Which mutual funds hold Mahindra & Mahindra Financial Services Limited?

67 mutual funds hold Mahindra & Mahindra Financial Services Limited as of Sep 2026. The highest weight is 3.23% held by SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth. 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 Sep 2026

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Active Funds Holding

vs Last Month

+5 funds

Total Value

₹7,818.08 Cr

Avg Weight

1.24%

New Entries

Exits

Top Holder

SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth 3.23%

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 67 active mutual funds with total exposure of ₹7,818.08 Cr. This month 9 funds entered and 4 funds exited. SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth has the highest allocation at 3.23%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Sep 2026 REFERENCE	67	₹7,818	48 / 49
Aug 2026	62	₹8,421	49 / 49	✅ Complete
Jul 2026	64	₹9,257	49 / 49	✅ Complete
Jun 2026	54	₹7,200	49 / 49	✅ Complete
May 2026	50	₹6,690	49 / 49	✅ Complete

📌 Portfolio changes below are based on Sep 2026 data — the most complete month with 48 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Sep 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 (9)

SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth 3.23%

Sundaram Mid Cap Fund Direct Plan - Growth 2.74%

Quantum Flexi Cap Fund 2.1%

JM Large and Midcap Fund 1.75%

WhiteOak Capital Mid Cap Fund Direct Plan Growth 1.03%

ITI Mid Cap Fund - Direct Plan - Growth Option 0.8%

Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option 0.34%

Edelweiss Balanced Advantage Fund -Direct Plan-Growth Option 0.28%

▼ Exits (4)

Nippon India Active Momentum Fund-Direct Plan - Growth Option 2.28%

JM Large & Mid Cap Fund (Direct) - Growth Option 1.48%

ZERODHA LIFE CYCLE FUND 2041 0.24%

Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund 0.21%

↑ Increased (4)

Franklin India Large & Mid Cap Fund - Direct - Growth +0.79%

SBI Quant Fund- Direct Plan- Growth +0.2%

LIC MF Mid Cap Fund-Direct Plan-Growth +0.27%

WhiteOak Capital Banking & Financial Services Fund - Direct Growth +0.16%

↓ Decreased (54)

Old Bridge Flexi Cap Fund -0.18%

LIC MF Focused Fund-Direct Plan-Growth -0.43%

HDFC Mid Cap Fund - Growth Option - Direct Plan -0.17%

Tata Large & MId Cap Fund -Direct Plan- Growth Option -0.17%

DSP Quant Fund - Direct Plan - Growth -0.47%

HSBC Midcap Fund - Direct Growth -0.24%

BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth -0.17%

SBI CONTRA FUND - DIRECT PLAN - GROWTH -0.17%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Mid Cap	22	1.28%
Equity	18	1.19%
Value/Contra	7	1.35%
Multi Cap	5	0.77%
Flexi Cap	4	1.74%
ELSS	4	1.33%
Multi Asset	2	1.14%
Balanced Advantage	2	0.67%
Focused	1	2.68%
Dividend Yield	1	1.41%
Aggressive Hybrid	1	0.34%

