Which mutual funds hold Ujjivan Small Finance Bank Limited?

99 mutual funds hold Ujjivan Small Finance Bank Limited as of May 2026. The highest weight is 5.21% held by JM Focused Fund (Direct) - Growth Option. Data from official AMFI monthly portfolio disclosures.

What sector is Ujjivan Small Finance Bank Limited in?

Ujjivan Small Finance Bank Limited is in the Banks sector and is categorised as by SEBI.

What is the SEBI market cap category of Ujjivan Small Finance Bank Limited?

As per SEBI and AMFI classification (Jul-Dec 2025), Ujjivan Small Finance Bank Limited is a Small Cap stock ranked #588 with an average market cap of ₹9.43 K Cr.

Banks

Ujjivan Small Finance Bank Limited

ISIN: INE551W01018 · Data as of May 2026

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Active Funds Holding

vs Last Month

+4 funds

Total Value

₹2,916.68 Cr

Avg Weight

1.53%

New Entries

Exits

Top Holder

JM Focused Fund (Direct) - Growth Option 5.21%

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

Small Cap Rank #588

₹4.46 K Cr

Avg Mkt Cap · Jul-Dec 2022 (3yr ago)

→

₹9.43 K Cr

Avg Mkt Cap · Jul-Dec 2025 (latest)

+111.6%

3yr change

SEBI · AMFI Market Cap List

📋 What Changed This Month Ujjivan Small Finance Bank Limited is currently held by 99 active mutual funds with total exposure of ₹2,916.68 Cr. This month 4 funds entered and 18 funds exited. JM Focused Fund (Direct) - Growth Option has the highest allocation at 5.21%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 4 Months?

Month	Funds	AMCs	Status
May 2026 REFERENCE	99	49 / 49	✅ Complete
Apr 2026	95	49 / 49	✅ Complete
Mar 2026	90	48 / 49	⏳ Partial — 48 of 49 AMCs uploaded
Feb 2026	85	46 / 49	⏳ Partial — 46 of 49 AMCs uploaded

📌 Portfolio changes below are based on May 2026 data — the most complete month with 49 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — May 2026?

▲ New Entries (4)

THE WEALTH COMPANY ETHICAL FUND 1.41%

PGIM India Small Cap Fund - Direct Plan- Growth Option 0.67%

Union Balanced Advantage Fund - Direct Plan - Growth Option 0.45%

Bandhan Nifty Total Market Index Fund 0.05%

▼ Exits (18)

Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth 5.03%

Union Active Momentum Fund - Direct Plan - Growth Option 2.7%

Samco Active Momentum Fund 1.35%

UNION RETIREMENT FUND 1.25%

UNION EQUITY SAVINGS FUND 1%

Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option 0.8%

Baroda BNP Paribas Value Fund - Direct Plan - Growth option 0.75%

BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH 0.63%

↑ Increased (15)

Canara Robeco Banking and Financials Services Fund - Direct Plan - Growth +0.01%

UTI Banking and Financial Services Fund - Direct Plan - Growth Option +0.04%

Sundaram Business Cycle Fund Direct Plan Growth +0.26%

Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan +0.04%

Sundaram Large and Midcap Fund Direct Plan - Growth +0.79%

Groww Value Fund (formerly known as Indiabulls Value Fund) - Direct Plan - Growth Option +0.78%

ITI Banking and Financial Services Fund - Direct Plan - Growth Option +0.04%

THE WEALTH COMPANY SMALL CAP FUND +0.08%

↓ Decreased (75)

JM Focused Fund (Direct) - Growth Option -0.49%

BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH -1.24%

Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth -0.18%

Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth -0.23%

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth -0.21%

DSP Banking & Financial Services Fund - Direct - Growth -0.16%

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth -0.19%

Groww Banking & Financial Services Fund - Direct Plan - Growth -0.05%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	37	2.08%
Small Cap	18	1.44%
Multi Cap	11	0.99%
Index/ETF	7	0.22%
Mid Cap	6	1.25%
Flexi Cap	5	1.31%
Value/Contra	5	1.22%
Multi Asset	3	0.41%
Focused	2	3.98%
Aggressive Hybrid	2	1.69%
ELSS	2	1.42%
Balanced Advantage	1	0.45%

