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 |
|---|---|---|---|---|---|---|
| SBI MIDCAP FUND Mid Cap · held 3.7 yrs | 2.58% | Jan 2023 | ₹2,268.65 | +109% | +0.17% | 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 |
| Baroda BNP Paribas Services Fund Sectoral/ Thematic · held 1 mo | 1.90% | Aug 2026 | ₹4,540.00 | +4% | — | held |
| UTI Large & Mid Cap Fund Large & Mid Cap · held 4.5 yrs | 1.87% | Jan 2018 | ₹1,882.20 | +151% | +0.61% | added |
| 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 |
| Helios Mid Cap Fund Mid Cap · held 1.3 yrs | 1.69% | Jun 2025 | ₹5,173.50 | −9% | +0.11% | added |
| ICICI Prudential Rural Opportunities Fund Sectoral/ Thematic · held 11 mo | 1.61% | Oct 2025 | ₹4,594.50 | +3% | +0.70% | added |
| Baroda BNP Paribas Mid Cap Fund Mid Cap · held 3.3 yrs | 1.47% | May 2023 | ₹2,544.70 | +86% | +0.02% | added |
| ITI Mid Cap Fund Mid Cap · held 4.8 yrs | 1.36% | Mar 2021 | ₹2,570.45 | +84% | -0.02% | held |
| Nippon India Banking & Financial Services Fund Sectoral/ Thematic · held 4.6 yrs | 1.18% | May 2014 | ₹891.35 | +431% | +0.58% | added |
| Mirae Asset Small Cap Fund Small Cap · held 7 mo | 1.01% | Feb 2026 | ₹5,509.50 | −14% | -0.11% | added |
| LIC MF Dividend Yield Fund Dividend Yield · held 1.2 yrs | 0.99% | Jul 2025 | ₹4,675.00 | +1% | -0.03% | held |
| Invesco India PSU Equity Fund Sectoral/ Thematic · held 1 mo | 0.97% | Aug 2026 | ₹4,540.00 | +4% | +0.97% | entered |
| BANK OF INDIA AGGRESSIVE HYBRID FUND Aggressive Hybrid · held 1.7 yrs | 0.89% | Jul 2022 | ₹2,047.30 | +131% | -0.19% | held |
| Aditya Birla Sun Life Business Cycle Fund Sectoral/ Thematic · held 4 mo | 0.85% | May 2026 | ₹4,188.90 | +13% | -0.01% | held |
| Nippon India Growth Mid Cap Fund Mid Cap · held 2.3 yrs | 0.84% | Jan 2018 | ₹1,882.20 | +151% | -0.02% | held |
| Mirae Asset Flexi Cap Fund Flexi Cap · held 7 mo | 0.84% | Feb 2026 | ₹5,509.50 | −14% | -0.02% | held |
| UTI Aggressive Hybrid Fund Aggressive Hybrid · held 5.0 yrs | 0.82% | Mar 2017 | ₹1,614.75 | +193% | +0.15% | added |
| Bajaj Finserv Large & Mid Cap Fund Large & Mid Cap · held 1 mo | 0.80% | Jul 2026 | ₹4,665.60 | +1% | +0.80% | entered |
| DSP Nifty Midcap 150 ETF Other ETFs · held 9 mo | 0.75% | Dec 2025 | ₹5,282.80 | −10% | +0.03% | added |
| HSBC Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 3 mo | 0.75% | Jun 2026 | ₹4,506.70 | +5% | +0.75% | entered |
| Nippon India Nifty Midcap 150 Index Fund Index Funds · held 5.6 yrs | 0.74% | Feb 2021 | ₹2,647.05 | +79% | +0.03% | added |
| Tata Nifty Midcap 150 Index Fund Index Funds · held 1.3 yrs | 0.74% | Jun 2025 | ₹5,173.50 | −9% | +0.02% | added |
| ICICI Prudential ELSS - Tax Saver Fund ELSS · held 3.0 yrs | 0.74% | Oct 2015 | ₹1,487.75 | +218% | +0.74% | entered |
| JioBlackRock Nifty Midcap 150 Index Fund Equity Funds · held 1.1 yrs | 0.73% | Aug 2025 | ₹4,493.70 | +5% | +0.02% | added |
| 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 |
| Mirae Asset Nifty Midcap 150 ETF Equity ETF · held 4.5 yrs | 0.73% | Mar 2022 | ₹1,940.20 | +144% | +0.01% | held |
