Skip to content
WealthTicker

Poonawalla Fincorp Limited

Held by 97 mutual fund schemes, ₹4,750Cr between them.

The largest single position is Kotak Mid Cap Fund (Kotak Mahindra), which holds 1.5% of its portfolio in Poonawalla Fincorp Limited — ₹1,011Cr, or 21.3% of all the mutual fund money in this stock.

The five largest holders account for 54% of it, across 97 schemes in total.

13 of the 60 largest holdings sit in sectoral/ thematic funds, the most of any category here.

Schemes holding
97
MF money
₹4,750Cr
Largest weight
3.0%
P/E
39.2

Funds holding Poonawalla Fincorp Limited

97

Largest rupee position first, top 60 shown. One row per scheme — a fund’s Direct and Regular plans hold the same portfolio, so the Direct plan stands for both.

FundCategoryWeightPositionFund size
Kotak Mid Cap FundMid Cap Fund1.46%₹1,011Cr₹69,235Cr
Kotak Multi Cap FundMulti Cap Fund1.87%₹558.72Cr₹29,878Cr
Nippon India Small Cap FundSmall Cap Fund0.49%₹396.12Cr₹80,841Cr
Kotak Large & Mid Cap FundLarge & Mid Cap Fund1.21%₹385.89Cr₹31,891Cr
Kotak Multi Asset Allocation FundMulti Asset Allocation1.36%₹204.65Cr₹15,048Cr
Bandhan Value FundValue Fund1.71%₹170.07Cr₹9,945Cr
Kotak Equity Savings FundEquity Savings1.48%₹155.66Cr₹10,518Cr
Kotak Focused FundFocused Fund2.95%₹130.92Cr₹4,438Cr
Sundaram Aggressive Hybrid FundAggressive Hybrid Fund1.37%₹125.61Cr₹9,137Cr
BANDHAN ELSS - Tax Saver FundELSS1.75%₹120.94Cr₹6,911Cr
Kotak Contra FundContra Fund2.23%₹119.38Cr₹5,353Cr
Franklin India Mid Cap FundMid Cap Fund0.87%₹111.20Cr₹12,837Cr
Kotak Aggressive Hybrid FundAggressive Hybrid Fund1.05%₹96.73Cr₹9,212Cr
Bandhan Large & Mid Cap FundLarge & Mid Cap Fund0.47%₹95.37Cr₹20,292Cr
Helios Flexi Cap FundFlexi Cap Fund0.96%₹80.96Cr₹8,433Cr
Kotak Large Cap FundLarge Cap Fund0.68%₹73.20Cr₹10,764Cr
Kotak ELSS Tax Saver FundELSS1.16%₹73.11Cr₹6,303Cr
Aditya Birla Sun Life Midcap FundMid Cap Fund1.06%₹71.86Cr₹6,788Cr
Nippon India Banking & Financial Services FundSectoral/ Thematic0.92%₹71.72Cr₹7,795Cr
HDFC Banking & Financial Services FundSectoral/ Thematic1.42%₹65.70Cr₹4,627Cr
Bandhan Innovation FundSectoral/ Thematic1.97%₹55.29Cr₹2,807Cr
Sundaram Multi Asset Allocation FundMulti Asset Allocation1.32%₹43.91Cr₹3,338Cr
Bandhan Multi Cap FundMulti Cap Fund1.44%₹43.88Cr₹3,047Cr
Kotak Special Opportunities FundSectoral/ Thematic2.52%₹41.21Cr₹1,635Cr
Kotak Banking and Financial Services FundSectoral/ Thematic2.65%₹40.74Cr₹1,537Cr
Nippon India Nifty Smallcap 250 Index FundIndex Funds0.78%₹27.01Cr₹3,463Cr
JM Mid Cap FundMid Cap Fund1.97%₹26.00Cr₹1,319Cr
Helios Mid Cap FundMid Cap Fund1.22%₹25.69Cr₹2,106Cr
Bandhan Multi Asset Allocation FundMulti Asset Allocation0.70%₹25.69Cr₹3,670Cr
Kotak Active Momentum FundSectoral/ Thematic1.59%₹25.58Cr₹1,609Cr
Sundaram Dynamic Asset Allocation FundDynamic Asset Allocation or Balanced Advantage1.29%₹21.48Cr₹1,671Cr
HDFC Nifty Smallcap 250 ETFOther ETFs0.78%₹20.83Cr₹2,670Cr
Sundaram Consumption FundSectoral/ Thematic1.09%₹16.16Cr₹1,482Cr
Kotak Rural Opportunities FundSectoral/ Thematic2.00%₹15.45Cr₹772.44Cr
ITI Mid Cap FundMid Cap Fund1.03%₹15.39Cr₹1,494Cr
Axis Nifty Smallcap 50 Index FundIndex Funds1.98%₹15.00Cr₹757.50Cr
Bandhan Financial Services FundSectoral/ Thematic1.33%₹14.76Cr₹1,109Cr
SBI Nifty Smallcap 250 Index FundIndex Funds0.78%₹13.72Cr₹1,759Cr
Kotak Conservative Hybrid FundConservative Hybrid Fund0.47%₹13.34Cr₹2,839Cr
Bandhan Large Cap FundLarge Cap Fund0.62%₹13.29Cr₹2,144Cr
Bandhan Aggressive Hybrid FundAggressive Hybrid Fund0.50%₹12.48Cr₹2,496Cr
Helios Small Cap FundSmall Cap Fund0.74%₹11.90Cr₹1,607Cr
Motilal Oswal Nifty Smallcap 250 Index FundIndex Funds0.78%₹9.91Cr₹1,271Cr
Sundaram Equity Savings FundEquity Savings0.71%₹7.16Cr₹1,012Cr
Aditya Birla Sun Life Nifty Smallcap 50 Index FundIndex Funds1.98%₹7.02Cr₹354.15Cr
Bandhan Contra FundContra Fund1.01%₹6.42Cr₹635.49Cr
Nippon India Active Momentum FundSectoral/ Thematic1.18%₹6.32Cr₹535.64Cr
ICICI Prudential Nifty Smallcap 250 Index FundIndex Funds0.78%₹6.03Cr₹774.95Cr
ITI Banking and Financial Services FundSectoral/ Thematic1.54%₹5.90Cr₹382.92Cr
HDFC Nifty Smallcap 250 Index FundIndex Funds0.78%₹5.87Cr₹752.22Cr
ITI Value FundValue Fund1.42%₹5.12Cr₹360.23Cr
Kotak Nifty Smallcap 50 Index FundIndex Funds1.98%₹4.83Cr₹243.86Cr
Helios Financial Services FundSectoral/ Thematic1.93%₹3.95Cr₹204.89Cr
ITI Balanced Advantage FundDynamic Asset Allocation or Balanced Advantage1.10%₹3.81Cr₹346.21Cr
JioBlackRock Nifty Smallcap 250 Index FundIndex Funds0.71%₹2.83Cr₹399.28Cr
Motilal Oswal Nifty 500 Index FundIndex Funds0.09%₹2.80Cr₹3,114Cr
Edelweiss Nifty Smallcap 250 Index FundIndex Funds0.75%₹2.04Cr₹271.81Cr
Motilal Oswal Nifty Smallcap 250 ETFOther ETFs0.78%₹1.98Cr₹254.23Cr
ITI Business Cycle FundSectoral/ Thematic1.33%₹1.54Cr₹116.10Cr
Nippon India Nifty 500 Equal Weight Index FundIndex Funds0.22%₹1.13Cr₹513.32Cr