All Holdings

Which 99 Active Funds Hold Ujjivan Small Finance Bank Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
JM Focused Fund (Direct) - Growth Option JM Financial Mutual Fund	Focused	5.21%	₹14.53 Cr	-0.49%
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth Sundaram Mutual Fund	Equity	4.33%	₹1.46 Cr	-0.18%
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth Sundaram Mutual Fund	Equity	4.26%	₹97.26 L	-0.23%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth Sundaram Mutual Fund	Equity	3.89%	₹1.41 Cr	-0.21%
DSP Banking & Financial Services Fund - Direct - Growth DSP Mutual Fund	Equity	3.82%	₹71.47 Cr	-0.16%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth Sundaram Mutual Fund	Equity	3.8%	₹1.17 Cr	-0.19%
Groww Banking & Financial Services Fund - Direct Plan - Growth Groww Mutual Fund	Equity	3.7%	₹2.59 Cr	-0.05%
Canara Robeco Banking and Financials Services Fund - Direct Plan - Growth Canara Robeco Mutual Fund	Equity	3.59%	₹20.66 Cr	+0.01%
Motilal Oswal Financial Services Fund- Direct Growth Motilal Oswal Mutual Fund	Equity	3.4%	₹5.98 Cr	-0.05%
Groww Small Cap Fund-Direct-Growth Groww Mutual Fund	Small Cap	3.33%	₹11.43 Cr	-0.15%
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth Sundaram Mutual Fund	Equity	3.32%	₹2.51 Cr	-0.19%
Mahindra Manulife Banking & Financial Services Fund - Direct - Growth Mahindra Manulife Mutual Fund	Equity	3.14%	₹13.43 Cr	-0.15%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth Sundaram Mutual Fund	Equity	2.97%	₹1.08 Cr	-0.11%
UTI Banking and Financial Services Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	2.79%	₹37.44 Cr	+0.04%
Sundaram Financial Services Opportunities Fund Direct Plan - Growth Sundaram Mutual Fund	Equity	2.76%	₹43.85 Cr	-0.08%
Union Focused Fund - Direct Plan - Growth Option Union Mutual Fund	Focused	2.75%	₹11.80 Cr	-0.21%
LIC MF Flexi Cap Fund-Direct Plan-Growth Lic Mutual Fund	Flexi Cap	2.68%	₹26.75 Cr	-0.19%
Sundaram Business Cycle Fund Direct Plan Growth Sundaram Mutual Fund	Equity	2.56%	₹40.79 Cr	+0.26%
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option Baroda BNP Paribas Mutual Fund	Equity	2.48%	₹9.79 Cr	-0.15%
Union Small Cap Fund - Direct Plan - Growth Option Union Mutual Fund	Small Cap	2.36%	₹49.37 Cr	-0.25%
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option Baroda BNP Paribas Mutual Fund	Small Cap	2.34%	₹28.55 Cr	-0.14%
Samco Special Opportunities Fund ITI Mutual Fund	Equity	2.14%	₹2.78 Cr	-0.12%
Groww Multicap Fund - Direct - Growth Groww Mutual Fund	Multi Cap	2.01%	₹11.57 Cr	-0.08%
Mahindra Manulife Small Cap Fund - Direct Plan - Growth Mahindra Manulife Mutual Fund	Small Cap	1.97%	₹90.21 Cr	-0.14%
Union Business Cycle Fund - Direct Plan - Growth Option Union Mutual Fund	Equity	1.93%	₹9.88 Cr	-0.11%
Kotak Banking & Financial Services Fund - Direct Plan - Growth Kotak Mutual Fund	Equity	1.93%	₹27.96 Cr	-0.09%
LIC MF Banking and Financial Services Fund-Direct Plan-Growth Lic Mutual Fund	Equity	1.91%	₹4.89 Cr	-0.04%
JM Aggressive Hybrid Fund JM Financial Mutual Fund	Aggressive Hybrid	1.9%	₹13.15 Cr	-0.22%
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan Aditya Birla Sun Life Mutual Fund	Small Cap	1.89%	₹102.84 Cr	+0.04%
UTI Small Cap Fund - Direct Plan - Growth Option UTI Mutual Fund	Small Cap	1.84%	₹91.32 Cr	-0.12%
Sundaram Large and Midcap Fund Direct Plan - Growth Sundaram Mutual Fund	Mid Cap	1.79%	₹119.66 Cr	+0.79%
Groww Value Fund (formerly known as Indiabulls Value Fund) - Direct Plan - Growth Option Groww Mutual Fund	Value/Contra	1.75%	₹1.18 Cr	+0.78%
