Sundaram Finance logo

Sundaram Finance mutual fund holdings

NSE: SUNDARMFINBSE: 590071FinanceMid Cap

Last close ₹3,981.20down ₹83.40 (2.05%)BSE ₹3,978.00

Share price at the NSE close on 23 Oct 2026. Previous close ₹4,064.60.

52-week range of traded prices to 23 Oct 2026
₹3,925.00Low, 23 Oct 2026₹5,642.00High, 4 Mar 2026
Market cap
₹44,233 Cr192nd largest listed
P/E
19.9
P/B
3.0
Dividend yield
1.00%
ROE
15.8%
NIM
4.60%
Cost of funds
7.26%
Credit cost
0.80%
ROA
2.56%
Leverage
5.74times net worth
Volume, NSE
36,94158.9% delivered

Mutual funds holding Sundaram Finance, Sep 2026

118 funds from 32 fund houses held it, worth ₹3,147 Cr between them , 6.50% of the company's shares . Largest holding first.

Fund
SBI Mutual Fund logoSBI Midcap FundSBI Mutual Fund13,93,0432.61%₹606.7 Cr
Nippon India Mutual Fund logoNippon India Growth Mid Cap FundNippon India Mutual Fund9,70,7780.84%₹422.8 Cr
Axis Mutual Fund logoAxis Midcap FundAxis Mutual Fund5,02,3840.65%₹218.8 Cr
Axis Mutual Fund logoAxis ELSS Tax Saver FundAxis Mutual Fund4,84,1700.70%₹210.9 Cr
Edelweiss Mutual Fund logoEdelweiss Mid Cap FundEdelweiss Mutual Fund4,40,0101.00%₹191.6 Cr
Axis Mutual Fund logoAxis Large & Mid Cap FundAxis Mutual Fund2,76,0470.73%₹120.2 Cr
UTI Mutual Fund logoUTI Large & Mid Cap FundUTI Mutual Fund2,63,5451.85%₹114.8 Cr
ICICI Prudential Mutual Fund logoICICI Prudential ELSS - Tax Saver FundICICI Prudential Mutual Fund2,32,4900.75%₹101.2 Cr
Nippon India Mutual Fund logoNippon India Banking & Financial Services FundNippon India Mutual Fund2,05,9951.22%₹89.7 Cr
SBI Mutual Fund logoSBI ELSS Tax Saver FundSBI Mutual Fund1,51,8160.22%₹66.1 Cr
Edelweiss Mutual Fund logoEdelweiss Large & Mid Cap FundEdelweiss Mutual Fund1,48,8091.40%₹64.8 Cr
PGIM India Mutual Fund logoPGIM India Flexi Cap FundPGIM India Mutual Fund1,47,2901.15%₹64.1 Cr
Mirae Asset Mutual Fund logoMirae Asset Small Cap FundMirae Asset Mutual Fund1,26,9410.95%₹55.3 Cr
UTI Mutual Fund logoUTI Aggressive Hybrid FundUTI Mutual Fund1,16,4320.78%₹50.7 Cr
PGIM India Mutual Fund logoPGIM India Midcap FundPGIM India Mutual Fund1,15,5760.48%₹50.3 Cr
Portfolios disclosed for Sep 2026. Weight is the holding as a share of the fund's assets.

Funds holding it, month by month

From each month's portfolio disclosures.

How many funds hold the company, and what their holdings are worth

  • Funds holding it
  • Value held, ₹ crore

Buying and selling, month by month

How many funds bought for the first time, bought again, added, cut or sold out, against their own previous month.

Funds, by what they did

Funds thatOct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026
bought1130601210543
bought again021110111100
added324238404445555248445735
cut1661715122151217241135
sold out220022226231
Largest first-time buy in Sep 2026: SBI Balanced Hybrid Fund; largest addition: SBI ELSS Tax Saver Fund.Largest cut in Sep 2026: ICICI Prudential Rural Opportunities Fund; largest exit: Groww Aggressive Hybrid Fund.

