Karur Vysya Bank Ltd.
KARURVYSYASector: Diversified· ISIN:
INE036D01028· Source: AMFI & PMS DisclosuresInstitutional Holders
27
24 Mutual Funds · 3 PMS
Total Disclosed Value
₹5,032.3 Cr
Across mutual fund portfolios
Average Portfolio Weight
2.32%
Mean weight across all holders
Highest Allocation
7.60%
Holders Category DistributionTop categories holding KARURVYSYA
Equity Scheme - Small Cap Fund (4)
PMS Strategy (3)
Equity Scheme - Flexi Cap Fund (3)
Equity Schemes - Value Fund (3)
Equity Schemes - Small Cap Fund (3)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| — | Invesco India Caterpillar Portfolio | PMS | PMS Strategy | PMS Provider | 7.60% | — |
| Invesco India Financial Services Fund | MF | Equity Schemes - Sectoral Fund | Invesco Mutual Fund | 5.25% | ₹96.8 Cr | |
| Samco Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Samco Mutual Fund | 4.01% | ₹11.3 Cr | |
| Axis Nifty Smallcap 50 Index Fund | MF | Index Funds - Equity Funds | Axis Mutual Fund | 3.68% | ₹24.9 Cr | |
| Union Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Union Mutual Fund | 3.67% | ₹88.3 Cr | |
| HSBC Value Fund | MF | Equity Schemes - Value Fund | HSBC Mutual Fund | 3.15% | ₹467.8 Cr | |
| — | ICICI Prudential PMS PIPE Strategy | PMS | PMS Strategy | PMS Provider | 2.98% | — |
| — | ICICI Prudential PMS Quanti-FI Strategy | PMS | PMS Strategy | PMS Provider | 2.91% | — |
| TRUSTMF SMALL CAP FUND | MF | Equity Scheme - Small Cap Fund | Trust Mutual Fund | 2.62% | ₹75 Cr | |
| UTI Small Cap Fund | MF | Equity Schemes - Small Cap Fund | UTI Mutual Fund | 2.53% | ₹132.9 Cr | |
| HDFC Focused Fund | MF | Equity Scheme - Focused Fund | HDFC Mutual Fund | 2.33% | ₹649.5 Cr | |
| NJ Momentum Fund | MF | Equity Schemes - Thematic Fund | NJ Mutual Fund | 2.33% | ₹8 Cr | |
| Invesco India Small Cap Fund | MF | Equity Schemes - Small Cap Fund | Invesco Mutual Fund | 2.29% | ₹331.5 Cr | |
| Edelweiss Financial Services Fund | MF | Equity Scheme - Sectoral/ Thematic | Edelweiss Mutual Fund | 2.13% | ₹5.9 Cr | |
| Abakkus Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Abakkus Mutual Fund | 1.74% | ₹36.8 Cr | |
| Mahindra Manulife Small Cap Fund | MF | Equity Schemes - Small Cap Fund | Mahindra Manulife Mutual Fund | 1.64% | ₹83.4 Cr | |
| Edelweiss Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Edelweiss Mutual Fund | 1.43% | ₹267.3 Cr | |
| Samco Active Momentum Fund | MF | Equity Schemes - Thematic Fund | Samco Mutual Fund | 1.41% | ₹10 Cr | |
| Edelweiss Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Edelweiss Mutual Fund | 1.39% | ₹48.3 Cr | |
| Nippon India Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Nippon India Mutual Fund | 1.38% | ₹1,092.7 Cr | |
| NJ Value Fund | MF | Equity Schemes - Value Fund | NJ Mutual Fund | 1.33% | ₹2.7 Cr | |
| HDFC Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | HDFC Mutual Fund | 1.26% | ₹1,362.7 Cr | |
| HDFC Value Fund | MF | Equity Scheme - Value Fund | HDFC Mutual Fund | 1.09% | ₹82.9 Cr | |
| Axis Value Fund | MF | Equity Schemes - Value Fund | Axis Mutual Fund | 0.95% | ₹15.8 Cr | |
| Aditya Birla Sun Life Multi Asset Allocation Fund | MF | Hybrid Scheme - Multi Asset Allocation | Aditya Birla Sun Life Mutual Fund | 0.70% | ₹51 Cr | |
| JioBlackRock Flexi Cap Fund | MF | Equity Schemes - Flexi Cap Fund | Jio BlackRock Mutual Fund | 0.53% | ₹17.5 Cr | |
| SBI FLEXICAP FUND | MF | Equity Scheme - Flexi Cap Fund | SBI Mutual Fund | 0.31% | ₹69.7 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.