WhiteOak Capital Banking & Financial Services Fund - Direct Growth WhiteOak Capital Mutual Fund	Equity	1.73%	₹10.24 Cr	-0.57%
Franklin India Opportunities Fund - Direct - Growth Franklin Templeton Mutual Fund	Equity	1.68%	₹146.99 Cr	-0.12%
Union Value Fund - Direct Plan - Growth Option Union Mutual Fund	Value/Contra	1.66%	₹6.23 Cr	-0.08%
Baroda BNP Paribas Innovation Fund Direct plan - Growth Option Baroda BNP Paribas Mutual Fund	Equity	1.64%	₹14.37 Cr	-0.09%
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH Bajaj Finserv Mutual Fund	Small Cap	1.59%	₹31.46 Cr	-1.24%
Motilal Oswal Multi Cap Fund-Direct Plan Growth Motilal Oswal Mutual Fund	Multi Cap	1.58%	₹64.83 Cr	-0.12%
Union Flexi Cap Fund - Direct Plan - Growth Option Union Mutual Fund	Flexi Cap	1.57%	₹35.90 Cr	-0.07%
Sundaram Small Cap Fund Direct Plan - Growth Sundaram Mutual Fund	Small Cap	1.57%	₹57.73 Cr	-0.12%
BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option Baroda BNP Paribas Mutual Fund	Mid Cap	1.56%	₹38.38 Cr	-0.01%
Union Multicap Fund - Direct Plan - Growth Option Union Mutual Fund	Multi Cap	1.54%	₹20.91 Cr	-0.1%
ITI Banking and Financial Services Fund - Direct Plan - Growth Option ITI Mutual Fund	Equity	1.54%	₹5.52 Cr	+0.04%
THE WEALTH COMPANY SMALL CAP FUND The Wealth Company Mutual Fund	Small Cap	1.49%	₹1.01 Cr	+0.08%
Union Aggressive Hybrid Fund - Direct Plan - Growth Option Union Mutual Fund	Aggressive Hybrid	1.47%	₹10.39 Cr	-0.07%
Union ELSS Tax Saver Fund - Direct Plan - Growth Option Union Mutual Fund	ELSS	1.45%	₹12.13 Cr	-0.01%
Union Large & Midcap Fund - Direct Plan - Growth Option Union Mutual Fund	Mid Cap	1.44%	₹13.38 Cr	-0.05%
THE WEALTH COMPANY ETHICAL FUND The Wealth Company Mutual Fund	Equity	1.41%	₹54.39 L	NEW
Union Midcap Fund - Direct Plan - Growth Option Union Mutual Fund	Mid Cap	1.41%	₹24.89 Cr	-0.12%
LIC MF Small Cap Fund-Direct Plan-Growth Lic Mutual Fund	Small Cap	1.41%	₹9.83 Cr	+0.05%
BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - Growth Option Baroda BNP Paribas Mutual Fund	ELSS	1.39%	₹12.22 Cr	-0.05%
ITI Value Fund - Direct Plan - Growth Option ITI Mutual Fund	Value/Contra	1.35%	₹4.75 Cr	-0.3%
JM Flexicap Fund (Direct) - Growth Option JM Financial Mutual Fund	Flexi Cap	1.34%	₹67.82 Cr	-0.07%
Motilal Oswal Nifty Microcap 250 Index Fund- Direct- Growth Option Motilal Oswal Mutual Fund	Index/ETF	1.24%	₹29.06 Cr	-0.09%
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth Aditya Birla Sun Life Mutual Fund	Equity	1.23%	₹13.16 Cr	-0.11%
CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION Canara Robeco Mutual Fund	Small Cap	1.15%	₹153.18 Cr	-0.06%
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH Bajaj Finserv Mutual Fund	Multi Cap	1.14%	₹15.03 Cr	+0.15%
Kotak-Small Cap Fund - Growth - Direct Kotak Mutual Fund	Small Cap	1.1%	₹195.69 Cr	+0.02%
Sundaram Services Fund Direct Plan - Growth Sundaram Mutual Fund	Equity	1.09%	₹51.54 Cr	-0.08%
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth Mahindra Manulife Mutual Fund	Multi Cap	1.08%	₹71.89 Cr	-0.09%
Franklin India Small Cap Fund - Direct - Growth Franklin Templeton Mutual Fund	Small Cap	1.02%	₹141.43 Cr	-0.05%
ITI Small Cap Fund - Direct Plan - Growth Option ITI Mutual Fund	Small Cap	1.02%	₹30.91 Cr	-0.08%
LIC MF Consumption Fund-Direct Plan-Growth Lic Mutual Fund	Equity	0.98%	₹4.60 Cr	-0.04%
Franklin India Multi Cap Fund - Direct - Growth Franklin Templeton Mutual Fund	Multi Cap	0.96%	₹46.89 Cr	-0.62%
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth Bajaj Finserv Mutual Fund	Equity	0.92%	₹3.92 Cr	-0.59%
