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Mahindra & Mahindra Financial Services

Held by 92 funds across 21 fund houses in our coverage.

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

Held by
92 funds
Fund houses
21
Total value held
₹6,827 Cr
Highest weight
3.23%
SBI Long Term Advantage Fund - Series IV

Mahindra & Mahindra Financial Services: fund ownership at a glance

92 schemes from 21 fund houses in our coverage hold Mahindra & Mahindra Financial Services, worth ₹6,827 Cr in total as of their latest monthly disclosures.

42 of them are actively managed. The largest active position is in SBI Long Term Advantage Fund - Series IV (SBI MF), at 3.23% of its portfolio, followed by LIC MF Focused Fund (3.11%) and Sundaram Mid Cap Fund (2.94%). The other 50 are index funds and ETFs, which hold it because their index does; they account for 2% of the value held.

By value, Mid Cap schemes hold the most (₹3,545 Cr), and HDFC MF holds the most of any fund house (₹2,589 Cr).

Own several funds? The fund overlap tool shows how much of Mahindra & Mahindra Financial Services and the rest of their portfolios they share.

Who holds Mahindra & Mahindra Financial Services?

92 funds
#
1SBI Long Term Advantage Fund - Series IVSBI MFEquity (Diversified)₹5.85 Cr
3.23%
2LIC MF Focused FundLIC MFFocused₹5.46 CrDecreased-0.8%
3.11%
3Sundaram Mid Cap FundSundaram MFMid Cap₹436.41 CrDecreased-0.2%
2.94%
4SBI Quant FundSBI MFSectoral / Thematic₹66.82 CrIncreased+0.2%
2.57%
5Nippon India Active Momentum FundNippon India MFSmart-Beta / Factor₹12.90 Cr
2.28%
6Tata Large & Mid Cap FundTata MFLarge & Mid Cap₹171.58 Cr
2.23%
7HDFC Mid Cap FundHDFC MFMid Cap₹2,148 CrDecreased-0.3%
2.11%
8DSP Quant FundDSP MFSmart-Beta / Factor₹14.62 CrDecreased-0.5%
2.06%
9Kotak Active Momentum FundKotak MFSectoral / Thematic₹32.59 CrDecreased-0.6%
1.96%
10SBI Contra FundSBI MFContra₹877.33 CrDecreased-0.2%
1.95%
11Nippon India Vision Large & Mid Cap FundNippon India MFLarge & Mid Cap₹148.94 Cr
1.88%
12Franklin India Large & Mid Cap FundFranklin Templeton MFLarge & Mid Cap₹66.13 Cr
1.83%
13LIC MF Mid Cap FundLIC MFMid Cap₹6.46 CrDecreased-0.1%
1.65%
14UTI Value FundUTI MFValue₹152.93 Cr─
1.60%
15UTI - Dividend Yield FundUTI MFDividend Yield₹57.82 Cr─
1.53%
16LIC MF Value FundLIC MFValue₹4.55 CrDecreased-0.5%
1.51%
17Franklin India Mid Cap FundFranklin Templeton MFMid Cap₹192.05 CrDecreased-0.5%
1.47%
18Motilal Oswal S&P BSE Financials ex Bank 30 Index FundMotilal Oswal MFEquity (Diversified)₹47.08 L
1.44%
19SBI Multi Asset Allocation FundSBI MFHybrid₹299.93 CrDecreased-0.2%
1.43%
20Tata Banking & Financial Services FundTata MFSectoral / Thematic₹42.52 Cr
1.29%
21Kotak Rural Opportunities FundKotak MFSectoral / Thematic₹9.33 Cr─
1.23%
22Sundaram Flexi Cap FundSundaram MFFlexi Cap₹23.46 Cr─
1.20%
23NJ Value FundNJ MFValue₹2.32 Cr─
1.19%
24Sundaram ELSS Tax Saver FundSundaram MFELSS (Tax Saver)₹15.11 Cr─
1.18%
25HDFC Banking & Financial Services FundHDFC MFSectoral / Thematic₹51.98 Cr
1.17%
26HDFC Large & Mid Cap FundHDFC MFLarge & Mid Cap₹319.30 Cr─
1.12%
27Canara Robeco Banking And Financial Services FundCanara Robeco MFSectoral / Thematic₹6.84 Cr
1.10%
28SBI Midcap FundSBI MFMid Cap₹254.55 CrDecreased-0.1%
1.09%
29SBI Balanced Advantage FundSBI MFHybrid₹423.80 CrDecreased-0.1%
1.05%
30Sundaram Dividend Yield FundSundaram MFDividend Yield₹7.46 Cr
0.92%
31Unnamed scheme (EEBCYF)Edelweiss MFEquity (Diversified)₹12.30 Cr
0.84%
32JM Mid cap FundJM Financial MFMid Cap₹10.66 Cr─
0.82%
33Edelweiss Large & Mid Cap FundEdelweiss MFEquity (Diversified)₹38.90 Cr
0.79%
34HDFC Value FundHDFC MFValue₹62.91 CrDecreased-0.1%
0.78%
35Nippon India Growth Mid Cap FundNippon India MFMid Cap₹391.62 Cr
0.75%
36Motilal Oswal Nifty Midcap 100 ETFMotilal Oswal MFEquity (Diversified)₹6.48 Cr
0.71%
37LIC MF Nifty Midcap 100 ETFLIC MFETF₹4.80 Cr─
0.70%
38Axis Large & Mid Cap FundAxis MFLarge & Mid Cap₹118.17 Cr
0.68%
39Unnamed scheme (ITIMID)ITI MFEquity (Diversified)₹10.24 Cr
0.67%
40Aditya Birla Sun Life Multi-Cap FundAditya Birla SL MFMulti Cap₹47.70 Cr
0.66%
41Nippon India ETF Nifty Dividend Opportunities 50Nippon India MFETF₹44.56 LIncreased+0.2%
0.62%
42Aditya Birla Sun Life Nifty Midcap 150 Index FundAditya Birla SL MFIndex Fund₹2.98 Cr─
0.61%
43Tata Nifty Midcap 150 Index FundTata MFIndex Fund₹1.94 Cr
0.58%
44UTI Nifty Midcap 150 Exchange Traded FundUTI MFETF₹7.77 L─
0.58%
45Nippon India ETF Nifty Midcap 150Nippon India MFETF₹23.54 Cr─
0.58%
46Motilal Oswal Nifty Midcap 150 Index FundMotilal Oswal MFEquity (Diversified)₹23.97 Cr
0.58%
47Nippon India Nifty Midcap 150 Index FundNippon India MFIndex Fund₹16.51 Cr─
0.58%
48Kotak Nifty Midcap 150 Index FundKotak MFIndex Fund₹27.24 L─
0.58%
49Kotak Nifty Midcap 150 ETFKotak MFETF₹8.31 L─
0.58%
50ICICI Prudential Nifty Midcap 150 ETFICICI Pru MFETF₹4.56 Cr─
0.58%

