Mutual Funds Holding The Federal Bank Limited

Financial Services160 fundsISIN INE171A01029

As of 30 June 2026, 160 Indian mutual funds hold The Federal Bank Limited (Financial Services), led by Invesco India Midcap Fund at 5.58% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 30 June 2026, 160 Indian mutual fund schemes disclose a holding in The Federal Bank 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 160 funds holding The Federal Bank Limited, the average position size is 1.85% of net assets. The highest-conviction holder is Invesco India Midcap Fund (Equity), at 5.58%. Equity funds account for 95 of the 160 holders, with the rest spread across 2 other categories. Over the last month, 11 funds initiated a new position and 5 funds exited, with the largest weight change at JioBlackRock Flexi Cap Fund (-1.15pp to 0.19%).

Fund Activity Last Month

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

11 started a position5 exited15 increased13 reduced

New Positions

Samco ELSSTax Saver Fund at 3.98%
Axis Momentum Fund at 2.41%
Motilal Oswal Financial Services Fund at 1.26%
PGIM INDIA MULTI CAP FUND at 1.06%
Axis Multi Asset Allocation Fund at 0.25%
Axis Arbitrage Fund at 0.19%
Motilal Oswal Arbitrage Fund at 0.08%
JioBlackRock Arbitrage Fund at 0.06%
HDFC Arbitrage Fund at 0.04%
HSBC Arbitrage Fund at 0.03%
Parag Parikh Arbitrage Fund at 0.01%

Complete Exits

Samco Special Opportunities Fund was 3.12%
The Wealth Company Large & Mid Cap Fund was 1.04%
Mirae Asset Flexi Cap Fund was 0.71%
Nippon India Vision Large & Mid Cap Fund was 0.22%
JM Arbitrage Fund was 0.12%

Weight Increased

Fund	Weight	Change
Samco Large Mid Cap Fund	1.14% → 2.28%	▲ +1.14
Kotak Quant Fund	2% → 2.84%	▲ +0.84
WhiteOak Capital Equity Savings Fund	0.39% → 1.2%	▲ +0.81
WhiteOak Capital Arbitrage Fund	0.56% → 1.29%	▲ +0.73
TRUSTMF Multi Cap Fund	1.33% → 2.02%	▲ +0.69
HSBC Midcap Fund	3.65% → 4.21%	▲ +0.56
Quantum ESG Best In Class Strategy Fund	3.18% → 3.7%	▲ +0.52
Mahindra Manulife Mid Cap Fund	2.84% → 3.32%	▲ +0.48
Axis Midcap Fund	3.83% → 4.25%	▲ +0.42
Abakkus Flexi Cap Fund	2.57% → 2.97%	▲ +0.4
PGIM INDIA BALANCED ADVANTAGE FUND	0.46% → 0.85%	▲ +0.39
Samco Mid Cap Fund	4.11% → 4.5%	▲ +0.39
Capitalmind Flexi Cap Fund	3.48% → 3.86%	▲ +0.38
Invesco India Midcap Fund	5.2% → 5.58%	▲ +0.38
HSBC Value Fund	2.89% → 3.23%	▲ +0.34

Weight Reduced

Fund	Weight	Change
JioBlackRock Flexi Cap Fund	1.34% → 0.19%	▼ -1.15
JioBlackRock Large Cap Fund	1.7% → 0.55%	▼ -1.15
Mirae Asset Midcap Fund	2.85% → 2.11%	▼ -0.74
TATA ELSS FUND	1.68% → 1.15%	▼ -0.53
Aditya Birla Sun Life Quant Fund	4.68% → 4.19%	▼ -0.49
Samco Multi Cap Fund	2.2% → 1.72%	▼ -0.48
TATA MID CAP FUND	3.37% → 2.96%	▼ -0.41
TATA MULTICAP FUND	1.72% → 1.32%	▼ -0.4
Aditya Birla Sun Life Value Fund	0.79% → 0.44%	▼ -0.35
Mirae Asset Banking and Financial Services Fund	3.04% → 2.76%	▼ -0.28
Bajaj Finserv Multi Cap Fund	3.29% → 3.1%	▼ -0.19
UTI Aggressive Hybrid Fund	0.88% → 0.72%	▼ -0.16
SBI Quant Fund	5.51% → 5.36%	▼ -0.15

