MF Analyser Portfolio Analysis (Flagship) Articles

Stock Analysis

Find which mutual funds hold a stock, compare sector changes and explore research answers.

Data details
Comparing Aug 2026 with Sep 2026View data coverage

Find funds holding a stock

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Cholamandalam Financial Holdings Ltd

Financial Services

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Funds holding it102
Fund houses25
Typical weight0.61%
Largest weight3.58%
102 funds hold this stock. Its typical weight is 0.61% of fund value. All weights below are a share of the individual fund’s NAV.

Monthly ownership

The number of covered funds reporting this stock each month.

57Jun 2026
104Jul 2026
108Aug 2026
102Sep 2026

Fund-by-fund ownership

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Funds disclosing INE149A01033 at 30 Sep 2026. Weights are percent of fund NAV.
Fund / categorySep 2026 weightAug 2026 weightChangeExplore
Sundaram Financial Services Opportunities FundSundaram · Equity · Sectoral / Thematic3.58%3.60%0.02 points lowerFund details
Nippon India Banking & Financial Services FundNippon · Equity · Sectoral / Thematic2.53%2.40%0.13 points higherFund details
Sundaram Services FundSundaram · Equity · Sectoral / Thematic2.29%2.33%0.04 points lowerFund details
SBI BANKING & FINANCIAL SERVICES FUNDSBI · Equity · Sectoral / Thematic1.97%2.03%0.06 points lowerFund details
Sundaram Small Cap FundSundaram · Equity · Small Cap1.92%2.04%0.11 points lowerFund details
CANARA ROBECO CONSUMPTION FUNDCanaraRobeco · Equity · Sectoral / Thematic1.71%1.73%0.02 points lowerFund details
Mirae Asset Small Cap FundMirae · Equity · Small Cap1.69%1.85%0.15 points lowerFund details
Sundaram Long Term Micro Cap Tax Advantage Fund Series VISundaram · Equity · ELSS1.59%1.65%0.06 points lowerFund details
Sundaram Long Term Tax Advantage Fund Series IVSundaram · Equity · ELSS1.58%1.61%0.03 points lowerFund details
Sundaram Long Term Micro Cap Tax Advantage Fund Series IVSundaram · Equity · ELSS1.56%1.61%0.05 points lowerFund details
WhiteOak Capital Banking & Financial Services FundWhiteOak · Equity · Sectoral / Thematic1.53%1.30%0.23 points higherFund details
Sundaram Long Term Micro Cap Tax Advantage Fund Series IIISundaram · Equity · ELSS1.53%1.58%0.05 points lowerFund details
Sundaram Long Term Tax Advantage Fund Series IIISundaram · Equity · ELSS1.51%1.56%0.05 points lowerFund details
NIPPON INDIA GROWTH MID CAP FUNDNippon · Equity · Mid Cap1.49%1.53%0.04 points lowerFund details
Sundaram Long Term Micro Cap Tax Advantage Fund Series VSundaram · Equity · ELSS1.48%1.53%0.05 points lowerFund details
Motilal Oswal Large Cap FundMotilal · Equity · Large Cap1.42%1.42%No changeFund details
Nippon India ELSS Tax Saver FundNippon · Equity · ELSS1.38%1.41%0.03 points lowerFund details
SBI Small Cap FundSBI · Equity · Small Cap1.33%1.37%0.04 points lowerFund details
Sundaram Multi Cap FundSundaram · Equity · Multi Cap1.33%1.35%0.02 points lowerFund details
LIC MF Small Cap FundLIC · Equity · Small Cap1.29%1.40%0.11 points lowerFund details
Axis Small Cap FundAxis · Equity · Small Cap1.25%1.31%0.06 points lowerFund details
Canara Robeco Value FundCanaraRobeco · Equity · Value1.14%1.14%No changeFund details
Aditya Birla Sun Life Banking and Financial Services FundABSL · Equity · Sectoral / Thematic1.12%1.11%0.01 points higherFund details
LIC MF Dividend Yield FundLIC · Not classified1.11%1.16%0.05 points lowerFund details
Zerodha Nifty Smallcap 100 ETFZerodha · ETF · Other1.11%1.21%0.10 points lowerFund details
CANARA ROBECO SMALL CAP FUNDCanaraRobeco · Equity · Small Cap1.08%1.11%0.03 points lowerFund details
LIC MF Multi Cap FundLIC · Equity · Multi Cap1.05%1.09%0.04 points lowerFund details
HSBC Small Cap FundHSBC · Equity · Small Cap1.04%1.08%0.04 points lowerFund details
Canara Robeco Aggressive Hybrid FundCanaraRobeco · Hybrid · Aggressive1.02%1.04%0.02 points lowerFund details
Motilal Oswal Small Cap FundMotilal · Equity · Small Cap0.99%1.01%0.02 points lowerFund details
Understand the weights and changes

A change from 8% to 10% is 2 points higher. An earlier 0.00% means no positive stock position was reported in the reviewed baseline. “Not comparable” means the earlier filing is missing or needs review. Price moves, cash flows and trades can all change weights.

Data details, coverage & calculation methods

THE DATA, WITHOUT THE GUESSWORK

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Built 28 Oct 2026, 10:00 AM IST. Monthly AMC portfolio disclosures from the existing MF Analyser source feed, normalized into this site’s MySQL research dataset.

What counts as one fund?

One underlying portfolio code per disclosure date. Equivalent source category labels are grouped into readable categories; underlying filing records are retained. Direct, Regular, Growth and IDCW variants share the same holdings and are counted once. Equity positions use exact ISINs; derivatives, fund units, debt and cash are excluded from stock ownership.

What does a sector shift mean?

A difference in the percentage of a fund’s NAV assigned to the sector, averaged equally across the same funds. A rise from 8% to 10% is +2 percentage points, not a 2% investment return. Price changes and cash flows can change weights without a trade.

How are missing or questionable rows handled?

Review-flagged equity rows, ambiguous duplicate ISINs and weights that fail reconciliation are excluded from reviewed comparisons. Unmapped sectors stay Unclassified. Sector changes additionally require all disclosed equity sectors classified at both dates. Pairs where a continuing stock changes sector classification are excluded, so a taxonomy change is not mistaken for a fund allocation change. Missing months never become a zero baseline.

Is this the whole Indian mutual-fund market?

No. Results cover the AMC disclosures loaded into the existing database and passing these checks. The month-specific counts below describe that coverage. Monthly holdings are not real-time positions. Results are research observations, not personalized recommendations.

View filing coverage and quality exclusions

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FilingEquity portfolios foundReviewedFully sector-classifiedReviewed-out portfolios
Sep 20261,2641,2611,0323
Aug 20261,2751,2691,1386
Jul 20261,1761,1679979
Jun 20266596576262

“Reviewed” means the automated source-row checks passed; it does not imply an independent audit of each AMC filing. Very small source weights reported as zero are outside positive-position counts. Snapshot 3 · taxonomy nse-sector-rollup-2026-10-20.1.