How many mutual funds hold Equitas Small Finance Bank?

45 mutual funds and ETFs in WhoHolds' coverage hold Equitas Small Finance Bank, spread across 16 fund houses.

Which fund holds the most Equitas Small Finance Bank?

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV (Sundaram MF) gives it the highest weight, at 3.72% of the fund's portfolio.

What is the total value of Equitas Small Finance Bank held by these funds?

Together these funds hold about ₹3,482 Cr worth of Equitas Small Finance Bank (ISIN-verified equity positions).

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Equitas Small Finance Bank

Held by 45 funds across 16 fund houses in our coverage.

Coverage: 25 of India's largest fund houses — growing.

Held by

45 funds

Fund houses

Total value held

₹3,482 Cr

Highest weight

3.72%

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV

Equitas Small Finance Bank: fund ownership at a glance

45 schemes from 16 fund houses in our coverage hold Equitas Small Finance Bank, worth ₹3,482 Cr in total as of their latest monthly disclosures.

41 of them are actively managed. The largest active position is in Sundaram Long Term Micro Cap Tax Advantage Fund Series IV (Sundaram MF), at 3.72% of its portfolio, followed by Sundaram Long Term Micro Cap Tax Advantage Fund Series III (3.62%) and Sundaram Long Term Micro Cap Tax Advantage Fund Series VI (3.62%). The other 4 are index funds and ETFs, which hold it because their index does; they account for 1% of the value held.

By value, Small Cap schemes hold the most (₹1,451 Cr), and HDFC MF holds the most of any fund house (₹692 Cr).

Own several funds? The fund overlap tool shows how much of Equitas Small Finance Bank and the rest of their portfolios they share.

Who holds Equitas Small Finance Bank?

