Mutual Fund Jul 2025 share holdings and fund action in Sundaram Finance Ltd.

Hide Index and Arbitrage Funds

MF	Jul-2025					Jun-2025		May-2025
MF	AUM (Cr)	AUM %	Shares Held	Month Change	Month Change %	Shares Held	Month Change %	Shares Held	Month Change %
Motilal Oswal Nifty MidSmall Financial Services Index Fund	1.76	3.68%	3,754	-953	-20.25%	4,707	82.58%	2,578	8.78%
Motilal Oswal Nifty Midcap 150 Index Fund	22.42	0.91%	47,951	1,643	3.55%	46,308	1.39%	45,671	2.34%
Motilal Oswal Nifty 500 Fund	4.10	0.17%	8,769	134	1.55%	8,635	0.75%	8,571	3.41%
Motilal Oswal Nifty 500 ETF	0.26	0.17%	557	69	14.14%	488	-0.20%	489	3.60%
UTI Large & Mid Cap Fund	63.93	1.31%	136,758	6,002	4.59%	130,756	1.94%	128,262	0%
UTI Aggressive Hybrid Fund	40.04	0.62%	85,654	3,256	3.95%	82,398	0%	82,398	0%
UTI Retirement Fund	16.32	0.35%	34,913	64	0.18%	34,849	0%	34,849	0%
UTI Nifty Midcap 150 ETF	0.09	0.90%	192	0	0%	192	-0.52%	193	0%
UTI Nifty Midcap 150 Index Fund	0.49	0.90%	1,055	19	1.83%	1,036	-0.38%	1,040	2.46%
HDFC Nifty Midcap 150 Index Fund	3.44	0.91%	7,356	305	4.33%	7,051	3.37%	6,821	2.96%
HSBC Midcap Fund	1.43	0.01%	3,068	0	0%	3,068	0%	3,068	0%
HSBC Aggressive Hybrid Fund	-	-%	-	-	-%	-	-%	634	0%
HSBC Multi Cap Fund	22.02	0.44%	47,100	-31,000	-39.69%	78,100	0%	78,100	0%
Bandhan Financial Services Fund	7.21	0.68%	15,416	0	0%	15,416	21.10%	12,730	0%
Bandhan Nifty Midcap 150 Index Fund	0.25	0.91%	525	23	4.58%	502	1.83%	493	1.23%
HDFC Nifty LargeMidcap 250 Index Fund	2.09	0.45%	4,480	-156	-3.36%	4,636	-4.90%	4,875	-0.63%
HSBC Small Cap Fund	-	-%	-	-	-%	-	-%	207,891	0%
HDFC NIFTY Midcap 150 ETF	0.86	0.91%	1,829	31	1.72%	1,798	2.57%	1,753	2.57%
Edelweiss Large & Mid Cap Fund	48.96	1.20%	104,722	0	0%	104,722	0%	104,722	0%
Shriram Balanced Advantage Fund	-	-%	-	-	-%	-	-%	0	-100%
Edelweiss NIFTY Large Midcap 250 Index Fund	1.33	0.45%	2,838	110	4.03%	2,728	-2.47%	2,797	2.01%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund	0.98	0.46%	2,090	67	3.31%	2,023	-1.08%	2,045	2.20%
Zerodha Nifty LargeMidcap 250 Index Fund	4.73	0.45%	10,123	381	3.91%	9,742	0.42%	9,701	3.42%
Edelweiss Flexi Cap Fund	26.31	0.95%	56,273	0	0%	56,273	0%	56,273	0%
Shriram Flexi Cap Fund	-	-%	-	-	-%	0	-100%	3,100	106.67%
Zerodha Nifty Midcap 150 ETF	0.89	0.91%	1,909	148	8.40%	1,761	9.31%	1,611	6.34%
Edelweiss Mid Cap Fund	192.30	1.74%	411,327	54,434	15.25%	356,893	0%	356,893	2.29%
Shriram Multi Sector Rotation Fund	-	-%	-	-	-%	-	-%	0	-100%
Shriram ELSS Tax Saver Fund	-	-%	-	-	-%	0	-100%	1,200	71.43%
