Which mutual funds hold Poonawalla Fincorp Limited?

36 mutual funds hold Poonawalla Fincorp Limited as of Jul 2026. The highest weight is 2.94% held by Kotak Special Opportunities Fund - Direct Plan - Growth Option. Data from official AMFI monthly portfolio disclosures.

What sector is Poonawalla Fincorp Limited in?

Poonawalla Fincorp Limited is in the Finance sector and is categorised as by SEBI.

What is the SEBI market cap category of Poonawalla Fincorp Limited?

As per SEBI and AMFI classification (Jan-Jun 2026), Poonawalla Fincorp Limited is a Mid Cap stock ranked #241 with an average market cap of ₹35.56 K Cr.

Finance

Poonawalla Fincorp Limited

ISIN: INE511C01022 · Data as of Jul 2026

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Active Funds Holding

vs Last Month

+2 funds

Total Value

₹4,247.42 Cr

Avg Weight

1.26%

New Entries

Exits

Top Holder

Kotak Special Opportunities Fund - Direct Plan - Growth Option 2.94%

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

Mid Cap Rank #241

₹23.86 K Cr

Avg Mkt Cap · Jan-Jun 2023 (3yr ago)

→

₹35.56 K Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

+49.1%

3yr change

SEBI · AMFI Market Cap List

📋 What Changed This Month Poonawalla Fincorp Limited is currently held by 36 active mutual funds with total exposure of ₹4,247.42 Cr. This month 5 funds entered and 3 funds exited. Kotak Special Opportunities Fund - Direct Plan - Growth Option has the highest allocation at 2.94%. ↓ 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	36	₹4,247	49 / 49	✅ Complete
Jun 2026	34	₹4,083	49 / 49	✅ Complete
May 2026	35	₹3,544	49 / 49	✅ Complete
Apr 2026	36	₹3,732	49 / 49	✅ Complete
Mar 2026	27	₹1,880	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 (5)

Nippon India Active Momentum Fund-Direct Plan - Growth Option 1.42%

Helios Financial Services Fund - Direct Plan - Growth Option 1.19%

Helios Mid Cap Fund - Direct Plan - Growth Option 0.35%

Helios Small Cap Fund - Direct Plan - Growth Option 0.33%

Helios Flexi Cap Fund - Direct Plan - Growth Option 0.33%

▼ Exits (3)

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 0.66%

Sundaram Equity Savings Fund 0.34%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.07%

↑ Increased (25)

Kotak Special Opportunities Fund - Direct Plan - Growth Option +0.11%

Kotak Focused Fund- Direct Plan- Growth option +0.04%

Kotak Banking & Financial Services Fund - Direct Plan - Growth +0.01%

Kotak Contra Fund - Direct Plan - Growth +0.06%

JM Midcap Fund (Direct) - Growth +0.24%

Bandhan Innovation Fund - Direct Plan - Growth +0.01%

Kotak Multicap Fund-Direct Plan-Growth +0.02%

Kotak Rural Opportunities Fund - Direct Plan - Growth +0.02%

↓ Decreased (6)

BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth -0.06%

Bandhan Value Fund - Direct Plan - Growth -0.17%

BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN -0.18%

Bandhan Financial Services Fund -0.05%

Bandhan Aggressive Hybrid Fund-Direct Plan Growth -0.01%

Kotak Active Momentum Fund - Direct Plan - Growth option -0.01%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	10	1.52%
Mid Cap	7	1.27%
Multi Asset	3	0.91%
Value/Contra	2	1.9%
Multi Cap	2	1.69%
ELSS	2	1.3%
Aggressive Hybrid	2	0.94%
Flexi Cap	2	0.66%
Large Cap	2	0.75%
Small Cap	2	0.41%
Focused	1	2.74%
Balanced Advantage	1	0.6%