Shares held by all funds

  • Shares held

Fund by fund, month by month

FundOct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026
SBI Midcap FundSBI Mutual Fund14,90,00014,90,00014,90,00014,90,00013,50,000−1,40,000 (−9.4%)13,50,00013,50,00013,50,00013,93,043+43,043 (+3.2%)13,93,04313,93,04313,93,043
Nippon India Growth Mid Cap FundNippon India Mutual Fund6,93,0707,34,257+41,187 (+5.9%)8,17,234+82,977 (+11.3%)9,70,778+1,53,544 (+18.8%)9,70,7789,70,7789,70,7789,70,7789,70,7789,70,7789,70,7789,70,778
Axis Midcap FundAxis Mutual Fund5,02,3845,02,3845,02,3845,02,3845,02,3845,02,3845,02,3845,02,3845,02,3845,02,3845,02,3845,02,384
Axis ELSS Tax Saver FundAxis Mutual Fund3,29,8113,29,8113,29,8113,29,8113,29,8113,29,8113,29,8113,29,8113,47,012+17,201 (+5.2%)4,84,170+1,37,158 (+39.5%)4,84,1704,84,170
Edelweiss Mid Cap FundEdelweiss Mutual Fund4,11,3274,11,3274,11,3274,11,3274,11,3274,11,3274,26,510+15,183 (+3.7%)4,40,010+13,500 (+3.2%)4,40,0104,40,0104,40,0104,40,010
Axis Large & Mid Cap FundAxis Mutual Fund2,76,0472,76,0472,76,0472,76,0472,76,0472,76,0472,76,0472,76,0472,76,0472,76,0472,76,0472,76,047
UTI Large & Mid Cap FundUTI Mutual Fund1,68,394+16,045 (+10.5%)1,68,3941,68,3941,78,394+10,000 (+5.9%)1,78,3941,78,3941,78,474+80 (0.0%)1,79,084+610 (+0.3%)2,37,796+58,712 (+32.8%)2,68,645+30,849 (+13.0%)2,68,6452,63,545−5,100 (−1.9%)
ICICI Prudential ELSS - Tax Saver FundICICI Prudential Mutual Fund––––––––23,242Bought2,17,490+1,94,248 (+835.8%)2,32,490+15,000 (+6.9%)2,32,490
Nippon India Banking & Financial Services FundNippon India Mutual Fund–51,236Bought again69,697+18,461 (+36.0%)89,997+20,300 (+29.1%)89,9971,05,995+15,998 (+17.8%)1,05,9951,05,9952,05,995+1,00,000 (+94.3%)2,05,9952,05,9952,05,995
SBI ELSS Tax Saver FundSBI Mutual Fund––––––––––1,05,095Bought1,51,816+46,721 (+44.5%)
Edelweiss Large & Mid Cap FundEdelweiss Mutual Fund1,17,8431,17,8431,17,8431,17,8431,17,8431,17,8431,17,8431,17,8431,17,8431,48,809+30,966 (+26.3%)1,48,8091,48,809
PGIM India Flexi Cap FundPGIM India Mutual Fund––––56,831Bought56,83189,420+32,589 (+57.3%)1,26,952+37,532 (+42.0%)1,26,9521,26,9521,47,290+20,338 (+16.0%)1,47,290
Mirae Asset Small Cap FundMirae Asset Mutual Fund––––20,000Bought98,985+78,985 (+394.9%)1,16,941+17,956 (+18.1%)1,16,9411,26,941+10,000 (+8.6%)1,26,9411,26,9411,26,941
UTI Aggressive Hybrid FundUTI Mutual Fund1,04,052+4,752 (+4.8%)1,04,0521,04,0521,04,0521,04,0521,04,0521,04,0521,04,255+203 (+0.2%)1,08,140+3,885 (+3.7%)1,21,533+13,393 (+12.4%)1,21,5331,16,432−5,101 (−4.2%)
PGIM India Midcap FundPGIM India Mutual Fund––1,15,576Bought1,15,5761,15,5761,15,5761,15,5761,15,5761,15,5761,15,5761,15,5761,15,576
Shares held at each month end. Under them, the change on the fund's previous month; a fund that files only weights shows the word. “After a gap” is a fund holding it after a month with no portfolio on record, so when it bought is not known; “Not filed” is one gone across such a gap.