Mahindra & Mahindra Financial Services Limited: which mutual funds hold it · equitylore

Finance · ISIN INE774D01024

Mahindra & Mahindra Financial Services Limited

Held by equity mutual funds in 169 disclosed months, Sep 2012 to Sep 2026.

As of

Funds holding

4 vs Aug 2026

Value held by funds: ₹3,559 Cr; down ₹1,468 Cr vs Aug 2026
Largest position: 3.2%; SBI Long Term Advantage Fund - Series IV
Moves this month: 6 in · 10 out; 6 added, 34 trimmed

Mahindra & Mahindra Financial Services Limited (Finance) was held by 46 active equity mutual funds in September 2026, ₹3,559 Cr in all (down 4 funds from Aug 2026). The largest position was SBI Long Term Advantage Fund - Series IV at 3.2% of its portfolio. During the month 6 funds entered and 10 exited. Funds have disclosed holding it since Sep 2012.

Funds holding Mahindra & Mahindra Financial Services Limited in September 2026

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Weight is the share of that fund's portfolio; change is against the previous disclosed month.

Include funds that exited (10)

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SBI Contra Fund
SBI Mutual Fund · history in this fund
Weight in fund
1.95%
Δ weight
down 0.17 pts
Value
₹877 Cr
Δ value
down ₹130 Cr
Status
Trimmed
Sundaram Mid Cap Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
2.74%
Δ weight
down 0.19 pts
Value
₹380 Cr
Δ value
down ₹56.3 Cr
Status
Trimmed
HDFC Large & Mid Cap Fund
HDFC Mutual Fund · history in this fund
Weight in fund
1.12%
Δ weight
up 1.12 pts
Value
₹319 Cr
Δ value
up ₹319 Cr
Status
New
SBI Midcap Fund
SBI Mutual Fund · history in this fund
Weight in fund
1.09%
Δ weight
down 0.10 pts
Value
₹255 Cr
Δ value
down ₹38.5 Cr
Status
Trimmed
Bandhan Value Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
1.88%
Δ weight
down 0.18 pts
Value
₹179 Cr
Δ value
down ₹26.5 Cr
Status
Trimmed
Franklin India Mid Cap Fund
Franklin Templeton Mutual Fund · history in this fund
Weight in fund
1.38%
Δ weight
down 0.10 pts
Value
₹167 Cr
Δ value
down ₹24.8 Cr
Status
Trimmed
Tata Large & Mid Cap Fund
Tata Mutual Fund · history in this fund
Weight in fund
2.06%
Δ weight
down 0.17 pts
Value
₹149 Cr
Δ value
down ₹22.1 Cr
Status
Trimmed
UTI Value Fund
UTI Mutual Fund · history in this fund
Weight in fund
1.48%
Δ weight
down 0.12 pts
Value
₹133 Cr
Δ value
down ₹19.7 Cr
Status
Trimmed
Bandhan ELSS - Tax Saver Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
1.97%
Δ weight
down 0.17 pts
Value
₹130 Cr
Δ value
down ₹19.3 Cr
Status
Trimmed
Axis Large & Mid Cap Fund
Axis Mutual Fund · history in this fund
Weight in fund
0.63%
Δ weight
down 0.06 pts
Value
₹103 Cr
Δ value
down ₹15.3 Cr
Status
Trimmed
Bandhan Large & Mid Cap Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
0.45%
Δ weight
down 0.44 pts
Value
₹92.3 Cr
Δ value
down ₹94.2 Cr
Status
Trimmed
Axis Midcap Fund
Axis Mutual Fund · history in this fund
Weight in fund
0.27%
Δ weight
down 0.02 pts
Value
₹91.8 Cr
Δ value
down ₹13.6 Cr
Status
Trimmed
Franklin India Large & Mid Cap Fund
Franklin Templeton Mutual Fund · history in this fund
Weight in fund
2.62%
Δ weight
up 0.79 pts
Value
₹87.4 Cr
Δ value
up ₹21.3 Cr
Status
Added
WhiteOak Capital Mid Cap Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
1.03%
Δ weight
up 0.17 pts
Value
₹77.9 Cr
Δ value
up ₹12.9 Cr
Status
Added
SBI Quant Fund
SBI Mutual Fund · history in this fund
Weight in fund
2.57%
Δ weight
up 0.20 pts
Value
₹66.8 Cr
Δ value
down ₹2.5 Cr
Status
Trimmed
UTI - Dividend Yield Fund
UTI Mutual Fund · history in this fund
Weight in fund
1.41%
Δ weight
down 0.13 pts
Value
₹50.4 Cr
Δ value
down ₹7.5 Cr
Status
Trimmed
Bandhan Multi Cap Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
1.66%
Δ weight
down 0.16 pts
Value
₹48.7 Cr
Δ value
down ₹7.2 Cr
Status
Trimmed
Aditya Birla Sun Life Multi-Cap Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
0.55%
Δ weight
down 0.06 pts
Value
₹40.2 Cr
Δ value
down ₹6 Cr
Status
Trimmed
Tata Banking & Financial Services Fund
Tata Mutual Fund · history in this fund
Weight in fund
1.21%
Δ weight
down 0.08 pts
Value
₹37 Cr
Δ value
down ₹5.5 Cr
Status
Trimmed
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
