Mutual Funds Holding Cholamandalam Investment and Finance Company Limited

Financial Services170 fundsISIN INE121A01024

As of 31 July 2026, 170 Indian mutual funds hold Cholamandalam Investment and Finance Company Limited (Financial Services), led by DSP Banking & Financial Services Fund at 5.76% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 31 July 2026, 170 Indian mutual fund schemes disclose a holding in Cholamandalam Investment and Finance Company Limited (Financial Services). The table below lists every fund holding this stock along with its weight as a percentage of the fund's net assets (% to NAV), sorted from the highest conviction position downward.

Holding Analysis

Across the 170 funds holding Cholamandalam Investment and Finance Company Limited, the average position size is 1.48% of net assets. The highest-conviction holder is DSP Banking & Financial Services Fund (Thematic), at 5.76%. Equity funds account for 84 of the 170 holders, with the rest spread across 2 other categories. Over the last month, 6 funds initiated a new position and 7 funds exited, with the largest weight change at HSBC Large & Mid Cap Fund (+1.67pp to 1.7%).

Fund Activity Last Month

How funds changed their Cholamandalam Investment and Finance Company Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

6 started a position7 exited15 increased13 reduced

New Positions

quant Arbitrage Fund at 2.47%
TRUSTMF Multi Cap Fund at 1.42%
Axis Momentum Fund at 1.12%
TATA LARGE CAP FUND at 1%
TATA BANKING & FINANCIAL SERVICES FUND at 0.51%
Kotak Debt Hybrid Fund at 0.2%

Complete Exits

JM Focused Fund was 2.63%
Franklin India Flexi Cap Fund was 1.74%
Aditya Birla Sun Life Conglomerate Fund was 1.1%
TRUSTMF Flexi Cap Fund was 1.02%
NIPPON INDIA MULTI CAP FUND was 0.32%
Kotak Balanced Advantage Fund was 0.11%
Aditya Birla Sun Life Balanced Advantage Fund was 0%

Weight Increased

Fund	Weight	Change
HSBC Large & Mid Cap Fund	0.03% → 1.7%	▲ +1.67
Helios Financial Services Fund	2.13% → 3.19%	▲ +1.06
HSBC Equity Savings Fund	0.02% → 1.06%	▲ +1.04
Axis Focused Fund	4.61% → 5.37%	▲ +0.76
UTI - Flexi Cap Fund	0.75% → 1.49%	▲ +0.74
SBI Balanced Advantage Fund	1.06% → 1.67%	▲ +0.61
Axis Large Cap Fund	1.3% → 1.88%	▲ +0.58
Motilal Oswal Arbitrage Fund	4.07% → 4.65%	▲ +0.58
Baroda BNP Paribas Banking & Financial Services Fund	1.78% → 2.34%	▲ +0.56
Axis Quant Fund	3.09% → 3.6%	▲ +0.51
Axis Services Opportunities Fund	3.11% → 3.5%	▲ +0.39
UTI - Banking and Financial Services Fund	1.35% → 1.72%	▲ +0.37
Invesco India Contra Fund	2.29% → 2.61%	▲ +0.32
Invesco India Focused Fund	4.32% → 4.64%	▲ +0.32
Kotak Banking and Financial Services Fund	2.35% → 2.67%	▲ +0.32

Weight Reduced

Fund	Weight	Change
TRUSTMF Arbitrage Fund	3.24% → 1.9%	▼ -1.34
ICICI Prudential Quality Fund	3.07% → 2.08%	▼ -0.99
WhiteOak Capital Balanced Advantage Fund	1.42% → 0.46%	▼ -0.96
PGIM INDIA LARGE CAP FUND	0.59% → 0%	▼ -0.59
Franklin India ELSS Tax Saver Fund	1.55% → 0.98%	▼ -0.57
HDFC Business Cycle Fund	2.97% → 2.51%	▼ -0.46
DSP Flexi Cap Fund	3.03% → 2.6%	▼ -0.43
Bajaj Finserv Banking and Financial Services Fund	0.59% → 0.37%	▼ -0.22
DSP Mid Cap Fund	3.09% → 2.89%	▼ -0.2
DSP Focused Fund	3.89% → 3.71%	▼ -0.18
NIPPON INDIA BALANCED ADVANTAGE FUND	1.15% → 0.98%	▼ -0.17
Focused Fund	5.16% → 5.04%	▼ -0.12
Franklin India Aggressive Hybrid Fund	1.68% → 1.57%	▼ -0.11

