Stock Analysis
Find which mutual funds hold a stock, compare sector changes and explore research answers.
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Sundaram Finance Ltd.
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 |
|---|---|---|---|---|
| SBI MIDCAP FUNDSBI · Equity · Mid Cap | 2.61% | 2.58% | 0.03 points higher | Fund details |
| Bajaj Finserv Banking and Financial Services FundBajaj · Equity · Sectoral / Thematic | 2.59% | 2.54% | 0.05 points higher | Fund details |
| ICICI Prudential BSE Midcap Select ETFICICI · ETF · Other | 2.25% | 0.00% | 2.25 points higher | Fund details |
| Baroda BNP Paribas Services FundBarodaBNP · Equity · Sectoral / Thematic | 1.98% | 1.90% | 0.08 points higher | Fund details |
| BAJAJ FINSERV ELSS TAX SAVER FUNDBajaj · Equity · ELSS | 1.95% | 1.95% | No change | Fund details |
| UTI Large & Mid Cap FundUTI · Equity · Large & Mid Cap | 1.85% | 1.87% | 0.02 points lower | Fund details |
| DSP Nifty Midcap 150 Quality 50 ETFDSP · ETF · Other | 1.84% | 1.77% | 0.07 points higher | Fund details |
| DSP Nifty Midcap 150 Quality 50 Index FundDSP · Index Funds | 1.84% | 1.77% | 0.07 points higher | Fund details |
| UTI Nifty Midcap 150 Quality 50 Index FundUTI · Index Funds | 1.84% | 1.77% | 0.07 points higher | Fund details |
| Bajaj Finserv Large & Mid Cap FundBajaj · Equity · Large & Mid Cap | 1.66% | 1.53% | 0.13 points higher | Fund details |
| SBI Balanced Hybrid FundSBI · Hybrid · Balanced | 1.65% | 0.00% | 1.65 points higher | Fund details |
| Helios Mid Cap FundHelios · Equity · Mid Cap | 1.54% | 1.69% | 0.15 points lower | Fund details |
| ICICI Prudential Rural Opportunities FundICICI · Equity · Sectoral / Thematic | 1.53% | 1.61% | 0.09 points lower | Fund details |
| BARODA BNP PARIBAS Mid Cap FundBarodaBNP · Equity · Mid Cap | 1.50% | 1.47% | 0.03 points higher | Fund details |
| Edelweiss Large & Mid Cap FundEdelweiss · Equity · Large & Mid Cap | 1.40% | 1.37% | 0.03 points higher | Fund details |
| ITI Mid Cap FundITI · Equity · Mid Cap | 1.38% | 1.36% | 0.02 points higher | Fund details |
| Nippon India Banking & Financial Services FundNippon · Equity · Sectoral / Thematic | 1.22% | 1.18% | 0.04 points higher | Fund details |
| PGIM India Flexi Cap FundPGIM · Equity · Flexi Cap | 1.15% | 1.12% | 0.03 points higher | Fund details |
| PGIM India Small Cap FundPGIM · Equity · Small Cap | 1.05% | 1.06% | 0.01 points lower | Fund details |
| PGIM India Large and Midcap FundPGIM · Equity · Large & Mid Cap | 1.03% | 1.01% | 0.02 points higher | Fund details |
| Edelweiss Multi Cap FundEdelweiss · Equity · Multi Cap | 1.02% | 1.00% | 0.02 points higher | Fund details |
| Edelweiss Mid Cap FundEdelweiss · Equity · Mid Cap | 1.00% | 1.00% | No change | Fund details |
| Invesco India PSU Equity FundInvesco · Equity · Sectoral / Thematic | 0.99% | 0.97% | 0.02 points higher | Fund details |
| LIC MF Dividend Yield FundLIC · Not classified | 0.98% | 0.99% | 0.01 points lower | Fund details |
| Mirae Asset Small Cap FundMirae · Equity · Small Cap | 0.95% | 1.01% | 0.06 points lower | Fund details |
| Aditya Birla Sun Life Business Cycle FundABSL · Equity · Sectoral / Thematic | 0.87% | 0.85% | 0.02 points higher | Fund details |
| NIPPON INDIA GROWTH MID CAP FUNDNippon · Equity · Mid Cap | 0.84% | 0.84% | No change | Fund details |
| Mirae Asset Flexi Cap FundMirae · Equity · Flexi Cap | 0.83% | 0.84% | 0.01 points lower | Fund details |
| BANK OF INDIA AGGRESSIVE HYBRID FUNDBOI · Hybrid · Aggressive | 0.79% | 0.89% | 0.10 points lower | Fund details |
| UTI Aggressive Hybrid FundUTI · Hybrid · Aggressive | 0.78% | 0.82% | 0.04 points lower | 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 29 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 4 · taxonomy nse-sector-rollup-2026-10-20.1.