0.73%
Δ weight
up 0.73 pts
Value
₹33.9 Cr
Δ value
up ₹33.9 Cr
Status
New
Kotak Active Momentum Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
1.81%
Δ weight
down 0.15 pts
Value
₹28.8 Cr
Δ value
down ₹3.8 Cr
Status
Trimmed
Sundaram Flexi Cap Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
1.11%
Δ weight
down 0.08 pts
Value
₹20.4 Cr
Δ value
down ₹3 Cr
Status
Trimmed
Bandhan Financial Services Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
1.87%
Δ weight
down 0.03 pts
Value
₹19.6 Cr
Δ value
down ₹1.8 Cr
Status
Trimmed
WhiteOak Capital Multi Cap Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
0.40%
Δ weight
down 0.05 pts
Value
₹17.1 Cr
Δ value
down ₹2.5 Cr
Status
Trimmed
DSP Quant Fund
DSP Mutual Fund · history in this fund
Weight in fund
2.06%
Δ weight
down 0.47 pts
Value
₹14.6 Cr
Δ value
down ₹4.8 Cr
Status
Trimmed
Sundaram ELSS Tax Saver Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
1.09%
Δ weight
down 0.09 pts
Value
₹13.2 Cr
Δ value
down ₹2 Cr
Status
Trimmed
Old Bridge Flexi Cap Fund
Old Bridge Mutual Fund · history in this fund
Weight in fund
2.75%
Δ weight
down 0.18 pts
Value
₹12.4 Cr
Δ value
up ₹77 L
Status
Added
WhiteOak Capital Large & Mid Cap Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
0.51%
Δ weight
down 0.04 pts
Value
₹12.1 Cr
Δ value
down ₹1.8 Cr
Status
Trimmed
ITI Mid Cap Fund
ITI Mutual Fund · history in this fund
Weight in fund
0.80%
Δ weight
up 0.13 pts
Value
₹11.6 Cr
Δ value
up ₹1.3 Cr
Status
Added
Edelweiss Business Cycle Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
0.80%
Δ weight
up 0.80 pts
Value
₹10.7 Cr
Δ value
up ₹10.7 Cr
Status
New
JM Mid cap Fund
JM Financial Mutual Fund · history in this fund
Weight in fund
0.82%
Δ weight
up 0.82 pts
Value
₹10.7 Cr
Δ value
up ₹10.7 Cr
Status
New
Sundaram Multi Cap Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
0.36%
Δ weight
down 0.03 pts
Value
₹10.3 Cr
Δ value
down ₹1.5 Cr
Status
Trimmed
Kotak Rural Opportunities Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
1.15%
Δ weight
down 0.08 pts
Value
₹8.1 Cr
Δ value
down ₹1.2 Cr
Status
Trimmed
LIC Mf Mid Cap Fund
LIC Mutual Fund · history in this fund
Weight in fund
1.92%
Δ weight
up 0.27 pts
Value
₹7.1 Cr
Δ value
up ₹62 L
Status
Added
Canara Robeco Banking And Financial Services Fund
Canara Robeco Mutual Fund · history in this fund
Weight in fund
1.10%
Δ weight
down 0.10 pts
Value
₹6.8 Cr
Δ value
down ₹1 Cr
Status
Trimmed
SBI Long Term Advantage Fund - Series IV
SBI Mutual Fund · history in this fund
Weight in fund
3.23%
Δ weight
up 3.23 pts
Value
₹5.8 Cr
Δ value
up ₹5.8 Cr
Status
New
Baroda BNP Paribas Banking & Financial Services Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
1.07%
Δ weight
down 0.03 pts
Value
₹5.5 Cr
Δ value
up ₹49 L
Status
Added
UTI - Multi Cap Fund
UTI Mutual Fund · history in this fund
Weight in fund
0.23%
Δ weight
down 0.26 pts
Value
₹4.9 Cr
Δ value
down ₹5.8 Cr
Status
Trimmed
LIC Mf ELSS Tax Saver
LIC Mutual Fund · history in this fund
Weight in fund
0.50%
Δ weight
down 0.05 pts
Value
₹4.8 Cr
Δ value
down ₹71 L
Status
Trimmed
LIC Mf Focused Fund
LIC Mutual Fund · history in this fund
Weight in fund
2.68%
Δ weight
down 0.43 pts
Value
₹4.6 Cr
Δ value
down ₹86 L
Status
Trimmed
LIC Mf Value Fund
LIC Mutual Fund · history in this fund
Weight in fund
1.13%
Δ weight
down 0.38 pts
Value
₹3.8 Cr
Δ value
down ₹76 L
Status
Trimmed
NJ Value Fund
NJ Mutual Fund · history in this fund
Weight in fund
1.19%
Δ weight
down 0.09 pts
Value
₹2.3 Cr
Δ value
down ₹24 L
Status
Trimmed
UTI Quant Fund
UTI Mutual Fund · history in this fund
Weight in fund
0.15%
Δ weight
down 0.18 pts
Value
₹2 Cr
Δ value
down ₹3 Cr
Status
Trimmed
Quantum Flexi Cap Fund
Quantum Mutual Fund · history in this fund
Weight in fund
2.10%
Δ weight
up 2.10 pts
Value
₹1.4 Cr
Δ value
up ₹1.4 Cr
Status
New
Navi Large & Midcap Fund
Navi Mutual Fund · history in this fund
Weight in fund
0.46%
Δ weight
down 0.03 pts
Value
₹1.3 Cr
Δ value
down ₹20 L
Status
Trimmed
JioBlackRock Sector Rotation Fund
Jio BlackRock Mutual Fund · history in this fund
Weight in fund
0.11%
Δ weight
down 0.01 pts
Value
₹18 L
Δ value
down ₹3 L
Status
Trimmed