Weights come from each fund’s most recent disclosed portfolio, which SEBI requires monthly — positions can have changed since. “Position” is the weight applied to the scheme’s AUM, available for 90 of the 97 holders. Nothing here is advice, and a stock being widely held is not an argument for owning it.

Funds buying and selling Poonawalla Fincorp Limited

In their latest monthly disclosure, 11 funds bought and 9 sold, judged by share count.

FundMoveWeightValue
Franklin India Mid Cap FundCut1.50% → 0.87%-₹89.55Cr
Bandhan Large & Mid Cap FundCut0.71% → 0.47%-₹54.74Cr
Bandhan Flexi Cap FundExited0.51% → —-₹36.59Cr
Aditya Birla Sun Life Midcap FundCut1.40% → 1.06%-₹28.97Cr
Bandhan Aggressive Hybrid FundCut0.90% → 0.50%-₹11.21Cr
Bandhan Large Cap FundCut0.92% → 0.62%-₹6.84Cr
Bandhan Multi Cap FundCut1.51% → 1.44%-₹4.62Cr
Bandhan Contra FundAdded0.80% → 1.01%₹3.37Cr
ITI Mid Cap FundAdded0.81% → 1.03%₹2.09Cr
Kotak Rural Opportunities FundAdded1.63% → 2.00%₹1.85Cr
JM Mid Cap FundAdded1.70% → 1.97%₹1.39Cr
Bandhan Financial Services FundCut1.32% → 1.33%-₹92.34L
AlphaGrep Flexi Cap FundNew— → 0.90%₹72.06L
Aditya Birla Sun Life Nifty Smallcap 50 Index FundCut1.86% → 1.98%-₹59.80L
HDFC BSE 500 ETFAdded0.08% → 0.09%₹12.60L
DSP Nifty Smallcap 250 Index FundAdded0.70% → 0.78%₹1.02L
Angel One Nifty Total Market ETFAdded0.08% → 0.08%₹32.32K
Sundaram Aggressive Hybrid FundAdded1.23% → 1.37%—
Sundaram Dynamic Asset Allocation FundAdded1.09% → 1.29%—
Sundaram Multi Asset Allocation FundAdded1.17% → 1.32%—

Frequently asked questions

Which mutual fund holds the most Poonawalla Fincorp Limited?

By rupee value, Kotak Mid Cap Fund from Kotak Mahindra — ₹1,011Cr, at 1.5% of that scheme's portfolio. Weights come from each fund's most recent disclosed portfolio; SEBI requires monthly disclosure, so a fund that has traded since its last filing may hold more or less than this.

Which fund has the highest weight in Poonawalla Fincorp Limited?

Kotak Focused Fund carries the largest weight at 3.0% of its portfolio. That is a different question from the largest rupee position — a small fund can hold a much bigger share of itself in one stock than a large fund does.

How many mutual funds hold Poonawalla Fincorp Limited?

97 schemes, holding ₹4,750Cr between them across the 90 whose AUM is on record. One row per scheme: a fund's Direct and Regular plans hold the same portfolio, so the Direct plan stands for both rather than counting twice.

Does a fund holding Poonawalla Fincorp Limited make it a good investment?

No. This page reports what funds disclosed they own, not a view on the stock or on any scheme holding it. A widely held stock is a popular one, which is a fact about other people's positions rather than about future returns. Nothing here is investment advice.