Sundaram Finance Limited

Held by equity mutual funds in 131 disclosed months, Sep 2012 to Sep 2026.

As of

Funds holding

1 vs Aug 2026

Value held by funds: ₹2,241 Cr; down ₹281 Cr vs Aug 2026
Largest position: 2.6%; SBI Midcap Fund
Moves this month: 5 in · 4 out; 3 added, 30 trimmed

Sundaram Finance Limited (Finance) was held by 38 active equity mutual funds in September 2026, ₹2,241 Cr in all (up 1 fund from Aug 2026). The largest position was SBI Midcap Fund at 2.6% of its portfolio. During the month 5 funds entered and 4 exited. Funds have disclosed holding it since Sep 2012.

Funds holding Sundaram Finance 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 (4)

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SBI Midcap Fund
SBI Mutual Fund · history in this fund
Weight in fund
2.61%
Δ weight
up 0.03 pts
Value
₹607 Cr
Δ value
down ₹25.8 Cr
Status
Trimmed
Axis Midcap Fund
Axis Mutual Fund · history in this fund
Weight in fund
0.65%
Δ weight
up 0.01 pts
Value
₹219 Cr
Δ value
down ₹9.3 Cr
Status
Trimmed
Axis ELSS- Tax Saver Fund
Axis Mutual Fund · history in this fund
Weight in fund
0.70%
Δ weight
up 0.02 pts
Value
₹211 Cr
Δ value
down ₹9 Cr
Status
Trimmed
Edelweiss Mid Cap Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
1.00%
Δ weight
up 1.00 pts
Value
₹192 Cr
Δ value
up ₹192 Cr
Status
New
Axis Large & Mid Cap Fund
Axis Mutual Fund · history in this fund
Weight in fund
0.73%
Δ weight
up 0.01 pts
Value
₹120 Cr
Δ value
down ₹5.1 Cr
Status
Trimmed
UTI Large & Mid Cap Fund
UTI Mutual Fund · history in this fund
Weight in fund
1.85%
Δ weight
down 0.03 pts
Value
₹115 Cr
Δ value
down ₹7.2 Cr
Status
Trimmed
ICICI Prudential ELSS Tax Saver Fund
ICICI Prudential Mutual Fund · history in this fund
Weight in fund
0.75%
Δ weight
up 0.01 pts
Value
₹101 Cr
Δ value
down ₹4.3 Cr
Status
Trimmed
SBI ELSS Tax Saver Fund
SBI Mutual Fund · history in this fund
Weight in fund
0.22%
Δ weight
up 0.07 pts
Value
₹66.1 Cr
Δ value
up ₹18.4 Cr
Status
Added
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
1.40%
Δ weight
up 1.40 pts
Value
₹64.8 Cr
Δ value
up ₹64.8 Cr
Status
New
Pgim India Flexi Cap Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
1.15%
Δ weight
up 0.03 pts
Value
₹64.1 Cr
Δ value
down ₹2.7 Cr
Status
Trimmed
Pgim India Midcap Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
0.48%
Δ weight
up 0.01 pts
Value
₹50.3 Cr
Δ value
down ₹2.1 Cr
Status
Trimmed
SBI Banking And Financial Services Fund
SBI Mutual Fund · history in this fund
Weight in fund
0.47%
Δ weight
up 0.13 pts
Value
₹48.8 Cr
Δ value
up ₹12.1 Cr
Status
Added
Bajaj Finserv Large & Mid Cap Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
1.66%
Δ weight
up 0.13 pts
Value
₹38.6 Cr
Δ value
up ₹84 L
Status
Added
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
1.50%
Δ weight
up 0.03 pts
Value
₹37.5 Cr
Δ value
down ₹1.6 Cr
Status
Trimmed
Mirae Asset Flexi Cap Fund
Mirae Asset Mutual Fund · history in this fund
Weight in fund
0.83%
Δ weight
up 0.83 pts
Value
₹36.1 Cr
Δ value
up ₹36.1 Cr
Status
New
Helios Mid Cap Fund
Helios Mutual Fund · history in this fund
Weight in fund
1.54%
Δ weight
down 0.15 pts
Value
₹36.1 Cr
Δ value
down ₹1.5 Cr
Status
Trimmed
Edelweiss Multi Cap Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
1.02%
Δ weight
up 1.02 pts
Value
₹34.1 Cr
Δ value
up ₹34.1 Cr
Status
New
ICICI Prudential Rural Opportunities Fund
