Which mutual funds hold Sundaram Finance Limited?

46 mutual funds hold Sundaram Finance Limited as of Jul 2026. The highest weight is 2.67% 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 Jul 2026

Share: WhatsApp ✕ X

Search another stock:

Active Funds Holding

vs Last Month

+4 funds

Total Value

₹2,899.42 Cr

Avg Weight

0.82%

New Entries

Exits

Top Holder

SBI MIDCAP FUND - DIRECT PLAN - GROWTH 2.67%

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 46 active mutual funds with total exposure of ₹2,899.42 Cr. This month 9 funds entered and 5 funds exited. SBI MIDCAP FUND - DIRECT PLAN - GROWTH has the highest allocation at 2.67%. ↓ 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	46	₹2,899	49 / 49	✅ Complete
Jun 2026	42	₹2,540	49 / 49	✅ Complete
May 2026	35	₹2,220	49 / 49	✅ Complete
Apr 2026	33	₹2,385	49 / 49	✅ Complete
Mar 2026	30	₹2,234	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 (9)

Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth 0.8%

BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH 0.58%

ICICI Prudential Exports and Services Fund 0.5%

PGIM India Large and Midcap Fund - Direct Plan - Growth Option 0.36%

ZERODHA LIFE CYCLE FUND 2041 0.3%

Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund 0.27%

ZERODHA LIFE CYCLE FUND 2036 0.24%

ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 0.02%

▼ Exits (5)

THE WEALTH COMPANY BALANCED ADVANTAGE FUND 1.25%

THE WEALTH COMPANY MULTIASSET ALLOCATION FUND 0.95%

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

Bandhan Financial Services Fund 0.24%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.14%

↑ Increased (27)

SBI MIDCAP FUND - DIRECT PLAN - GROWTH +0.07%

Bajaj Finserv Banking and Financial Services Fund - Direct - Growth +1%

BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH +0.03%

Helios Mid Cap Fund - Direct Plan - Growth Option +0.49%

UTI Large & Mid Cap Fund - Direct Plan - Growth Option +0.24%

BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option +0.01%

ICICI Prudential Rural Opportunities Fund - Direct Plan - Growth +0.28%

Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option +0.32%

↓ Decreased (2)

Mirae Asset Small Cap Fund - Direct Plan - Growth -0.05%

Edelweiss Mid Cap Fund - Direct Plan - Growth Option -0.02%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Mid Cap	18	0.97%
Equity	12	0.67%
ELSS	4	0.99%
Multi Cap	3	0.37%
Small Cap	2	1.15%
Flexi Cap	2	0.94%
Aggressive Hybrid	2	0.67%
Balanced Advantage	2	0.39%
Dividend Yield	1	1.06%

