SUNDARAM FINANCE LTD
Last close
₹4,730.60
18 Sep 2026 · +2.1% over the year
Held by
85funds
latest disclosure month
Average weight per holder
0.7%
Σ across holders 59.3% · +16.23% over 3 months
Days to exit
483
aggregate MF position at 20% of average daily volume
Who holds it
every fund's latest position, when it first appeared, and the price then against now · 91 rows: 85 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| Nippon India Banking & Financial Services Fund Sectoral/ Thematic · held 4.6 yrs | 1.18% | May 2014 | ₹891.35 | +431% | +0.58% | added |
| ICICI Prudential Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 6.8 yrs | 0 | Apr 2015 | ₹1,475.85 | +221% | — | exited Jul 2026 |
| ICICI Prudential ELSS - Tax Saver Fund ELSS · held 3.0 yrs | 0.74% | Oct 2015 | ₹1,487.75 | +218% | +0.74% | entered |
| ICICI Prudential Multi Cap Fund Multi Cap · held 2.4 yrs | 0.01% | Mar 2016 | ₹1,300.60 | +264% | -0.00% | held |
| ICICI Prudential Large & Mid Cap Fund Large & Mid Cap · held 5.6 yrs | 0.01% | May 2016 | ₹1,389.40 | +240% | +0.01% | entered |
| UTI Retirement Fund Retirement · held 5.3 yrs | 0.40% | Feb 2017 | ₹1,439.95 | +229% | +0.05% | added |
| UTI Aggressive Hybrid Fund Aggressive Hybrid · held 5.0 yrs | 0.82% | Mar 2017 | ₹1,614.75 | +193% | +0.15% | added |
| UTI Large & Mid Cap Fund Large & Mid Cap · held 4.5 yrs | 1.87% | Jan 2018 | ₹1,882.20 | +151% | +0.61% | added |
| Nippon India Growth Mid Cap Fund Mid Cap · held 2.3 yrs | 0.84% | Jan 2018 | ₹1,882.20 | +151% | -0.02% | held |
| Motilal Oswal Nifty Midcap 150 Index Fund Index Funds · held 7.0 yrs | 0.73% | Sep 2019 | ₹1,631.50 | +190% | +0.01% | added |
| Nippon India ETF Nifty Midcap 150 Other ETFs · held 7.0 yrs | 0.73% | Sep 2019 | ₹1,631.50 | +190% | +0.01% | added |
| Motilal Oswal Nifty 500 Index Fund Index Funds · held 6.9 yrs | 0.16% | Sep 2019 | ₹1,631.50 | +190% | +0.01% | added |
| Axis Large & Mid Cap Fund Large & Mid Cap · held 5.9 yrs | 0.72% | Dec 2019 | ₹1,630.80 | +190% | -0.01% | held |
| Axis ELSS- Tax Saver Fund ELSS · held 5.9 yrs | 0.67% | Dec 2019 | ₹1,630.80 | +190% | +0.22% | added |
| Axis Midcap Fund Mid Cap · held 5.9 yrs | 0.64% | Dec 2019 | ₹1,630.80 | +190% | 0.00% | held |
| ICICI Prudential Nifty Midcap 150 ETF Other ETFs · held 6.7 yrs | 0.73% | Jan 2020 | ₹1,641.85 | +188% | +0.01% | added |
| Axis Retirement Fund - Dynamic Plan Retirement · held 5.8 yrs | 0.55% | Jan 2020 | ₹1,641.85 | +188% | -0.06% | trimmed |
| Axis Retirement Fund - Aggressive Plan Retirement · held 5.8 yrs | 0.52% | Jan 2020 | ₹1,641.85 | +188% | -0.07% | trimmed |
| Axis Retirement Fund - Conservative Plan Retirement · held 5.8 yrs | 0.28% | Jan 2020 | ₹1,641.85 | +188% | +0.02% | held |
| Nippon India Nifty Midcap 150 Index Fund Index Funds · held 5.6 yrs | 0.74% | Feb 2021 | ₹2,647.05 | +79% | +0.03% | added |
| ITI Mid Cap Fund Mid Cap · held 4.8 yrs | 1.36% | Mar 2021 | ₹2,570.45 | +84% | -0.02% | held |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Equity Funds · held 5.3 yrs | 0.73% | May 2021 | ₹2,499.60 | +89% | +0.02% | added |
| ICICI Prudential Nifty Midcap 150 Index Fund Index Funds · held 4.8 yrs | 0.73% | Dec 2021 | ₹2,287.50 | +107% | +0.02% | added |
| Mirae Asset Nifty Midcap 150 ETF Equity ETF · held 4.5 yrs | 0.73% | Mar 2022 | ₹1,940.20 | +144% | +0.01% | held |
| Axis Conservative Hybrid Fund Conservative Hybrid · held 4.1 yrs | 0.03% | Jun 2022 | ₹1,761.65 | +169% | 0.00% | held |
