Stock Analysis
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POONAWALLA FINCORP LIMITED
Financial Services
Monthly ownership
The number of covered funds reporting this stock each month.
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| Fund / category | Sep 2026 weight | Aug 2026 weight | Change | Explore |
|---|---|---|---|---|
| Kotak Focused FundKotak · Equity · Focused | 2.81% | 2.76% | 0.05 points higher | Fund details |
| Kotak Banking & Financial Services FundKotak · Equity · Sectoral / Thematic | 2.52% | 2.44% | 0.08 points higher | Fund details |
| Kotak Special Opportunities FundKotak · Equity · Sectoral / Thematic | 2.52% | 2.96% | 0.44 points lower | Fund details |
| Kotak Contra FundKotak · Equity · Contra | 2.09% | 2.06% | 0.03 points higher | Fund details |
| Kotak Nifty Smallcap 50 Index FundKotak · Index Funds | 1.87% | 2.01% | 0.14 points lower | Fund details |
| Axis Nifty Smallcap 50 Index FundAxis · Index Funds | 1.86% | 2.00% | 0.14 points lower | Fund details |
| Aditya Birla Sun Life Nifty Smallcap 50 Index FundABSL · Index Funds | 1.86% | 2.00% | 0.14 points lower | Fund details |
| Helios Financial Services FundHelios · Equity · Sectoral / Thematic | 1.80% | 1.75% | 0.05 points higher | Fund details |
| Kotak Multicap FundKotak · Equity · Multi Cap | 1.72% | 1.78% | 0.06 points lower | Fund details |
| JM Mid Cap FundJM · Equity · Mid Cap | 1.70% | 1.92% | 0.21 points lower | Fund details |
| Kotak Rural Opportunities FundKotak · Equity · Sectoral / Thematic | 1.63% | 1.59% | 0.04 points higher | Fund details |
| Franklin India Mid Cap FundFranklin · Equity · Mid Cap | 1.50% | 1.46% | 0.04 points higher | Fund details |
| Kotak Active Momentum FundKotak · Equity · Sectoral / Thematic | 1.50% | 1.46% | 0.04 points higher | Fund details |
| ITI Banking and Financial Services FundITI · Equity · Sectoral / Thematic | 1.44% | 1.40% | 0.04 points higher | Fund details |
| Aditya Birla Sun Life Midcap FundABSL · Equity · Mid Cap | 1.40% | 1.38% | 0.02 points higher | Fund details |
| HDFC Banking & Financial Services FundHDFC · Equity · Sectoral / Thematic | 1.35% | 1.33% | 0.02 points higher | Fund details |
| Kotak Midcap FundKotak · Equity · Mid Cap | 1.31% | 1.28% | 0.03 points higher | Fund details |
| ITI Value FundITI · Equity · Value | 1.29% | 1.28% | 0.01 points higher | Fund details |
| Kotak Multi Asset Allocation FundKotak · Hybrid · Multi Asset Allocation | 1.27% | Not comparable | Not comparable | Fund details |
| Zerodha Nifty Smallcap 100 ETFZerodha · ETF · Other | 1.27% | 1.36% | 0.09 points lower | Fund details |
| Sundaram Aggressive Hybrid FundSundaram · Hybrid · Aggressive | 1.23% | 1.22% | 0.01 points higher | Fund details |
| ITI Business Cycle FundITI · Equity · Sectoral / Thematic | 1.22% | 1.28% | 0.06 points lower | Fund details |
| Helios Mid Cap FundHelios · Equity · Mid Cap | 1.21% | 1.34% | 0.13 points lower | Fund details |
| Kotak Large & Midcap FundKotak · Equity · Large & Mid Cap | 1.18% | 1.16% | 0.02 points higher | Fund details |
| Sundaram Multi Asset Allocation FundSundaram · Hybrid · Multi Asset Allocation | 1.17% | 1.15% | 0.02 points higher | Fund details |
| Nippon India Active Momentum FundNippon · Equity · Sectoral / Thematic | 1.16% | 1.27% | 0.11 points lower | Fund details |
| Kotak ELSS Tax Saver FundKotak · Equity · ELSS | 1.10% | 0.80% | 0.30 points higher | Fund details |
| Sundaram Consumption FundSundaram · Equity · Sectoral / Thematic | 1.03% | 1.00% | 0.03 points higher | Fund details |
| Motilal Oswal BSE Financials ex Bank 30 Index FundMotilal · Index Funds | 1.03% | 0.96% | 0.07 points higher | Fund details |
| ITI Balanced Advantage FundITI · Hybrid · Balanced Advantage / Dynamic Allocation | 0.99% | 0.95% | 0.04 points higher | Fund 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
Know exactly what you are looking at.
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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| Filing | Equity portfolios found | Reviewed | Fully sector-classified | Reviewed-out portfolios |
|---|---|---|---|---|
| Sep 2026 | 1,264 | 1,261 | 1,032 | 3 |
| Aug 2026 | 1,275 | 1,269 | 1,138 | 6 |
| Jul 2026 | 1,176 | 1,167 | 997 | 9 |
| Jun 2026 | 659 | 657 | 626 | 2 |
“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.