How many mutual funds hold Sundaram Finance?

76 mutual funds and ETFs in WhoHolds' coverage hold Sundaram Finance, spread across 17 fund houses.

Which fund holds the most Sundaram Finance?

SBI Midcap Fund (SBI MF) gives it the highest weight, at 2.61% of the fund's portfolio.

What is the total value of Sundaram Finance held by these funds?

Together these funds hold about ₹2,865 Cr worth of Sundaram Finance (ISIN-verified equity positions).

FinanceINE660A01013

Sundaram Finance

Held by 76 funds across 17 fund houses in our coverage.

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

Held by

76 funds

Fund houses

Total value held

₹2,865 Cr

Highest weight

2.61%

SBI Midcap Fund

Sundaram Finance: fund ownership at a glance

76 schemes from 17 fund houses in our coverage hold Sundaram Finance, worth ₹2,865 Cr in total as of their latest monthly disclosures.

32 of them are actively managed. The largest active position is in SBI Midcap Fund (SBI MF), at 2.61% of its portfolio, followed by UTI Large & Mid Cap Fund (1.87%) and SBI Balanced Hybrid Fund (1.65%). The other 44 are index funds and ETFs, which hold it because their index does; they account for 6% of the value held.

By value, Mid Cap schemes hold the most (₹1,275 Cr), and SBI MF holds the most of any fund house (₹765 Cr).

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

Who holds Sundaram Finance?