Funds holding this company, with weight, value and change

SBI Contra Fund SBI Mutual Fund · history in this fund	Value / Contra	1.95%	down 0.17 pts	₹877 Cr	down ₹130 Cr	2,70,07,230	Trimmed
Sundaram Mid Cap Fund Sundaram Mutual Fund · history in this fund	Mid Cap	2.74%	down 0.19 pts	₹380 Cr	down ₹56.3 Cr	1,17,00,000	Trimmed
HDFC Large & Mid Cap Fund HDFC Mutual Fund · history in this fund	Large & Mid Cap	1.12%	up 1.12 pts	₹319 Cr	up ₹319 Cr	98,29,103	New
SBI Midcap Fund SBI Mutual Fund · history in this fund	Mid Cap	1.09%	down 0.10 pts	₹255 Cr	down ₹38.5 Cr	78,35,876	Trimmed
Bandhan Value Fund Bandhan Mutual Fund · history in this fund	Value / Contra	1.88%	down 0.18 pts	₹179 Cr	down ₹26.5 Cr	55,00,000	Trimmed
Franklin India Mid Cap Fund Franklin Templeton Mutual Fund · history in this fund	Mid Cap	1.38%	down 0.10 pts	₹167 Cr	down ₹24.8 Cr	51,48,740	Trimmed
Tata Large & Mid Cap Fund Tata Mutual Fund · history in this fund	Large & Mid Cap	2.06%	down 0.17 pts	₹149 Cr	down ₹22.1 Cr	46,00,000	Trimmed
UTI Value Fund UTI Mutual Fund · history in this fund	Value / Contra	1.48%	down 0.12 pts	₹133 Cr	down ₹19.7 Cr	41,00,000	Trimmed
Bandhan ELSS - Tax Saver Fund Bandhan Mutual Fund · history in this fund	ELSS (tax saving)	1.97%	down 0.17 pts	₹130 Cr	down ₹19.3 Cr	40,00,000	Trimmed
Axis Large & Mid Cap Fund Axis Mutual Fund · history in this fund	Large & Mid Cap	0.63%	down 0.06 pts	₹103 Cr	down ₹15.3 Cr	31,68,042	Trimmed
Bandhan Large & Mid Cap Fund Bandhan Mutual Fund · history in this fund	Large & Mid Cap	0.45%	down 0.44 pts	₹92.3 Cr	down ₹94.2 Cr	28,41,486	Trimmed
Axis Midcap Fund Axis Mutual Fund · history in this fund	Mid Cap	0.27%	down 0.02 pts	₹91.8 Cr	down ₹13.6 Cr	28,26,288	Trimmed
Franklin India Large & Mid Cap Fund Franklin Templeton Mutual Fund · history in this fund	Large & Mid Cap	2.62%	up 0.79 pts	₹87.4 Cr	up ₹21.3 Cr	26,91,498	Added
WhiteOak Capital Mid Cap Fund WhiteOak Capital Mutual Fund · history in this fund	Mid Cap	1.03%	up 0.17 pts	₹77.9 Cr	up ₹12.9 Cr	23,97,000	Added
SBI Quant Fund SBI Mutual Fund · history in this fund	Sectoral / Thematic	2.57%	up 0.20 pts	₹66.8 Cr	down ₹2.5 Cr	20,56,927	Trimmed
UTI - Dividend Yield Fund UTI Mutual Fund · history in this fund	Dividend Yield	1.41%	down 0.13 pts	₹50.4 Cr	down ₹7.5 Cr	15,50,000	Trimmed
Bandhan Multi Cap Fund Bandhan Mutual Fund · history in this fund	Multi Cap	1.66%	down 0.16 pts	₹48.7 Cr	down ₹7.2 Cr	15,00,000	Trimmed
