Tata Banking And Financial Services Fund-Direct Plan-Growth 1.38%

HSBC Value Fund - Direct Growth 1.2%

HSBC Flexi Cap Fund - Direct Growth 1.04%

HSBC Multi Asset Allocation Fund - Direct - Growth 1.01%

HSBC Multi Cap Fund - Direct - Growth 0.98%

Canara Robeco Banking and Financials Services Fund - Direct Plan - Growth 0.92%

▼ Exits (9)

Aditya Birla Sun Life Quant Fund - Direct Growth 1.71%

SBI BANKING & FINANCIAL SERVICES FUND - DIRECT PLAN - GROWTH 0.97%

Franklin India Multi-Factor Fund- Direct- Growth 0.9%

Kotak Quant Fund - Direct Plan - Growth Option 0.25%

Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund 0.18%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.09%

ICICI Prudential Banking & Financial Services Fund 0.06%

JioBlackRock Large Cap Fund 0.05%

↑ Increased (40)

Old Bridge Flexi Cap Fund +1.04%

LIC MF Focused Fund-Direct Plan-Growth +1.13%

HSBC Large & Mid Cap Fund - Direct Growth +1.51%

Sundaram Mid Cap Fund Direct Plan - Growth +0.48%

HSBC Midcap Fund - Direct Growth +1.06%

DSP Quant Fund - Direct Plan - Growth +0.44%

Kotak Active Momentum Fund - Direct Plan - Growth option +0.27%

Tata Large & MId Cap Fund -Direct Plan- Growth Option +0.19%

↓ Decreased (5)

Franklin India Mid Cap Fund - Direct - Growth -0.14%

SBI MIDCAP FUND - DIRECT PLAN - GROWTH -0.19%

ITI Mid Cap Fund - Direct Plan - Growth Option -0.16%

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option -0.47%

Aditya Birla Sun Life Conglomerate Fund-Direct Growth -0.26%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Mid Cap	21	1.4%
Equity	19	1.08%
Value/Contra	6	1.68%
Multi Cap	5	0.88%
Flexi Cap	4	1.6%
ELSS	4	1.54%
Multi Asset	2	1.39%
Focused	1	3.9%
Dividend Yield	1	1.57%
Balanced Advantage	1	1.19%

