Mutual Funds Holding Mahindra & Mahindra Financial Services Limited

Financial Services69 fundsISIN INE774D01024

As of 31 August 2026, 69 Indian mutual funds hold Mahindra & Mahindra Financial Services Limited (Financial Services), led by Old Bridge Flexi Cap Fund at 2.93% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 31 August 2026, 69 Indian mutual fund schemes disclose a holding in Mahindra & Mahindra Financial Services 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 69 funds holding Mahindra & Mahindra Financial Services Limited, the average position size is 1.19% of net assets. The highest-conviction holder is Old Bridge Flexi Cap Fund (Equity), at 2.93%. Equity funds account for 50 of the 69 holders, with the rest spread across 2 other categories. Over the last month, 3 funds initiated a new position and 2 funds exited, with the largest weight change at Old Bridge Flexi Cap Fund (-1.01pp to 2.93%).

Fund Activity Last Month

How funds changed their Mahindra & Mahindra Financial Services Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

3 started a position2 exited8 increased15 reduced

New Positions

LIC MF ELSS TAX SAVER at 0.55%
Edelweiss Aggressive Hybrid Fund at 0.34%
Edelweiss Balanced Advantage Fund at 0.28%

Complete Exits

Nippon India Active Momentum Fund was 2.28%
Sundaram Dividend Yield Fund was 0.92%

Weight Increased

Fund	Weight	Change
Franklin India Large & Mid Cap Fund	1.83% → 2.62%	▲ +0.79
WhiteOak Capital Banking & Financial Services Fund	0.8% → 1.24%	▲ +0.44
HSBC Multi Cap Fund	0.98% → 1.33%	▲ +0.35
WhiteOak Capital Mid Cap Fund	0.59% → 0.87%	▲ +0.28
JM Large and Midcap Fund	1.48% → 1.75%	▲ +0.27
LIC MF MID CAP FUND	1.65% → 1.92%	▲ +0.27
WhiteOak Capital Large & Mid Cap Fund	0.29% → 0.55%	▲ +0.26
SBI Quant Fund	2.37% → 2.57%	▲ +0.2

Weight Reduced

Fund	Weight	Change
Old Bridge Flexi Cap Fund	3.94% → 2.93%	▼ -1.01
HSBC Midcap Fund	2.88% → 2.27%	▼ -0.61
HSBC Large & Mid Cap Fund	1.95% → 1.35%	▼ -0.6
DSP Quant Fund	2.53% → 2.06%	▼ -0.47
Bandhan Large & Mid Cap Fund	0.89% → 0.45%	▼ -0.44
LIC MF FOCUSED FUND	3.11% → 2.68%	▼ -0.43
UTI Multi Cap Fund	0.49% → 0.23%	▼ -0.26
SBI Multi Asset Allocation Fund	1.65% → 1.43%	▼ -0.22
Sundaram Mid Cap Fund	2.94% → 2.74%	▼ -0.2
JM ELSS Tax Saver Fund	1.95% → 1.76%	▼ -0.19
Bandhan Value Fund	2.06% → 1.88%	▼ -0.18
Bandhan ELSS - Tax Saver Fund	2.14% → 1.97%	▼ -0.17
SBI Contra Fund	2.12% → 1.95%	▼ -0.17
TATA LARGE & MID CAP FUND	2.23% → 2.06%	▼ -0.17
Bandhan Multi Cap Fund	1.82% → 1.66%	▼ -0.16