Funds Holding Cholamandalam Investment and Finance Company Limited

#	Fund	AMC	Category	% to NAV
1	DSP Banking & Financial Services Fund	DSP Mutual Fund	Thematic	5.76%
2	Axis Focused Fund	Axis Mutual Fund	Equity	5.37%
3	Focused Fund	360 ONE Mutual Fund	Equity	5.04%
4	Motilal Oswal Arbitrage Fund	Motilal Oswal Mutual Fund	Hybrid	4.65%
5	Invesco India Focused Fund	Invesco Mutual Fund	Equity	4.64%
6	Motilal Oswal Financial Services Fund	Motilal Oswal Mutual Fund	Thematic	4.3%
7	ICICI Prudential Conglomerate Fund	ICICI Prudential Mutual Fund	Thematic	4.06%
8	LIC MF ELSS TAX SAVER	LIC Mutual Fund	Equity	3.79%
9	DSP Focused Fund	DSP Mutual Fund	Equity	3.71%
10	Axis Quant Fund	Axis Mutual Fund	Equity	3.6%
11	Invesco India Business Cycle Fund	Invesco Mutual Fund	Thematic	3.54%
12	Axis Services Opportunities Fund	Axis Mutual Fund	Equity	3.5%
13	Invesco India Financial Services Fund	Invesco Mutual Fund	Thematic	3.44%
14	Flexicap Fund	360 ONE Mutual Fund	Equity	3.36%
15	Sundaram Large and Mid Cap Fund	Sundaram Mutual Fund	Equity	3.29%
16	Helios Financial Services Fund	Helios Mutual Fund	Thematic	3.19%
17	Kotak Aggressive Hybrid Fund	Kotak Mahindra Mutual Fund	Hybrid	3.15%
18	Invesco India Flexi Cap Fund	Invesco Mutual Fund	Equity	3.01%
19	SBI Resurgent India Opportunities Scheme	SBI Mutual Fund	Equity	2.99%
20	Quant Fund	360 ONE Mutual Fund	Equity	2.95%
21	DSP Mid Cap Fund	DSP Mutual Fund	Equity	2.89%
22	CANARA ROBECO BANKING AND FINANCIAL SERVICES FUND	Canara Robeco Mutual Fund	Thematic	2.84%
23	ICICI Prudential Focused Equity Fund	ICICI Prudential Mutual Fund	Equity	2.8%
24	Groww Large Cap Fund	Groww Mutual Fund	Equity	2.78%
25	NIPPON INDIA QUANT FUND	Nippon India Mutual Fund	Equity	2.76%
26	Kotak Banking and Financial Services Fund	Kotak Mahindra Mutual Fund	Thematic	2.67%
27	Invesco India Large Mid Cap Fund	Invesco Mutual Fund	Equity	2.62%
28	Invesco India Contra Fund	Invesco Mutual Fund	Equity	2.61%
29	DSP Flexi Cap Fund	DSP Mutual Fund	Equity	2.6%
30	ICICI Prudential Rural Opportunities Fund	ICICI Prudential Mutual Fund	Thematic	2.55%
31	Kotak Rural Opportunities Fund	Kotak Mahindra Mutual Fund	Thematic	2.52%
32	HDFC Business Cycle Fund	HDFC Mutual Fund	Thematic	2.51%
33	Sundaram Large Cap Fund	Sundaram Mutual Fund	Equity	2.51%
34	Axis ELSS Tax Saver Fund	Axis Mutual Fund	Equity	2.47%
35	HSBC Financial Services Fund	HSBC Mutual Fund	Thematic	2.47%
36	Invesco India Esg Integration Strategy Fund	Invesco Mutual Fund	Thematic	2.47%
37	quant Arbitrage Fund	quant Mutual Fund	Hybrid	2.47%
38	SBI Dividend Yield Fund	SBI Mutual Fund	Equity	2.44%
39	HDFC Large Cap Fund	HDFC Mutual Fund	Equity	2.41%
40	SBI Banking And Financial Services Fund	SBI Mutual Fund	Thematic	2.38%
41	Invesco India Multicap Fund	Invesco Mutual Fund	Equity	2.36%
42	Baroda BNP Paribas Banking & Financial Services Fund	Baroda BNP Paribas Mutual Fund	Thematic	2.34%
43	Mahindra Manulife Banking & Financial Services Fund	Mahindra Manulife Mutual Fund	Thematic	2.2%
44	SBI Large Cap Fund	SBI Mutual Fund	Equity	2.2%