All Holdings

Which 64 Active Funds Hold Mahindra & Mahindra Financial Services Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Old Bridge Flexi Cap Fund Old Bridge Mutual Fund	Flexi Cap	3.94%	₹10.11 Cr	+1.04%
LIC MF Focused Fund-Direct Plan-Growth Lic Mutual Fund	Focused	3.9%	₹6.73 Cr	+1.13%
Sundaram Mid Cap Fund Direct Plan - Growth Sundaram Mutual Fund	Mid Cap	3.11%	₹451.33 Cr	+0.48%
HSBC Midcap Fund - Direct Growth HSBC Mutual Fund	Mid Cap	2.88%	₹449.27 Cr	+1.06%
Nippon India Active Momentum Fund-Direct Plan - Growth Option Nippon India Mutual Fund	Equity	2.64%	₹13.34 Cr	NEW
DSP Quant Fund - Direct Plan - Growth DSP Mutual Fund	Equity	2.59%	₹20.07 Cr	+0.44%
Kotak Active Momentum Fund - Direct Plan - Growth option Kotak Mutual Fund	Equity	2.55%	₹41.41 Cr	+0.27%
Tata Large & MId Cap Fund -Direct Plan- Growth Option Tata Mutual Fund	Mid Cap	2.49%	₹196.73 Cr	+0.19%
HDFC Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	2.43%	₹2,550.51 Cr	+0.36%
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth Bandhan Mutual Fund	ELSS	2.31%	₹162.02 Cr	+0.35%
Bandhan Value Fund - Direct Plan - Growth Bandhan Mutual Fund	Value/Contra	2.19%	₹219.88 Cr	+0.36%
SBI CONTRA FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Value/Contra	2.16%	₹1,041.80 Cr	+0.36%
JM ELSS Tax Saver Fund (Direct) - Growth Option JM Financial Mutual Fund	ELSS	2.07%	₹5.01 Cr	+0.13%
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN Bandhan Mutual Fund	Multi Cap	2.01%	₹61.72 Cr	+0.31%
LIC MF Value Fund-Direct Plan-Growth Lic Mutual Fund	Value/Contra	2%	₹5.24 Cr	+0.21%
Bandhan Financial Services Fund Bandhan Mutual Fund	Equity	1.99%	₹22.13 Cr	+0.3%
Franklin India Mid Cap Fund - Direct - Growth Franklin Templeton Mutual Fund	Mid Cap	1.99%	₹256.48 Cr	-0.14%
HSBC Large & Mid Cap Fund - Direct Growth HSBC Mutual Fund	Mid Cap	1.95%	₹106.88 Cr	+1.51%
LIC MF Mid Cap Fund-Direct Plan-Growth Lic Mutual Fund	Mid Cap	1.78%	₹6.69 Cr	+0.3%
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Multi Asset	1.76%	₹356.16 Cr	+0.25%
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Mid Cap	1.68%	₹129.17 Cr	+0.69%
UTI Value Fund - Direct Plan - Growth Option UTI Mutual Fund	Value/Contra	1.64%	₹158.16 Cr	+0.14%
SBI Quant Fund- Direct Plan- Growth SBI Mutual Fund	Equity	1.63%	₹49.52 Cr	NEW
JM Large and Midcap Fund JM Financial Mutual Fund	Mid Cap	1.59%	₹7.12 Cr	+0.25%
SBI MIDCAP FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Mid Cap	1.58%	₹385.75 Cr	-0.19%
UTI-Dividend Yield Fund.-Growth-Direct UTI Mutual Fund	Dividend Yield	1.57%	₹59.79 Cr	+0.22%
Tata Banking And Financial Services Fund-Direct Plan-Growth Tata Mutual Fund	Equity	1.38%	₹43.98 Cr	NEW
HDFC Banking & Financial Services Fund HDFC Mutual Fund	Equity	1.33%	₹61.72 Cr	+0.3%
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	1.26%	₹379.16 Cr	+0.2%
Sundaram Flexicap Fund Direct Growth Sundaram Mutual Fund	Flexi Cap	1.21%	₹24.26 Cr	+0.21%
Sundaram ELSS Tax Saver Fund Direct Plan Growth Sundaram Mutual Fund	ELSS	1.21%	₹15.62 Cr	+0.21%
Kotak Rural Opportunities Fund - Direct Plan - Growth Kotak Mutual Fund	Equity	1.2%	₹9.64 Cr	+0.19%
HSBC Value Fund - Direct Growth HSBC Mutual Fund	Value/Contra	1.2%	₹179.91 Cr	NEW
SBI Balanced Advantage Fund - Direct Plan - Growth SBI Mutual Fund	Balanced Advantage	1.19%	₹503.25 Cr	+0.2%
HSBC Flexi Cap Fund - Direct Growth HSBC Mutual Fund	Flexi Cap	1.04%	₹59.28 Cr	NEW
HSBC Multi Asset Allocation Fund - Direct - Growth HSBC Mutual Fund	Multi Asset	1.01%	₹31.37 Cr	NEW
HSBC Multi Cap Fund - Direct - Growth HSBC Mutual Fund	Multi Cap	0.98%	₹59.56 Cr	NEW
JM Midcap Fund (Direct) - Growth JM Financial Mutual Fund	Mid Cap	0.98%	₹12.66 Cr	+0.02%
Bandhan Large & Mid Cap Fund - Direct Plan - Growth Bandhan Mutual Fund	Mid Cap	0.98%	₹192.88 Cr	+0.32%
Canara Robeco Banking and Financials Services Fund - Direct Plan - Growth Canara Robeco Mutual Fund	Equity	0.92%	₹5.79 Cr	NEW
HDFC Value Fund - Growth Option - Direct Plan HDFC Mutual Fund	Value/Contra	0.89%	₹70.85 Cr	+0.42%
Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option Edelweiss Mutual Fund	Mid Cap	0.84%	₹40.23 Cr	+0.14%
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Mid Cap	0.8%	₹405.00 Cr	+0.13%
WhiteOak Capital Banking & Financial Services Fund - Direct Growth WhiteOak Capital Mutual Fund	Equity	0.8%	₹5.25 Cr	NEW
Axis Large & Mid Cap Fund - Direct Plan - Growth Axis Mutual Fund	Mid Cap	0.73%	₹122.21 Cr	+0.12%
ITI Mid Cap Fund - Direct Plan - Growth Option ITI Mutual Fund	Mid Cap	0.72%	₹10.59 Cr	-0.16%
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth Aditya Birla Sun Life Mutual Fund	Equity	0.66%	₹47.70 Cr	NEW
HSBC Financial Services Fund - Direct Growth HSBC Mutual Fund	Equity	0.62%	₹5.79 Cr	NEW
Sundaram Financial Services Opportunities Fund Direct Plan - Growth Sundaram Mutual Fund	Equity	0.62%	₹10.37 Cr	+0.12%
WhiteOak Capital Mid Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Mid Cap	0.59%	₹40.18 Cr	NEW
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option Sundaram Mutual Fund	Multi Cap	0.57%	₹16.90 Cr	-0.47%
LIC MF ELSS Tax Saver-Direct Plan-Growth Lic Mutual Fund	ELSS	0.55%	₹5.72 Cr	NEW
UTI Multi Cap Fund - Direct Plan - Growth Option UTI Mutual Fund	Multi Cap	0.52%	₹11.08 Cr	+0.08%
Navi Large & Midcap Fund- Direct Plan- Growth Option Navi Mutual Fund	Mid Cap	0.51%	₹1.60 Cr	+0.09%
UTI Conservative Hybrid Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	0.41%	₹6.79 Cr	+0.05%
UTI Quant Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	0.34%	₹5.22 Cr	+0.06%
WhiteOak Capital Multi Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Multi Cap	0.3%	₹12.22 Cr	NEW
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Mid Cap	0.29%	₹7.20 Cr	NEW
Aditya Birla Sun Life Conglomerate Fund-Direct Growth Aditya Birla Sun Life Mutual Fund	Equity	0.25%	₹4.07 Cr	-0.26%
ZERODHA LIFE CYCLE FUND 2041 Zerodha Mutual Fund	Equity	0.25%	₹3.63 L	NEW
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund Edelweiss Mutual Fund	Equity	0.21%	₹11.56 L	NEW
ZERODHA LIFE CYCLE FUND 2036 Zerodha Mutual Fund	Equity	0.2%	₹3.07 L	NEW
JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Flexi Cap	0.2%	₹6.44 Cr	+0.01%
Axis Midcap Fund - Direct Plan - Growth Axis Mutual Fund	Mid Cap	0.2%	₹69.20 Cr	NEW

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Data source: Official AMFI monthly portfolio disclosures. Updated every month. Index funds and ETFs excluded. Disclaimer: This is not investment advice. Consult a SEBI-registered advisor before investing.