All Holdings

Which 67 Active Funds Hold Mahindra & Mahindra Financial Services Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth SBI Mutual Fund	Equity	3.23%	₹5.85 Cr	NEW
Old Bridge Flexi Cap Fund Old Bridge Mutual Fund	Flexi Cap	2.75%	₹12.41 Cr	-0.18%
Sundaram Mid Cap Fund Direct Plan - Growth Sundaram Mutual Fund	Mid Cap	2.74%	₹380.07 Cr	NEW
LIC MF Focused Fund-Direct Plan-Growth Lic Mutual Fund	Focused	2.68%	₹4.60 Cr	-0.43%
Franklin India Large & Mid Cap Fund - Direct - Growth Franklin Templeton Mutual Fund	Mid Cap	2.62%	₹87.43 Cr	+0.79%
SBI Quant Fund- Direct Plan- Growth SBI Mutual Fund	Equity	2.57%	₹66.82 Cr	+0.2%
HDFC Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	2.11%	₹2,147.85 Cr	-0.17%
Quantum Flexi Cap Fund Quant Mutual Fund	Flexi Cap	2.1%	₹1.36 Cr	NEW
Tata Large & MId Cap Fund -Direct Plan- Growth Option Tata Mutual Fund	Mid Cap	2.06%	₹149.43 Cr	-0.17%
DSP Quant Fund - Direct Plan - Growth DSP Mutual Fund	Equity	2.06%	₹14.62 Cr	-0.47%
HSBC Midcap Fund - Direct Growth HSBC Mutual Fund	Mid Cap	2.03%	₹340.34 Cr	-0.24%
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth Bandhan Mutual Fund	ELSS	1.97%	₹129.94 Cr	-0.17%
SBI CONTRA FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Value/Contra	1.95%	₹877.33 Cr	-0.17%
LIC MF Mid Cap Fund-Direct Plan-Growth Lic Mutual Fund	Mid Cap	1.92%	₹7.08 Cr	+0.27%
Bandhan Value Fund - Direct Plan - Growth Bandhan Mutual Fund	Value/Contra	1.88%	₹178.67 Cr	-0.18%
Bandhan Financial Services Fund Bandhan Mutual Fund	Equity	1.87%	₹19.61 Cr	-0.04%
Kotak Active Momentum Fund - Direct Plan - Growth option Kotak Mutual Fund	Equity	1.81%	₹28.81 Cr	-0.15%
JM ELSS Tax Saver Fund (Direct) - Growth Option JM Financial Mutual Fund	ELSS	1.76%	₹4.22 Cr	-0.19%
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Mid Cap	1.75%	₹129.71 Cr	-0.13%
JM Large and Midcap Fund JM Financial Mutual Fund	Mid Cap	1.75%	₹7.85 Cr	NEW
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN Bandhan Mutual Fund	Multi Cap	1.66%	₹48.73 Cr	-0.16%
UTI Value Fund - Direct Plan - Growth Option UTI Mutual Fund	Value/Contra	1.48%	₹133.19 Cr	-0.12%
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Multi Asset	1.43%	₹299.93 Cr	-0.22%
UTI-Dividend Yield Fund.-Growth-Direct UTI Mutual Fund	Dividend Yield	1.41%	₹50.35 Cr	-0.12%
WhiteOak Capital Banking & Financial Services Fund - Direct Growth WhiteOak Capital Mutual Fund	Equity	1.4%	₹8.73 Cr	+0.16%
Franklin India Mid Cap Fund - Direct - Growth Franklin Templeton Mutual Fund	Mid Cap	1.38%	₹167.26 Cr	-0.09%
Tata Banking And Financial Services Fund-Direct Plan-Growth Tata Mutual Fund	Equity	1.21%	₹37.03 Cr	-0.08%
HSBC Large & Mid Cap Fund - Direct Growth HSBC Mutual Fund	Mid Cap	1.21%	₹69.77 Cr	-0.14%
NJ Value Fund NJ Mutual Fund	Value/Contra	1.19%	₹2.32 Cr	-0.08%
HSBC Multi Cap Fund - Direct - Growth HSBC Mutual Fund	Multi Cap	1.18%	₹75.12 Cr	-0.15%
HDFC Banking & Financial Services Fund HDFC Mutual Fund	Equity	1.17%	₹51.98 Cr	-0.1%
Kotak Rural Opportunities Fund - Direct Plan - Growth Kotak Mutual Fund	Equity	1.15%	₹8.12 Cr	-0.08%
LIC MF Value Fund-Direct Plan-Growth Lic Mutual Fund	Value/Contra	1.13%	₹3.78 Cr	-0.38%
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	1.12%	₹319.30 Cr	-0.09%
Sundaram Flexicap Fund Direct Growth Sundaram Mutual Fund	Flexi Cap	1.11%	₹20.43 Cr	-0.09%