All Holdings

Which 36 Active Funds Hold Poonawalla Fincorp Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Kotak Special Opportunities Fund - Direct Plan - Growth Option Kotak Mutual Fund	Equity	2.94%	₹43.49 Cr	+0.11%
Kotak Focused Fund- Direct Plan- Growth option Kotak Mutual Fund	Focused	2.74%	₹122.12 Cr	+0.04%
Kotak Banking & Financial Services Fund - Direct Plan - Growth Kotak Mutual Fund	Equity	2.45%	₹38.12 Cr	+0.01%
Kotak Contra Fund - Direct Plan - Growth Kotak Mutual Fund	Value/Contra	2.09%	₹113.65 Cr	+0.06%
JM Midcap Fund (Direct) - Growth JM Financial Mutual Fund	Mid Cap	2.01%	₹26.05 Cr	+0.24%
Bandhan Innovation Fund - Direct Plan - Growth Bandhan Mutual Fund	Equity	1.91%	₹50.56 Cr	+0.01%
Kotak Multicap Fund-Direct Plan-Growth Kotak Mutual Fund	Multi Cap	1.86%	₹544.26 Cr	+0.02%
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth Bandhan Mutual Fund	ELSS	1.79%	₹125.16 Cr	-0.06%
Bandhan Value Fund - Direct Plan - Growth Bandhan Mutual Fund	Value/Contra	1.71%	₹171.51 Cr	-0.17%
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN Bandhan Mutual Fund	Multi Cap	1.51%	₹46.36 Cr	-0.18%
Kotak Rural Opportunities Fund - Direct Plan - Growth Kotak Mutual Fund	Equity	1.49%	₹12.05 Cr	+0.02%
Franklin India Mid Cap Fund - Direct - Growth Franklin Templeton Mutual Fund	Mid Cap	1.48%	₹191.05 Cr	+0.02%
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan Aditya Birla Sun Life Mutual Fund	Mid Cap	1.43%	₹95.86 Cr	+0.05%
Nippon India Active Momentum Fund-Direct Plan - Growth Option Nippon India Mutual Fund	Equity	1.42%	₹7.19 Cr	NEW
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option Kotak Mutual Fund	Multi Asset	1.36%	₹201.53 Cr	+0.02%
HDFC Banking & Financial Services Fund HDFC Mutual Fund	Equity	1.35%	₹62.52 Cr	+0.05%
Kotak Midcap Fund - Direct Plan - Growth Kotak Mutual Fund	Mid Cap	1.32%	₹911.99 Cr	+0.04%
Bandhan Financial Services Fund Bandhan Mutual Fund	Equity	1.29%	₹14.41 Cr	-0.05%
Helios Financial Services Fund - Direct Plan - Growth Option Helios Mutual Fund	Equity	1.19%	₹2.42 Cr	NEW
Kotak Large & Midcap Fund - Direct- Growth Kotak Mutual Fund	Mid Cap	1.17%	₹375.09 Cr	+0.03%
Bandhan Large & Mid Cap Fund - Direct Plan - Growth Bandhan Mutual Fund	Mid Cap	1.13%	₹223.67 Cr	+0.05%
Kotak Aggressive Hybrid Fund - Direct Plan -Growth Kotak Mutual Fund	Aggressive Hybrid	1.02%	₹93.77 Cr	+0.02%
BANDHAN Flexi Cap Fund-Direct Plan-Growth Bandhan Mutual Fund	Flexi Cap	0.99%	₹75.12 Cr	+0.03%
Bandhan Aggressive Hybrid Fund-Direct Plan Growth Bandhan Mutual Fund	Aggressive Hybrid	0.85%	₹20.40 Cr	-0.01%
BANDHAN Large Cap Fund-Direct Plan-Growth Bandhan Mutual Fund	Large Cap	0.84%	₹18.05 Cr	+0.03%
Kotak ELSS Tax Saver Fund-Growth - Direct Kotak Mutual Fund	ELSS	0.8%	₹50.99 Cr	+0.02%
Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Equity	0.79%	₹61.60 Cr	+0.04%
Bandhan Multi Asset Allocation Fund - Direct Plan - Growth Bandhan Mutual Fund	Multi Asset	0.71%	₹25.50 Cr	+0.02%
Sundaram Multi Asset Allocation Fund Direct Plan Growth Sundaram Mutual Fund	Multi Asset	0.65%	₹21.58 Cr	+0.02%
Kotak Large Cap Fund - Growth - Direct Kotak Mutual Fund	Large Cap	0.65%	₹72.17 Cr	+0.01%
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option Sundaram Mutual Fund	Balanced Advantage	0.6%	₹10.17 Cr	+0.02%
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Small Cap	0.48%	₹375.09 Cr	+0.02%
Helios Mid Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Mid Cap	0.35%	₹6.74 Cr	NEW
Helios Small Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Small Cap	0.33%	₹4.87 Cr	NEW
Helios Flexi Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Flexi Cap	0.33%	₹26.92 Cr	NEW
Kotak Active Momentum Fund - Direct Plan - Growth option Kotak Mutual Fund	Equity	0.33%	₹5.38 Cr	-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.