Which mutual funds hold Sundaram Finance Limited?

48 mutual funds hold Sundaram Finance Limited as of Sep 2026. The highest weight is 2.61% held by SBI MIDCAP FUND - DIRECT PLAN - GROWTH. Data from official AMFI monthly portfolio disclosures.

What sector is Sundaram Finance Limited in?

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

What is the SEBI market cap category of Sundaram Finance Limited?

As per SEBI and AMFI classification (Jan-Jun 2026), Sundaram Finance Limited is a Mid Cap stock ranked #192 with an average market cap of ₹54.18 K Cr.

Finance

Sundaram Finance Limited

ISIN: INE660A01013 · Data as of Sep 2026

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Active Funds Holding

vs Last Month

+2 funds

Total Value

₹2,944.40 Cr

Avg Weight

0.94%

New Entries

Exits

Top Holder

SBI MIDCAP FUND - DIRECT PLAN - GROWTH 2.61%

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

Mid Cap Rank #192

₹26.40 K Cr

Avg Mkt Cap · Jan-Jun 2023 (3yr ago)

→

₹54.18 K Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

+105.3%

3yr change

SEBI · AMFI Market Cap List

📋 What Changed This Month Sundaram Finance Limited is currently held by 48 active mutual funds with total exposure of ₹2,944.40 Cr. This month 6 funds entered and 4 funds exited. SBI MIDCAP FUND - DIRECT PLAN - GROWTH has the highest allocation at 2.61%. ↓ 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	48	₹2,944	48 / 49
Aug 2026	46	₹2,889	49 / 49	✅ Complete
Jul 2026	46	₹2,899	49 / 49	✅ Complete
Jun 2026	42	₹2,540	49 / 49	✅ Complete
May 2026	35	₹2,220	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 (6)

Bajaj Finserv Large & Mid Cap Fund 1.66%

SBI Balanced Hybrid Fund 1.65%

ITI Mid Cap Fund - Direct Plan - Growth Option 1.38%

Mirae Asset Small Cap Fund - Direct Plan - Growth 0.95%

Mirae Asset Flexi Cap Fund 0.83%

Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund 0.25%

▼ Exits (4)

Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth 1.53%

Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option 0.48%

ZERODHA LIFE CYCLE FUND 2041 0.29%

Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund 0.26%

↑ Increased (22)

SBI MIDCAP FUND - DIRECT PLAN - GROWTH +0.03%

Bajaj Finserv Banking and Financial Services Fund - Direct - Growth +0.05%

Baroda BNP Paribas Services Fund +0.08%

BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option +0.03%

Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option +0.03%

Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option +0.04%

PGIM India Flexi Cap Fund - Direct Plan - Growth Option +0.03%

PGIM India Large and Midcap Fund - Direct Plan - Growth Option +0.02%

↓ Decreased (11)

UTI Large & Mid Cap Fund - Direct Plan - Growth Option -0.02%

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

ICICI Prudential Rural Opportunities Fund - Direct Plan - Growth -0.08%

THE WEALTH COMPANY MULTIASSET ALLOCATION FUND -0.06%

PGIM India Small Cap Fund - Direct Plan- Growth Option -0.01%

LIC MF DIVIDEND YIELD FUND -0.01%

Bank of India Aggressive Hybrid Fund -0.1%

UTI Aggressive Hybrid Fund -Direct Plan - Growth -0.04%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Mid Cap	17	1.05%
Equity	14	0.98%
ELSS	5	0.82%
Multi Cap	4	0.47%
Flexi Cap	2	0.99%
Small Cap	2	1%
Aggressive Hybrid	2	0.79%
Dividend Yield	1	0.98%
Balanced Advantage	1	0.74%

