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 |
|---|---|---|---|---|---|---|
| Helios Mid Cap Fund Mid Cap · held 1.3 yrs | 1.69% | Jun 2025 | ₹5,173.50 | −9% | +0.11% | added |
| Tata Nifty Midcap 150 Index Fund Index Funds · held 1.3 yrs | 0.74% | Jun 2025 | ₹5,173.50 | −9% | +0.02% | added |
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETF Other ETFs · held 1.0 yrs | 0 | Jun 2025 | ₹5,173.50 | −9% | — | exited May 2026 |
| LIC MF Dividend Yield Fund Dividend Yield · held 1.2 yrs | 0.99% | Jul 2025 | ₹4,675.00 | +1% | -0.03% | held |
| JioBlackRock Nifty Midcap 150 Index Fund Equity Funds · held 1.1 yrs | 0.73% | Aug 2025 | ₹4,493.70 | +5% | +0.02% | added |
| ICICI Prudential Rural Opportunities Fund Sectoral/ Thematic · held 11 mo | 1.61% | Oct 2025 | ₹4,594.50 | +3% | +0.70% | added |
| Groww Nifty Midcap 150 Index Fund Equity Funds · held 10 mo | 0.73% | Nov 2025 | ₹4,728.60 | +0% | +0.01% | added |
| Groww Nifty Midcap 150 ETF Other ETFs · held 10 mo | 0.73% | Nov 2025 | ₹4,728.60 | +0% | +0.02% | added |
| DSP MSCI INDIA ETF Other ETFs · held 10 mo | 0.21% | Nov 2025 | ₹4,728.60 | +0% | 0.00% | trimmed |
| ICICI Prudential Business Cycle Fund Sectoral/ Thematic · held 10 mo | 0.14% | Nov 2025 | ₹4,728.60 | +0% | +0.10% | added |
| DSP Nifty Midcap 150 ETF Other ETFs · held 9 mo | 0.75% | Dec 2025 | ₹5,282.80 | −10% | +0.03% | added |
| DSP Nifty Midcap 150 Index Fund Index Funds · held 9 mo | 0.73% | Dec 2025 | ₹5,282.80 | −10% | +0.02% | added |
| Navi Nifty Midsmallcap 400 Index Fund Index Funds · held 9 mo | 0.48% | Dec 2025 | ₹5,282.80 | −10% | 0.00% | added |
| DSP Nifty 500 Index Fund Index Funds · held 8 mo | 0.16% | Jan 2026 | ₹5,278.00 | −10% | +0.01% | added |
| Mirae Asset Small Cap Fund Small Cap · held 7 mo | 1.01% | Feb 2026 | ₹5,509.50 | −14% | -0.11% | added |
| Mirae Asset Flexi Cap Fund Flexi Cap · held 7 mo | 0.84% | Feb 2026 | ₹5,509.50 | −14% | -0.02% | held |
| BANK OF INDIA MID CAP FUND Mid Cap · held 7 mo | 0.71% | Feb 2026 | ₹5,509.50 | −14% | +0.01% | held |
| Aditya Birla Sun Life MSCI India ETF Equity ETF · held 7 mo | 0.21% | Feb 2026 | ₹5,509.50 | −14% | +0.01% | added |
| JioBlackRock Sector Rotation Fund Sectoral/ Thematic · held 7 mo | 0.16% | Feb 2026 | ₹5,509.50 | −14% | +0.02% | added |
| Bank of India Banking & Financial Services Fund Sectoral/ Thematic · held 4 mo | 0 | Feb 2026 | ₹5,509.50 | −14% | — | exited May 2026 |
| SBI Nifty Midcap 150 ETF Other ETFs · held 6 mo | 0.73% | Mar 2026 | ₹4,375.50 | +8% | +0.01% | added |
| SBI Nifty Midcap 150 Momentum 50 ETF Other ETFs · held 3 mo | 0 | Mar 2026 | ₹4,375.50 | +8% | — | exited May 2026 |
| Groww Aggressive Hybrid Fund Aggressive Hybrid · held 5 mo | 0.48% | Apr 2026 | ₹4,534.80 | +4% | +0.01% | held |
| Aditya Birla Sun Life Business Cycle Fund Sectoral/ Thematic · held 4 mo | 0.85% | May 2026 | ₹4,188.90 | +13% | -0.01% | held |
| 360 ONE MSCI India ETF Other ETFs · held 4 mo | 0.21% | May 2026 | ₹4,188.90 | +13% | +0.01% | added |
| Bajaj Finserv Banking and Financial Services Fund Sectoral/ Thematic · held 3 mo | 2.54% | Jun 2026 | ₹4,506.70 | +5% | +2.54% | entered |
| Bajaj Finserv ELSS - Tax Saver Fund ELSS · held 2 mo | 2.06% | Jun 2026 | ₹4,506.70 | +5% | +2.06% | entered |
| DSP Nifty Midcap 150 Quality 50 ETF Other ETFs · held 3 mo | 1.77% | Jun 2026 | ₹4,506.70 | +5% | +1.77% | entered |
| DSP Nifty Midcap 150 Quality 50 Index Fund Index Funds · held 3 mo | 1.77% | Jun 2026 | ₹4,506.70 | +5% | +1.77% | entered |
| UTI Nifty Midcap 150 Quality 50 Index Fund Equity Funds · held 3 mo | 1.77% | Jun 2026 | ₹4,506.70 | +5% | +1.77% | entered |
| HSBC Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 3 mo | 0.75% | Jun 2026 | ₹4,506.70 | +5% | +0.75% | entered |
| UTI - Banking and Financial Services Fund Sectoral/ Thematic · held 3 mo | 0.68% | Jun 2026 | ₹4,506.70 | +5% | +0.68% | entered |
| Bajaj Finserv Large & Mid Cap Fund Large & Mid Cap · held 1 mo | 0.80% | Jul 2026 | ₹4,665.60 | +1% | +0.80% | entered |
| Bajaj Finserv Multi Cap Fund Multi Cap · held 2 mo | 0.52% | Jul 2026 | ₹4,665.60 | +1% | +0.52% | entered |
| Baroda BNP Paribas Services Fund Sectoral/ Thematic · held 1 mo | 1.90% | Aug 2026 | ₹4,540.00 | +4% | — | held |
| Invesco India PSU Equity Fund Sectoral/ Thematic · held 1 mo | 0.97% | Aug 2026 | ₹4,540.00 | +4% | +0.97% | entered |
| SBI BANKING & FINANCIAL SERVICES FUND Sectoral/ Thematic · held 1 mo | 0.34% | Aug 2026 | ₹4,540.00 | +4% | +0.34% | entered |
| Baroda BNP Paribas Multi Cap Fund Multi Cap · held 1 mo | 0.33% | Aug 2026 | ₹4,540.00 | +4% | +0.33% | entered |
| UTI Nifty 500 Index Fund Equity Funds · held 1 mo | 0.16% | Aug 2026 | ₹4,540.00 | +4% | — | held |
| SBI ELSS Tax Saver Fund ELSS · held 1 mo | 0.15% | Aug 2026 | ₹4,540.00 | +4% | +0.15% | entered |
| UTI Nifty 500 Exchange Traded Fund Equity ETF · held 1 mo | 0.15% | Aug 2026 | ₹4,540.00 | +4% | — | held |
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.