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

45 funds hold both; the largest combined position is Aditya Birla Sun Life Quant Fund, as on May 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

45 funds hold both · as on May 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 45 mutual funds hold active equity positions in both The Federal Bank and Mahindra & Mahindra Financial Services. The scheme with the highest combined exposure is Aditya Birla Sun Life Quant Fund (Aditya Birla SL MF), which holds a 4.08% stake in The Federal Bank and a 2.10% stake in Mahindra & Mahindra Financial Services, amounting to a combined conviction weight of 6.18%.

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
Aditya Birla Sun Life Quant FundAditya Birla SL MF · Smart-Beta / Factor	4.08%	2.10%	6.18%
Back to IndexMotilal Oswal MF · Index Fund	4.51%	1.57%	6.08%
Kotak Nifty Midcap 150 Momentum 50 Index FundKotak MF · Index Fund	4.38%	1.48%	5.86%
SBI Nifty Midcap 150 Momentum 50 ETFSBI MF · ETF	4.38%	1.48%	5.86%
Tata Nifty Midcap 150 Momentum 50 Index FundTata MF · Index Fund	4.38%	1.48%	5.86%
DSP Quant FundDSP MF · Smart-Beta / Factor	2.59%	2.02%	4.61%
Lic Mf Mid Cap FundLIC MF · Mid Cap	2.91%	1.47%	4.38%
Franklin India Mid Cap Fund ^Franklin Templeton MF · Mid Cap	2.44%	1.84%	4.28%
SBI Midcap FundSBI MF · Mid Cap	2.22%	1.75%	3.97%
Back to IndexMotilal Oswal MF · Index Fund	2.62%	0.91%	3.53%
Back to IndexMotilal Oswal MF · Index Fund	2.62%	0.91%	3.53%
Kotak Nifty500 Momentum 50 Index FundKotak MF · Index Fund	2.57%	0.87%	3.44%
Nippon India Growth FundNippon India MF · Equity (Diversified)	1.88%	1.07%	2.95%
Back to IndexMotilal Oswal MF · Index Fund	2.19%	0.64%	2.83%
Lic Mf Nifty Midcap 100 ETFLIC MF · ETF	2.13%	0.60%	2.73%
UTI Value FundUTI MF · Value	1.25%	1.47%	2.72%
Aditya Birla Sun Life Nifty Midcap 150 Index FundAditya Birla SL MF · Index Fund	1.80%	0.52%	2.32%
Back to IndexMotilal Oswal MF · Index Fund	1.80%	0.52%	2.32%
Kotak Nifty Midcap 150 ETFKotak MF · ETF	1.77%	0.50%	2.27%
SBI Nifty Midcap 150 Index FundSBI MF · Index Fund	1.77%	0.50%	2.27%
SBI Nifty Midcap150 ETFSBI MF · ETF	1.77%	0.50%	2.27%
UTI Nifty Midcap 150 Exchange Traded FundUTI MF · ETF	1.77%	0.50%	2.27%
UTI Nifty Midcap 150 Index FundUTI MF · Index Fund	1.77%	0.50%	2.27%
ICICI Prudential Nifty Midcap 150 ETFICICI Pru MF · ETF	1.77%	0.50%	2.27%
ICICI Prudential Nifty Midcap 150 Index FundICICI Pru MF · Index Fund	1.76%	0.50%	2.26%
DSP Nifty Midcap 150 ETFDSP MF · ETF	1.76%	0.50%	2.26%
DSP Nifty Midcap 150 Index FundDSP MF · Index Fund	1.76%	0.50%	2.26%
Kotak Nifty Midcap 150 Index FundKotak MF · Index Fund	1.76%	0.50%	2.26%
Tata Nifty Midcap 150 Index FundTata MF · Index Fund	1.76%	0.50%	2.26%
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%
HDFC Large and Mid Cap FundHDFC MF · Large & Mid Cap	0.52%	1.05%	1.57%
UTI Quant FundUTI MF · Smart-Beta / Factor	1.01%	0.31%	1.32%
ICICI Prudential Nifty LargeMidcap 250 Index FundICICI Pru MF · Index Fund	0.92%	0.26%	1.18%
Nippon India Arbitrage FundNippon India MF · Arbitrage	0.49%	0.18%	0.67%
UTI Conservative Hybrid FundUTI MF · Hybrid	0.30%	0.35%	0.65%
ICICI Prudential BSE 500 ETFICICI Pru MF · ETF	0.38%	0.11%	0.48%
ICICI Prudential Nifty 500 Index FundICICI Pru MF · Index Fund	0.37%	0.10%	0.47%
Back to IndexMotilal Oswal MF · Index Fund	0.36%	0.11%	0.47%
Back to IndexMotilal Oswal MF · Index Fund	0.36%	0.11%	0.47%
DSP Nifty 500 Index FundDSP MF · Index Fund	0.37%	0.10%	0.47%
SBI Nifty 500 Index FundSBI MF · Index Fund	0.37%	0.10%	0.47%
Ib33-Groww Nifty 200 ETFGroww MF · ETF	0.34%	0.12%	0.46%
Back to IndexMotilal Oswal MF · Index Fund	0.35%	0.10%	0.45%
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?: 45 funds hold both; the largest combined position is Aditya Birla Sun Life Quant Fund, as on May 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 62 hold Mahindra & Mahindra Financial Services; 45 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 May 2026). Weight = the position as a % of that fund's portfolio. ISIN-verified from AMC disclosures. Not investment advice.