Poonawalla Fincorp Ltd
POONAWALLASector: Diversified· ISIN:
INE511C01022· Source: AMFI & PMS DisclosuresInstitutional Holders
7
6 Mutual Funds · 1 PMS
Total Disclosed Value
₹667 Cr
Across mutual fund portfolios
Average Portfolio Weight
1.99%
Mean weight across all holders
Highest Allocation
5.65%
Holders Category DistributionTop categories holding POONAWALLA
PMS Strategy (1)
Index Funds - Equity Funds (1)
Equity Schemes - Thematic Fund (1)
Equity Scheme - Value Fund (1)
Equity Schemes - Sectoral Fund (1)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| — | Midcap PMS | PMS | PMS Strategy | PMS Provider | 5.65% | — |
| Axis Nifty Smallcap 50 Index Fund | MF | Index Funds - Equity Funds | Axis Mutual Fund | 2.07% | ₹14 Cr | |
| BANDHAN INNOVATION FUND | MF | Equity Schemes - Thematic Fund | Bandhan Mutual Fund | 1.91% | ₹50.6 Cr | |
| Bandhan Value Fund | MF | Equity Scheme - Value Fund | Bandhan Mutual Fund | 1.88% | ₹187.5 Cr | |
| BANDHAN FINANCIAL SERVICES FUND | MF | Equity Schemes - Sectoral Fund | Bandhan Mutual Fund | 1.29% | ₹14.4 Cr | |
| BANDHAN MULTI ASSET ALLOCATION FUND | MF | Hybrid Scheme - Multi Asset Allocation | Bandhan Mutual Fund | 0.68% | ₹25.5 Cr | |
| Nippon India Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Nippon India Mutual Fund | 0.48% | ₹375.1 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.