ICICI Prudential Mutual Fund · history in this fund
Weight in fund
1.53%
Δ weight
down 0.09 pts
Value
₹28.9 Cr
Δ value
down ₹4.1 Cr
Status
Trimmed
ITI Mid Cap Fund
ITI Mutual Fund · history in this fund
Weight in fund
1.38%
Δ weight
up 0.02 pts
Value
₹20 Cr
Δ value
down ₹85 L
Status
Trimmed
Canara Robeco Large And Mid Cap Fund
Canara Robeco Mutual Fund · history in this fund
Weight in fund
0.08%
Δ weight
up 0.00 pts
Value
₹19.7 Cr
Δ value
down ₹84 L
Status
Trimmed
Pgim India Small Cap Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
1.05%
Δ weight
down 0.01 pts
Value
₹18.2 Cr
Δ value
down ₹77 L
Status
Trimmed
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
0.87%
Δ weight
up 0.02 pts
Value
₹15 Cr
Δ value
down ₹64 L
Status
Trimmed
Invesco India PSU Equity Fund
Invesco Mutual Fund · history in this fund
Weight in fund
0.99%
Δ weight
up 0.02 pts
Value
₹13.4 Cr
Δ value
down ₹57 L
Status
Trimmed
Bajaj Finserv Banking and Financial Services Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
2.59%
Δ weight
up 0.06 pts
Value
₹12.2 Cr
Δ value
down ₹52 L
Status
Trimmed
Baroda BNP Paribas Services Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
1.98%
Δ weight
up 0.08 pts
Value
₹11.3 Cr
Δ value
down ₹48 L
Status
Trimmed
Baroda BNP Paribas Multi Cap Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
0.33%
Δ weight
up 0.01 pts
Value
₹11 Cr
Δ value
down ₹47 L
Status
Trimmed
UTI - Banking and Financial Services Fund
UTI Mutual Fund · history in this fund
Weight in fund
0.70%
Δ weight
up 0.03 pts
Value
₹9.4 Cr
Δ value
down ₹40 L
Status
Trimmed
Bajaj Finserv Multi Cap Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
0.50%
Δ weight
down 0.02 pts
Value
₹8.1 Cr
Δ value
down ₹35 L
Status
Trimmed
Pgim India Large And Midcap Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
1.03%
Δ weight
up 0.03 pts
Value
₹8 Cr
Δ value
down ₹34 L
Status
Trimmed
LIC Mf Dividend Yield Fund
LIC Mutual Fund · history in this fund
Weight in fund
0.98%
Δ weight
down 0.01 pts
Value
₹7.2 Cr
Δ value
down ₹31 L
Status
Trimmed
Bank of India Mid Cap Fund
Bank of India Mutual Fund · history in this fund
Weight in fund
0.72%
Δ weight
up 0.01 pts
Value
₹5.2 Cr
Δ value
down ₹22 L
Status
Trimmed
ICICI Prudential Large & Mid Cap Fund
ICICI Prudential Mutual Fund · history in this fund
Weight in fund
0.01%
Δ weight
up 0.00 pts
Value
₹3.8 Cr
Δ value
down ₹16 L
Status
Trimmed
Pgim India ELSS Tax Saver Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
0.48%
Δ weight
up 0.01 pts
Value
₹3.3 Cr
Δ value
down ₹14 L
Status
Trimmed
ICICI Prudential Multicap Fund
ICICI Prudential Mutual Fund · history in this fund
Weight in fund
0.01%
Δ weight
up 0.00 pts
Value
₹1.8 Cr
Δ value
down ₹8 L
Status
Trimmed
Bajaj Finserv ELSS - Tax Saver Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
1.95%
Δ weight
up 0.00 pts
Value
₹1.7 Cr
Δ value
down ₹7 L
Status
Trimmed
Navi Large & Midcap Fund
Navi Mutual Fund · history in this fund
Weight in fund
0.45%
Δ weight
up 0.01 pts
Value
₹1.3 Cr
Δ value
down ₹6 L
Status
Trimmed
Alphagrep - Flexi Cap Fund
AlphaGrep Mutual Fund · history in this fund
Weight in fund
0.48%
Δ weight
up 0.48 pts
Value
₹39 L
Δ value
up ₹39 L
Status
New
JioBlackRock Sector Rotation Fund
Jio BlackRock Mutual Fund · history in this fund
Weight in fund
0.15%
Δ weight
down 0.00 pts
Value
₹25 L
Δ value
down ₹1 L
Status
Trimmed

