Which mutual funds hold Poonawalla Fincorp Limited?

45 mutual funds hold Poonawalla Fincorp Limited as of Sep 2026. The highest weight is 2.81% held by Kotak Focused 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 Sep 2026

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Active Funds Holding

vs Last Month

+5 funds

Total Value

₹4,180.47 Cr

Avg Weight

1.25%

New Entries

Exits

Top Holder

Kotak Focused Fund- Direct Plan- Growth option 2.81%

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 45 active mutual funds with total exposure of ₹4,180.47 Cr. This month 7 funds entered and 2 funds exited. Kotak Focused Fund- Direct Plan- Growth option has the highest allocation at 2.81%. ↓ 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	45	₹4,180	48 / 49
Aug 2026	40	₹4,528	49 / 49	✅ Complete
Jul 2026	36	₹4,247	49 / 49	✅ Complete
Jun 2026	34	₹4,083	49 / 49	✅ Complete
May 2026	35	₹3,544	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 (7)

ITI Banking and Financial Services Fund - Direct Plan - Growth Option 1.44%

ITI Value Fund - Direct Plan - Growth Option 1.29%

ITI Business Cycle Fund- Direct Plan- Growth 1.22%

ITI Balanced Advantage Fund - Direct Plan - Growth Option 0.99%

ITI Mid Cap Fund - Direct Plan - Growth Option 0.81%

Bandhan Contra Fund 0.8%

ITI Large & Mid Cap Fund 0.67%

▼ Exits (2)

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option 1.22%

Bandhan Aggressive Hybrid Fund-Direct Plan Growth 0.9%

↑ Increased (22)

Kotak Focused Fund- Direct Plan- Growth option +0.05%

Kotak Banking & Financial Services Fund - Direct Plan - Growth +0.08%

Kotak Contra Fund - Direct Plan - Growth +0.03%

Bandhan Innovation Fund - Direct Plan - Growth +0.02%

Helios Financial Services Fund - Direct Plan - Growth Option +0.05%

BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth +0.02%

Bandhan Value Fund - Direct Plan - Growth +0.01%

Kotak Rural Opportunities Fund - Direct Plan - Growth +0.04%

↓ Decreased (12)

Kotak Special Opportunities Fund - Direct Plan - Growth Option -0.44%

Kotak Multicap Fund-Direct Plan-Growth -0.06%

JM Midcap Fund (Direct) - Growth -0.22%

Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option -0.05%

Helios Mid Cap Fund - Direct Plan - Growth Option -0.13%

Nippon India Active Momentum Fund-Direct Plan - Growth Option -0.11%

Kotak Aggressive Hybrid Fund - Direct Plan -Growth -0.02%

Helios Small Cap Fund - Direct Plan - Growth Option -0.1%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	16	1.37%
Mid Cap	9	1.17%
Value/Contra	4	1.47%
Multi Asset	3	1.03%
ELSS	2	1.43%
Multi Cap	2	1.62%
Flexi Cap	2	0.73%
Large Cap	2	0.79%
Small Cap	2	0.58%
Focused	1	2.81%
Aggressive Hybrid	1	0.99%
Balanced Advantage	1	0.99%

