IDFC First Bank Ltd
IDFCFIRSTBSector: Bank· ISIN:
INE092T01019· Source: AMFI & PMS DisclosuresInstitutional Holders
18
15 Mutual Funds · 3 PMS
Total Disclosed Value
₹1,945.7 Cr
Across mutual fund portfolios
Average Portfolio Weight
1.95%
Mean weight across all holders
Highest Allocation
5.05%
Holders Category DistributionTop categories holding IDFCFIRSTB
PMS Strategy (3)
Equity Scheme - Mid Cap Fund (3)
Equity Scheme - Flexi Cap Fund (2)
Equity Schemes - Focused Fund (1)
Equity Scheme - Small Cap Fund (1)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| JM Focused Fund | MF | Equity Schemes - Focused Fund | JM Financial Mutual Fund | 5.05% | ₹14.6 Cr | |
| — | Next Trillion Dollar Opportunity Strategy | PMS | PMS Strategy | PMS Provider | 4.60% | — |
| Tata Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Tata Mutual Fund | 3.99% | ₹506.2 Cr | |
| — | Motilal Oswal India Growth Strategy | PMS | PMS Strategy | PMS Provider | 3.40% | — |
| — | Motilal Oswal Mid to Mega Strategy | PMS | PMS Strategy | PMS Provider | 3.40% | — |
| Sundaram Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Sundaram Mutual Fund | 2.17% | ₹304.3 Cr | |
| Sundaram Large and Midcap Fund | MF | Equity Scheme - Large & Mid Cap Fund | Sundaram Mutual Fund | 1.98% | ₹138.5 Cr | |
| Bandhan Value Fund | MF | Equity Scheme - Value Fund | Bandhan Mutual Fund | 1.83% | ₹182.8 Cr | |
| Edelweiss Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Edelweiss Mutual Fund | 1.80% | ₹336.1 Cr | |
| BANDHAN FINANCIAL SERVICES FUND | MF | Equity Schemes - Sectoral Fund | Bandhan Mutual Fund | 1.63% | ₹18.1 Cr | |
| JM Flexi Cap Fund | MF | Equity Schemes - Flexi Cap Fund | JM Financial Mutual Fund | 1.36% | ₹70.2 Cr | |
| Edelweiss Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Edelweiss Mutual Fund | 1.06% | ₹37 Cr | |
| Tata Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Tata Mutual Fund | 1.05% | ₹63.4 Cr | |
| HSBC Equity Savings Fund | MF | Hybrid Schemes - Equity Savings Fund | HSBC Mutual Fund | 0.84% | ₹12.4 Cr | |
| HDFC Large & Mid Cap Fund | MF | Equity Schemes - Large & Mid Cap Fund | HDFC Mutual Fund | 0.57% | ₹167.1 Cr | |
| Nippon India Arbitrage Fund | MF | Hybrid Scheme - Arbitrage Fund | Nippon India Mutual Fund | 0.39% | ₹64.8 Cr | |
| HSBC Midcap Fund | MF | Equity Schemes - Mid Cap Fund | HSBC Mutual Fund | 0.03% | ₹6 Cr | |
| Parag Parikh Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | PPFAS Mutual Fund | 0.02% | ₹24.1 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.