Shriram Multi Asset Allocation Fund	-	-%	-	-	-%	-	-%	0	-100%
Bandhan Nifty Total Market Index Fund	0.06	0.16%	137	0	0%	137	-2.14%	140	1.45%
Edelweiss Business Cycle Fund	14.94	0.80%	31,953	0	0%	31,953	0%	31,953	100%
ICICI Prudential Nifty Midcap 150 ETF	4.48	0.91%	9,580	403	4.39%	9,177	-0.13%	9,189	0.98%
ICICI Prudential Nifty LargeMidcap 250 Index Fund	1.03	0.45%	2,198	29	1.34%	2,169	2.12%	2,124	0.52%
JM Small Cap Fund	0	-%	0	-15,300	-100%	15,300	-47.62%	29,212	-21.50%
ICICI Prudential Nifty 500 Index Fund	0.05	0.17%	109	15	15.96%	94	4.44%	90	9.76%
ITI Mid Cap Fund	21.00	1.72%	44,927	2,384	5.60%	42,543	6.02%	40,126	5.71%
JM Midcap Fund	16.36	1.15%	35,000	0	0%	35,000	0%	35,000	0%
ICICI Prudential Nifty Midcap 150 Index Fund	7.08	0.90%	15,135	491	3.35%	14,644	1.48%	14,430	3.08%
Navi Nifty Midcap 150 Index Fund	2.74	0.90%	5,866	148	2.59%	5,718	1.47%	5,635	13.33%
Mirae Asset Nifty Midcap 150 ETF	10.11	0.91%	21,631	1,524	7.58%	20,107	-5.02%	21,170	1.62%
Navi Nifty 500 Multicap 50:25:25 Index Fund	0.07	0.22%	140	3	2.19%	137	-2.84%	141	13.71%
Mirae Asset Nifty500 Multicap 50:25:25 ETF	0.11	0.23%	225	0	0%	225	-4.66%	236	-2.07%
Mirae Asset Nifty LargeMidcap 250 Index Fund	0.10	0.45%	218	15	7.39%	203	2.01%	199	4.19%
Kotak MSCI India ETF	2.00	0.23%	4,272	38	0.90%	4,234	-27.92%	5,874	8.42%
SBI Midcap Fund	696.58	3.09%	1,490,000	0	0%	1,490,000	0%	1,490,000	0%
Axis ELSS Tax Saver Fund	154.19	0.44%	329,811	-83,750	-20.25%	413,561	-27.01%	566,626	0%
Axis Conservative Hybrid Fund	0.17	0.06%	353	0	0%	353	0%	353	0%
Baroda BNP Paribas Mid Cap Fund	39.74	1.82%	85,000	0	0%	85,000	6.25%	80,000	0%
Axis Midcap Fund	245.27	0.78%	524,634	0	0%	524,634	0%	524,634	0%
Axis Retirement Fund - Aggressive Plan	5.21	0.67%	11,144	0	0%	11,144	0%	11,144	0%
Axis Retirement Fund - Conservative Plan	0.32	0.56%	674	0	0%	674	0%	674	0%
Axis Retirement Fund - Dynamic Plan	2.16	0.67%	4,631	0	0%	4,631	0%	4,631	0%
Aditya Birla Sun Life Quant Fund	49.67	2.03%	106,253	0	0%	106,253	33.87%	79,369	0%
Mirae Asset Nifty Total Market Index Fund	0.07	0.16%	151	4	2.72%	147	0.68%	146	2.82%
Nippon India Growth Mid Cap Fund	324.01	0.84%	693,070	0	0%	693,070	0%	693,070	0%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund	3.43	0.90%	7,345	156	2.17%	7,189	1.99%	7,049	1.61%
SBI Nifty Midcap 150 Index Fund	8.07	0.91%	17,264	328	1.94%	16,936	1.29%	16,721	3.83%
Nippon India ETF Nifty Midcap 150	21.68	0.91%	46,383	810	1.78%	45,573	3.45%	44,052	1.06%
Nippon India Nifty Midcap 150 Index Fund	16.89	0.91%	36,129	1,143	3.27%	34,986	1.34%	34,523	1.57%