Funds Holding The Federal Bank Limited

#	Fund	AMC	Category	% to NAV
1	Invesco India Midcap Fund	Invesco Mutual Fund	Equity	5.58%
2	SBI Quant Fund	SBI Mutual Fund	Equity	5.36%
3	Taurus Mid Cap Fund	Taurus Mutual Fund	Equity	4.86%
4	Samco Mid Cap Fund	Samco Mutual Fund	Equity	4.5%
5	HDFC Mid Cap Fund	HDFC Mutual Fund	Equity	4.36%
6	Axis Midcap Fund	Axis Mutual Fund	Equity	4.25%
7	HSBC Midcap Fund	HSBC Mutual Fund	Equity	4.21%
8	Aditya Birla Sun Life Quant Fund	Aditya Birla Sun Life Mutual Fund	Equity	4.19%
9	Bajaj Finserv Banking and Financial Services Fund	Bajaj Finserv Mutual Fund	Thematic	4.1%
10	Baroda BNP Paribas Flexi Cap Fund	Baroda BNP Paribas Mutual Fund	Equity	4.09%
11	Samco ELSSTax Saver Fund	Samco Mutual Fund	Equity	3.98%
12	Capitalmind Flexi Cap Fund	Capitalmind Mutual Fund	Equity	3.86%
13	Aditya Birla Sun Life Midcap Fund	Aditya Birla Sun Life Mutual Fund	Equity	3.76%
14	Quantum ESG Best In Class Strategy Fund	Quantum Mutual Fund	Thematic	3.7%
15	Baroda BNP Paribas Large & Mid Cap Fund	Baroda BNP Paribas Mutual Fund	Equity	3.63%
16	Aditya Birla Sun Life Business Cycle Fund	Aditya Birla Sun Life Mutual Fund	Thematic	3.57%
17	Navi ELSS Tax Saver Fund	Navi Mutual Fund	Equity	3.5%
18	Invesco India Business Cycle Fund	Invesco Mutual Fund	Thematic	3.45%
19	LIC MF MID CAP FUND	LIC Mutual Fund	Equity	3.43%
20	CANARA ROBECO LARGE AND MID CAP FUND	Canara Robeco Mutual Fund	Equity	3.33%
21	Navi Large & Midcap Fund	Navi Mutual Fund	Equity	3.33%
22	Mahindra Manulife Mid Cap Fund	Mahindra Manulife Mutual Fund	Equity	3.32%
23	Invesco India Large Mid Cap Fund	Invesco Mutual Fund	Equity	3.25%
24	DSP Quant Fund	DSP Mutual Fund	Equity	3.24%
25	HSBC Large & Mid Cap Fund	HSBC Mutual Fund	Equity	3.23%
26	HSBC Value Fund	HSBC Mutual Fund	Equity	3.23%
27	Bajaj Finserv Large and Midcap Fund	Bajaj Finserv Mutual Fund	Equity	3.19%
28	TRUSTMF Mid Cap Fund	Trust Mutual Fund	Equity	3.12%
29	Bajaj Finserv Multi Cap Fund	Bajaj Finserv Mutual Fund	Equity	3.1%
30	Axis Services Opportunities Fund	Axis Mutual Fund	Equity	3.05%
31	Aditya Birla Sun Life Elss Tax Saver Fund	Aditya Birla Sun Life Mutual Fund	Equity	3%
32	Old Bridge Flexi Cap Fund	Old Bridge Mutual Fund	Equity	2.98%
33	Abakkus Flexi Cap Fund	Abakkus Mutual Fund	Equity	2.97%
34	TATA MID CAP FUND	Tata Mutual Fund	Equity	2.96%
35	Bajaj Finserv Flexi Cap Fund	Bajaj Finserv Mutual Fund	Equity	2.95%
36	Nippon India Growth Mid Cap Fund	Nippon India Mutual Fund	Equity	2.9%
37	Kotak Midcap Fund	Kotak Mahindra Mutual Fund	Equity	2.85%
38	Mahindra Manulife Large & Mid Cap Fund	Mahindra Manulife Mutual Fund	Equity	2.85%
39	Groww Banking & Financial Services Fund	Groww Mutual Fund	Thematic	2.84%
40	Kotak Quant Fund	Kotak Mahindra Mutual Fund	Equity	2.84%
