Which mutual funds hold Poonawalla Fincorp Limited?

40 mutual funds hold Poonawalla Fincorp Limited as of Aug 2026. The highest weight is 2.96% 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 Aug 2026

Share: WhatsApp ✕ X

Search another stock:

Active Funds Holding

vs Last Month

+4 funds

Total Value

₹4,528.17 Cr

Avg Weight

1.3%

New Entries

Exits

Top Holder

Kotak Special Opportunities Fund - Direct Plan - Growth Option 2.96%

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 40 active mutual funds with total exposure of ₹4,528.17 Cr. This month 5 funds entered and 1 fund exited. Kotak Special Opportunities Fund - Direct Plan - Growth Option has the highest allocation at 2.96%. ↓ 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	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
Apr 2026	36	₹3,732	49 / 49	✅ Complete

📌 Portfolio changes below are based on Aug 2026 data — the most complete month with 49 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 (5)

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

Sundaram Dynamic Asset Allocation Fund 1.03%

Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) 1%

Kotak Conservative Hybrid Fund 0.43%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.08%

▼ Exits (1)

Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option 0.6%

↑ Increased (13)

Kotak Special Opportunities Fund - Direct Plan - Growth Option +0.02%

Kotak Focused Fund- Direct Plan- Growth option +0.02%

Helios Financial Services Fund - Direct Plan - Growth Option +0.56%

Kotak Active Momentum Fund - Direct Plan - Growth option +1.13%

Kotak Rural Opportunities Fund - Direct Plan - Growth +0.1%

Helios Mid Cap Fund - Direct Plan - Growth Option +0.99%

Sundaram Multi Asset Allocation Fund Direct Plan Growth +0.5%

BANDHAN Flexi Cap Fund-Direct Plan-Growth +0.01%

↓ Decreased (20)

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

Kotak Contra Fund - Direct Plan - Growth -0.03%

JM Midcap Fund (Direct) - Growth -0.09%

Bandhan Innovation Fund - Direct Plan - Growth -0.03%

Kotak Multicap Fund-Direct Plan-Growth -0.08%

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

Bandhan Value Fund - Direct Plan - Growth -0.04%

Franklin India Mid Cap Fund - Direct - Growth -0.02%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	14	1.38%
Mid Cap	7	1.37%
Multi Asset	3	1.05%
Aggressive Hybrid	3	1.04%
Value/Contra	2	1.87%
Multi Cap	2	1.65%
ELSS	2	1.27%
Flexi Cap	2	0.95%
Large Cap	2	0.77%
Small Cap	2	0.63%
Focused	1	2.76%