45	Kotak Dividend Yield Fund	Kotak Mahindra Mutual Fund	Equity	2.19%
46	Axis Flexi Cap Fund	Axis Mutual Fund	Equity	2.17%
47	Invesco India Largecap Fund	Invesco Mutual Fund	Equity	2.16%
48	Sundaram Focused Fund	Sundaram Mutual Fund	Equity	2.14%
49	ICICI Prudential Quality Fund	ICICI Prudential Mutual Fund	Equity	2.08%
50	Helios Large & Mid Cap Fund	Helios Mutual Fund	Equity	1.93%
51	TRUSTMF Arbitrage Fund	Trust Mutual Fund	Hybrid	1.9%
52	WhiteOak Capital Banking & Financial Services Fund	WhiteOak Capital Mutual Fund	Thematic	1.89%
53	Axis Large Cap Fund	Axis Mutual Fund	Equity	1.88%
54	CANARA ROBECO LARGE AND MID CAP FUND	Canara Robeco Mutual Fund	Equity	1.8%
55	Kotak Midcap Fund	Kotak Mahindra Mutual Fund	Equity	1.8%
56	SBI Quant Fund	SBI Mutual Fund	Equity	1.77%
57	Sundaram Aggressive Hybrid Fund	Sundaram Mutual Fund	Hybrid	1.74%
58	UTI - Banking and Financial Services Fund	UTI Mutual Fund	Thematic	1.72%
59	Aditya Birla Sun Life Elss Tax Saver Fund	Aditya Birla Sun Life Mutual Fund	Equity	1.7%
60	HSBC Large & Mid Cap Fund	HSBC Mutual Fund	Equity	1.7%
61	Hybrid Fund	360 ONE Mutual Fund	Hybrid	1.69%
62	SBI Balanced Advantage Fund	SBI Mutual Fund	Hybrid	1.67%
63	Sundaram Multi Asset Allocation Fund	Sundaram Mutual Fund	Hybrid	1.66%
64	HSBC Aggressive Hybrid Fund	HSBC Mutual Fund	Hybrid	1.61%
65	CANARA ROBECO FLEXICAP FUND	Canara Robeco Mutual Fund	Equity	1.58%
66	Franklin India Aggressive Hybrid Fund	Franklin Templeton Mutual Fund	Hybrid	1.57%
67	Sundaram Balanced Advantage Fund	Sundaram Mutual Fund	Hybrid	1.53%
68	Baroda BNP Paribas Dividend Yield Fund	Baroda BNP Paribas Mutual Fund	Equity	1.52%
69	Baroda BNP Paribas ELSS Tax Saver Fund	Baroda BNP Paribas Mutual Fund	Equity	1.51%
70	Baroda BNP Paribas Business Conglomerates Fund	Baroda BNP Paribas Mutual Fund	Thematic	1.5%
71	SBI ELSS Tax Saver Fund	SBI Mutual Fund	Equity	1.49%
72	UTI - Flexi Cap Fund	UTI Mutual Fund	Equity	1.49%
73	CANARA ROBECO LARGE CAP FUND	Canara Robeco Mutual Fund	Equity	1.48%
74	UTI ELSS Tax Saver Fund	UTI Mutual Fund	Equity	1.44%
75	Franklin India Balanced Advantage Fund	Franklin Templeton Mutual Fund	Hybrid	1.42%
76	TRUSTMF Multi Cap Fund	Trust Mutual Fund	Equity	1.42%
77	Axis Arbitrage Fund	Axis Mutual Fund	Hybrid	1.4%
78	CANARA ROBECO MULTI CAP FUND	Canara Robeco Mutual Fund	Equity	1.4%
79	HSBC Flexi Cap Fund	HSBC Mutual Fund	Equity	1.4%
80	ICICI Prudential Banking & Financial Services Fund	ICICI Prudential Mutual Fund	Thematic	1.4%
81	HSBC ELSS Tax saver Fund	HSBC Mutual Fund	Equity	1.32%
82	Invesco India Elss Tax Saver Fund	Invesco Mutual Fund	Equity	1.28%
83	Helios Flexi Cap Fund	Helios Mutual Fund	Equity	1.27%
84	Franklin India Large Cap Fund	Franklin Templeton Mutual Fund	Equity	1.26%
85	DSP ELSS Tax Saver Fund	DSP Mutual Fund	Equity	1.21%
86	Multi Asset	360 ONE Mutual Fund	Hybrid	1.17%
87	Axis Momentum Fund	Axis Mutual Fund	Equity	1.12%
88	Axis Large & Mid Cap Fund	Axis Mutual Fund	Equity	1.1%
89	LIC MF LARGE & MID CAP FUND	LIC Mutual Fund	Equity	1.09%
90	LIC MF MULTI ASSET ALLOCATION FUND	LIC Mutual Fund	Hybrid	1.08%