76 funds

#			MoM			Rank
1	SBI Midcap FundSBI MFMid Cap₹606.67 Cr─	2.61%	─	₹606.67 Cr	13.93 L	#8 of 55
2	UTI Large & Mid Cap FundUTI MFLarge & Mid Cap₹121.96 Cr─	1.87%	─	₹121.96 Cr	2.69 L	#14 of 70
3	DSP Nifty Midcap 150 Quality 50 ETFDSP MFETF₹1.71 Cr─	1.84%	─	₹1.71 Cr	3.9K	#23 of 50
4	DSP Nifty Midcap 150 Qlty 50 Index FundDSP MFIndex Fund₹7.31 Cr─	1.84%	─	₹7.31 Cr	16.8K	#23 of 50
5	UTI Nifty Midcap 150 Quality 50 Index FundUTI MFIndex Fund₹4.78 Cr─	1.77%	─	₹4.78 Cr	10.5K	#25 of 50
6	SBI Balanced Hybrid FundSBI MFHybrid₹32.66 Cr	1.65%	—	₹32.66 Cr	75.0K	#6 of 33
7	ICICI Prudential Rural Opportunities FundICICI Pru MFSectoral / Thematic₹33.03 CrIncreased+0.1%	1.61%	Increased+0.1%	₹33.03 Cr	72.8K	#23 of 47
8	Edelweiss Large & Mid Cap FundEdelweiss MFEquity (Diversified)₹67.56 Cr	1.37%	—	₹67.56 Cr	1.49 L	#17 of 91
9	Unnamed scheme (ITIMID)ITI MFEquity (Diversified)₹20.89 Cr	1.36%	—	₹20.89 Cr	46.0K	#23 of 92
10	Nippon India Banking & Financial Services FundNippon India MFSectoral / Thematic₹93.52 Cr	1.18%	—	₹93.52 Cr	2.06 L	#30 of 37
11	Edelweiss Multi Cap FundEdelweiss MFEquity (Diversified)₹35.53 Cr	1.00%	—	₹35.53 Cr	78.3K	#32 of 96
12	Edelweiss Mid Cap FundEdelweiss MFEquity (Diversified)₹199.76 Cr	1.00%	—	₹199.76 Cr	4.40 L	#41 of 98
13	LIC MF Dividend Yield FundLIC MFDividend Yield₹7.55 Cr─	0.99%	─	₹7.55 Cr	16.6K	#50 of 57
14	Mirae Asset Small Cap FundMirae Asset MFSmall Cap₹55.28 CrDecreased-0.2%	0.95%	Decreased-0.2%	₹55.28 Cr	1.27 L	#52 of 85
15	Aditya Birla Sun Life Business Cycle FundAditya Birla SL MFSectoral / Thematic₹16.05 Cr	0.90%	—	₹16.05 Cr	34.4K	#53 of 58
16	Nippon India Growth Mid Cap FundNippon India MFMid Cap₹440.73 Cr	0.84%	—	₹440.73 Cr	9.71 L	#48 of 101
17	Mirae Asset Flexi Cap FundMirae Asset MFFlexi Cap₹36.13 Cr	0.83%	—	₹36.13 Cr	83.0K	#58 of 87
18	UTI Aggressive Hybrid FundUTI MFHybrid₹55.18 Cr─	0.82%	─	₹55.18 Cr	1.22 L	#27 of 59
19	Aditya Birla Sun Life Nifty Midcap 150 Index FundAditya Birla SL MFIndex Fund₹3.75 Cr─	0.77%	─	₹3.75 Cr	8.0K	#44 of 150
20	Tata Nifty Midcap 150 Index FundTata MFIndex Fund₹2.45 Cr	0.74%	—	₹2.45 Cr	5.4K	#46 of 150
21	SBI Nifty Midcap150 ETFSBI MFETF₹9.71 L─	0.74%	─	₹9.71 L	223	#49 of 150
22	Nippon India Nifty Midcap 150 Index FundNippon India MFIndex Fund₹20.91 CrDecreased-0.4%	0.74%	Decreased-0.4%	₹20.91 Cr	46.1K	#49 of 149
23	DSP Nifty Midcap 150 Index FundDSP MFIndex Fund₹12.93 L─	0.74%	─	₹12.93 L	297	#50 of 150
24	DSP Nifty Midcap 150 ETFDSP MFETF₹10.36 L─	0.74%	─	₹10.36 L	238	#49 of 150
25	HDFC Nifty Midcap 150 ETFHDFC MFETF₹1.16 Cr	0.74%	—	₹1.16 Cr	2.7K	#48 of 149
26	SBI Nifty Midcap 150 Index FundSBI MFIndex Fund₹9.17 Cr─	0.74%	─	₹9.17 Cr	21.0K	#49 of 150
27	HDFC Nifty Midcap 150 Index FundHDFC MFIndex Fund₹5.17 Cr	0.74%	—	₹5.17 Cr	11.9K	#48 of 149
28	Groww Nifty Midcap 150 Index FundGroww MFIndex Fund₹10.97 L─	0.74%	─	₹10.97 L	252	#48 of 149
29	ICICI Prudential ELSS – Tax Saver FundICICI Pru MFELSS (Tax Saver)₹105.55 Cr─	0.74%	─	₹105.55 Cr	2.32 L	#34 of 87
30	Mirae Asset Nifty Midcap 150 ETFMirae Asset MFETF₹13.43 Cr	0.74%	—	₹13.43 Cr	30.8K	#49 of 150
31	Groww Nifty Midcap 150 ETFGroww MFETF₹4.44 L─	0.74%	─	₹4.44 L	102	#48 of 149
32	ICICI Prudential Nifty Midcap 150 ETFICICI Pru MFETF₹5.78 Cr─	0.73%	─	₹5.78 Cr	12.7K	#49 of 150
33	ICICI Prudential Nifty Midcap 150 Index FundICICI Pru MFIndex Fund₹9.70 Cr─	0.73%	─	₹9.70 Cr	21.4K	#49 of 150
34	UTI Nifty Midcap 150 Exchange Traded FundUTI MFETF₹9.85 L─	0.73%	─	₹9.85 L	217	#49 of 150
35	Nippon India ETF Nifty Midcap 150Nippon India MFETF₹29.82 CrDecreased-0.4%	0.73%	Decreased-0.4%	₹29.82 Cr	65.7K	#49 of 149
36	Motilal Oswal Nifty Midcap 150 Index FundMotilal Oswal MFEquity (Diversified)₹30.36 Cr	0.73%	—	₹30.36 Cr	66.9K	#49 of 150
37	UTI Nifty Midcap 150 Index FundUTI MFIndex Fund₹57.61 L─	0.73%	─	₹57.61 L	1.3K	#49 of 150
38	Kotak Nifty Midcap 150 Index FundKotak MFIndex Fund₹34.50 L─	0.73%	─	₹34.50 L	760	#49 of 150
39	Kotak Nifty Midcap 150 ETFKotak MFETF₹10.53 L─	0.73%	─	₹10.53 L	232	#49 of 150
40	Axis Large & Mid Cap FundAxis MFLarge & Mid Cap₹125.33 Cr	0.72%	—	₹125.33 Cr	2.76 L	#54 of 88
41	UTI - Banking and Financial Services FundUTI MFSectoral / Thematic₹9.83 Cr─	0.68%	─	₹9.83 Cr	21.7K	#25 of 33
42	Axis ELSS- Tax Saver FundAxis MFELSS (Tax Saver)₹219.81 Cr	0.67%	—	₹219.81 Cr	4.84 L	#49 of 68
43	Axis Midcap FundAxis MFMid Cap₹228.08 Cr	0.64%	—	₹228.08 Cr	5.02 L	#55 of 88
44	Axis Retirement Fund - Dynamic PlanAxis MFSolution-Oriented₹1.55 Cr	0.55%	—	₹1.55 Cr	3.4K	#47 of 91
45	Axis Retirement Fund - Aggressive PlanAxis MFSolution-Oriented₹3.70 Cr	0.52%	—	₹3.70 Cr	8.1K	#45 of 88
46	SBI Banking And Financial Services FundSBI MFSectoral / Thematic₹48.82 CrIncreased+0.1%	0.47%	Increased+0.1%	₹48.82 Cr	1.12 L	#34 of 38
47	UTI Retirement FundUTI MFSolution-Oriented₹18.97 Cr─	0.40%	─	₹18.97 Cr	41.8K	#33 of 59
48	ICICI Prudential Nifty LargeMidcap 250 Index FundICICI Pru MFIndex Fund₹1.12 Cr─	0.37%	─	₹1.12 Cr	2.5K	#86 of 250
49	Edelweiss Nifty LargeMidcap 250 ETFEdelweiss MFEquity (Diversified)₹60.88 L	0.37%	—	₹60.88 L	1.3K	#85 of 250
50	HDFC Nifty LargeMidcap 250 Index Fund )HDFC MFIndex Fund₹1.68 Cr	0.37%	—	₹1.68 Cr	3.9K	#88 of 249