41	WhiteOak Capital Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	2.84%
42	PGIM INDIA MIDCAP FUND	PGIM India Mutual Fund	Equity	2.81%
43	Baroda BNP Paribas Mid Cap Fund	Baroda BNP Paribas Mutual Fund	Equity	2.78%
44	Mirae Asset Banking and Financial Services Fund	Mirae Asset Mutual Fund	Thematic	2.76%
45	DSP Mid Cap Fund	DSP Mutual Fund	Equity	2.75%
46	CANARA ROBECO MID CAP FUND	Canara Robeco Mutual Fund	Equity	2.73%
47	Baroda BNP Paribas Banking & Financial Services Fund	Baroda BNP Paribas Mutual Fund	Thematic	2.71%
48	Sundaram Mid Cap Fund	Sundaram Mutual Fund	Equity	2.71%
49	Franklin India Mid Cap Fund	Franklin Templeton Mutual Fund	Equity	2.69%
50	SBI Midcap Fund	SBI Mutual Fund	Equity	2.65%
51	HSBC Multi Cap Fund	HSBC Mutual Fund	Equity	2.61%
52	HSBC Financial Services Fund	HSBC Mutual Fund	Thematic	2.51%
53	Bajaj Finserv Small Cap Fund	Bajaj Finserv Mutual Fund	Equity	2.5%
54	Axis Momentum Fund	Axis Mutual Fund	Equity	2.41%
55	HSBC Multi Asset Allocation Fund	HSBC Mutual Fund	Hybrid	2.31%
56	Samco Large Mid Cap Fund	Samco Mutual Fund	Equity	2.28%
57	Invesco India Contra Fund	Invesco Mutual Fund	Equity	2.23%
58	UTI - Mid Cap Fund	UTI Mutual Fund	Equity	2.23%
59	HSBC Equity Savings Fund	HSBC Mutual Fund	Hybrid	2.2%
60	WhiteOak Capital Large & Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	2.17%
61	Invesco India Financial Services Fund	Invesco Mutual Fund	Thematic	2.15%
62	TRUSTMF Small Cap Fund	Trust Mutual Fund	Equity	2.14%
63	The Wealth Company Flexi Cap Fund	The Wealth Company Mutual Fund	Equity	2.12%
64	Mirae Asset Midcap Fund	Mirae Asset Mutual Fund	Equity	2.11%
65	HSBC Small Cap Fund	HSBC Mutual Fund	Equity	2.09%
66	Invesco India Smallcap Fund	Invesco Mutual Fund	Equity	2.08%
67	TRUSTMF Multi Cap Fund	Trust Mutual Fund	Equity	2.02%
68	Axis Large & Mid Cap Fund	Axis Mutual Fund	Equity	2%
69	Groww ELSS Tax Saver Fund	Groww Mutual Fund	Equity	1.98%
70	HSBC Conservative Hybrid Fund	HSBC Mutual Fund	Hybrid	1.97%
71	Baroda BNP Paribas ELSS Tax Saver Fund	Baroda BNP Paribas Mutual Fund	Equity	1.96%
72	UTI Large & Mid Cap Fund	UTI Mutual Fund	Equity	1.94%
73	Mahindra Manulife Business Cycle Fund	Mahindra Manulife Mutual Fund	Thematic	1.93%
74	TRUSTMF Flexi Cap Fund	Trust Mutual Fund	Equity	1.92%
75	Baroda BNP Paribas Balanced Advantage Fund	Baroda BNP Paribas Mutual Fund	Hybrid	1.88%
76	TATA VALUE FUND	Tata Mutual Fund	Equity	1.83%
77	HDFC Small Cap Fund	HDFC Mutual Fund	Equity	1.79%
78	Aditya Birla Sun Life Flexi Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	1.76%
79	Baroda BNP Paribas Business Cycle Fund	Baroda BNP Paribas Mutual Fund	Thematic	1.72%
80	Samco Multi Cap Fund	Samco Mutual Fund	Equity	1.72%
81	LIC MF MULTI CAP FUND	LIC Mutual Fund	Equity	1.66%
82	Invesco India Elss Tax Saver Fund	Invesco Mutual Fund	Equity	1.63%
