Sundaram Finance Ltd
SUNDARMFINSector: Diversified· ISIN:
INE660A01013· Source: AMFI & PMS DisclosuresInstitutional Holders
11
9 Mutual Funds · 2 PMS
Total Disclosed Value
₹1,482 Cr
Across mutual fund portfolios
Average Portfolio Weight
1.38%
Mean weight across all holders
Highest Allocation
2.99%
Holders Category DistributionTop categories holding SUNDARMFIN
Equity Scheme - Mid Cap Fund (3)
PMS Strategy (2)
Equity Scheme - Large & Mid Cap Fund (2)
Equity Scheme - Sectoral/ Thematic (2)
Equity Scheme - Dividend Yield Fund (1)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| — | ICICI Prudential PMS ACE Strategy | PMS | PMS Strategy | PMS Provider | 2.99% | — |
| — | ICICI Prudential PMS Emerging Leaders Strategy | PMS | PMS Strategy | PMS Provider | 2.95% | — |
| SBI MIDCAP FUND | MF | Equity Scheme - Mid Cap Fund | SBI Mutual Fund | 2.60% | ₹627.8 Cr | |
| UTI Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | UTI Mutual Fund | 1.96% | ₹125.3 Cr | |
| ICICI Prudential Rural Opportunities Fund | MF | Equity Scheme - Sectoral/ Thematic | ICICI Prudential Mutual Fund | 1.48% | ₹31.6 Cr | |
| Edelweiss Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Edelweiss Mutual Fund | 1.10% | ₹205.3 Cr | |
| LIC MF Dividend Yield Fund | MF | Equity Scheme - Dividend Yield Fund | LIC Mutual Fund | 0.99% | ₹7.6 Cr | |
| Nippon India Growth Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Nippon India Mutual Fund | 0.89% | ₹452.9 Cr | |
| ICICI Prudential Business Cycle Fund | MF | Equity Scheme - Sectoral/ Thematic | ICICI Prudential Mutual Fund | 0.10% | ₹16.9 Cr | |
| ICICI Prudential ELSS - Tax Saver Fund | MF | Equity Schemes - ELSS- Tax Saver Fund | ICICI Prudential Mutual Fund | 0.07% | ₹10.5 Cr | |
| ICICI Prudential Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | ICICI Prudential Mutual Fund | 0.01% | ₹4.1 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.