Which mutual funds hold both The Federal Bank and Mahindra & Mahindra Financial Services?

41 funds hold both; the largest combined position is SBI Quant Fund, as on Jul 2026. Information only, not investment advice.

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Stock co-ownership

Mutual funds holding both The Federal Bank and Mahindra & Mahindra Financial Services

41 funds hold both · as on Jul 2026

Hold both

Hold The

147

The Federal Bank

Hold Mahindra

Mahindra & Mahindra Financial Services

Co-Ownership Analysis

Comparing mutual fund co-ownership helps identify hidden asset concentration. Our reverse lookup database shows that 41 mutual funds hold active equity positions in both The Federal Bank and Mahindra & Mahindra Financial Services. The scheme with the highest combined exposure is SBI Quant Fund (SBI MF), which holds a 5.36% stake in The Federal Bank and a 1.63% stake in Mahindra & Mahindra Financial Services, amounting to a combined conviction weight of 6.99%.

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	The wt.	Mahindra wt.	Combined
SBI Quant FundSBI MF · Smart-Beta / Factor	5.36%	1.63%	6.99%
HDFC Mid Cap FundHDFC MF · Mid Cap	4.36%	2.43%	6.79%
Aditya Birla Sun Life Quant FundAditya Birla SL MF · Smart-Beta / Factor	4.08%	2.10%	6.18%
DSP Quant FundDSP MF · Smart-Beta / Factor	3.24%	2.59%	5.83%
Sundaram Mid Cap FundSundaram MF · Mid Cap	2.71%	3.11%	5.82%
Lic Mf Mid Cap FundLIC MF · Mid Cap	3.43%	1.78%	5.21%
Franklin India Mid Cap Fund ^Franklin Templeton MF · Mid Cap	2.69%	1.99%	4.68%
SBI Midcap FundSBI MF · Mid Cap	2.65%	1.58%	4.23%
Lic Mf Nifty Midcap 100 ETFLIC MF · ETF	2.59%	0.75%	3.34%
Back to IndexMotilal Oswal MF · Index Fund	2.58%	0.74%	3.32%
Nippon India Growth FundNippon India MF · Equity (Diversified)	1.88%	1.07%	2.95%
DSP Nifty Midcap 150 Index FundDSP MF · Index Fund	2.13%	0.61%	2.74%
ICICI Prudential Nifty Midcap 150 Index FundICICI Pru MF · Index Fund	2.12%	0.61%	2.73%
Back to IndexMotilal Oswal MF · Index Fund	2.12%	0.61%	2.73%
Kotak Nifty Midcap 150 ETFKotak MF · ETF	2.12%	0.61%	2.73%
Kotak Nifty Midcap 150 Index FundKotak MF · Index Fund	2.12%	0.61%	2.73%
SBI Nifty Midcap 150 Index FundSBI MF · Index Fund	2.12%	0.61%	2.73%
SBI Nifty Midcap150 ETFSBI MF · ETF	2.12%	0.61%	2.73%
UTI Nifty Midcap 150 Index FundUTI MF · Index Fund	2.12%	0.61%	2.73%
ICICI Prudential Nifty Midcap 150 ETFICICI Pru MF · ETF	2.12%	0.61%	2.73%
DSP Nifty Midcap 150 ETFDSP MF · ETF	2.11%	0.61%	2.72%
UTI Nifty Midcap 150 Exchange Traded FundUTI MF · ETF	2.11%	0.61%	2.72%
UTI Value FundUTI MF · Value	1.08%	1.64%	2.72%
Aditya Birla Sun Life Nifty Midcap 150 Index FundAditya Birla SL MF · Index Fund	1.80%	0.52%	2.32%
HDFC Large and Mid Cap FundHDFC MF · Large & Mid Cap	0.61%	1.26%	1.87%
Nippon India ETF Nifty Midcap 150Nippon India MF · ETF	1.27%	0.54%	1.81%
Nippon India Nifty Midcap 150 Index FundNippon India MF · Index Fund	1.27%	0.54%	1.81%
UTI Quant FundUTI MF · Smart-Beta / Factor	1.26%	0.34%	1.60%
ICICI Prudential Nifty LargeMidcap 250 Index FundICICI Pru MF · Index Fund	1.06%	0.31%	1.37%
UTI Conservative Hybrid FundUTI MF · Hybrid	0.27%	0.41%	0.68%
Mirae Asset Nifty500 Multicap 50:25:25 ETFMirae Asset MF · ETF	0.53%	0.15%	0.68%
Nippon India Arbitrage FundNippon India MF · Arbitrage	0.49%	0.18%	0.67%
ICICI Prudential BSE 500 ETFICICI Pru MF · ETF	0.45%	0.13%	0.57%
ICICI Prudential Nifty 500 Index FundICICI Pru MF · Index Fund	0.44%	0.13%	0.57%
Back to IndexMotilal Oswal MF · Index Fund	0.44%	0.13%	0.57%
Back to IndexMotilal Oswal MF · Index Fund	0.44%	0.13%	0.57%
DSP Nifty 500 Index FundDSP MF · Index Fund	0.44%	0.13%	0.57%
SBI Nifty 500 Index FundSBI MF · Index Fund	0.44%	0.13%	0.57%
Back to IndexMotilal Oswal MF · Index Fund	0.42%	0.12%	0.54%
Ib33-Groww Nifty 200 ETFGroww MF · ETF	0.34%	0.12%	0.46%
IB18-Groww Nifty Total Market Index FundGroww MF · Index Fund	0.28%	0.10%	0.38%

FAQ

Which mutual funds hold both The Federal Bank and Mahindra & Mahindra Financial Services?: 41 funds hold both; the largest combined position is SBI Quant Fund, as on Jul 2026. Information only, not investment advice.
How many funds hold The Federal Bank and Mahindra & Mahindra Financial Services individually?: In our coverage, 147 funds hold The Federal Bank and 59 hold Mahindra & Mahindra Financial Services; 41 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.