| BANK OF INDIA AGGRESSIVE HYBRID FUND Aggressive Hybrid · held 1.7 yrs | 0.89% | Jul 2022 | ₹2,047.30 | +131% | -0.19% | held |
| Navi Nifty Midcap 150 Index Fund Index Funds · held 3.3 yrs | 0.73% | Sep 2022 | ₹2,262.00 | +109% | +0.01% | added |
| HSBC Midcap Fund Mid Cap · held 3.7 yrs | 0 | Nov 2022 | ₹2,225.80 | +113% | — | exited Jul 2026 |
| SBI MIDCAP FUND Mid Cap · held 3.7 yrs | 2.58% | Jan 2023 | ₹2,268.65 | +109% | +0.17% | added |
| SBI Nifty Midcap 150 Index Fund Index Funds · held 3.7 yrs | 0.73% | Jan 2023 | ₹2,268.65 | +109% | +0.01% | added |
| Baroda BNP Paribas Mid Cap Fund Mid Cap · held 3.3 yrs | 1.47% | May 2023 | ₹2,544.70 | +86% | +0.02% | added |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Index Funds · held 2.5 yrs | 0 | Jun 2023 | ₹2,610.00 | +81% | — | exited May 2026 |
| UTI Nifty Midcap 150 Exchange Traded Fund Equity ETF · held 3.0 yrs | 0.73% | Sep 2023 | ₹3,070.95 | +54% | +0.01% | trimmed |
| Motilal Oswal Nifty 500 ETF Other ETFs · held 3.0 yrs | 0.16% | Sep 2023 | ₹3,070.95 | +54% | +0.01% | added |
| HSBC Conservative Hybrid Fund Conservative Hybrid · held 3.0 yrs | 0.08% | Sep 2023 | ₹3,070.95 | +54% | 0.00% | held |
| Canara Robeco Large and Mid Cap Fund Large & Mid Cap · held 11 mo | 0.08% | Oct 2023 | ₹3,172.70 | +49% | 0.00% | held |
| ICICI Prudential Nifty LargeMidcap 250 Index Fund Index Funds · held 2.5 yrs | 0.37% | Mar 2024 | ₹4,138.70 | +14% | +0.00% | added |
| Axis Nifty 500 Index Fund Equity Funds · held 2.2 yrs | 0.16% | Jul 2024 | ₹4,325.15 | +9% | +0.01% | added |
| Navi Nifty 500 Multicap 50 25 25 Index Fund Index Funds · held 2.1 yrs | 0.19% | Aug 2024 | ₹5,050.60 | −6% | +0.01% | held |
| Mirae Asset Nifty500 Multicap 50 25 25 ETF Equity ETF · held 2.1 yrs | 0.19% | Aug 2024 | ₹5,050.60 | −6% | +0.00% | trimmed |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds · held 2.1 yrs | 0.15% | Aug 2024 | ₹5,050.60 | −6% | +0.01% | trimmed |
| Bandhan Nifty Midcap 150 Index Fund Index Funds · held 2.0 yrs | 0.73% | Sep 2024 | ₹5,271.15 | −10% | +0.01% | trimmed |
| Nippon India Nifty 500 Equal Weight Index Fund Index Funds · held 2.0 yrs | 0.20% | Sep 2024 | ₹5,271.15 | −10% | +0.02% | added |
| SBI Nifty 500 Index Fund Index Funds · held 2.0 yrs | 0.16% | Sep 2024 | ₹5,271.15 | −10% | +0.01% | trimmed |
| Mirae Asset Nifty LargeMidcap 250 Index Fund Equity Funds · held 1.9 yrs | 0.37% | Oct 2024 | ₹4,804.25 | −2% | -0.00% | trimmed |
| Mirae Asset Nifty Total Market Index Fund Equity Funds · held 1.9 yrs | 0.15% | Oct 2024 | ₹4,804.25 | −2% | +0.01% | trimmed |
| Baroda BNP Paribas Nifty Midcap 150 Index Fund Index Funds · held 1.8 yrs | 0.72% | Nov 2024 | ₹3,968.40 | +19% | -0.01% | trimmed |
| UTI Nifty Midcap 150 Index Fund Equity Funds · held 1.8 yrs | 0.73% | Dec 2024 | ₹4,143.70 | +14% | +0.01% | added |
| ICICI Prudential Nifty 500 Index Fund Index Funds · held 1.8 yrs | 0.16% | Dec 2024 | ₹4,143.70 | +14% | +0.01% | added |
| Groww Nifty Total Market Index Fund Equity Funds · held 1.8 yrs | 0.15% | Dec 2024 | ₹4,143.70 | +14% | +0.01% | added |
A holder disclosed the stock in the latest month or the one before; an exit is listed for three disclosures. Entry close is the split- and bonus-adjusted close at the end of the month the fund first disclosed the position; “now vs entry” is price only, not the fund's return on the position. Estimated cost basis per fund from monthly unit deltas is not computed in this build.
