Stock co-ownership

2026) and Kotak Mahindra Bank

5 funds hold both · as on Jul 2026

Hold both

Hold 7.50%

7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026)

Hold Kotak

236

Kotak Mahindra Bank

Co-Ownership Analysis

Comparing mutual fund co-ownership helps identify hidden asset concentration. Our reverse lookup database shows that 5 mutual funds hold active equity positions in both 7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026) and Kotak Mahindra Bank. The scheme with the highest combined exposure is Aditya Birla Sun Life Balanced Advantage Fund (Aditya Birla SL MF), which holds a 1.62% stake in 7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026) and a 2.70% stake in Kotak Mahindra Bank, amounting to a combined conviction weight of 4.32%.

When multiple mutual funds in your portfolio double-up on the same stock pairs, it limits your diversification benefits. If you also hold either of these companies directly in your demat account, your aggregate exposure is amplified. This co-ownership pattern is standard among index-tracking products but represents active, concentrated strategies in equity schemes.

Funds holding both

Fund	7.50% wt.	Kotak wt.	Combined
Aditya Birla Sun Life Balanced Advantage FundAditya Birla SL MF · Hybrid	1.62%	2.70%	4.32%
HDFC Hybrid Equity FundHDFC MF · Hybrid	0.66%	3.03%	3.69%
Aditya Birla Sun Life Equity Savings FundAditya Birla SL MF · Hybrid	0.56%	2.83%	3.39%
Aditya Birla Sun Life Multi Asset Allocation FundAditya Birla SL MF · Hybrid	1.06%	1.67%	2.73%
Aditya Birla Sun Life Equity Hybrid '95 FundAditya Birla SL MF · Hybrid	0.15%	1.76%	1.91%

FAQ

Which mutual funds hold both 7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026) and Kotak Mahindra Bank?: 5 funds hold both; the largest combined position is Aditya Birla Sun Life Balanced Advantage Fund, as on Jul 2026. Information only, not investment advice.
How many funds hold 7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026) and Kotak Mahindra Bank individually?: In our coverage, 5 funds hold 7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026) and 236 hold Kotak Mahindra Bank; 5 hold both.

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“Holds both” = the fund discloses an equity position in each stock in its latest public monthly portfolio (as on Jul 2026). Weight = the position as a % of that fund's portfolio. ISIN-verified from AMC disclosures. Not investment advice.