Ownership history

27 funds disclosed holding this in Sep 2026 · +23 vs Apr 2024

Funds holding, month over month

By fund type

Share of value held, split by fund category

76funds

Mid Cap45%
ELSS (Tax Saver)14%
Equity (Diversified)13%
Large & Mid Cap9%
Sectoral / Thematic8%
Hybrid3%
Index Fund3%
Other6%

By fund house

Which AMCs hold it, by value

SBI MF₹765 Cr7
Nippon India MF₹586 Cr5
Axis MF₹579 Cr8
Edelweiss MF₹305 Cr6
UTI MF₹212 Cr9
ICICI Pru MF₹184 Cr9
Mirae Asset MF₹105 Cr6
Motilal Oswal MF₹36 Cr3
ITI MF₹21 Cr1
Aditya Birla SL MF₹20 Cr3
Canara Robeco MF₹20 Cr1
DSP MF₹9 Cr6
HDFC MF₹9 Cr4
LIC MF₹8 Cr1
Kotak MF₹4 Cr3
Tata MF₹2 Cr1
Groww MF₹1 Cr3

Shareholding

FY27 Q1

Promoter: 37.2%
FII / FPI: 18.6%
DII: 8.0%
Public: 35.4%

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

Funds here also hold

Stocks the same funds most often own alongside this one

PI Industries Ltd

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139

funds

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159

funds

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Multi Commodity Exchange of India Ltd

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Sundaram Finance holdings — FAQ

How many mutual funds hold Sundaram Finance?: 76 mutual funds and ETFs in WhoHolds' coverage hold Sundaram Finance, spread across 17 fund houses.
Which fund holds the most Sundaram Finance?: SBI Midcap Fund (SBI MF) gives it the highest weight, at 2.61% of the fund's portfolio.
What is the total value of Sundaram Finance held by these funds?: Together these funds hold about ₹2,865 Cr worth of Sundaram Finance (ISIN-verified equity positions).
As of when is this Sundaram Finance holdings data?: Portfolios as on SBI MF Sep 2026 · UTI MF Aug 2026 · DSP MF Sep 2026 · ICICI Pru MF Aug 2026 · Edelweiss MF Aug 2026 · ITI MF Aug 2026 · Nippon India MF Aug 2026 · LIC MF Aug 2026 · Mirae Asset MF Sep 2026 · Aditya Birla SL MF Jul 2026 · Tata MF Aug 2026 · HDFC MF Sep 2026 · Groww MF Sep 2026 · Motilal Oswal MF Aug 2026 · Kotak MF Aug 2026 · Axis MF Aug 2026 · Canara Robeco 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 · UTI MF Aug 2026 · DSP MF Sep 2026 · ICICI Pru MF Aug 2026 · Edelweiss MF Aug 2026 · ITI MF Aug 2026 · Nippon India MF Aug 2026 · LIC MF Aug 2026 · Mirae Asset MF Sep 2026 · Aditya Birla SL MF Jul 2026 · Tata MF Aug 2026 · HDFC MF Sep 2026 · Groww MF Sep 2026 · Motilal Oswal MF Aug 2026 · Kotak MF Aug 2026 · Axis MF Aug 2026 · Canara Robeco 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).