Cholamandalam Financial Holdings Ltd.
CHOLAHLDNGSector: Diversified· ISIN:
INE149A01033· Source: AMFI & PMS DisclosuresInstitutional Holders
22
20 Mutual Funds · 2 PMS
Total Disclosed Value
₹3,411.1 Cr
Across mutual fund portfolios
Average Portfolio Weight
1.32%
Mean weight across all holders
Highest Allocation
7.80%
Holders Category DistributionTop categories holding CHOLAHLDNG
Equity Scheme - Small Cap Fund (3)
PMS Strategy (2)
Equity Scheme - Mid Cap Fund (2)
Equity Schemes - Small Cap Fund (2)
Hybrid Scheme - Multi Asset Allocation (2)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| — | InCred Small and Midcap Portfolio | PMS | PMS Strategy | PMS Provider | 7.80% | — |
| — | Abakkus Emerging Opportunities Approach | PMS | PMS Strategy | PMS Provider | 3.31% | — |
| Axis Nifty Smallcap 50 Index Fund | MF | Index Funds - Equity Funds | Axis Mutual Fund | 2.16% | ₹14.6 Cr | |
| BANDHAN Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Bandhan Mutual Fund | 1.70% | ₹528.3 Cr | |
| Canara Robeco Consumption Fund | MF | Equity Schemes - Thematic Fund | Canara Robeco Mutual Fund | 1.66% | ₹33.2 Cr | |
| Nippon India Growth Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Nippon India Mutual Fund | 1.63% | ₹825.7 Cr | |
| Nippon India ELSS Tax Saver Fund | MF | Equity Schemes - ELSS- Tax Saver Fund | Nippon India Mutual Fund | 1.56% | ₹232 Cr | |
| SBI SMALL CAP FUND | MF | Equity Scheme - Small Cap Fund | SBI Mutual Fund | 1.51% | ₹602.7 Cr | |
| LIC MF Dividend Yield Fund | MF | Equity Scheme - Dividend Yield Fund | LIC Mutual Fund | 1.16% | ₹8.8 Cr | |
| Invesco India Small Cap Fund | MF | Equity Schemes - Small Cap Fund | Invesco Mutual Fund | 1.15% | ₹166.2 Cr | |
| BANDHAN MULTI ASSET ALLOCATION FUND | MF | Hybrid Scheme - Multi Asset Allocation | Bandhan Mutual Fund | 0.81% | ₹30.2 Cr | |
| BANDHAN FINANCIAL SERVICES FUND | MF | Equity Schemes - Sectoral Fund | Bandhan Mutual Fund | 0.79% | ₹8.8 Cr | |
| Nippon India Multi Asset Allocation Fund | MF | Hybrid Scheme - Multi Asset Allocation | Nippon India Mutual Fund | 0.58% | ₹104 Cr | |
| SBI LARGE & MIDCAP FUND | MF | Equity Scheme - Large & Mid Cap Fund | SBI Mutual Fund | 0.58% | ₹237.4 Cr | |
| SBI ELSS Tax Saver Fund | MF | Equity Scheme - ELSS | SBI Mutual Fund | 0.55% | ₹174 Cr | |
| Mahindra Manulife Small Cap Fund | MF | Equity Schemes - Small Cap Fund | Mahindra Manulife Mutual Fund | 0.49% | ₹24.7 Cr | |
| Union Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Union Mutual Fund | 0.45% | ₹10.7 Cr | |
| Axis Value Fund | MF | Equity Schemes - Value Fund | Axis Mutual Fund | 0.32% | ₹5.4 Cr | |
| HDFC Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | HDFC Mutual Fund | 0.31% | ₹336.4 Cr | |
| WhiteOak Capital Mid Cap Fund | MF | Equity Schemes - Mid Cap Fund | WhiteOak Capital Mutual Fund | 0.26% | ₹18.2 Cr | |
| HDFC Large & Mid Cap Fund | MF | Equity Schemes - Large & Mid Cap Fund | HDFC Mutual Fund | 0.17% | ₹48.6 Cr | |
| Edelweiss Equity Savings Fund | MF | Hybrid Scheme - Equity Savings | Edelweiss Mutual Fund | 0.10% | ₹1.5 Cr |
Institutional Holding Data Source: Compiled from publicly disclosed monthly mutual fund portfolio statements and PMS factsheets in accordance with SEBI disclosure guidelines. For informational and analytical purposes only; does not constitute investment advice, equity research, or a recommendation to buy, sell, or hold any security.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor). Mutual Fund investments are subject to market risks, read all scheme related documents carefully.