Skip to content
WealthTicker

Ujjivan Small Finance Bank Limited

Held by 137 mutual fund schemes, ₹3,286Cr between them.

The largest single position is Kotak Small Cap Fund (Kotak Mahindra), which holds 1.2% of its portfolio in Ujjivan Small Finance Bank Limited — ₹223.20Cr, or 6.8% of all the mutual fund money in this stock.

The five largest holders account for 28% of it, across 137 schemes in total.

19 of the 60 largest holdings sit in small cap funds, the most of any category here.

Schemes holding
137
MF money
₹3,286Cr
Largest weight
4.6%
P/E
—

Funds holding Ujjivan Small Finance Bank Limited

137

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 Small Cap FundSmall Cap Fund1.16%₹223.20Cr₹19,241Cr
Axis Small Cap FundSmall Cap Fund0.70%₹214.93Cr₹30,705Cr
Sundaram Large and Midcap FundLarge & Mid Cap Fund2.89%₹210.68Cr₹7,300Cr
Canara Robeco Small Cap FundSmall Cap Fund1.14%₹163.66Cr₹14,356Cr
Aditya Birla Sun Life Small Cap FundSmall Cap Fund1.98%₹119.47Cr₹6,030Cr
Franklin India Opportunities FundSectoral/ Thematic1.22%₹116.51Cr₹9,527Cr
DSP Small Cap FundSmall Cap Fund0.47%₹98.03Cr₹20,857Cr
UTI Small Cap FundSmall Cap Fund1.69%₹90.38Cr₹5,348Cr
Aditya Birla Sun Life Multi-Cap FundMulti Cap Fund1.18%₹86.14Cr₹7,306Cr
Franklin India Small Cap FundSmall Cap Fund0.55%₹80.96Cr₹14,646Cr
Bandhan Small Cap FundSmall Cap Fund0.23%₹75.43Cr₹32,794Cr
Axis Flexi Cap FundFlexi Cap Fund0.55%₹74.73Cr₹13,588Cr
Mahindra Manulife Small Cap FundSmall Cap Fund1.40%₹73.53Cr₹5,252Cr
Mahindra Manulife Multi Cap FundMulti Cap Fund0.84%₹62.02Cr₹7,383Cr
JM Flexi Cap FundFlexi Cap Fund1.10%₹57.36Cr₹5,204Cr
Bank of India Small Cap FundSmall Cap Fund1.79%₹55.58Cr₹3,105Cr
Edelweiss Small Cap FundSmall Cap Fund0.75%₹52.39Cr₹6,986Cr
Sundaram Small Cap FundSmall Cap Fund1.26%₹51.11Cr₹4,061Cr
Aditya Birla Sun Life Banking and Financial Services FundSectoral/ Thematic1.33%₹48.27Cr₹3,629Cr
Sundaram Services FundSectoral/ Thematic0.90%₹46.63Cr₹5,170Cr
Union Small Cap FundSmall Cap Fund1.82%₹46.31Cr₹2,544Cr
Sundaram Business Cycle FundSectoral/ Thematic2.48%₹42.42Cr₹1,709Cr
DSP Banking & Financial Services FundSectoral/ Thematic1.96%₹41.21Cr₹2,102Cr
Canara Robeco Multi Cap FundMulti Cap Fund0.71%₹41.04Cr₹5,780Cr
Baroda BNP Paribas Mid Cap FundMid Cap Fund1.58%₹41.03Cr₹2,597Cr