All Holdings

Which 48 Active Funds Hold Sundaram Finance Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
SBI MIDCAP FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Mid Cap	2.61%	₹606.67 Cr	+0.03%
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth Bajaj Finserv Mutual Fund	Equity	2.59%	₹12.16 Cr	+0.05%
Baroda BNP Paribas Services Fund Baroda BNP Paribas Mutual Fund	Equity	1.98%	₹11.32 Cr	+0.08%
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH Bajaj Finserv Mutual Fund	ELSS	1.95%	₹1.72 Cr	—
UTI Large & Mid Cap Fund - Direct Plan - Growth Option UTI Mutual Fund	Mid Cap	1.85%	₹114.77 Cr	-0.02%
Bajaj Finserv Large & Mid Cap Fund Bajaj Finserv Mutual Fund	Mid Cap	1.66%	₹38.56 Cr	NEW
SBI Balanced Hybrid Fund SBI Mutual Fund	Equity	1.65%	₹32.66 Cr	NEW
Helios Mid Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Mid Cap	1.54%	₹36.08 Cr	-0.15%
ICICI Prudential Rural Opportunities Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Equity	1.53%	₹28.93 Cr	-0.08%
BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option Baroda BNP Paribas Mutual Fund	Mid Cap	1.5%	₹37.45 Cr	+0.03%
Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option Edelweiss Mutual Fund	Mid Cap	1.4%	₹64.81 Cr	+0.03%
ITI Mid Cap Fund - Direct Plan - Growth Option ITI Mutual Fund	Mid Cap	1.38%	₹20.04 Cr	NEW
Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Equity	1.22%	₹89.71 Cr	+0.04%
THE WEALTH COMPANY MULTIASSET ALLOCATION FUND The Wealth Company Mutual Fund	Equity	1.16%	₹2.45 Cr	-0.06%
PGIM India Flexi Cap Fund - Direct Plan - Growth Option PGIM India Mutual Fund	Flexi Cap	1.15%	₹64.14 Cr	+0.03%
PGIM India Small Cap Fund - Direct Plan- Growth Option PGIM India Mutual Fund	Small Cap	1.05%	₹18.23 Cr	-0.01%
PGIM India Large and Midcap Fund - Direct Plan - Growth Option PGIM India Mutual Fund	Mid Cap	1.03%	₹8.01 Cr	+0.02%
Edelweiss Multi Cap Fund - Direct Plan - Growth Edelweiss Mutual Fund	Multi Cap	1.02%	₹34.08 Cr	+0.02%
Edelweiss Mid Cap Fund - Direct Plan - Growth Option Edelweiss Mutual Fund	Mid Cap	1%	₹191.62 Cr	—
Invesco India PSU Equity Fund Invesco Mutual Fund	Equity	0.99%	₹13.43 Cr	+0.02%
LIC MF DIVIDEND YIELD FUND Lic Mutual Fund	Dividend Yield	0.98%	₹7.24 Cr	-0.01%
Mirae Asset Small Cap Fund - Direct Plan - Growth Mirae Asset Mutual Fund	Small Cap	0.95%	₹55.28 Cr	NEW
Aditya Birla Sun Life Business Cycle Fund-Direct Growth Aditya Birla Sun Life Mutual Fund	Equity	0.87%	₹14.99 Cr	+0.02%
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Mid Cap	0.84%	₹422.77 Cr	—
Mirae Asset Flexi Cap Fund Mirae Asset Mutual Fund	Flexi Cap	0.83%	₹36.13 Cr	NEW
Bank of India Aggressive Hybrid Fund Bank of India Mutual Fund	Aggressive Hybrid	0.79%	₹17.42 Cr	-0.1%
UTI Aggressive Hybrid Fund -Direct Plan - Growth UTI Mutual Fund	Aggressive Hybrid	0.78%	₹50.71 Cr	-0.04%
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	ELSS	0.75%	₹101.25 Cr	+0.01%
HSBC Balanced Advantage Fund - Direct Growth HSBC Mutual Fund	Balanced Advantage	0.74%	₹10.89 Cr	-0.01%
Axis Large & Mid Cap Fund - Direct Plan - Growth Axis Mutual Fund	Mid Cap	0.73%	₹120.22 Cr	+0.01%
Bank of India Mid Cap Fund - Direct Plan Growth Bank of India Mutual Fund	Mid Cap	0.72%	₹5.23 Cr	+0.01%
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Axis Mutual Fund	ELSS	0.7%	₹210.86 Cr	+0.03%
UTI Banking and Financial Services Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	0.7%	₹9.43 Cr	+0.02%
Axis Midcap Fund - Direct Plan - Growth Axis Mutual Fund	Mid Cap	0.65%	₹218.79 Cr	+0.01%
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH Bajaj Finserv Mutual Fund	Multi Cap	0.5%	₹8.13 Cr	-0.02%
PGIM India ELSS Tax Saver Fund - Direct Plan - Growth Option PGIM India Mutual Fund	ELSS	0.48%	₹3.26 Cr	+0.01%
PGIM India Midcap Fund - Direct Plan - Growth Option PGIM India Mutual Fund	Mid Cap	0.48%	₹50.33 Cr	+0.01%
SBI BANKING & FINANCIAL SERVICES FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Equity	0.47%	₹48.82 Cr	+0.13%
Navi Large & Midcap Fund- Direct Plan- Growth Option Navi Mutual Fund	Mid Cap	0.45%	₹1.31 Cr	+0.02%
Baroda BNP Paribas MULTI CAP FUND - Direct Plan - Growth Option Baroda BNP Paribas Mutual Fund	Multi Cap	0.33%	₹11.03 Cr	—
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70-30 Index Fund Edelweiss Mutual Fund	Equity	0.25%	₹11.98 L	NEW
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH SBI Mutual Fund	ELSS	0.22%	₹66.12 Cr	+0.07%
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.15%	₹24.95 L	-0.01%
ICICI Prudential Business Cycle Fund Direct Plan Growth ICICI Prudential Mutual Fund	Equity	0.14%	₹21.57 Cr	—
CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - GROWTH OPTION Canara Robeco Mutual Fund	Mid Cap	0.08%	₹19.71 Cr	—
Axis Conservative Hybrid Fund - Direct Plan - Growth Option Axis Mutual Fund	Equity	0.03%	₹6.10 L	—
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Mid Cap	0.01%	₹3.80 Cr	—
ICICI Prudential Multicap Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Multi Cap	0.01%	₹1.85 Cr	—

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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.