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

MF	May-2025					Apr-2025		Mar-2025
MF	AUM (Rs Cr)	AUM %	Shares Held	Month Change in Shares	Month Change in Shares %	Shares Held	Month Change in Shares %	Shares Held	Month Change in Shares %
Shriram Flexi Cap Fund Regular Growth	1.59	1.19%	3,100	1,600	106.67%	1,500	150%	600	100%
Nippon India Nifty Midcap 150 Index Fund Regular Growth	17.73	1.02%	34,523	535	1.57%	33,988	0.74%	33,737	-0.76%
HSBC Midcap Fund Growth	1.58	0.01%	3,068	0	0%	3,068	0%	3,068	0%
Nippon India Growth Fund - Growth	356.00	0.97%	693,070	0	0%	693,070	0%	693,070	0%
Axis Large & Mid Cap Fund Regular Growth	141.79	0.99%	276,047	0	0%	276,047	0%	276,047	0%
Axis Retirement Fund - Aggressive Plan Regular Growth	5.72	0.70%	11,144	0	0%	11,144	-32.43%	16,492	-18.73%
Axis Retirement Fund - Conservative Plan Regular Growth	0.35	0.56%	674	0	0%	674	-56.49%	1,549	0%
Axis Retirement Fund - Dynamic Plan Regular Growth	2.38	0.72%	4,631	0	0%	4,631	-25.27%	6,197	-19.04%
Axis ELSS Tax Saver Fund Growth	291.05	0.82%	566,626	0	0%	566,626	0%	566,626	0%
Axis Conservative Hybrid Fund Growth	0.18	0.06%	353	0	0%	353	0%	353	0%
Axis Midcap Fund Growth	269.48	0.88%	524,634	0	0%	524,634	0%	524,634	0%
Shriram ELSS Tax Saver Fund Regular Growth	0.62	1.26%	1,200	500	71.43%	700	0%	700	100%
Nippon India ETF Nifty Midcap 150	22.63	1.02%	44,052	463	1.06%	43,589	2.19%	42,656	1.28%
Axis Nifty Midcap 50 Index Fund Regular Growth	-	-%	-	-	-%	-	-%	0	-100%
HSBC Multi Cap Fund Regular Growth	40.12	0.84%	78,100	0	0%	78,100	0%	78,100	0%
Shriram Multi Asset Allocation Fund Regular Growth	0	-%	0	-7,300	-100%	7,300	160.71%	2,800	100%
LIC MF Nifty Midcap 100 ETF	-	-%	-	-	-%	-	-%	0	-100%
Axis Nifty 500 Index Fund Regular Growth	0.53	0.19%	1,035	52	5.29%	983	4.13%	944	12.78%
Nippon India Nifty 500 Equal Weight Index Fund Regular Growth	0.80	0.19%	1,550	-50	-3.13%	1,600	0.57%	1,591	-17.86%
Shriram Multi Sector Rotation Fund Regular Growth	0	-%	0	-13,676	-100%	13,676	7.89%	12,676	100%
UTI Retirement Fund - Regular Plan	17.90	0.38%	34,849	0	0%	34,849	-3.58%	36,144	0%
Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth	23.46	1.01%	45,671	1,046	2.34%	44,625	3.01%	43,321	0.88%
Motilal Oswal Nifty 500 Fund Regular Growth	4.40	0.19%	8,571	283	3.41%	8,288	1.44%	8,170	1.97%
ITI Mid Cap Fund Regular Growth	20.61	1.72%	40,126	2,169	5.71%	37,957	0%	37,957	0%
Motilal Oswal Nifty Midcap 100 ETF	-	-%	-	-	-%	-	-%	0	-100%
Motilal Oswal Nifty 500 ETF	0.25	0.19%	489	17	3.60%	472	3.74%	455	-0.66%
Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth	1.32	4.08%	2,578	208	8.78%	2,370	48.22%	1,599	15.95%
UTI Nifty Midcap 150 Index Fund Regular Growth	0.53	1.01%	1,040	25	2.46%	1,015	2.01%	995	-2.26%
UTI Large & Mid Cap Fund Regular Plan Growth	65.88	1.45%	128,262	0	0%	128,262	-1.98%	130,853	0%