All Holdings

Which 45 Active Funds Hold Poonawalla Fincorp Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Kotak Focused Fund- Direct Plan- Growth option Kotak Mutual Fund	Focused	2.81%	₹120.06 Cr	+0.05%
Kotak Special Opportunities Fund - Direct Plan - Growth Option Kotak Mutual Fund	Equity	2.52%	₹48.30 Cr	-0.44%
Kotak Banking & Financial Services Fund - Direct Plan - Growth Kotak Mutual Fund	Equity	2.52%	₹36.50 Cr	+0.08%
Kotak Contra Fund - Direct Plan - Growth Kotak Mutual Fund	Value/Contra	2.09%	₹108.82 Cr	+0.03%
Bandhan Innovation Fund - Direct Plan - Growth Bandhan Mutual Fund	Equity	1.9%	₹58.59 Cr	+0.02%
Helios Financial Services Fund - Direct Plan - Growth Option Helios Mutual Fund	Equity	1.8%	₹3.53 Cr	+0.05%
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth Bandhan Mutual Fund	ELSS	1.75%	₹115.40 Cr	+0.02%
Kotak Multicap Fund-Direct Plan-Growth Kotak Mutual Fund	Multi Cap	1.72%	₹521.13 Cr	-0.06%
JM Midcap Fund (Direct) - Growth JM Financial Mutual Fund	Mid Cap	1.7%	₹22.19 Cr	-0.22%
Bandhan Value Fund - Direct Plan - Growth Bandhan Mutual Fund	Value/Contra	1.68%	₹159.79 Cr	+0.01%
Kotak Rural Opportunities Fund - Direct Plan - Growth Kotak Mutual Fund	Equity	1.63%	₹11.54 Cr	+0.04%
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN Bandhan Mutual Fund	Multi Cap	1.51%	₹44.39 Cr	—
Kotak Active Momentum Fund - Direct Plan - Growth option Kotak Mutual Fund	Equity	1.5%	₹23.87 Cr	+0.04%
Franklin India Mid Cap Fund - Direct - Growth Franklin Templeton Mutual Fund	Mid Cap	1.5%	₹182.93 Cr	+0.04%
ITI Banking and Financial Services Fund - Direct Plan - Growth Option ITI Mutual Fund	Equity	1.44%	₹5.21 Cr	NEW
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan Aditya Birla Sun Life Mutual Fund	Mid Cap	1.4%	₹91.79 Cr	+0.02%
HDFC Banking & Financial Services Fund HDFC Mutual Fund	Equity	1.35%	₹59.86 Cr	+0.02%
Bandhan Financial Services Fund Bandhan Mutual Fund	Equity	1.32%	₹13.80 Cr	+0.04%
Kotak Midcap Fund - Direct Plan - Growth Kotak Mutual Fund	Mid Cap	1.31%	₹873.23 Cr	+0.03%
ITI Value Fund - Direct Plan - Growth Option ITI Mutual Fund	Value/Contra	1.29%	₹4.47 Cr	NEW
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option Kotak Mutual Fund	Multi Asset	1.27%	₹192.97 Cr	-0.05%
ITI Business Cycle Fund- Direct Plan- Growth ITI Mutual Fund	Equity	1.22%	₹1.42 Cr	NEW
Helios Mid Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Mid Cap	1.21%	₹28.51 Cr	-0.13%
Kotak Large & Midcap Fund - Direct- Growth Kotak Mutual Fund	Mid Cap	1.18%	₹359.52 Cr	+0.02%
Sundaram Multi Asset Allocation Fund Direct Plan Growth Sundaram Mutual Fund	Multi Asset	1.17%	₹37.37 Cr	+0.02%
Nippon India Active Momentum Fund-Direct Plan - Growth Option Nippon India Mutual Fund	Equity	1.16%	₹6.89 Cr	-0.11%
Kotak ELSS Tax Saver Fund-Growth - Direct Kotak Mutual Fund	ELSS	1.1%	₹66.58 Cr	+0.3%
Sundaram Dynamic Asset Allocation Fund Sundaram Mutual Fund	Equity	1.09%	₹17.33 Cr	+0.06%
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) Sundaram Mutual Fund	Equity	1.03%	₹14.51 Cr	+0.03%
Kotak Aggressive Hybrid Fund - Direct Plan -Growth Kotak Mutual Fund	Aggressive Hybrid	0.99%	₹89.79 Cr	-0.02%
ITI Balanced Advantage Fund - Direct Plan - Growth Option ITI Mutual Fund	Balanced Advantage	0.99%	₹3.17 Cr	NEW
Helios Flexi Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Flexi Cap	0.95%	₹83.38 Cr	+0.06%
BANDHAN Large Cap Fund-Direct Plan-Growth Bandhan Mutual Fund	Large Cap	0.92%	₹19.36 Cr	+0.05%
Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Equity	0.86%	₹63.42 Cr	+0.08%
ITI Mid Cap Fund - Direct Plan - Growth Option ITI Mutual Fund	Mid Cap	0.81%	₹11.76 Cr	NEW
Bandhan Contra Fund Bandhan Mutual Fund	Value/Contra	0.8%	₹13.62 Cr	NEW
Helios Small Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Small Cap	0.71%	₹13.45 Cr	-0.1%
Bandhan Large & Mid Cap Fund - Direct Plan - Growth Bandhan Mutual Fund	Mid Cap	0.71%	₹146.33 Cr	-0.35%
ITI Large & Mid Cap Fund ITI Mutual Fund	Mid Cap	0.67%	₹4.63 Cr	NEW
Kotak Large Cap Fund - Growth - Direct Kotak Mutual Fund	Large Cap	0.66%	₹69.10 Cr	—
Bandhan Multi Asset Allocation Fund - Direct Plan - Growth Bandhan Mutual Fund	Multi Asset	0.66%	₹24.41 Cr	-0.02%
BANDHAN Flexi Cap Fund-Direct Plan-Growth Bandhan Mutual Fund	Flexi Cap	0.51%	₹36.59 Cr	-0.49%
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Small Cap	0.44%	₹359.15 Cr	-0.01%
Kotak Conservative Hybrid Fund Kotak Mutual Fund	Equity	0.43%	₹11.68 Cr	—
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.08%	₹13.43 L	—

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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.