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth Aditya Birla Sun Life Mutual Fund	Equity	0.87%	₹59.32 Cr	-0.06%
ITI Large & Midcap Fund - Direct Plan - Growth ITI Mutual Fund	Mid Cap	0.87%	₹6.38 Cr	-0.04%
Mahindra Manulife Business Cycle Fund - Direct Plan - Growth Mahindra Manulife Mutual Fund	Equity	0.83%	₹10.88 Cr	-0.04%
Tata Multicap Fund - Direct Plan - Growth Tata Mutual Fund	Multi Cap	0.83%	₹27.54 Cr	-0.07%
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth Aditya Birla Sun Life Mutual Fund	Equity	0.8%	₹27.57 Cr	-0.01%
Bajaj Finserv Multi Asset Allocation Fund - Direct Growth Bajaj Finserv Mutual Fund	Multi Asset	0.78%	₹14.40 Cr	-0.02%
Bandhan Financial Services Fund Bandhan Mutual Fund	Equity	0.76%	₹8.02 Cr	-0.24%
Kotak Services Fund - Direct - Growth Kotak Mutual Fund	Equity	0.75%	₹5.41 Cr	+0.12%
Axis Flexi Cap Fund - Direct Plan - Growth Axis Mutual Fund	Flexi Cap	0.72%	₹91.50 Cr	-0.04%
Mahindra Manulife Value Fund - Direct Plan - Growth Mahindra Manulife Mutual Fund	Value/Contra	0.69%	₹5.71 Cr	-0.08%
Bandhan Business Cycle Fund - Direct Plan - Growth Bandhan Mutual Fund	Equity	0.69%	₹8.32 Cr	+0.21%
PGIM India Small Cap Fund - Direct Plan- Growth Option PGIM India Mutual Fund	Small Cap	0.67%	₹10.46 Cr	NEW
Axis Value Fund - Direct Plan - Growth Axis Mutual Fund	Value/Contra	0.63%	₹9.96 Cr	-0.01%
Tata India Innovation Fund- Direct Growth Tata Mutual Fund	Equity	0.61%	₹8.43 Cr	-0.04%
Axis Multicap Fund - Direct Growth Axis Mutual Fund	Multi Cap	0.56%	₹55.89 Cr	+0.01%
Axis Small Cap Fund - Direct Plan - Growth Axis Mutual Fund	Small Cap	0.5%	₹138.74 Cr	-0.03%
DSP Small Cap Fund - Direct Plan - Growth DSP Mutual Fund	Small Cap	0.45%	₹83.20 Cr	-0.04%
Edelweiss Multi Cap Fund - Direct Plan - Growth Edelweiss Mutual Fund	Multi Cap	0.45%	₹14.78 Cr	-0.03%
Union Balanced Advantage Fund - Direct Plan - Growth Option Union Mutual Fund	Balanced Advantage	0.45%	₹5.44 Cr	NEW
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN Bandhan Mutual Fund	Mid Cap	0.43%	₹9.48 Cr	-0.04%
Union Multi Asset Allocation Fund- Direct Plan - Growth Option Union Mutual Fund	Multi Asset	0.42%	₹4.08 Cr	-0.02%
Samco Multi Cap Fund Samco Mutual Fund	Multi Cap	0.39%	₹95.80 L	-0.01%
Canara Robeco Multi Cap Fund - Direct Plan - Growth Option Canara Robeco Mutual Fund	Multi Cap	0.34%	₹17.60 Cr	+0.06%
BARODA BNP PARIBAS Conservative Hybrid Fund - Direct Plan - Growth Option Baroda BNP Paribas Mutual Fund	Equity	0.33%	₹3.09 Cr	-0.07%
UTI Quant Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	0.23%	₹3.72 Cr	-0.01%
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH Bandhan Mutual Fund	Small Cap	0.22%	₹58.76 Cr	-0.02%
JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Flexi Cap	0.22%	₹6.90 Cr	-0.02%
Angel One Nifty Total Market Index Fund Angel One Mutual Fund	Index/ETF	0.05%	₹2.97 L	—
Angel One Nifty Total Market ETF Angel One Mutual Fund	Index/ETF	0.05%	₹2.13 L	—
Bandhan Nifty Total Market Index Fund Bandhan Mutual Fund	Index/ETF	0.05%	₹2.30 L	NEW
Motilal Oswal BSE 1000 Index Fund - Direct Plan - Growth Motilal Oswal Mutual Fund	Index/ETF	0.05%	₹3.10 L	—
Groww Nifty Total Market Index Fund - Direct Plan - Growth Groww Mutual Fund	Index/ETF	0.05%	₹18.03 L	—
Mirae Asset Nifty Total Market Index Fund Mirae Asset Mutual Fund	Index/ETF	0.05%	₹2.54 L	—
Bandhan Multi Asset Allocation Fund - Direct Plan - Growth Bandhan Mutual Fund	Multi Asset	0.02%	₹54.39 L	-0.15%

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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.