UTI - Banking and Financial Services FundSectoral/ Thematic2.83%₹40.49Cr₹1,431Cr
Sundaram Financial Services Opportunities FundSectoral/ Thematic2.05%₹34.74Cr₹1,691Cr
360 ONE Flexicap FundFlexi Cap Fund1.47%₹32.46Cr₹2,213Cr
Edelweiss Multi Cap FundMulti Cap Fund0.94%₹32.37Cr₹3,444Cr
ITI Small Cap FundSmall Cap Fund0.88%₹31.09Cr₹3,533Cr
Baroda BNP Paribas Small Cap FundSmall Cap Fund2.37%₹30.67Cr₹1,294Cr
Aditya Birla Sun Life Value FundValue Fund0.45%₹30.63Cr₹6,807Cr
Motilal Oswal Nifty Microcap 250 Index FundIndex Funds1.24%₹30.41Cr₹2,452Cr
UTI Multi Cap FundMulti Cap Fund1.42%₹30.27Cr₹2,132Cr
Tata Banking & Financial Services FundSectoral/ Thematic0.91%₹29.22Cr₹3,211Cr
Kotak Banking and Financial Services FundSectoral/ Thematic1.90%₹29.21Cr₹1,537Cr
JioBlackRock Flexi Cap FundFlexi Cap Fund0.90%₹29.18Cr₹3,250Cr
Union Flexi Cap FundFlexi Cap Fund1.15%₹27.65Cr₹2,404Cr
Groww Multicap FundMulti Cap Fund2.06%₹25.34Cr₹1,233Cr
Axis Multicap FundMulti Cap Fund0.22%₹25.15Cr₹11,430Cr
Nippon India Arbitrage FundArbitrage Fund0.14%₹24.02Cr₹17,157Cr
LIC MF Flexi Cap FundFlexi Cap Fund2.13%₹23.13Cr₹1,086Cr
Union Midcap FundMid Cap Fund1.17%₹22.62Cr₹1,933Cr
Bajaj Finserv Small Cap FundSmall Cap Fund0.88%₹22.19Cr₹2,522Cr
Aditya Birla Sun Life Special Opportunities FundSectoral/ Thematic1.58%₹20.07Cr₹1,273Cr
Mahindra Manulife Flexi Cap FundFlexi Cap Fund1.07%₹16.80Cr₹1,570Cr
HDFC Arbitrage FundArbitrage Fund0.06%₹15.09Cr₹25,149Cr
Groww Small Cap FundSmall Cap Fund2.16%₹14.83Cr₹687.95Cr
LIC MF Large Cap FundLarge Cap Fund1.08%₹14.76Cr₹1,367Cr
Baroda BNP Paribas ELSS Tax Saver FundELSS1.59%₹14.44Cr₹908.00Cr
PGIM India Small Cap FundSmall Cap Fund0.83%₹14.35Cr₹1,729Cr
WhiteOak Capital Banking & Financial Services FundSectoral/ Thematic2.18%₹14.20Cr₹651.15Cr
LIC MF Small Cap FundSmall Cap Fund1.76%₹14.02Cr₹796.80Cr
UTI Balanced Advantage FundDynamic Asset Allocation or Balanced Advantage0.46%₹13.79Cr₹2,998Cr
Mirae Asset Arbitrage FundArbitrage Fund0.36%₹13.64Cr₹3,788Cr
UTI - Arbitrage FundArbitrage Fund0.12%₹13.50Cr₹11,249Cr
Bank of India Multi Cap FundMulti Cap Fund0.98%₹12.66Cr₹1,292Cr
Union Multicap FundMulti Cap Fund0.80%₹12.03Cr₹1,503Cr
Union Focused FundFocused Fund2.66%₹11.95Cr₹449.15Cr
Mahindra Manulife Business Cycle FundSectoral/ Thematic0.87%₹11.74Cr₹1,349Cr