All Holdings

Which 40 Active Funds Hold Poonawalla Fincorp Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Kotak Special Opportunities Fund - Direct Plan - Growth Option Kotak Mutual Fund	Equity	2.96%	₹50.47 Cr	+0.02%
Kotak Focused Fund- Direct Plan- Growth option Kotak Mutual Fund	Focused	2.76%	₹125.46 Cr	+0.02%
Kotak Banking & Financial Services Fund - Direct Plan - Growth Kotak Mutual Fund	Equity	2.44%	₹38.14 Cr	-0.01%
Kotak Contra Fund - Direct Plan - Growth Kotak Mutual Fund	Value/Contra	2.06%	₹113.71 Cr	-0.03%
JM Midcap Fund (Direct) - Growth JM Financial Mutual Fund	Mid Cap	1.92%	₹26.07 Cr	-0.09%
Bandhan Innovation Fund - Direct Plan - Growth Bandhan Mutual Fund	Equity	1.88%	₹55.66 Cr	-0.03%
Kotak Multicap Fund-Direct Plan-Growth Kotak Mutual Fund	Multi Cap	1.78%	₹544.55 Cr	-0.08%
Helios Financial Services Fund - Direct Plan - Growth Option Helios Mutual Fund	Equity	1.75%	₹3.69 Cr	+0.56%
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth Bandhan Mutual Fund	ELSS	1.73%	₹120.59 Cr	-0.06%
Bandhan Value Fund - Direct Plan - Growth Bandhan Mutual Fund	Value/Contra	1.67%	₹166.97 Cr	-0.04%
Kotak Rural Opportunities Fund - Direct Plan - Growth Kotak Mutual Fund	Equity	1.59%	₹12.06 Cr	+0.1%
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN Bandhan Mutual Fund	Multi Cap	1.51%	₹46.38 Cr	—
Kotak Active Momentum Fund - Direct Plan - Growth option Kotak Mutual Fund	Equity	1.46%	₹24.17 Cr	+1.13%
Franklin India Mid Cap Fund - Direct - Growth Franklin Templeton Mutual Fund	Mid Cap	1.46%	₹191.16 Cr	-0.02%
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan Aditya Birla Sun Life Mutual Fund	Mid Cap	1.38%	₹95.91 Cr	-0.05%
Helios Mid Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Mid Cap	1.34%	₹29.79 Cr	+0.99%
HDFC Banking & Financial Services Fund HDFC Mutual Fund	Equity	1.33%	₹62.55 Cr	-0.02%
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option Kotak Mutual Fund	Multi Asset	1.32%	₹201.64 Cr	-0.04%
Kotak Midcap Fund - Direct Plan - Growth Kotak Mutual Fund	Mid Cap	1.28%	₹912.48 Cr	-0.04%
Bandhan Financial Services Fund Bandhan Mutual Fund	Equity	1.28%	₹14.42 Cr	-0.01%
Nippon India Active Momentum Fund-Direct Plan - Growth Option Nippon India Mutual Fund	Equity	1.27%	₹7.20 Cr	-0.15%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option Sundaram Mutual Fund	Aggressive Hybrid	1.22%	₹113.16 Cr	NEW
Kotak Large & Midcap Fund - Direct- Growth Kotak Mutual Fund	Mid Cap	1.16%	₹375.68 Cr	-0.01%
Sundaram Multi Asset Allocation Fund Direct Plan Growth Sundaram Mutual Fund	Multi Asset	1.15%	₹39.05 Cr	+0.5%
Bandhan Large & Mid Cap Fund - Direct Plan - Growth Bandhan Mutual Fund	Mid Cap	1.06%	₹223.79 Cr	-0.07%
Sundaram Dynamic Asset Allocation Fund Sundaram Mutual Fund	Equity	1.03%	₹17.35 Cr	NEW
Kotak Aggressive Hybrid Fund - Direct Plan -Growth Kotak Mutual Fund	Aggressive Hybrid	1.01%	₹93.82 Cr	-0.01%
BANDHAN Flexi Cap Fund-Direct Plan-Growth Bandhan Mutual Fund	Flexi Cap	1%	₹75.16 Cr	+0.01%
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) Sundaram Mutual Fund	Equity	1%	₹15.17 Cr	NEW
Bandhan Aggressive Hybrid Fund-Direct Plan Growth Bandhan Mutual Fund	Aggressive Hybrid	0.9%	₹23.45 Cr	+0.05%
Helios Flexi Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Flexi Cap	0.89%	₹77.50 Cr	+0.56%
BANDHAN Large Cap Fund-Direct Plan-Growth Bandhan Mutual Fund	Large Cap	0.87%	₹18.91 Cr	+0.03%
Helios Small Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Small Cap	0.81%	₹14.05 Cr	+0.48%
Kotak ELSS Tax Saver Fund-Growth - Direct Kotak Mutual Fund	ELSS	0.8%	₹51.02 Cr	—
Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Equity	0.78%	₹61.63 Cr	-0.01%
Bandhan Multi Asset Allocation Fund - Direct Plan - Growth Bandhan Mutual Fund	Multi Asset	0.68%	₹25.51 Cr	-0.03%
Kotak Large Cap Fund - Growth - Direct Kotak Mutual Fund	Large Cap	0.66%	₹72.21 Cr	+0.01%
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Small Cap	0.45%	₹375.29 Cr	-0.03%
Kotak Conservative Hybrid Fund Kotak Mutual Fund	Equity	0.43%	₹12.20 Cr	NEW
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.08%	₹14.03 L	NEW

Explore More

← Stock Search Top Stocks by MF Conviction Fund Directory AMC AAUM Rankings Market Cap Categories

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.