45 funds

#			MoM			Rank
1	Sundaram Long Term Micro Cap Tax Advantage Fund Series IVSundaram MFEquity (Diversified)₹1.38 Cr─	3.72%	─	₹1.38 Cr	1.87 L	#8 of 39
2	Sundaram Long Term Micro Cap Tax Advantage Fund Series IIISundaram MFEquity (Diversified)₹2.83 Cr─	3.62%	─	₹2.83 Cr	3.83 L	#9 of 39
3	Sundaram Long Term Micro Cap Tax Advantage Fund Series VISundaram MFEquity (Diversified)₹1.34 Cr─	3.62%	─	₹1.34 Cr	1.81 L	#6 of 38
4	Sundaram Long Term Tax Advantage Fund Series IVSundaram MFEquity (Diversified)₹74.85 L─	3.31%	─	₹74.85 L	1.01 L	#12 of 39
5	Sundaram Long Term Micro Cap Tax Advantage Fund Series VSundaram MFEquity (Diversified)₹1.05 Cr─	3.28%	─	₹1.05 Cr	1.42 L	#8 of 40
6	Sundaram Long Term Tax Advantage Fund Series IIISundaram MFEquity (Diversified)₹1.10 Cr─	3.16%	─	₹1.10 Cr	1.49 L	#10 of 40
7	SBI Long Term Advantage Fund - Series VISBI MFEquity (Diversified)₹6.56 Cr─	2.65%	─	₹6.56 Cr	9.52 L	#19 of 34
8	Sundaram Financial Services Opportunities FundSundaram MFSectoral / Thematic₹42.35 CrDecreased-0.1%	2.46%	Decreased-0.1%	₹42.35 Cr	57.25 L	#16 of 27
9	Franklin India Small Cap FundFranklin Templeton MFSmall Cap₹355.53 Cr─	2.41%	─	₹355.53 Cr	4.81 Cr	#2 of 90
10	Nippon India Banking & Financial Services FundNippon India MFSectoral / Thematic₹159.43 CrDecreased-0.3%	2.02%	Decreased-0.3%	₹159.43 Cr	2.16 Cr	#16 of 37
11	Mirae Asset Banking and Financial Services FundMirae Asset MFSectoral / Thematic₹44.10 Cr	2.01%	—	₹44.10 Cr	63.97 L	#16 of 30
12	Mirae Asset Focused FundMirae Asset MFFocused₹125.81 CrIncreased+0.7%	1.98%	Increased+0.7%	₹125.81 Cr	1.83 Cr	#20 of 30
13	Mirae Asset ELSS Tax Saver FundMirae Asset MFELSS (Tax Saver)₹433.10 Cr	1.76%	—	₹433.10 Cr	6.28 Cr	#16 of 69
14	DSP BSE MidSmall Private Banks ETFDSP MFETF₹1.42 Cr─	1.74%	─	₹1.42 Cr	2.06 L	#14 of 18
15	HDFC Banking & Financial Services FundHDFC MFSectoral / Thematic₹72.22 Cr	1.63%	—	₹72.22 Cr	1.05 Cr	#16 of 37
16	Edelweiss Small Cap FundEdelweiss MFEquity (Diversified)₹113.00 Cr	1.56%	—	₹113.00 Cr	1.53 Cr	#18 of 95
17	Unnamed scheme (ITIVF)ITI MFEquity (Diversified)₹5.51 Cr	1.51%	—	₹5.51 Cr	7.44 L	#18 of 71
18	Unnamed scheme (ITIBFS)ITI MFEquity (Diversified)₹5.66 Cr	1.46%	—	₹5.66 Cr	7.66 L	#23 of 34
19	Edelweiss Financial Services FundEdelweiss MFEquity (Diversified)₹3.95 Cr	1.37%	—	₹3.95 Cr	5.34 L	#22 of 33
20	Franklin India Mid Cap FundFranklin Templeton MFMid Cap₹174.42 Cr─	1.34%	─	₹174.42 Cr	2.36 Cr	#29 of 79
21	Mirae Asset Small Cap FundMirae Asset MFSmall Cap₹75.00 CrDecreased-0.3%	1.29%	Decreased-0.3%	₹75.00 Cr	1.09 Cr	#33 of 85
22	Sundaram Small Cap FundSundaram MFSmall Cap₹53.10 Cr─	1.28%	─	₹53.10 Cr	71.79 L	#28 of 73
23	Canara Robeco Small Cap FundCanara Robeco MFSmall Cap₹162.54 Cr	1.16%	—	₹162.54 Cr	2.36 Cr	#30 of 94
24	HDFC Small Cap FundHDFC MFSmall Cap₹470.22 Cr	1.15%	—	₹470.22 Cr	6.82 Cr	#33 of 85
25	Motilal Oswal Nifty Microcap 250 Index FundMotilal Oswal MFEquity (Diversified)₹21.99 Cr	0.88%	—	₹21.99 Cr	29.73 L	#18 of 229
26	HDFC Value FundHDFC MFValue₹70.31 Cr─	0.87%	─	₹70.31 Cr	1.02 Cr	#47 of 80
27	Tata Multicap FundTata MFMulti Cap₹29.59 Cr	0.83%	—	₹29.59 Cr	40.00 L	#55 of 81
28	Nippon India Value FundNippon India MFValue₹72.99 Cr─	0.81%	─	₹72.99 Cr	98.68 L	#39 of 91
29	Edelweiss ELSS Tax saver FundEdelweiss MFEquity (Diversified)₹3.56 Cr	0.77%	—	₹3.56 Cr	4.81 L	#47 of 95
30	Sundaram Services FundSundaram MFSectoral / Thematic₹37.32 Cr─	0.71%	─	₹37.32 Cr	50.45 L	#45 of 53
31	Nippon India Aggressive Hybrid FundNippon India MFHybrid₹27.36 Cr	0.67%	—	₹27.36 Cr	36.99 L	#37 of 78
32	Axis Small Cap FundAxis MFSmall Cap₹197.89 Cr	0.63%	—	₹197.89 Cr	2.68 Cr	#68 of 128
33	HDFC Retirement Fund - Hybrid-Equity PlanHDFC MFSolution-Oriented₹7.96 Cr	0.52%	—	₹7.96 Cr	11.55 L	#46 of 60
34	JM Small Cap FundJM Financial MFSmall Cap₹4.83 CrDecreased-0.1%	0.51%	Decreased-0.1%	₹4.83 Cr	7.00 L	#74 of 88
35	SBI Contra FundSBI MFContra₹228.17 Cr─	0.51%	─	₹228.17 Cr	3.31 Cr	#58 of 86
36	SBI ELSS Tax Saver FundSBI MFELSS (Tax Saver)₹144.63 Cr─	0.48%	─	₹144.63 Cr	2.10 Cr	#58 of 88
37	HDFC Children's FundHDFC MFSolution-Oriented₹43.47 Cr	0.42%	—	₹43.47 Cr	63.06 L	#47 of 59
38	HDFC Retirement Fund - Equity PlanHDFC MFSolution-Oriented₹27.57 Cr	0.41%	—	₹27.57 Cr	40.00 L	#59 of 71
39	ICICI Prudential Multi Cap FundICICI Pru MFMulti Cap₹64.66 Cr	0.33%	—	₹64.66 Cr	87.42 L	#91 of 164
40	DSP Small Cap FundDSP MFSmall Cap₹30.31 Cr─	0.14%	─	₹30.31 Cr	43.98 L	#83 of 84
41	Nippon India Small Cap FundNippon India MFSmall Cap₹101.58 Cr─	0.12%	─	₹101.58 Cr	1.37 Cr	#212 of 254
42	ICICI Prudential Aggressive Hybrid FundICICI Pru MFHybrid₹41.30 Cr	0.08%	—	₹41.30 Cr	55.84 L	#98 of 118
43	SBI Multi Asset Allocation FundSBI MFHybrid₹14.23 Cr─	0.07%	─	₹14.23 Cr	20.64 L	#69 of 77
44	Groww Nifty Total Market Index FundGroww MFIndex Fund₹13.94 L─	0.04%	─	₹13.94 L	20.2K	#365 of 752
45	Mirae Asset Nifty Total Market Index FundMirae Asset MFIndex Fund₹1.92 L	0.04%	—	₹1.92 L	2.8K	#367 of 751

