Sundaram Finance Ltd.
Held by 114 mutual fund schemes, ₹3,016Cr between them.
The largest single position is SBI Midcap Fund (SBI), which holds 2.6% of its portfolio in Sundaram Finance Ltd. — ₹642.93Cr, or 21.3% of all the mutual fund money in this stock.
The five largest holders account for 54% of it, across 114 schemes in total.
11 of the 60 largest holdings sit in index funds, the most of any category here.
Funds holding Sundaram Finance Ltd.
114Largest 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.
| Fund | Category | Weight | Position | Fund size |
|---|---|---|---|---|
| SBI Midcap Fund | Mid Cap Fund | 2.65% | ₹642.93Cr | ₹24,262Cr |
| Nippon India Growth Mid Cap Fund | Mid Cap Fund | 0.78% | ₹398.91Cr | ₹51,142Cr |
| Axis Midcap Fund | Mid Cap Fund | 0.59% | ₹204.00Cr | ₹34,576Cr |
| Axis ELSS- Tax Saver Fund | ELSS | 0.63% | ₹202.51Cr | ₹32,144Cr |
| Edelweiss Mid Cap Fund | Mid Cap Fund | 1.00% | ₹190.84Cr | ₹19,084Cr |
| Axis Large & Mid Cap Fund | Large & Mid Cap Fund | 0.67% | ₹113.10Cr | ₹16,881Cr |
| UTI Large & Mid Cap Fund | Large & Mid Cap Fund | 1.56% | ₹100.05Cr | ₹6,413Cr |
| ICICI Prudential ELSS - Tax Saver Fund | ELSS | 0.69% | ₹97.62Cr | ₹14,107Cr |
| Nippon India Banking & Financial Services Fund | Sectoral/ Thematic | 1.13% | ₹88.09Cr | ₹7,795Cr |
| PGIM India Flexi Cap Fund | Flexi Cap Fund | 1.17% | ₹68.65Cr | ₹5,867Cr |
| Edelweiss Large & Mid Cap Fund | Large & Mid Cap Fund | 1.37% | ₹65.84Cr | ₹4,806Cr |
| SBI ELSS Tax Saver Fund | ELSS | 0.20% | ₹63.45Cr | ₹31,724Cr |
| Mirae Asset Small Cap Fund | Small Cap Fund | 0.95% | ₹51.90Cr | ₹5,463Cr |
| PGIM India Midcap Fund | Mid Cap Fund | 0.45% | ₹49.67Cr | ₹11,037Cr |
| SBI Banking & Financial Services Fund | Sectoral/ Thematic | 0.42% | ₹45.44Cr | ₹10,818Cr |
| UTI Aggressive Hybrid Fund | Aggressive Hybrid Fund | 0.63% | ₹42.30Cr | ₹6,714Cr |
| Bajaj Finserv Large & Mid Cap Fund | Large & Mid Cap Fund | 1.62% | ₹39.32Cr | ₹2,427Cr |
| Baroda BNP Paribas Mid Cap Fund | Mid Cap Fund | 1.38% | ₹35.84Cr | ₹2,597Cr |
| Edelweiss Multi Cap Fund | Multi Cap Fund | 1.00% | ₹34.44Cr | ₹3,444Cr |
| Mirae Asset Flexi Cap Fund | Flexi Cap Fund | 0.75% | ₹33.01Cr | ₹4,423Cr |
| ICICI Prudential Rural Opportunities Fund | Sectoral/ Thematic | 1.50% | ₹30.80Cr | ₹2,060Cr |
| Helios Mid Cap Fund | Mid Cap Fund | 1.35% | ₹28.43Cr | ₹2,106Cr |
| Motilal Oswal Nifty Midcap 150 Index Fund | Index Funds | 0.69% | ₹27.57Cr | ₹3,995Cr |
| Nippon India ETF Nifty Midcap 150 | Other ETFs | 0.70% | ₹26.95Cr | ₹3,850Cr |
| ICICI Prudential Business Cycle Fund | Sectoral/ Thematic | 0.13% | ₹21.16Cr | ₹15,842Cr |
| ITI Mid Cap Fund | Mid Cap Fund | 1.30% | ₹19.42Cr | ₹1,494Cr |
| Nippon India Nifty Midcap 150 Index Fund | Index Funds | 0.70% | ₹19.26Cr | ₹2,752Cr |
| Canara Robeco Large and Mid Cap Fund | Large & Mid Cap Fund | 0.07% | ₹18.10Cr | ₹25,850Cr |
| PGIM India Small Cap Fund | Small Cap Fund | 0.99% | ₹17.11Cr | ₹1,729Cr |
| UTI Retirement Fund | Retirement Fund | 0.31% | ₹14.56Cr | ₹4,698Cr |
| Aditya Birla Sun Life Business Cycle Fund | Sectoral/ Thematic | 0.79% | ₹14.22Cr | ₹1,791Cr |
| Invesco India PSU Equity Fund | Sectoral/ Thematic | 0.93% | ₹13.44Cr | ₹1,446Cr |
| Bajaj Finserv Banking and Financial Services Fund | Sectoral/ Thematic | 2.64% | ₹12.98Cr | ₹491.83Cr |
| Mirae Asset Nifty Midcap 150 ETF | Equity ETF | 0.69% | ₹12.83Cr | ₹1,848Cr |
| HSBC Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 0.75% | ₹11.38Cr | ₹1,517Cr |
| Baroda BNP Paribas Multi Cap Fund | Multi Cap Fund | 0.31% | ₹10.62Cr | ₹3,426Cr |
| UTI - Banking and Financial Services Fund | Sectoral/ Thematic | 0.66% | ₹9.44Cr | ₹1,431Cr |
| SBI Balanced Hybrid Fund | Balanced Hybrid Fund | 1.47% | ₹9.06Cr | ₹616.16Cr |