Aditya Birla Sun Life Multi-Cap Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Multi Cap	0.55%	down 0.06 pts	₹40.2 Cr	down ₹6 Cr	12,36,520	Trimmed
Tata Banking & Financial Services Fund Tata Mutual Fund · history in this fund	Sectoral / Thematic	1.21%	down 0.08 pts	₹37 Cr	down ₹5.5 Cr	11,40,000	Trimmed
Edelweiss Large & Mid Cap Fund Edelweiss Mutual Fund · history in this fund	Large & Mid Cap	0.73%	up 0.73 pts	₹33.9 Cr	up ₹33.9 Cr	10,42,925	New
Kotak Active Momentum Fund Kotak Mahindra Mutual Fund · history in this fund	Sectoral / Thematic	1.81%	down 0.15 pts	₹28.8 Cr	down ₹3.8 Cr	8,86,935	Trimmed
Sundaram Flexi Cap Fund Sundaram Mutual Fund · history in this fund	Flexi Cap	1.11%	down 0.08 pts	₹20.4 Cr	down ₹3 Cr	6,29,000	Trimmed
Bandhan Financial Services Fund Bandhan Mutual Fund · history in this fund	Sectoral / Thematic	1.87%	down 0.03 pts	₹19.6 Cr	down ₹1.8 Cr	6,03,639	Trimmed
WhiteOak Capital Multi Cap Fund WhiteOak Capital Mutual Fund · history in this fund	Multi Cap	0.40%	down 0.05 pts	₹17.1 Cr	down ₹2.5 Cr	5,27,931	Trimmed
DSP Quant Fund DSP Mutual Fund · history in this fund	Sectoral / Thematic	2.06%	down 0.47 pts	₹14.6 Cr	down ₹4.8 Cr	4,50,177	Trimmed
Sundaram ELSS Tax Saver Fund Sundaram Mutual Fund · history in this fund	ELSS (tax saving)	1.09%	down 0.09 pts	₹13.2 Cr	down ₹2 Cr	4,05,000	Trimmed
Old Bridge Flexi Cap Fund Old Bridge Mutual Fund · history in this fund	Flexi Cap	2.75%	down 0.18 pts	₹12.4 Cr	up ₹77 L	3,82,000	Added
WhiteOak Capital Large & Mid Cap Fund WhiteOak Capital Mutual Fund · history in this fund	Large & Mid Cap	0.51%	down 0.04 pts	₹12.1 Cr	down ₹1.8 Cr	3,73,910	Trimmed
ITI Mid Cap Fund ITI Mutual Fund · history in this fund	Mid Cap	0.80%	up 0.13 pts	₹11.6 Cr	up ₹1.3 Cr	3,55,646	Added
Edelweiss Business Cycle Fund Edelweiss Mutual Fund · history in this fund	Sectoral / Thematic	0.80%	up 0.80 pts	₹10.7 Cr	up ₹10.7 Cr	3,29,628	New
JM Mid cap Fund JM Financial Mutual Fund · history in this fund	Mid Cap	0.82%	up 0.82 pts	₹10.7 Cr	up ₹10.7 Cr	3,28,200	New
Sundaram Multi Cap Fund Sundaram Mutual Fund · history in this fund	Multi Cap	0.36%	down 0.03 pts	₹10.3 Cr	down ₹1.5 Cr	3,17,993	Trimmed
Kotak Rural Opportunities Fund Kotak Mahindra Mutual Fund · history in this fund	Sectoral / Thematic	1.15%	down 0.08 pts	₹8.1 Cr	down ₹1.2 Cr	2,50,000	Trimmed
LIC Mf Mid Cap Fund LIC Mutual Fund · history in this fund	Mid Cap	1.92%	up 0.27 pts	₹7.1 Cr	up ₹62 L	2,18,006	Added