Ownership history

20 funds disclosed holding this in Sep 2026 · +14 vs Apr 2024

Funds holding, month over month

By fund type

Share of value held, split by fund category

45funds

Small Cap42%
ELSS (Tax Saver)17%
Sectoral / Thematic10%
Contra7%
Mid Cap5%
Equity (Diversified)5%
Value4%
Other11%

By fund house

Which AMCs hold it, by value

HDFC MF₹692 Cr6
Mirae Asset MF₹678 Cr5
Franklin Templeton MF₹530 Cr2
SBI MF₹394 Cr4
Nippon India MF₹361 Cr4
Axis MF₹198 Cr1
Canara Robeco MF₹163 Cr1
Sundaram MF₹141 Cr9
Edelweiss MF₹121 Cr3
ICICI Pru MF₹106 Cr2
DSP MF₹32 Cr2
Tata MF₹30 Cr1
Motilal Oswal MF₹22 Cr1
ITI MF₹11 Cr2
JM Financial MF₹5 Cr1
Groww MF₹0 Cr1

Shareholding

FY27 Q1

Promoter: —
FII / FPI: 15.7%
DII: 51.3%
Public: 33.0%

Quarterly shareholding via Screener.in · DII includes domestic mutual funds

Funds here also hold

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Equitas Small Finance Bank holdings — FAQ

How many mutual funds hold Equitas Small Finance Bank?: 45 mutual funds and ETFs in WhoHolds' coverage hold Equitas Small Finance Bank, spread across 16 fund houses.
Which fund holds the most Equitas Small Finance Bank?: Sundaram Long Term Micro Cap Tax Advantage Fund Series IV (Sundaram MF) gives it the highest weight, at 3.72% of the fund's portfolio.
What is the total value of Equitas Small Finance Bank held by these funds?: Together these funds hold about ₹3,482 Cr worth of Equitas Small Finance Bank (ISIN-verified equity positions).
As of when is this Equitas Small Finance Bank holdings data?: Portfolios as on Sundaram MF Aug 2026 · SBI MF Sep 2026 · Franklin Templeton MF Aug 2026 · Nippon India MF Aug 2026 · Mirae Asset MF Sep 2026 · DSP MF Sep 2026 · HDFC MF Sep 2026 · Edelweiss MF Aug 2026 · ITI MF Aug 2026 · Canara Robeco MF Sep 2026 · Motilal Oswal MF Aug 2026 · Tata MF Aug 2026 · Axis MF Aug 2026 · JM Financial MF Sep 2026 · ICICI Pru MF Aug 2026 · Groww MF Sep 2026, taken from each AMC's public monthly portfolio disclosure. This is information only, not investment advice.

Portfolios as on: Sundaram MF Aug 2026 · SBI MF Sep 2026 · Franklin Templeton MF Aug 2026 · Nippon India MF Aug 2026 · Mirae Asset MF Sep 2026 · DSP MF Sep 2026 · HDFC MF Sep 2026 · Edelweiss MF Aug 2026 · ITI MF Aug 2026 · Canara Robeco MF Sep 2026 · Motilal Oswal MF Aug 2026 · Tata MF Aug 2026 · Axis MF Aug 2026 · JM Financial MF Sep 2026 · ICICI Pru MF Aug 2026 · Groww MF Sep 2026. ISIN-verified equity positions from public AMC disclosures. Not investment advice.
Weight = the position as a % of that fund's portfolio. MoM = change vs the previous month's disclosure. Values in ₹: L = Lakh (1,00,000), Cr = Crore (1,00,00,000).