91	Kotak Services Fund	Kotak Mahindra Mutual Fund	Thematic	1.07%
92	Capitalmind Arbitrage Fund	Capitalmind Mutual Fund	Hybrid	1.06%
93	HSBC Equity Savings Fund	HSBC Mutual Fund	Hybrid	1.06%
94	UTI - Mid Cap Fund	UTI Mutual Fund	Equity	1.05%
95	WhiteOak Capital Large Cap Fund	WhiteOak Capital Mutual Fund	Equity	1.05%
96	TATA LARGE CAP FUND	Tata Mutual Fund	Equity	1%
97	Franklin India ELSS Tax Saver Fund	Franklin Templeton Mutual Fund	Equity	0.98%
98	NIPPON INDIA BALANCED ADVANTAGE FUND	Nippon India Mutual Fund	Hybrid	0.98%
99	Axis Multicap Fund	Axis Mutual Fund	Equity	0.97%
100	Nippon India Flexi Cap Fund	Nippon India Mutual Fund	Equity	0.92%
101	Aditya Birla Sun Life Equity Hybrid '95 Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.9%
102	NIPPON INDIA LARGE CAP FUND	Nippon India Mutual Fund	Equity	0.88%
103	PGIM INDIA FLEXI CAP FUND	PGIM India Mutual Fund	Equity	0.87%
104	Sundaram Equity Savings Fund	Sundaram Mutual Fund	Hybrid	0.87%
105	Axis Value Fund	Axis Mutual Fund	Equity	0.85%
106	PGIM INDIA MULTI CAP FUND	PGIM India Mutual Fund	Equity	0.85%
107	CANARA ROBECO CONSERVATIVE HYBRID FUND	Canara Robeco Mutual Fund	Hybrid	0.81%
108	CANARA ROBECO ELSS TAX SAVER	Canara Robeco Mutual Fund	Equity	0.81%
109	HSBC Business Cycles Fund	HSBC Mutual Fund	Thematic	0.8%
110	Aditya Birla Sun Life Large Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	0.79%
111	Groww Multicap Fund	Groww Mutual Fund	Equity	0.79%
112	PGIM INDIA LARGE AND MIDCAP FUND	PGIM India Mutual Fund	Equity	0.78%
113	ICICI Prudential Balanced Advantage Fund	ICICI Prudential Mutual Fund	Hybrid	0.77%
114	HSBC Multi Cap Fund	HSBC Mutual Fund	Equity	0.75%
115	SBI Arbitrage Opportunities Fund	SBI Mutual Fund	Hybrid	0.71%
116	Mirae Asset Arbitrage Fund	Mirae Asset Mutual Fund	Hybrid	0.7%
117	Aditya Birla Sun Life Flexi Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	0.69%
118	HSBC Conservative Hybrid Fund	HSBC Mutual Fund	Hybrid	0.69%
119	PGIM INDIA ELSS TAX SAVER FUND	PGIM India Mutual Fund	Equity	0.69%
120	WhiteOak Capital Arbitrage Fund	WhiteOak Capital Mutual Fund	Hybrid	0.69%
121	HDFC Arbitrage Fund	HDFC Mutual Fund	Hybrid	0.66%
122	Helios Balanced Advantage Fund	Helios Mutual Fund	Hybrid	0.66%
123	Nippon India Vision Large & Mid Cap Fund	Nippon India Mutual Fund	Equity	0.6%
124	Parag Parikh Large Cap Fund	PPFAS Mutual Fund	Equity	0.58%
125	DSP Arbitrage Fund	DSP Mutual Fund	Hybrid	0.55%
126	Axis Midcap Fund	Axis Mutual Fund	Equity	0.54%
127	Franklin India Equity Savings Fund	Franklin Templeton Mutual Fund	Hybrid	0.53%
128	ICICI Prudential ELSS Tax Saver Fund	ICICI Prudential Mutual Fund	Equity	0.52%
129	PGIM INDIA MULTI ASSET ALLOCATION FUND	PGIM India Mutual Fund	Hybrid	0.51%
130	TATA BANKING & FINANCIAL SERVICES FUND	Tata Mutual Fund	Thematic	0.51%
131	Axis Aggressive Hybrid Fund	Axis Mutual Fund	Hybrid	0.5%
132	WhiteOak Capital Large & Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.49%
133	Franklin India Conservative Hybrid Fund	Franklin Templeton Mutual Fund	Hybrid	0.47%