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 132 of the 137 holders. Nothing here is advice, and a stock being widely held is not an argument for owning it.

Funds buying and selling Ujjivan Small Finance Bank Limited

In their latest monthly disclosure, 31 funds bought and 24 sold, judged by share count.

FundMoveWeightValue
Franklin India Opportunities FundCut2.36% → 1.22%-₹65.44Cr
DSP Banking & Financial Services FundCut4.57% → 1.96%-₹33.97Cr
Nippon India Arbitrage FundNew— → 0.14%₹26.38Cr
Bandhan Small Cap FundAdded0.21% → 0.23%₹22.78Cr
Axis Multicap FundCut0.51% → 0.22%-₹21.50Cr
Bank of India Small Cap FundAdded1.55% → 1.79%₹21.50Cr
Franklin India Small Cap FundCut0.83% → 0.55%-₹19.73Cr
Kotak Arbitrage FundExited0.03% → —-₹19.39Cr
Axis Flexi Cap FundCut0.86% → 0.55%-₹17.86Cr
HDFC Arbitrage FundNew— → 0.06%₹15.63Cr
Bajaj Finserv Multi Cap FundExited0.90% → —-₹14.73Cr
Bank of India Multi Cap FundNew— → 0.98%₹13.34Cr
UTI - Arbitrage FundNew— → 0.12%₹12.91Cr
Mirae Asset Arbitrage FundAdded0.06% → 0.36%₹11.68Cr
LIC MF Aggressive Hybrid FundNew— → 1.80%₹10.13Cr
UTI Small Cap FundAdded1.86% → 1.69%₹8.62Cr
Union Flexi Cap FundCut1.92% → 1.15%-₹8.49Cr
JioBlackRock Flexi Cap FundAdded0.64% → 0.90%₹8.16Cr
Bajaj Finserv Multi Asset Allocation FundCut1.02% → 0.42%-₹7.49Cr
LIC MF Consumption FundExited1.57% → —-₹7.25Cr
SBI Arbitrage FundNew— → 0.02%₹7.18Cr
LIC MF Large Cap FundCut1.54% → 1.08%-₹6.75Cr
Bank of India Value FundNew— → 1.85%₹6.64Cr
Baroda BNP Paribas Innovation FundExited0.57% → —-₹4.86Cr
UTI - Banking and Financial Services FundCut3.93% → 2.83%-₹4.78Cr
DSP Arbitrage fundNew— → 0.06%₹4.37Cr
Bajaj Finserv Small Cap FundCut1.31% → 0.88%-₹4.32Cr
Axis Value FundCut0.56% → 0.24%-₹3.59Cr
UTI Balanced Hybrid FundNew— → 0.08%₹3.37Cr
UTI Balanced Advantage FundCut0.73% → 0.46%-₹3.25Cr
Bandhan Arbitrage FundAdded0.01% → 0.05%₹3.14Cr
Union Midcap FundCut1.62% → 1.17%-₹2.41Cr
ITI Small Cap FundAdded1.03% → 0.88%₹2.15Cr
Union ELSS Tax Saver Fund FundCut1.50% → 1.00%-₹1.73Cr
Aditya Birla Sun Life Arbitrage FundAdded0.02% → 0.02%₹1.66Cr
Bank of India Banking & Financial Services FundAdded1.62% → 1.87%₹1.33Cr
Canara Robeco Conservative Hybrid FundAdded0.31% → 0.42%₹1.32Cr
Union Value FundCut1.64% → 1.02%-₹1.06Cr
Union Large & Midcap FundCut1.17% → 0.83%-₹92.91L
WhiteOak Capital Arbitrage FundNew— → 0.02%₹54.00L
Bandhan Financial Services FundAdded1.13% → 0.97%₹53.09L
Union Equity Savings FundCut0.86% → 0.32%-₹40.92L
The Wealth Company Small Cap FundAdded2.04% → 1.78%₹29.20L
JM Multi Asset Allocation FundCut2.35% → 1.69%-₹26.55L
DSP BSE MidSmall Private Banks ETFAdded2.81% → 2.40%₹24.48L
Groww Value FundAdded2.91% → 2.57%₹21.96L
LIC MF Equity Savings FundAdded0.71% → 1.07%₹14.24L
The Wealth Company Ethical FundAdded1.71% → 1.67%₹10.62L
AlphaGrep Flexi Cap FundExited0.15% → —-₹7.43L
Angel One Nifty Total Market ETFAdded0.06% → 0.05%₹19.80K
Sundaram Financial Services Opportunities FundAdded2.26% → 2.05%—
Sundaram Large and Midcap FundAdded3.20% → 2.89%—
Sundaram Services FundAdded1.02% → 0.90%—
Tata Arbitrage FundNew— → 0.01%—
Tata Multicap FundExited0.50% → ——

Frequently asked questions

Which mutual fund holds the most Ujjivan Small Finance Bank Limited?

By rupee value, Kotak Small Cap Fund from Kotak Mahindra — ₹223.20Cr, at 1.2% 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 Ujjivan Small Finance Bank Limited?

Sundaram Large and Midcap Fund carries the largest weight at 2.9% 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 Ujjivan Small Finance Bank Limited?

137 schemes, holding ₹3,286Cr between them across the 132 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 Ujjivan Small Finance Bank 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.