Three-month flow
+0.16 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 57 added or entered, 17 trimmed or exited
Crowding
85 funds hold it, at an average weight of 0.7% each (59.3% summed across holders). At a fifth of average daily volume (61,833 shares), the aggregate fund position would take about 483 trading days to exit.
Why this might matterThe curation backtest found consensus positions anti-correlated with forward upside: when everyone already owns it, the marginal buyer is gone, and a crowded exit moves the price against every seller at once.
Why it might notBreadth of ownership is also what a large, liquid, well-run company looks like. Crowding measures how many funds agree, not whether they are right; MF ownership as a share of the company needs issue size, which is not loaded.
Who moved last quarter
the three-month flow, fund by fund — largest move first
Entered: funds that did not hold it three disclosures ago and do now.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| Bajaj Finserv Banking and Financial Services Fund Sectoral/ Thematic | +2.54% | 2.54% | Jun 2026 | +5% |
| Bajaj Finserv ELSS - Tax Saver Fund ELSS | +2.06% | 2.06% | Jun 2026 | +5% |
| Baroda BNP Paribas Services Fund Sectoral/ Thematic | +1.90% | 1.90% | Aug 2026 | +4% |
| DSP Nifty Midcap 150 Quality 50 ETF Other ETFs | +1.77% | 1.77% | Jun 2026 | +5% |
| UTI Nifty Midcap 150 Quality 50 Index Fund Equity Funds | +1.77% | 1.77% | Jun 2026 | +5% |
| DSP Nifty Midcap 150 Quality 50 Index Fund Index Funds | +1.77% | 1.77% | Jun 2026 | +5% |
| Invesco India PSU Equity Fund Sectoral/ Thematic | +0.97% | 0.97% | Aug 2026 | +4% |
| Bajaj Finserv Large & Mid Cap Fund Large & Mid Cap | +0.80% | 0.80% | Jul 2026 | +1% |
| HSBC Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | +0.75% | 0.75% | Jun 2026 | +5% |
| ICICI Prudential ELSS - Tax Saver Fund ELSS | +0.74% | 0.74% | Oct 2015 | +218% |
| UTI - Banking and Financial Services Fund Sectoral/ Thematic | +0.68% | 0.68% | Jun 2026 | +5% |
| Bajaj Finserv Multi Cap Fund Multi Cap | +0.52% | 0.52% | Jul 2026 | +1% |
| SBI BANKING & FINANCIAL SERVICES FUND Sectoral/ Thematic | +0.34% | 0.34% | Aug 2026 | +4% |
| Baroda BNP Paribas Multi Cap Fund Multi Cap | +0.33% | 0.33% | Aug 2026 | +4% |
| UTI Nifty 500 Index Fund Equity Funds | +0.16% | 0.16% | Aug 2026 | +4% |
| SBI ELSS Tax Saver Fund ELSS | +0.15% | 0.15% | Aug 2026 | +4% |
| UTI Nifty 500 Exchange Traded Fund Equity ETF | +0.15% | 0.15% | Aug 2026 | +4% |
| ICICI Prudential Large & Mid Cap Fund Large & Mid Cap | +0.01% | 0.01% | May 2016 | +240% |
One year, adjusted
daily close, split- and bonus-adjusted
Prices are the NSE close — the company quotes on both exchanges and the NSE carries the liquidity for almost every dual listing, so one series is shown rather than two that would mostly agree. The series is adjusted for splits and bonuses so a 1:1 bonus does not read as a 50% fall. A dated corporate-action timeline (rights, demergers) is not loaded in this build and is not shown rather than guessed.