Which mutual funds hold Mahindra & Mahindra Financial Services Limited?

60 mutual funds hold Mahindra & Mahindra Financial Services Limited as of Aug 2026. The highest weight is 3.11% held by LIC MF Focused Fund-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 Aug 2026

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Active Funds Holding

vs Last Month

-4 funds

Total Value

₹8,379.09 Cr

Avg Weight

1.29%

New Entries

Exits

Top Holder

LIC MF Focused Fund-Direct Plan-Growth 3.11%

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 60 active mutual funds with total exposure of ₹8,379.09 Cr. This month 6 funds entered and 10 funds exited. LIC MF Focused Fund-Direct Plan-Growth has the highest allocation at 3.11%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Aug 2026 REFERENCE	60	₹8,379	48 / 49
Jul 2026	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

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

This Month

What Changed in the Portfolio — Aug 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 (6)

Franklin India Large & Mid Cap Fund - Direct - Growth 1.83%

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

NJ Value Fund 1.27%

Baroda BNP Paribas Banking & Financial Services Fund 1.1%

Edelweiss Business Cycle Fund - Direct Plan - Growth 0.84%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.12%

▼ Exits (10)

Sundaram Mid Cap Fund Direct Plan - Growth 3.11%

Kotak Active Momentum Fund - Direct Plan - Growth option 2.55%

JM Large and Midcap Fund 1.59%

Kotak Rural Opportunities Fund - Direct Plan - Growth 1.2%

ITI Mid Cap Fund - Direct Plan - Growth Option 0.72%

Sundaram Financial Services Opportunities Fund Direct Plan - Growth 0.62%

WhiteOak Capital Mid Cap Fund Direct Plan Growth 0.59%

Aditya Birla Sun Life Conglomerate Fund-Direct Growth 0.25%

↑ Increased (9)

SBI Quant Fund- Direct Plan- Growth +0.74%

Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option +0.2%

HSBC Multi Cap Fund - Direct - Growth +0.35%

WhiteOak Capital Banking & Financial Services Fund - Direct Growth +0.44%

Canara Robeco Banking and Financials Services Fund - Direct Plan - Growth +0.28%

HSBC Flexi Cap Fund - Direct Growth +0.06%

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth +0.26%

WhiteOak Capital Multi Cap Fund Direct Plan Growth +0.15%

↓ Decreased (43)

LIC MF Focused Fund-Direct Plan-Growth -0.79%

Old Bridge Flexi Cap Fund -1.01%

DSP Quant Fund - Direct Plan - Growth -0.06%

HDFC Mid Cap Fund - Growth Option - Direct Plan -0.15%

Nippon India Active Momentum Fund-Direct Plan - Growth Option -0.36%

HSBC Midcap Fund - Direct Growth -0.61%

Tata Large & MId Cap Fund -Direct Plan- Growth Option -0.26%

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

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Mid Cap	19	1.27%
Equity	17	1.09%
Value/Contra	7	1.5%
Multi Cap	5	0.9%
ELSS	4	1.45%
Flexi Cap	3	1.74%
Multi Asset	2	1.29%
Focused	1	3.11%
Dividend Yield	1	1.53%
Balanced Advantage	1	1.16%