Canara Robeco Banking And Financial Services Fund Canara Robeco Mutual Fund · history in this fund	Sectoral / Thematic	1.10%	down 0.10 pts	₹6.8 Cr	down ₹1 Cr	2,10,600	Trimmed
SBI Long Term Advantage Fund - Series IV SBI Mutual Fund · history in this fund	ELSS (tax saving)	3.23%	up 3.23 pts	₹5.8 Cr	up ₹5.8 Cr	1,80,000	New
Baroda BNP Paribas Banking & Financial Services Fund Baroda BNP Paribas Mutual Fund · history in this fund	Sectoral / Thematic	1.07%	down 0.03 pts	₹5.5 Cr	up ₹49 L	1,70,000	Added
UTI - Multi Cap Fund UTI Mutual Fund · history in this fund	Multi Cap	0.23%	down 0.26 pts	₹4.9 Cr	down ₹5.8 Cr	1,50,245	Trimmed
LIC Mf ELSS Tax Saver LIC Mutual Fund · history in this fund	ELSS (tax saving)	0.50%	down 0.05 pts	₹4.8 Cr	down ₹71 L	1,48,182	Trimmed
LIC Mf Focused Fund LIC Mutual Fund · history in this fund	Focused	2.68%	down 0.43 pts	₹4.6 Cr	down ₹86 L	1,41,493	Trimmed
LIC Mf Value Fund LIC Mutual Fund · history in this fund	Value / Contra	1.13%	down 0.38 pts	₹3.8 Cr	down ₹76 L	1,16,512	Trimmed
NJ Value Fund NJ Mutual Fund · history in this fund	Value / Contra	1.19%	down 0.09 pts	₹2.3 Cr	down ₹24 L	71,506	Trimmed
UTI Quant Fund UTI Mutual Fund · history in this fund	Sectoral / Thematic	0.15%	down 0.18 pts	₹2 Cr	down ₹3 Cr	62,462	Trimmed
Quantum Flexi Cap Fund Quantum Mutual Fund · history in this fund	Flexi Cap	2.10%	up 2.10 pts	₹1.4 Cr	up ₹1.4 Cr	41,913	New
Navi Large & Midcap Fund Navi Mutual Fund · history in this fund	Large & Mid Cap	0.46%	down 0.03 pts	₹1.3 Cr	down ₹20 L	41,500	Trimmed
JioBlackRock Sector Rotation Fund Jio BlackRock Mutual Fund · history in this fund	Sectoral / Thematic	0.11%	down 0.01 pts	₹18 L	down ₹3 L	5,520	Trimmed

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (6)

HDFC Large & Mid Cap Fund HDFC Mutual Fund1.1% · ₹319 Cr
Edelweiss Large & Mid Cap Fund Edelweiss Mutual Fund0.7% · ₹33.9 Cr
Edelweiss Business Cycle Fund Edelweiss Mutual Fund0.8% · ₹10.7 Cr
JM Mid cap Fund JM Financial Mutual Fund0.8% · ₹10.7 Cr
SBI Long Term Advantage Fund - Series IV SBI Mutual Fund3.2% · ₹5.8 Cr
Quantum Flexi Cap Fund

History

How many equity funds held the company each month, and the value they held.

Funds holding, Sep 2012 to Sep 2026.

Value held by funds, Sep 2012 to Sep 2026.

Mahindra & Mahindra Financial Services Limited

Funds holding Mahindra & Mahindra Financial Services Limited in September 2026

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (6)

History

Exited Funds that exited (10)

Added Biggest additions

Trimmed Biggest reductions