134	HDFC Balanced Advantage Fund	HDFC Mutual Fund	Hybrid	0.46%
135	WhiteOak Capital Balanced Advantage Fund	WhiteOak Capital Mutual Fund	Hybrid	0.46%
136	HDFC Large and Mid Cap Fund	HDFC Mutual Fund	Equity	0.43%
137	WhiteOak Capital Balanced Hybrid Fund	WhiteOak Capital Mutual Fund	Hybrid	0.43%
138	WhiteOak Capital Flexi Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.4%
139	Baroda BNP Paribas Conservative Hybrid Fund	Baroda BNP Paribas Mutual Fund	Hybrid	0.39%
140	Bajaj Finserv Banking and Financial Services Fund	Bajaj Finserv Mutual Fund	Thematic	0.37%
141	JioBlackRock Sector Rotation Fund	Jio BlackRock Mutual Fund	Thematic	0.37%
142	WhiteOak Capital ELSS Tax Saver Fund	WhiteOak Capital Mutual Fund	Equity	0.37%
143	Axis Conservative Hybrid Fund	Axis Mutual Fund	Hybrid	0.36%
144	Aditya Birla Sun Life Arbitrage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.35%
145	WhiteOak Capital Aggressive Hybrid Fund	WhiteOak Capital Mutual Fund	Hybrid	0.29%
146	Axis Equity Savings Fund	Axis Mutual Fund	Hybrid	0.27%
147	Nippon India Aggressive Hybrid Fund	Nippon India Mutual Fund	Hybrid	0.27%
148	ICICI Prudential Multicap Fund	ICICI Prudential Mutual Fund	Equity	0.25%
149	WhiteOak Capital Multi Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.23%
150	Kotak Debt Hybrid Fund	Kotak Mahindra Mutual Fund	Hybrid	0.2%
151	WhiteOak Capital Multi Asset Allocation Fund	WhiteOak Capital Mutual Fund	Hybrid	0.19%
152	NIPPON INDIA ARBITRAGE FUND	Nippon India Mutual Fund	Hybrid	0.18%
153	Unifi Dynamic Asset Allocation Fund	Unifi Mutual Fund	Hybrid	0.16%
154	HSBC Arbitrage Fund	HSBC Mutual Fund	Hybrid	0.15%
155	ICICI Prudential Equity & Debt Fund	ICICI Prudential Mutual Fund	Hybrid	0.15%
156	WhiteOak Capital Equity Savings Fund	WhiteOak Capital Mutual Fund	Hybrid	0.15%
157	Bajaj Finserv Arbitrage Fund	Bajaj Finserv Mutual Fund	Hybrid	0.13%
158	ICICI Prudential Flexicap Fund	ICICI Prudential Mutual Fund	Equity	0.11%
159	Franklin India Arbitrage Fund	Franklin Templeton Mutual Fund	Hybrid	0.05%
160	ICICI Prudential Arbitrage Fund	ICICI Prudential Mutual Fund	Hybrid	0.04%
161	JM Arbitrage Fund	JM Financial Mutual Fund	Hybrid	0.03%
162	JioBlackRock Arbitrage Fund	Jio BlackRock Mutual Fund	Hybrid	0.02%
163	SBI Equity Savings Fund	SBI Mutual Fund	Hybrid	0.01%
164	Axis Balanced Advantage Fund	Axis Mutual Fund	Hybrid	0%
165	HSBC Multi Asset Allocation Fund	HSBC Mutual Fund	Hybrid	0%
166	PGIM INDIA LARGE CAP FUND	PGIM India Mutual Fund	Equity	0%
167	Parag Parikh Arbitrage Fund	PPFAS Mutual Fund	Hybrid	0%
168	TATA ARBITRAGE FUND	Tata Mutual Fund	Hybrid	0%
169	Kotak Arbitrage Fund	Kotak Mahindra Mutual Fund	Hybrid	-0.01%
170	UTI - Arbitrage Fund	UTI Mutual Fund	Hybrid	-0.01%

Want to interpret these weights? Read How to Read a Mutual Fund's Monthly Portfolio Disclosure, or look up terms like % to NAV and conviction in the glossary.

Source: SEBI-mandated monthly portfolio disclosures by Indian AMCs. Percentages are of each fund's net assets on its latest disclosure date. For information only, not investment advice.