UTI Aggressive Hybrid Fund Regular Plan Growth	42.32	0.68%	82,398	0	0%	82,398	-2.30%	84,341	0%
UTI Nifty Midcap 150 ETF	0.10	1.01%	193	0	0%	193	0%	193	-8.96%
Bandhan Large & Mid Cap Fund - Growth	-	-%	-	-	-%	-	-%	0	-100%
Bandhan Financial Services Fund Regular Growth	6.54	0.63%	12,730	0	0%	12,730	-24.42%	16,842	-17.27%
Bandhan Nifty Total Market Index Fund Regular Growth	0.07	0.18%	140	2	1.45%	138	2.22%	135	-0.74%
Bandhan Nifty Midcap 150 Index Fund Regular Growth	0.25	1.01%	493	6	1.23%	487	0.62%	484	3.64%
Edelweiss Large & Mid Fund Growth	53.79	1.37%	104,722	0	0%	104,722	0%	104,722	17.33%
Edelweiss Mid Cap Fund Growth	183.32	1.83%	356,893	7,992	2.29%	348,901	5.44%	330,910	18.71%
Edelweiss Flexi Cap Fund Regular Growth	28.90	1.09%	56,273	0	0%	56,273	0%	56,273	0%
Edelweiss Nifty Large Mid Cap 250 Index Fund Regular Growth	1.44	0.52%	2,797	55	2.01%	2,742	3.71%	2,644	5.13%
Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth	-	-%	-	-	-%	-	-%	0	-100%
JM Small Cap Fund Regular Growth	15.00	2.08%	29,212	-8,000	-21.50%	37,212	19.22%	31,212	105.63%
Kotak Nifty Midcap 50 ETF	-	-%	-	-	-%	-	-%	0	-100%
Groww Nifty Total Market Index Fund Regular Growth	0.55	0.18%	1,065	9	0.85%	1,056	3.02%	1,025	2.09%
Kotak Nifty Midcap 50 Index Fund Regular Growth	-	-%	-	-	-%	-	-%	0	-100%
HDFC NIFTY Midcap 150 ETF	0.90	1.01%	1,753	44	2.57%	1,709	3.51%	1,651	3.97%
Mirae Asset Nifty Total Market Index Fund Regular Growth	0.08	0.18%	146	4	2.82%	142	5.19%	135	5.47%
Groww Nifty 200 ETF	-	-%	-	-	-%	-	-%	0	-100%
Mirae Asset Nifty LargeMidcap 250 Index Fund Regular Growth	0.10	0.52%	199	8	4.19%	191	9.77%	174	10.83%
Kotak MSCI India ETF	3.02	0.26%	5,874	456	8.42%	5,418	0.09%	5,413	21552%
SBI Magnum Midcap Fund Regular Growth	765.34	3.42%	1,490,000	0	0%	1,490,000	0%	1,490,000	0%
ICICI Prudential Nifty Midcap 150 ETF	4.72	1.01%	9,189	89	0.98%	9,100	1.14%	8,997	-0.87%
Navi Nifty Midcap 150 Index Fund Regular Growth	2.89	1.01%	5,635	663	13.33%	-	-%	4,972	1.28%
Mirae Asset Nifty Midcap 150 ETF	10.87	1.01%	21,170	338	1.62%	20,832	2.93%	20,239	-4.97%
ICICI Prudential Nifty Financial Services Ex-Bank ETF	-	-%	-	-	-%	-	-%	0	-100%
HDFC NIFTY Midcap 150 Index Fund Regular Growth	3.50	1.01%	6,821	196	2.96%	6,625	4.23%	6,356	1.78%
ICICI Prudential Nifty LargeMidcap 250 Index Fund Regular Growth	1.09	0.52%	2,124	11	0.52%	2,113	2.03%	2,071	6.31%
Navi Nifty 500 Multicap 50 25 25 Index Fund Regular Growth	0.07	0.26%	141	17	13.71%	-	-%	124	3.33%
Mirae Asset Nifty500 Multicap 50:25:25 ETF	0.12	0.26%	236	-5	-2.07%	241	0%	241	2.99%
HDFC Nifty LargeMidcap 250 Index Fund Regular Growth	2.50	0.52%	4,875	-31	-0.63%	4,906	0.93%	4,861	0.70%
ICICI Prudential Nifty 500 Index Fund Regular Growth	0.05	0.18%	90	8	9.76%	82	6.49%	77	13.24%
ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth	7.41	1.01%	14,430	431	3.08%	13,999	2.42%	13,668	1.75%
SBI Nifty Midcap 150 Index Fund Regular Growth	8.59	1.01%	16,721	617	3.83%	16,104	1.67%	15,839	0.67%
SBI Nifty 500 Index Fund Regular Growth	1.62	0.19%	3,148	-10	-0.32%	3,158	0.35%	3,147	-0.32%
Kotak Nifty Midcap 150 ETF	0.02	1.02%	33	15	83.33%	18	5.88%	17	100%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth	3.62	1.01%	7,049	112	1.61%	6,937	0.83%	6,880	1.59%
Aditya Birla Sun Life Quant Fund Regular Growth	40.77	1.66%	79,369	0	0%	79,369	0%	79,369	100%
Baroda BNP Paribas NIFTY Midcap 150 Index Fund Regular Growth	0.09	0.99%	179	-3	-1.65%	182	-4.21%	190	8.57%
Baroda BNP Paribas Mid Cap Fund Regular Plan Growth	41.09	1.92%	80,000	0	0%	80,000	0%	80,000	0%
HSBC Small Cap Fund Fund Regular Growth	106.78	0.66%	207,891	0	0%	207,891	0%	207,891	0%
HSBC Aggressive Hybrid Fund Growth	0.33	0.01%	634	0	0%	634	0%	634	0%
Angel One Nifty Total Market Index Fund Regular Growth	0.07	0.18%	131	6	4.80%	125	7.76%	116	100%
Angel One Nifty Total Market ETF	0.04	0.18%	77	15	24.19%	62	0%	62	100%
HSBC Conservative Hybrid Fund Growth	-	-%	-	-	-%	282	0%	282	0%
HSBC Large and Mid Cap Fund - IDCW	-	-%	-	-	-%	2,200	0%	2,200	0%
Shriram Balanced Advantage Fund Regular Growth	0	-%	0	-2,500	-100%	2,500	100%	-	-%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth	1.05	0.52%	2,045	44	2.20%	2,001	11.98%	-	-%
Zerodha Nifty LargeMidcap 250 Index Fund Direct Growth	4.98	0.52%	9,701	321	3.42%	9,380	11.32%	-	-%
JM Midcap Fund Regular Growth	17.98	1.29%	35,000	0	0%	35,000	100%	-	-%
Zerodha Nifty Midcap 150 ETF	0.83	1.01%	1,611	96	6.34%	1,515	19.01%	-	-%
Edelweiss Business Cycle Fund Regular Growth	16.41	0.89%	31,953	31,953	100%	-	-%	-	-%
Total:			5,190,534	18,831		5,169,089		5,105,721

34.55% Gain from 52W Low

Edelweiss Business Cycle Fund Regular Growth was the highest buyer of 31,953 shares in May 2025 constituting 0.03% of the paid up equity of the company.

Shriram Multi Sector Rotation Fund Regular Growth was the highest seller of 13,676 shares in May 2025 constituting 0.01% of the paid up equity of the company.

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34.55% Gain from 52W Low

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

37 MFs bought and 9 MFs sold Sundaram Finance Ltd. in the month of May 2025 for a net change of 18,831 stocks

Edelweiss Business Cycle Fund Regular Growth was the highest buyer of 31,953 shares in May 2025 constituting 0.03% of the paid up equity of the company.

Shriram Multi Sector Rotation Fund Regular Growth was the highest seller of 13,676 shares in May 2025 constituting 0.01% of the paid up equity of the company.

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