Mahindra & Mahindra Financial Services holdings — FAQ

How many mutual funds hold Mahindra & Mahindra Financial Services?
92 mutual funds and ETFs in WhoHolds' coverage hold Mahindra & Mahindra Financial Services, spread across 21 fund houses.
Which fund holds the most Mahindra & Mahindra Financial Services?
SBI Long Term Advantage Fund - Series IV (SBI MF) gives it the highest weight, at 3.23% of the fund's portfolio.
What is the total value of Mahindra & Mahindra Financial Services held by these funds?
Together these funds hold about ₹6,827 Cr worth of Mahindra & Mahindra Financial Services (ISIN-verified equity positions).
As of when is this Mahindra & Mahindra Financial Services holdings data?
Portfolios as on SBI MF Sep 2026 · LIC MF Aug 2026 · Sundaram MF Aug 2026 · Nippon India MF Aug 2026 · Tata MF Aug 2026 · HDFC MF Sep 2026 · DSP MF Sep 2026 · Kotak MF Aug 2026 · Franklin Templeton MF Aug 2026 · UTI MF Aug 2026 · Motilal Oswal MF Aug 2026 · NJ MF Sep 2026 · Canara Robeco MF Sep 2026 · Edelweiss MF Aug 2026 · JM Financial MF Sep 2026 · Axis MF Aug 2026 · ITI MF Aug 2026 · Aditya Birla SL MF Jul 2026 · ICICI Pru MF Aug 2026 · Groww MF Sep 2026 · Mirae Asset MF Sep 2026, taken from each AMC's public monthly portfolio disclosure. This is information only, not investment advice.

Portfolios as on: SBI MF Sep 2026 · LIC MF Aug 2026 · Sundaram MF Aug 2026 · Nippon India MF Aug 2026 · Tata MF Aug 2026 · HDFC MF Sep 2026 · DSP MF Sep 2026 · Kotak MF Aug 2026 · Franklin Templeton MF Aug 2026 · UTI MF Aug 2026 · Motilal Oswal MF Aug 2026 · NJ MF Sep 2026 · Canara Robeco MF Sep 2026 · Edelweiss MF Aug 2026 · JM Financial MF Sep 2026 · Axis MF Aug 2026 · ITI MF Aug 2026 · Aditya Birla SL MF Jul 2026 · ICICI Pru MF Aug 2026 · Groww MF Sep 2026 · Mirae Asset 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).