Funds holding this company, with weight, value and change

SBI Midcap Fund SBI Mutual Fund · history in this fund	Mid Cap	2.61%	up 0.03 pts	₹607 Cr	down ₹25.8 Cr	13,93,043	Trimmed
Axis Midcap Fund Axis Mutual Fund · history in this fund	Mid Cap	0.65%	up 0.01 pts	₹219 Cr	down ₹9.3 Cr	5,02,384	Trimmed
Axis ELSS- Tax Saver Fund Axis Mutual Fund · history in this fund	ELSS (tax saving)	0.70%	up 0.02 pts	₹211 Cr	down ₹9 Cr	4,84,170	Trimmed
Edelweiss Mid Cap Fund Edelweiss Mutual Fund · history in this fund	Mid Cap	1.00%	up 1.00 pts	₹192 Cr	up ₹192 Cr	4,40,010	New
Axis Large & Mid Cap Fund Axis Mutual Fund · history in this fund	Large & Mid Cap	0.73%	up 0.01 pts	₹120 Cr	down ₹5.1 Cr	2,76,047	Trimmed
UTI Large & Mid Cap Fund UTI Mutual Fund · history in this fund	Large & Mid Cap	1.85%	down 0.03 pts	₹115 Cr	down ₹7.2 Cr	2,63,545	Trimmed
ICICI Prudential ELSS Tax Saver Fund ICICI Prudential Mutual Fund · history in this fund	ELSS (tax saving)	0.75%	up 0.01 pts	₹101 Cr	down ₹4.3 Cr	2,32,490	Trimmed
SBI ELSS Tax Saver Fund SBI Mutual Fund · history in this fund	ELSS (tax saving)	0.22%	up 0.07 pts	₹66.1 Cr	up ₹18.4 Cr	1,51,816	Added
Edelweiss Large & Mid Cap Fund Edelweiss Mutual Fund · history in this fund	Large & Mid Cap	1.40%	up 1.40 pts	₹64.8 Cr	up ₹64.8 Cr	1,48,809	New
Pgim India Flexi Cap Fund PGIM India Mutual Fund · history in this fund	Flexi Cap	1.15%	up 0.03 pts	₹64.1 Cr	down ₹2.7 Cr	1,47,290	Trimmed
Pgim India Midcap Fund PGIM India Mutual Fund · history in this fund	Mid Cap	0.48%	up 0.01 pts	₹50.3 Cr	down ₹2.1 Cr	1,15,576	Trimmed
SBI Banking And Financial Services Fund SBI Mutual Fund · history in this fund	Sectoral / Thematic	0.47%	up 0.13 pts	₹48.8 Cr	up ₹12.1 Cr	1,12,092	Added
Bajaj Finserv Large & Mid Cap Fund Bajaj Finserv Mutual Fund · history in this fund	Large & Mid Cap	1.66%	up 0.13 pts	₹38.6 Cr	up ₹84 L	88,537	Added
Baroda BNP Paribas Mid Cap Fund Baroda BNP Paribas Mutual Fund · history in this fund	Mid Cap	1.50%	up 0.03 pts	₹37.5 Cr	down ₹1.6 Cr	86,000	Trimmed
Mirae Asset Flexi Cap Fund Mirae Asset Mutual Fund · history in this fund	Flexi Cap	0.83%	up 0.83 pts	₹36.1 Cr	up ₹36.1 Cr	82,957	New
Helios Mid Cap Fund Helios Mutual Fund · history in this fund	Mid Cap	1.54%	down 0.15 pts	₹36.1 Cr	down ₹1.5 Cr	82,841	Trimmed
Edelweiss Multi Cap Fund Edelweiss Mutual Fund · history in this fund	Multi Cap	1.02%	up 1.02 pts	₹34.1 Cr	up ₹34.1 Cr	78,255	New
ICICI Prudential Rural Opportunities Fund ICICI Prudential Mutual Fund · history in this fund	Sectoral / Thematic	1.53%	down 0.09 pts	₹28.9 Cr	down ₹4.1 Cr	66,423	Trimmed
ITI Mid Cap Fund ITI Mutual Fund · history in this fund	Mid Cap	1.38%	up 0.02 pts	₹20 Cr	down ₹85 L	46,018	Trimmed
Canara Robeco Large And Mid Cap Fund Canara Robeco Mutual Fund · history in this fund	Large & Mid Cap	0.08%	up 0.00 pts	₹19.7 Cr	down ₹84 L	45,262	Trimmed
Pgim India Small Cap Fund PGIM India Mutual Fund · history in this fund	Small Cap	1.05%	down 0.01 pts	₹18.2 Cr	down ₹77 L	41,855	Trimmed