83	Aditya Birla Sun Life Multi-Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	1.6%
84	Mahindra Manulife Balanced Advantage Fund	Mahindra Manulife Mutual Fund	Hybrid	1.53%
85	TATA MULTI ASSET ALLOCATION FUND	Tata Mutual Fund	Hybrid	1.52%
86	DSP Large & Mid Cap Fund	DSP Mutual Fund	Equity	1.49%
87	SBI MultiCap Fund	SBI Mutual Fund	Equity	1.49%
88	Aditya Birla Sun Life Balanced Advantage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	1.44%
89	Groww Multi Asset Allocation Fund	Groww Mutual Fund	Hybrid	1.44%
90	Bajaj Finserv Balanced Advantage Fund	Bajaj Finserv Mutual Fund	Hybrid	1.4%
91	WhiteOak Capital Multi Cap Fund	WhiteOak Capital Mutual Fund	Equity	1.4%
92	TATA BALANCED ADVANTAGE FUND	Tata Mutual Fund	Hybrid	1.39%
93	TRUSTMF Large & Mid Cap Fund	Trust Mutual Fund	Equity	1.38%
94	CANARA ROBECO MULTI CAP FUND	Canara Robeco Mutual Fund	Equity	1.37%
95	Groww Aggressive Hybrid Fund	Groww Mutual Fund	Hybrid	1.33%
96	Mahindra Manulife Value Fund	Mahindra Manulife Mutual Fund	Equity	1.33%
97	TATA MULTICAP FUND	Tata Mutual Fund	Equity	1.32%
98	Baroda BNP Paribas ESG Best-in-Class Strategy Fund	Baroda BNP Paribas Mutual Fund	Thematic	1.3%
99	WhiteOak Capital Arbitrage Fund	WhiteOak Capital Mutual Fund	Hybrid	1.29%
100	Motilal Oswal Financial Services Fund	Motilal Oswal Mutual Fund	Thematic	1.26%
101	UTI Quant Fund	UTI Mutual Fund	Equity	1.26%
102	SBI Flexicap Fund	SBI Mutual Fund	Equity	1.23%
103	WhiteOak Capital Equity Savings Fund	WhiteOak Capital Mutual Fund	Hybrid	1.2%
104	PGIM INDIA LARGE AND MIDCAP FUND	PGIM India Mutual Fund	Equity	1.17%
105	WhiteOak Capital Banking & Financial Services Fund	WhiteOak Capital Mutual Fund	Thematic	1.17%
106	Baroda BNP Paribas Aggressive Hybrid Fund	Baroda BNP Paribas Mutual Fund	Hybrid	1.16%
107	Mahindra Manulife Flexi Cap Fund	Mahindra Manulife Mutual Fund	Equity	1.15%
108	TATA ELSS FUND	Tata Mutual Fund	Equity	1.15%
109	Axis Value Fund	Axis Mutual Fund	Equity	1.12%
110	Samco Multi Asset Allocation Fund	Samco Mutual Fund	Hybrid	1.12%
111	Samco Active Momentum Fund	Samco Mutual Fund	Equity	1.09%
112	Bajaj Finserv Multi Asset Allocation Fund	Bajaj Finserv Mutual Fund	Hybrid	1.08%
113	UTI Value Fund	UTI Mutual Fund	Equity	1.08%
114	PGIM INDIA MULTI CAP FUND	PGIM India Mutual Fund	Equity	1.06%
115	Axis Multicap Fund	Axis Mutual Fund	Equity	1.03%
116	Baroda BNP Paribas Multi Asset Fund	Baroda BNP Paribas Mutual Fund	Hybrid	0.99%
117	UTI Multi Asset Allocation Fund	UTI Mutual Fund	Hybrid	0.99%
118	Aditya Birla Sun Life Equity Hybrid '95 Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.97%
119	Axis ELSS Tax Saver Fund	Axis Mutual Fund	Equity	0.93%
120	UTI ELSS Tax Saver Fund	UTI Mutual Fund	Equity	0.92%
121	PGIM INDIA BALANCED ADVANTAGE FUND	PGIM India Mutual Fund	Hybrid	0.85%