All Holdings

Which 60 Active Funds Hold Mahindra & Mahindra Financial Services Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
LIC MF Focused Fund-Direct Plan-Growth Lic Mutual Fund	Focused	3.11%	₹5.46 Cr	-0.79%
Old Bridge Flexi Cap Fund Old Bridge Mutual Fund	Flexi Cap	2.93%	₹11.64 Cr	-1.01%
DSP Quant Fund - Direct Plan - Growth DSP Mutual Fund	Equity	2.53%	₹19.40 Cr	-0.06%
SBI Quant Fund- Direct Plan- Growth SBI Mutual Fund	Equity	2.37%	₹69.29 Cr	+0.74%
HDFC Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	2.28%	₹2,466.21 Cr	-0.15%
Nippon India Active Momentum Fund-Direct Plan - Growth Option Nippon India Mutual Fund	Equity	2.28%	₹12.90 Cr	-0.36%
HSBC Midcap Fund - Direct Growth HSBC Mutual Fund	Mid Cap	2.27%	₹390.78 Cr	-0.61%
Tata Large & MId Cap Fund -Direct Plan- Growth Option Tata Mutual Fund	Mid Cap	2.23%	₹171.58 Cr	-0.26%
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth Bandhan Mutual Fund	ELSS	2.14%	₹149.20 Cr	-0.17%
SBI CONTRA FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Value/Contra	2.12%	₹1,007.37 Cr	-0.04%
Bandhan Value Fund - Direct Plan - Growth Bandhan Mutual Fund	Value/Contra	2.06%	₹205.15 Cr	-0.13%
JM ELSS Tax Saver Fund (Direct) - Growth Option JM Financial Mutual Fund	ELSS	1.95%	₹4.85 Cr	-0.12%
Bandhan Financial Services Fund Bandhan Mutual Fund	Equity	1.91%	₹21.40 Cr	-0.08%
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Mid Cap	1.88%	₹148.94 Cr	+0.2%
Franklin India Large & Mid Cap Fund - Direct - Growth Franklin Templeton Mutual Fund	Mid Cap	1.83%	₹66.13 Cr	NEW
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN Bandhan Mutual Fund	Multi Cap	1.82%	₹55.95 Cr	-0.19%
LIC MF Mid Cap Fund-Direct Plan-Growth Lic Mutual Fund	Mid Cap	1.65%	₹6.46 Cr	-0.13%
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Multi Asset	1.65%	₹344.39 Cr	-0.11%
UTI Value Fund - Direct Plan - Growth Option UTI Mutual Fund	Value/Contra	1.6%	₹152.93 Cr	-0.04%
UTI-Dividend Yield Fund.-Growth-Direct UTI Mutual Fund	Dividend Yield	1.53%	₹57.82 Cr	-0.04%
LIC MF Value Fund-Direct Plan-Growth Lic Mutual Fund	Value/Contra	1.51%	₹4.55 Cr	-0.49%
JM Large & Mid Cap Fund (Direct) - Growth Option JM Financial Mutual Fund	Mid Cap	1.48%	₹6.88 Cr	NEW
Franklin India Mid Cap Fund - Direct - Growth Franklin Templeton Mutual Fund	Mid Cap	1.47%	₹192.05 Cr	-0.52%
HSBC Large & Mid Cap Fund - Direct Growth HSBC Mutual Fund	Mid Cap	1.35%	₹80.12 Cr	-0.6%
HSBC Multi Cap Fund - Direct - Growth HSBC Mutual Fund	Multi Cap	1.33%	₹86.25 Cr	+0.35%
Tata Banking And Financial Services Fund-Direct Plan-Growth Tata Mutual Fund	Equity	1.29%	₹42.52 Cr	-0.09%
HDFC Banking & Financial Services Fund HDFC Mutual Fund	Equity	1.27%	₹59.68 Cr	-0.06%
NJ Value Fund NJ Mutual Fund	Value/Contra	1.27%	₹2.56 Cr	NEW
WhiteOak Capital Banking & Financial Services Fund - Direct Growth WhiteOak Capital Mutual Fund	Equity	1.24%	₹8.27 Cr	+0.44%
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	1.21%	₹366.63 Cr	-0.05%
SBI MIDCAP FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Mid Cap	1.2%	₹293.01 Cr	-0.38%
Sundaram Flexicap Fund Direct Growth Sundaram Mutual Fund	Flexi Cap	1.2%	₹23.46 Cr	-0.01%
Canara Robeco Banking and Financials Services Fund - Direct Plan - Growth Canara Robeco Mutual Fund	Equity	1.2%	₹7.86 Cr	+0.28%
Sundaram ELSS Tax Saver Fund Direct Plan Growth Sundaram Mutual Fund	ELSS	1.18%	₹15.11 Cr	-0.03%
SBI Balanced Advantage Fund - Direct Plan - Growth SBI Mutual Fund	Balanced Advantage	1.16%	₹486.61 Cr	-0.03%
HSBC Value Fund - Direct Growth HSBC Mutual Fund	Value/Contra	1.13%	₹173.97 Cr	-0.07%
HSBC Flexi Cap Fund - Direct Growth HSBC Mutual Fund	Flexi Cap	1.1%	₹65.73 Cr	+0.06%
Baroda BNP Paribas Banking & Financial Services Fund Baroda BNP Paribas Mutual Fund	Equity	1.1%	₹5.04 Cr	NEW
HSBC Multi Asset Allocation Fund - Direct - Growth HSBC Mutual Fund	Multi Asset	0.93%	₹30.33 Cr	-0.08%
JM Midcap Fund (Direct) - Growth JM Financial Mutual Fund	Mid Cap	0.9%	₹12.24 Cr	-0.08%
Bandhan Large & Mid Cap Fund - Direct Plan - Growth Bandhan Mutual Fund	Mid Cap	0.89%	₹186.50 Cr	-0.09%
Edelweiss Business Cycle Fund - Direct Plan - Growth Edelweiss Mutual Fund	Equity	0.84%	₹12.30 Cr	NEW
HDFC Value Fund - Growth Option - Direct Plan HDFC Mutual Fund	Value/Contra	0.83%	₹68.50 Cr	-0.06%
Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option Edelweiss Mutual Fund	Mid Cap	0.79%	₹38.90 Cr	-0.05%
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Mid Cap	0.75%	₹391.62 Cr	-0.05%
Axis Large & Mid Cap Fund - Direct Plan - Growth Axis Mutual Fund	Mid Cap	0.68%	₹118.17 Cr	-0.05%
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth Aditya Birla Sun Life Mutual Fund	Equity	0.61%	₹46.12 Cr	-0.05%
HSBC Financial Services Fund - Direct Growth HSBC Mutual Fund	Equity	0.58%	₹5.60 Cr	-0.04%
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Mid Cap	0.55%	₹13.95 Cr	+0.26%
LIC MF ELSS Tax Saver-Direct Plan-Growth Lic Mutual Fund	ELSS	0.54%	₹5.53 Cr	-0.01%
UTI Multi Cap Fund - Direct Plan - Growth Option UTI Mutual Fund	Multi Cap	0.49%	₹10.71 Cr	-0.03%
Navi Large & Midcap Fund- Direct Plan- Growth Option Navi Mutual Fund	Mid Cap	0.49%	₹1.55 Cr	-0.02%
WhiteOak Capital Multi Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Multi Cap	0.45%	₹19.69 Cr	+0.15%
UTI Conservative Hybrid Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	0.4%	₹6.56 Cr	-0.01%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option Sundaram Mutual Fund	Multi Cap	0.39%	₹11.86 Cr	-0.18%
UTI Quant Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	0.34%	₹5.05 Cr	—
Axis Midcap Fund - Direct Plan - Growth Axis Mutual Fund	Mid Cap	0.3%	₹105.42 Cr	+0.1%
ZERODHA LIFE CYCLE FUND 2041 Zerodha Mutual Fund	Equity	0.24%	₹4.26 L	-0.01%
Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Edelweiss Mutual Fund	Equity	0.21%	₹11.63 L	—
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.12%	₹20.59 L	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.