Canara Robeco Banking and Financials Services Fund - Direct Plan - Growth Canara Robeco Mutual Fund	Equity	1.1%	₹6.84 Cr	-0.1%
Sundaram ELSS Tax Saver Fund Direct Plan Growth Sundaram Mutual Fund	ELSS	1.09%	₹13.16 Cr	-0.09%
SBI MIDCAP FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Mid Cap	1.09%	₹254.55 Cr	-0.11%
Baroda BNP Paribas Banking & Financial Services Fund Baroda BNP Paribas Mutual Fund	Equity	1.07%	₹5.52 Cr	-0.03%
SBI Balanced Advantage Fund - Direct Plan - Growth SBI Mutual Fund	Balanced Advantage	1.05%	₹423.80 Cr	-0.11%
HSBC Value Fund - Direct Growth HSBC Mutual Fund	Value/Contra	1.03%	₹151.51 Cr	-0.1%
WhiteOak Capital Mid Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Mid Cap	1.03%	₹77.87 Cr	NEW
HSBC Flexi Cap Fund - Direct Growth HSBC Mutual Fund	Flexi Cap	1%	₹57.25 Cr	-0.1%
HSBC Multi Asset Allocation Fund - Direct - Growth HSBC Mutual Fund	Multi Asset	0.84%	₹26.42 Cr	-0.09%
JM Midcap Fund (Direct) - Growth JM Financial Mutual Fund	Mid Cap	0.82%	₹10.66 Cr	-0.08%
Edelweiss Business Cycle Fund - Direct Plan - Growth Edelweiss Mutual Fund	Equity	0.8%	₹10.71 Cr	-0.04%
ITI Mid Cap Fund - Direct Plan - Growth Option ITI Mutual Fund	Mid Cap	0.8%	₹11.55 Cr	NEW
HDFC Value Fund - Growth Option - Direct Plan HDFC Mutual Fund	Value/Contra	0.78%	₹62.91 Cr	-0.05%
Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option Edelweiss Mutual Fund	Mid Cap	0.73%	₹33.88 Cr	-0.06%
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Mid Cap	0.68%	₹341.06 Cr	-0.07%
Axis Large & Mid Cap Fund - Direct Plan - Growth Axis Mutual Fund	Mid Cap	0.63%	₹102.91 Cr	-0.05%
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth Aditya Birla Sun Life Mutual Fund	Equity	0.55%	₹40.17 Cr	-0.06%
HSBC Financial Services Fund - Direct Growth HSBC Mutual Fund	Equity	0.54%	₹4.87 Cr	-0.04%
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Mid Cap	0.51%	₹12.15 Cr	-0.04%
LIC MF ELSS Tax Saver-Direct Plan-Growth Lic Mutual Fund	ELSS	0.5%	₹4.81 Cr	-0.04%
Navi Large & Midcap Fund- Direct Plan- Growth Option Navi Mutual Fund	Mid Cap	0.46%	₹1.35 Cr	-0.03%
Bandhan Large & Mid Cap Fund - Direct Plan - Growth Bandhan Mutual Fund	Mid Cap	0.45%	₹92.31 Cr	-0.44%
WhiteOak Capital Multi Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Multi Cap	0.4%	₹17.15 Cr	-0.05%
UTI Conservative Hybrid Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	0.36%	₹5.72 Cr	-0.04%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option Sundaram Mutual Fund	Multi Cap	0.36%	₹10.33 Cr	-0.03%
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option Edelweiss Mutual Fund	Aggressive Hybrid	0.34%	₹13.25 Cr	NEW
Edelweiss Balanced Advantage Fund -Direct Plan-Growth Option Edelweiss Mutual Fund	Balanced Advantage	0.28%	₹36.34 Cr	NEW
Axis Midcap Fund - Direct Plan - Growth Axis Mutual Fund	Mid Cap	0.27%	₹91.81 Cr	-0.03%
UTI Multi Cap Fund - Direct Plan - Growth Option UTI Mutual Fund	Multi Cap	0.23%	₹4.88 Cr	-0.26%
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund Edelweiss Mutual Fund	Equity	0.18%	₹8.57 L	NEW
UTI Quant Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	0.15%	₹2.03 Cr	-0.19%
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.11%	₹17.93 L	-0.01%

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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.