| ICICI Prudential Nifty Midcap 150 ETF Other ETFs · held 6.7 yrs | 0.73% | Jan 2020 | ₹1,641.85 | +188% | +0.01% | added |
| Groww Nifty Midcap 150 Index Fund Equity Funds · held 10 mo | 0.73% | Nov 2025 | ₹4,728.60 | +0% | +0.01% | 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 |
| Bandhan Nifty Midcap 150 Index Fund Index Funds · held 2.0 yrs | 0.73% | Sep 2024 | ₹5,271.15 | −10% | +0.01% | trimmed |
| DSP Nifty Midcap 150 Index Fund Index Funds · held 9 mo | 0.73% | Dec 2025 | ₹5,282.80 | −10% | +0.02% | added |
| Motilal Oswal Nifty Midcap 150 Index Fund Index Funds · held 7.0 yrs | 0.73% | Sep 2019 | ₹1,631.50 | +190% | +0.01% | added |
| Navi Nifty Midcap 150 Index Fund Index Funds · held 3.3 yrs | 0.73% | Sep 2022 | ₹2,262.00 | +109% | +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 |
| 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 Index Fund Index Funds · held 3.7 yrs | 0.73% | Jan 2023 | ₹2,268.65 | +109% | +0.01% | added |
| UTI Nifty Midcap 150 Exchange Traded Fund Equity ETF · held 3.0 yrs | 0.73% | Sep 2023 | ₹3,070.95 | +54% | +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 |
| Groww Nifty Midcap 150 ETF Other ETFs · held 10 mo | 0.73% | Nov 2025 | ₹4,728.60 | +0% | +0.02% | added |
| Axis Large & Mid Cap Fund Large & Mid Cap · held 5.9 yrs | 0.72% | Dec 2019 | ₹1,630.80 | +190% | -0.01% | held |
| 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 |
| BANK OF INDIA MID CAP FUND Mid Cap · held 7 mo | 0.71% | Feb 2026 | ₹5,509.50 | −14% | +0.01% | held |
| UTI - Banking and Financial Services Fund Sectoral/ Thematic · held 3 mo | 0.68% | Jun 2026 | ₹4,506.70 | +5% | +0.68% | entered |
| 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 |
| Axis Retirement Fund - Dynamic Plan Retirement · held 5.8 yrs | 0.55% | Jan 2020 | ₹1,641.85 | +188% | -0.06% | trimmed |
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
Trimmed: funds that held it three disclosures ago and hold less of it now.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| Axis Retirement Fund - Aggressive Plan Retirement | -0.07% | 0.52% | Jan 2020 | +188% |
| Axis Retirement Fund - Dynamic Plan Retirement | -0.06% | 0.55% | Jan 2020 | +188% |
| UTI Nifty Midcap 150 Exchange Traded Fund Equity ETF | +0.01% | 0.73% | Sep 2023 | +54% |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds | +0.01% | 0.15% | Aug 2024 | −6% |
| Bandhan Nifty Midcap 150 Index Fund Index Funds | +0.01% | 0.73% | Sep 2024 | −10% |
| SBI Nifty 500 Index Fund Index Funds | +0.01% | 0.16% | Sep 2024 | −10% |
| Baroda BNP Paribas Nifty Midcap 150 Index Fund Index Funds | -0.01% | 0.72% | Nov 2024 | +19% |
| Mirae Asset Nifty Total Market Index Fund Equity Funds | +0.01% | 0.15% | Oct 2024 | −2% |
| Mirae Asset Nifty500 Multicap 50 25 25 ETF Equity ETF | +0.00% | 0.19% | Aug 2024 | −6% |
| Mirae Asset Nifty LargeMidcap 250 Index Fund Equity Funds | -0.00% | 0.37% | Oct 2024 | −2% |
| DSP MSCI INDIA ETF Other ETFs | 0.00% | 0.21% | Nov 2025 | +0% |
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.