| ICICI Prudential Nifty Midcap 150 Index Fund | Index Funds | 0.70% | ₹8.90Cr | ₹1,281Cr |
| SBI Nifty Midcap 150 Index Fund | Index Funds | 0.69% | ₹8.55Cr | ₹1,239Cr |
| PGIM India Large and Midcap Fund | Large & Mid Cap Fund | 0.95% | ₹7.78Cr | ₹818.61Cr |
| DSP Nifty Midcap 150 Quality 50 Index Fund | Index Funds | 1.71% | ₹7.30Cr | ₹426.87Cr |
| LIC MF Dividend Yield Fund | Dividend Yield Fund | 0.98% | ₹7.26Cr | ₹740.63Cr |
| Bajaj Finserv Multi Cap Fund | Multi Cap Fund | 0.45% | ₹7.05Cr | ₹1,568Cr |
| Baroda BNP Paribas Services Fund | Sectoral/ Thematic | 1.80% | ₹7.03Cr | ₹390.74Cr |
| ICICI Prudential Nifty Midcap 150 ETF | Other ETFs | 0.69% | ₹5.39Cr | ₹775.82Cr |
| Bank of India Mid Cap Fund | Mid Cap Fund | 0.67% | ₹4.97Cr | ₹742.47Cr |
| HDFC Nifty Midcap 150 Index Fund | Index Funds | 0.69% | ₹4.83Cr | ₹700.43Cr |
| Motilal Oswal Nifty 500 Index Fund | Index Funds | 0.14% | ₹4.36Cr | ₹3,114Cr |
| UTI Nifty Midcap 150 Quality 50 Index Fund | Index Funds | 1.71% | ₹4.32Cr | ₹252.71Cr |
| ICICI Prudential Large & Mid Cap Fund | Large & Mid Cap Fund | 0.01% | ₹3.66Cr | ₹32,638Cr |
| Kotak MSCI India ETF | Other ETFs | 0.20% | ₹3.62Cr | ₹1,811Cr |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund | Index Funds | 0.69% | ₹3.35Cr | ₹482.78Cr |
| PGIM India ELSS Tax Saver Fund | ELSS | 0.44% | ₹3.14Cr | ₹714.73Cr |
| Axis Retirement Fund - Aggressive | Retirement Fund | 0.40% | ₹2.81Cr | ₹701.90Cr |
| Navi Nifty Midcap 150 Index Fund | Index Funds | 0.69% | ₹2.75Cr | ₹398.39Cr |
| Bank of India Aggressive Hybrid Fund | Aggressive Hybrid Fund | 0.70% | ₹2.48Cr | ₹353.67Cr |
| ICICI Prudential BSE Midcap Select ETF | Other ETFs | 2.07% | ₹2.36Cr | ₹113.67Cr |
| Tata Nifty Midcap 150 Index Fund | Index Funds | 0.69% | ₹2.21Cr | ₹320.39Cr |
| The Wealth Company Multi Asset Allocation Fund | Multi Asset Allocation | 1.07% | ₹2.15Cr | ₹201.61Cr |
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 108 of the 114 holders. Nothing here is advice, and a stock being widely held is not an argument for owning it.
Funds buying and selling Sundaram Finance Ltd.
In their latest monthly disclosure, 11 funds bought and 6 sold, judged by share count.
| Fund | Move | Weight | Value |
|---|---|---|---|
| SBI Midcap Fund | Added | 2.61% → 2.65% | ₹42.15Cr |
| DSP Msci India ETF | Added | 0.22% → 0.20% | ₹9.87Cr |
| UTI Large & Mid Cap Fund | Cut | 1.85% → 1.56% | -₹7.54Cr |
| PGIM India Flexi Cap Fund | Added | 1.15% → 1.17% | ₹6.73Cr |
| UTI Aggressive Hybrid Fund | Cut | 0.78% → 0.63% | -₹5.48Cr |
| UTI Retirement Fund | Cut | 0.40% → 0.31% | -₹2.51Cr |
| Bajaj Finserv Large & Mid Cap Fund | Added | 1.66% → 1.62% | ₹2.28Cr |
| Bajaj Finserv Banking and Financial Services Fund | Added | 2.59% → 2.64% | ₹1.18Cr |
| Kotak MSCI India ETF | Added | 0.22% → 0.20% | ₹96.83L |
| AlphaGrep Flexi Cap Fund | New | — → 0.48% | ₹38.85L |
| Bandhan Nifty Midcap 150 Index Fund | Cut | 0.74% → 0.69% | -₹8.39L |
| Kotak Nifty Midcap 150 Index Fund | Added | 0.75% → 0.70% | ₹1.62L |
| SBI Nifty Midcap 150 ETF | Cut | 0.74% → 0.69% | -₹59.13K |
| Angel One Nifty Total Market ETF | Added | 0.15% → 0.14% | ₹51.23K |
| UTI Nifty Midcap 150 Exchange Traded Fund | Cut | 0.74% → 0.69% | -₹51.20K |
| DSP Nifty 500 Index Fund | Added | 0.15% → 0.14% | ₹11.81K |
| Tata Nifty Midcap 150 Index Fund | Added | 0.74% → 0.69% | — |
Frequently asked questions
Which mutual fund holds the most Sundaram Finance Ltd.?
By rupee value, SBI Midcap Fund from SBI — ₹642.93Cr, at 2.6% 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.
How many mutual funds hold Sundaram Finance Ltd.?
114 schemes, holding ₹3,016Cr between them across the 108 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 Sundaram Finance Ltd. 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.