Funds Holding Mahindra & Mahindra Financial Services Limited

#	Fund	AMC	Category	% to NAV
1	Old Bridge Flexi Cap Fund	Old Bridge Mutual Fund	Equity	2.93%
2	Sundaram Mid Cap Fund	Sundaram Mutual Fund	Equity	2.74%
3	LIC MF FOCUSED FUND	LIC Mutual Fund	Equity	2.68%
4	Franklin India Large & Mid Cap Fund	Franklin Templeton Mutual Fund	Equity	2.62%
5	SBI Quant Fund	SBI Mutual Fund	Equity	2.57%
6	HDFC Mid Cap Fund	HDFC Mutual Fund	Equity	2.28%
7	HSBC Midcap Fund	HSBC Mutual Fund	Equity	2.27%
8	Quantum Flexi Cap Fund	Quantum Mutual Fund	Equity	2.1%
9	DSP Quant Fund	DSP Mutual Fund	Equity	2.06%
10	TATA LARGE & MID CAP FUND	Tata Mutual Fund	Equity	2.06%
11	Bandhan ELSS - Tax Saver Fund	Bandhan Mutual Fund	Equity	1.97%
12	SBI Contra Fund	SBI Mutual Fund	Equity	1.95%
13	LIC MF MID CAP FUND	LIC Mutual Fund	Equity	1.92%
14	Bandhan Value Fund	Bandhan Mutual Fund	Equity	1.88%
15	Bandhan Financial Services Fund	Bandhan Mutual Fund	Thematic	1.87%
16	Kotak Active Momentum Fund	Kotak Mahindra Mutual Fund	Equity	1.81%
17	JM ELSS Tax Saver Fund	JM Financial Mutual Fund	Equity	1.76%
18	JM Large and Midcap Fund	JM Financial Mutual Fund	Equity	1.75%
19	Nippon India Vision Large & Mid Cap Fund	Nippon India Mutual Fund	Equity	1.75%
20	Bandhan Multi Cap Fund	Bandhan Mutual Fund	Equity	1.66%
21	UTI Value Fund	UTI Mutual Fund	Equity	1.48%
22	SBI Multi Asset Allocation Fund	SBI Mutual Fund	Hybrid	1.43%
23	UTI - Dividend Yield Fund	UTI Mutual Fund	Equity	1.41%
24	Franklin India Mid Cap Fund	Franklin Templeton Mutual Fund	Equity	1.38%
25	HSBC Large & Mid Cap Fund	HSBC Mutual Fund	Equity	1.35%
26	HSBC Multi Cap Fund	HSBC Mutual Fund	Equity	1.33%
27	HDFC Banking & Financial Services Fund	HDFC Mutual Fund	Thematic	1.27%
28	WhiteOak Capital Banking & Financial Services Fund	WhiteOak Capital Mutual Fund	Thematic	1.24%
29	HDFC Large and Mid Cap Fund	HDFC Mutual Fund	Equity	1.21%
30	TATA BANKING & FINANCIAL SERVICES FUND	Tata Mutual Fund	Thematic	1.21%
31	NJ Value Fund	NJ Mutual Fund	Equity	1.19%
32	Kotak Rural Opportunities Fund	Kotak Mahindra Mutual Fund	Thematic	1.15%
33	HSBC Value Fund	HSBC Mutual Fund	Equity	1.13%
34	LIC MF VALUE FUND	LIC Mutual Fund	Equity	1.13%
35	Sundaram Flexi Cap Fund	Sundaram Mutual Fund	Equity	1.11%
36	CANARA ROBECO BANKING AND FINANCIAL SERVICES FUND	Canara Robeco Mutual Fund	Thematic	1.1%
37	HSBC Flexi Cap Fund	HSBC Mutual Fund	Equity	1.1%
38	SBI Midcap Fund	SBI Mutual Fund	Equity	1.09%
39	Sundaram ELSS Tax Saver Fund	Sundaram Mutual Fund	Equity	1.09%
40	Baroda BNP Paribas Banking & Financial Services Fund	Baroda BNP Paribas Mutual Fund	Thematic	1.07%
41	SBI Balanced Advantage Fund	SBI Mutual Fund	Hybrid	1.05%
42	HSBC Multi Asset Allocation Fund	HSBC Mutual Fund	Hybrid	0.93%
43	WhiteOak Capital Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.87%
44	HDFC Value Fund	HDFC Mutual Fund	Equity	0.83%
45	JM Midcap Fund	JM Financial Mutual Fund	Equity	0.82%
46	Edelweiss Business Cycle Fund	Edelweiss Mutual Fund	Thematic	0.8%
47	ITI Mid Cap Fund	ITI Mutual Fund	Equity	0.8%
48	Edelweiss Large & Mid Cap Fund	Edelweiss Mutual Fund	Equity	0.73%
49	Nippon India Growth Mid Cap Fund	Nippon India Mutual Fund	Equity	0.68%
50	Axis Large & Mid Cap Fund	Axis Mutual Fund	Equity	0.63%
51	HSBC Financial Services Fund	HSBC Mutual Fund	Thematic	0.58%
52	Aditya Birla Sun Life Multi-Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	0.55%
53	LIC MF ELSS TAX SAVER	LIC Mutual Fund	Equity	0.55%
54	WhiteOak Capital Large & Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.55%
55	LIC MF ELSS Tax Saver Fund	LIC Mutual Fund	Equity	0.5%
56	Navi Large & Midcap Fund	Navi Mutual Fund	Equity	0.46%
57	Bandhan Large & Mid Cap Fund	Bandhan Mutual Fund	Equity	0.45%
58	WhiteOak Capital Multi Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.45%
59	Sundaram Multi Cap Fund	Sundaram Mutual Fund	Equity	0.36%
60	UTI Conservative Hybrid Fund	UTI Mutual Fund	Hybrid	0.36%
61	Edelweiss Aggressive Hybrid Fund	Edelweiss Mutual Fund	Hybrid	0.34%
62	Edelweiss Balanced Advantage Fund	Edelweiss Mutual Fund	Hybrid	0.28%
63	Axis Midcap Fund	Axis Mutual Fund	Equity	0.27%
64	UTI Multi Cap Fund	UTI Mutual Fund	Equity	0.23%
65	Zerodha Life Cycle Fund 2041	Zerodha Mutual Fund	Hybrid	0.21%
66	Zerodha Life Cycle Fund 2036	Zerodha Mutual Fund	Hybrid	0.17%
67	UTI Quant Fund	UTI Mutual Fund	Equity	0.15%
68	Zerodha Life Cycle Fund 2031	Zerodha Mutual Fund	Hybrid	0.13%
69	JioBlackRock Sector Rotation Fund	Jio BlackRock Mutual Fund	Thematic	0.11%

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.