All Holdings

Which 46 Active Funds Hold Sundaram Finance Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
SBI MIDCAP FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Mid Cap	2.67%	₹649.94 Cr	+0.07%
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth Bajaj Finserv Mutual Fund	Equity	2.14%	₹10.77 Cr	+1%
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH Bajaj Finserv Mutual Fund	ELSS	2.06%	₹1.84 Cr	+0.03%
Helios Mid Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Mid Cap	1.98%	₹38.65 Cr	+0.49%
UTI Large & Mid Cap Fund - Direct Plan - Growth Option UTI Mutual Fund	Mid Cap	1.96%	₹125.34 Cr	+0.24%
BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option Baroda BNP Paribas Mutual Fund	Mid Cap	1.53%	₹39.66 Cr	+0.01%
ICICI Prudential Rural Opportunities Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Equity	1.48%	₹31.61 Cr	+0.28%
Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option Edelweiss Mutual Fund	Mid Cap	1.45%	₹69.43 Cr	+0.32%
ITI Mid Cap Fund - Direct Plan - Growth Option ITI Mutual Fund	Mid Cap	1.45%	₹21.47 Cr	+0.02%
Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Equity	1.24%	₹96.11 Cr	+0.05%
PGIM India Small Cap Fund - Direct Plan- Growth Option PGIM India Mutual Fund	Small Cap	1.17%	₹19.53 Cr	+0.03%
Mirae Asset Small Cap Fund - Direct Plan - Growth Mirae Asset Mutual Fund	Small Cap	1.13%	₹59.23 Cr	-0.05%
Edelweiss Mid Cap Fund - Direct Plan - Growth Option Edelweiss Mutual Fund	Mid Cap	1.1%	₹205.29 Cr	-0.02%
LIC MF DIVIDEND YIELD FUND Lic Mutual Fund	Dividend Yield	1.06%	₹7.76 Cr	+0.02%
PGIM India Flexi Cap Fund - Direct Plan - Growth Option PGIM India Mutual Fund	Flexi Cap	1%	₹59.23 Cr	+0.02%
Aditya Birla Sun Life Business Cycle Fund-Direct Growth Aditya Birla Sun Life Mutual Fund	Equity	0.9%	₹16.05 Cr	+0.01%
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Mid Cap	0.89%	₹452.93 Cr	—
Mirae Asset Flexi Cap Fund Mirae Asset Mutual Fund	Flexi Cap	0.88%	₹38.70 Cr	—
UTI Aggressive Hybrid Fund -Direct Plan - Growth UTI Mutual Fund	Aggressive Hybrid	0.84%	₹56.70 Cr	+0.11%
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth Bajaj Finserv Mutual Fund	Mid Cap	0.8%	₹19.64 Cr	NEW
Axis Large & Mid Cap Fund - Direct Plan - Growth Axis Mutual Fund	Mid Cap	0.77%	₹128.79 Cr	+0.01%
HSBC Balanced Advantage Fund - Direct Growth HSBC Mutual Fund	Balanced Advantage	0.76%	₹11.66 Cr	+0.02%
Bank of India Mid Cap Fund - Direct Plan Growth Bank of India Mutual Fund	Mid Cap	0.76%	₹5.60 Cr	+0.01%
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	ELSS	0.71%	₹101.47 Cr	+0.64%
UTI Banking and Financial Services Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	0.7%	₹10.10 Cr	+0.15%
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Axis Mutual Fund	ELSS	0.69%	₹225.89 Cr	+0.2%
Axis Midcap Fund - Direct Plan - Growth Axis Mutual Fund	Mid Cap	0.68%	₹234.39 Cr	+0.01%
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH Bajaj Finserv Mutual Fund	Multi Cap	0.58%	₹8.71 Cr	NEW
Edelweiss Multi Cap Fund - Direct Plan - Growth Edelweiss Mutual Fund	Multi Cap	0.52%	₹17.83 Cr	—
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option Groww Mutual Fund	Aggressive Hybrid	0.5%	₹26.31 L	—
ICICI Prudential Exports and Services Fund ICICI Prudential Mutual Fund	Equity	0.5%	₹7.37 Cr	NEW
PGIM India Midcap Fund - Direct Plan - Growth Option PGIM India Mutual Fund	Mid Cap	0.49%	₹53.92 Cr	+0.02%
PGIM India ELSS Tax Saver Fund - Direct Plan - Growth Option PGIM India Mutual Fund	ELSS	0.49%	₹3.50 Cr	+0.02%
Navi Large & Midcap Fund- Direct Plan- Growth Option Navi Mutual Fund	Mid Cap	0.45%	₹1.40 Cr	+0.01%
PGIM India Large and Midcap Fund - Direct Plan - Growth Option PGIM India Mutual Fund	Mid Cap	0.36%	₹2.98 Cr	NEW
ZERODHA LIFE CYCLE FUND 2041 Zerodha Mutual Fund	Equity	0.3%	₹4.43 L	NEW
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund Edelweiss Mutual Fund	Equity	0.27%	₹14.56 L	NEW
ZERODHA LIFE CYCLE FUND 2036 Zerodha Mutual Fund	Equity	0.24%	₹3.69 L	NEW
ICICI Prudential Business Cycle Fund Direct Plan Growth ICICI Prudential Mutual Fund	Equity	0.14%	₹23.11 Cr	+0.04%
HSBC Conservative Hybrid Fund - Direct Growth HSBC Mutual Fund	Equity	0.09%	₹13.16 L	+0.01%
CANARA ROBECO LARGE AND MID CAP FUND - DIRECT PLAN - GROWTH OPTION Canara Robeco Mutual Fund	Mid Cap	0.08%	₹21.12 Cr	—
Axis Conservative Hybrid Fund - Direct Plan - Growth Option Axis Mutual Fund	Equity	0.03%	₹6.53 L	—
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Balanced Advantage	0.02%	₹13.52 Cr	NEW
HSBC Midcap Fund - Direct Growth HSBC Mutual Fund	Mid Cap	0.01%	₹1.43 Cr	—
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Mid Cap	0.01%	₹4.07 Cr	NEW
ICICI Prudential Multicap Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Multi Cap	0.01%	₹1.98 Cr	—

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.