Nippon India Nifty 500 Equal Weight Index Fund	0.87	0.19%	1,871	44	2.41%	1,827	17.87%	1,550	-3.13%
Angel One Nifty Total Market Index Fund	0.07	0.16%	152	10	7.04%	142	8.40%	131	4.80%
Axis Large & Mid Cap Fund	129.05	0.87%	276,047	0	0%	276,047	0%	276,047	0%
Groww Nifty Total Market Index Fund	0.52	0.16%	1,103	27	2.51%	1,076	1.03%	1,065	0.85%
Axis Nifty 500 Index Fund	0.47	0.17%	1,007	-32	-3.08%	1,039	0.39%	1,035	5.29%
SBI Nifty 500 Index Fund	1.45	0.17%	3,109	-28	-0.89%	3,137	-0.35%	3,148	-0.32%
Baroda BNP Paribas NIFTY Midcap 150 Index Fund	0.09	0.91%	183	2	1.10%	181	1.12%	179	-1.65%
Angel One Nifty Total Market ETF	0.04	0.16%	90	0	0%	90	16.88%	77	24.19%
Kotak Nifty Midcap 150 ETF	0.02	0.90%	47	0	0%	47	42.42%	33	83.33%
HSBC Conservative Hybrid Fund	0.14	0.09%	282	0	0%	282	0%	282	0%
HSBC Large & Mid Cap Fund	1.03	0.02%	2,200	0	0%	2,200	0%	2,200	0%
Tata Nifty Midcap 150 Momentum 50 Index Fund	18.67	1.95%	39,933	1,629	4.25%	38,304	100%	-	-%
Tata Nifty Midcap 150 Index Fund	0.97	0.91%	2,083	65	3.22%	2,018	100%	-	-%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	4.80	1.96%	10,269	474	4.84%	9,795	100%	-	-%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	22.26	1.95%	47,623	3,659	8.32%	43,964	100%	-	-%
Helios Mid Cap Fund	2.36	1.23%	5,053	1,700	50.70%	3,353	100%	-	-%
LIC MF Dividend Yield Fund	8.27	1.29%	17,691	17,691	100%	-	-%	-	-%
LIC MF Large & Mid Cap Fund	12.85	0.41%	27,493	27,493	100%	-	-%	-	-%
LIC MF Banking & Financial Services Fund	1.37	0.50%	2,921	2,921	100%	-	-%	-	-%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF	0.13	1.94%	270	270	100%	-	-%	-	-%
Total:			4,952,319	-1,057		4,953,376		5,193,016

Edelweiss Mid Cap Fund Growth was the highest buyer of 54,434 shares in Jul 2025 constituting 0.05% of the paid up equity of the company.

Axis ELSS Tax Saver Fund Growth was the highest seller of 83,750 shares in Jul 2025 constituting 0.08% of the paid up equity of the company.

Shareholding Stock Screeners

Mutual Fund Jul 2025 share holdings and fund action in Sundaram Finance Ltd.

43 MFs bought and 7 MFs sold Sundaram Finance Ltd. in the month of Jul 2025 for a net change of 1,057 stocks

Edelweiss Mid Cap Fund Growth was the highest buyer of 54,434 shares in Jul 2025 constituting 0.05% of the paid up equity of the company.

Axis ELSS Tax Saver Fund Growth was the highest seller of 83,750 shares in Jul 2025 constituting 0.08% of the paid up equity of the company.

Shareholding Stock Screeners