Aditya Birla Sun Life Business Cycle Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Sectoral / Thematic	0.87%	up 0.02 pts	₹15 Cr	down ₹64 L	34,410	Trimmed
Invesco India PSU Equity Fund Invesco Mutual Fund · history in this fund	Sectoral / Thematic	0.99%	up 0.02 pts	₹13.4 Cr	down ₹57 L	30,842	Trimmed
Bajaj Finserv Banking and Financial Services Fund Bajaj Finserv Mutual Fund · history in this fund	Sectoral / Thematic	2.59%	up 0.06 pts	₹12.2 Cr	down ₹52 L	27,931	Trimmed
Baroda BNP Paribas Services Fund Baroda BNP Paribas Mutual Fund · history in this fund	Sectoral / Thematic	1.98%	up 0.08 pts	₹11.3 Cr	down ₹48 L	26,000	Trimmed
Baroda BNP Paribas Multi Cap Fund Baroda BNP Paribas Mutual Fund · history in this fund	Multi Cap	0.33%	up 0.01 pts	₹11 Cr	down ₹47 L	25,338	Trimmed
UTI - Banking and Financial Services Fund UTI Mutual Fund · history in this fund	Sectoral / Thematic	0.70%	up 0.03 pts	₹9.4 Cr	down ₹40 L	21,654	Trimmed
Bajaj Finserv Multi Cap Fund Bajaj Finserv Mutual Fund · history in this fund	Multi Cap	0.50%	down 0.02 pts	₹8.1 Cr	down ₹35 L	18,664	Trimmed
Pgim India Large And Midcap Fund PGIM India Mutual Fund · history in this fund	Large & Mid Cap	1.03%	up 0.03 pts	₹8 Cr	down ₹34 L	18,397	Trimmed
LIC Mf Dividend Yield Fund LIC Mutual Fund · history in this fund	Dividend Yield	0.98%	down 0.01 pts	₹7.2 Cr	down ₹31 L	16,634	Trimmed
Bank of India Mid Cap Fund Bank of India Mutual Fund · history in this fund	Mid Cap	0.72%	up 0.01 pts	₹5.2 Cr	down ₹22 L	12,000	Trimmed
ICICI Prudential Large & Mid Cap Fund ICICI Prudential Mutual Fund · history in this fund	Large & Mid Cap	0.01%	up 0.00 pts	₹3.8 Cr	down ₹16 L	8,719	Trimmed
Pgim India ELSS Tax Saver Fund PGIM India Mutual Fund · history in this fund	ELSS (tax saving)	0.48%	up 0.01 pts	₹3.3 Cr	down ₹14 L	7,493	Trimmed
ICICI Prudential Multicap Fund ICICI Prudential Mutual Fund · history in this fund	Multi Cap	0.01%	up 0.00 pts	₹1.8 Cr	down ₹8 L	4,243	Trimmed
Bajaj Finserv ELSS - Tax Saver Fund Bajaj Finserv Mutual Fund · history in this fund	ELSS (tax saving)	1.95%	up 0.00 pts	₹1.7 Cr	down ₹7 L	3,940	Trimmed
Navi Large & Midcap Fund Navi Mutual Fund · history in this fund	Large & Mid Cap	0.45%	up 0.01 pts	₹1.3 Cr	down ₹6 L	3,000	Trimmed
Alphagrep - Flexi Cap Fund AlphaGrep Mutual Fund · history in this fund	Flexi Cap	0.48%	up 0.48 pts	₹39 L	up ₹39 L	892	New
JioBlackRock Sector Rotation Fund Jio BlackRock Mutual Fund · history in this fund	Sectoral / Thematic	0.15%	down 0.00 pts	₹25 L	down ₹1 L	573	Trimmed

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (5)

Edelweiss Mid Cap Fund Edelweiss Mutual Fund1.0% · ₹192 Cr
Edelweiss Large & Mid Cap Fund Edelweiss Mutual Fund1.4% · ₹64.8 Cr
Mirae Asset Flexi Cap Fund Mirae Asset Mutual Fund0.8% · ₹36.1 Cr
Edelweiss Multi Cap Fund Edelweiss Mutual Fund1.0% · ₹34.1 Cr
Alphagrep - Flexi Cap Fund AlphaGrep Mutual Fund0.5% · ₹39 L

Exited Funds that exited (4)

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.