122	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.84%
123	Axis Flexi Cap Fund	Axis Mutual Fund	Equity	0.77%
124	Samco Dynamic Asset Allocation Fund	Samco Mutual Fund	Hybrid	0.74%
125	UTI Aggressive Hybrid Fund	UTI Mutual Fund	Hybrid	0.72%
126	HDFC Large and Mid Cap Fund	HDFC Mutual Fund	Equity	0.61%
127	Aditya Birla Sun Life Arbitrage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.58%
128	Axis Equity Savings Fund	Axis Mutual Fund	Hybrid	0.57%
129	JioBlackRock Large Cap Fund	Jio BlackRock Mutual Fund	Equity	0.55%
130	Mirae Asset Arbitrage Fund	Mirae Asset Mutual Fund	Hybrid	0.55%
131	JioBlackRock Sector Rotation Fund	Jio BlackRock Mutual Fund	Thematic	0.47%
132	Mirae Asset Equity Savings Fund	Mirae Asset Mutual Fund	Hybrid	0.45%
133	Aditya Birla Sun Life Value Fund	Aditya Birla Sun Life Mutual Fund	Equity	0.44%
134	Aditya Birla Sun Life Large Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	0.4%
135	Mirae Asset Balanced Advantage Fund	Mirae Asset Mutual Fund	Hybrid	0.36%
136	WhiteOak Capital ELSS Tax Saver Fund	WhiteOak Capital Mutual Fund	Equity	0.36%
137	SBI Arbitrage Opportunities Fund	SBI Mutual Fund	Hybrid	0.32%
138	Bajaj Finserv Arbitrage Fund	Bajaj Finserv Mutual Fund	Hybrid	0.3%
139	UTI Conservative Hybrid Fund	UTI Mutual Fund	Hybrid	0.27%
140	ICICI Prudential Multi-Asset Fund	ICICI Prudential Mutual Fund	Hybrid	0.26%
141	Axis Multi Asset Allocation Fund	Axis Mutual Fund	Hybrid	0.25%
142	Mirae Asset Multi Asset Allocation Fund	Mirae Asset Mutual Fund	Hybrid	0.23%
143	ICICI Prudential Arbitrage Fund	ICICI Prudential Mutual Fund	Hybrid	0.2%
144	Axis Arbitrage Fund	Axis Mutual Fund	Hybrid	0.19%
145	JioBlackRock Flexi Cap Fund	Jio BlackRock Mutual Fund	Equity	0.19%
146	NIPPON INDIA ARBITRAGE FUND	Nippon India Mutual Fund	Hybrid	0.18%
147	Axis Balanced Advantage Fund	Axis Mutual Fund	Hybrid	0.13%
148	Motilal Oswal Arbitrage Fund	Motilal Oswal Mutual Fund	Hybrid	0.08%
149	ICICI Prudential Equity Savings Fund	ICICI Prudential Mutual Fund	Hybrid	0.07%
150	Unifi Dynamic Asset Allocation Fund	Unifi Mutual Fund	Hybrid	0.07%
151	JioBlackRock Arbitrage Fund	Jio BlackRock Mutual Fund	Hybrid	0.06%
152	HDFC Arbitrage Fund	HDFC Mutual Fund	Hybrid	0.04%
153	Mirae Asset Large & Midcap Fund	Mirae Asset Mutual Fund	Equity	0.04%
154	HSBC Arbitrage Fund	HSBC Mutual Fund	Hybrid	0.03%
155	DSP Arbitrage Fund	DSP Mutual Fund	Hybrid	0.01%
156	Kotak Banking and Financial Services Fund	Kotak Mahindra Mutual Fund	Thematic	0.01%
157	Parag Parikh Arbitrage Fund	PPFAS Mutual Fund	Hybrid	0.01%
158	SBI Equity Savings Fund	SBI Mutual Fund	Hybrid	0.01%
159	TATA ARBITRAGE FUND	Tata Mutual Fund	Hybrid	0%
160	UTI - Arbitrage Fund	UTI Mutual Fund	Hybrid	0%

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.