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

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MF	Aug-2025					Jul-2025		Jun-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 %
UTI Large & Mid Cap Fund	65.50	1.35%	145,758	9,000	6.58%	136,758	4.59%	130,756	1.94%
Tata Nifty Midcap 150 Momentum 50 Index Fund	18.34	1.93%	40,806	873	2.19%	39,933	4.25%	38,304	100%
UTI Nifty Midcap 150 ETF	0.09	0.89%	192	0	0%	192	0%	192	-0.52%
UTI Nifty Midcap 150 Index Fund	0.48	0.90%	1,062	7	0.66%	1,055	1.83%	1,036	-0.38%
Tata Nifty Midcap 150 Index Fund	0.99	0.90%	2,205	122	5.86%	2,083	3.22%	2,018	100%
Shriram Flexi Cap Fund	-	-%	-	-	-%	-	-%	0	-100%
Motilal Oswal Nifty Midcap 150 Index Fund	22.43	0.90%	49,922	1,971	4.11%	47,951	3.55%	46,308	1.39%
Motilal Oswal Nifty 500 Fund	4.02	0.17%	8,939	170	1.94%	8,769	1.55%	8,635	0.75%
HSBC Multi Cap Fund	0	-%	0	-47,100	-100%	47,100	-39.69%	78,100	0%
Zerodha Nifty Midcap 150 ETF	1.01	0.90%	2,253	344	18.02%	1,909	8.40%	1,761	9.31%
HSBC Midcap Fund	1.38	0.01%	3,068	0	0%	3,068	0%	3,068	0%
Shriram ELSS Tax Saver Fund	-	-%	-	-	-%	-	-%	0	-100%
Motilal Oswal Nifty 500 ETF	0.25	0.17%	557	0	0%	557	14.14%	488	-0.20%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund	0.96	0.45%	2,138	48	2.30%	2,090	3.31%	2,023	-1.08%
Zerodha Nifty LargeMidcap 250 Index Fund	4.71	0.45%	10,492	369	3.65%	10,123	3.91%	9,742	0.42%
UTI Aggressive Hybrid Fund	41.66	0.66%	92,709	7,055	8.24%	85,654	3.95%	82,398	0%
Axis ELSS Tax Saver Fund	-	-%	-	-	-%	329,811	-20.25%	413,561	-27.01%
Axis Large & Mid Cap Fund	-	-%	-	-	-%	276,047	0%	276,047	0%
Bandhan Nifty Total Market Index Fund	0.06	0.16%	143	6	4.38%	137	0%	137	-2.14%
Angel One Nifty Total Market Index Fund	0.07	0.16%	163	11	7.24%	152	7.04%	142	8.40%
Angel One Nifty Total Market ETF	0.05	0.16%	119	29	32.22%	90	0%	90	16.88%
Axis Conservative Hybrid Fund	-	-%	-	-	-%	353	0%	353	0%
Axis Midcap Fund	-	-%	-	-	-%	524,634	0%	524,634	0%
UTI Retirement Fund	17.06	0.37%	37,968	3,055	8.75%	34,913	0.18%	34,849	0%
Axis Retirement Fund - Aggressive Plan	-	-%	-	-	-%	11,144	0%	11,144	0%
Axis Retirement Fund - Conservative Plan	-	-%	-	-	-%	674	0%	674	0%
Axis Retirement Fund - Dynamic Plan	-	-%	-	-	-%	4,631	0%	4,631	0%
Bandhan Financial Services Fund	7.95	0.77%	17,692	2,276	14.76%	15,416	0%	15,416	21.10%
Axis Nifty 500 Index Fund	-	-%	-	-	-%	1,007	-3.08%	1,039	0.39%
Bandhan Nifty Midcap 150 Index Fund	0.25	0.90%	553	28	5.33%	525	4.58%	502	1.83%
ICICI Prudential Nifty Midcap 150 Index Fund	7.01	0.89%	15,602	467	3.09%	15,135	3.35%	14,644	1.48%
Baroda BNP Paribas NIFTY Midcap 150 Index Fund	0.09	0.93%	192	9	4.92%	183	1.10%	181	1.12%
Motilal Oswal Nifty MidSmall Financial Services Index Fund	1.73	3.62%	3,839	85	2.26%	3,754	-20.25%	4,707	82.58%
ICICI Prudential Nifty 500 Index Fund	0.05	0.16%	121	12	11.01%	109	15.96%	94	4.44%
ITI Mid Cap Fund	20.77	1.73%	46,231	1,304	2.90%	44,927	5.60%	42,543	6.02%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund	3.39	0.90%	7,545	200	2.72%	7,345	2.17%	7,189	1.99%
Baroda BNP Paribas Mid Cap Fund	38.20	1.77%	85,000	0	0%	85,000	0%	85,000	6.25%
ICICI Prudential Nifty Midcap 150 ETF	4.38	0.90%	9,757	177	1.85%	9,580	4.39%	9,177	-0.13%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	4.87	1.93%	10,835	566	5.51%	10,269	4.84%	9,795	100%
ICICI Prudential Nifty LargeMidcap 250 Index Fund	1.01	0.45%	2,248	50	2.27%	2,198	1.34%	2,169	2.12%
Nippon India Growth Mid Cap Fund	311.44	0.81%	693,070	0	0%	693,070	0%	693,070	0%
Nippon India ETF Nifty Midcap 150	22.93	0.90%	51,021	4,638	10.00%	46,383	1.78%	45,573	3.45%
Nippon India Nifty Midcap 150 Index Fund	16.71	0.90%	37,193	1,064	2.95%	36,129	3.27%	34,986	1.34%
Navi Nifty Midcap 150 Index Fund	2.81	0.90%	6,249	383	6.53%	5,866	2.59%	5,718	1.47%
Aditya Birla Sun Life Quant Fund	47.75	2.02%	106,253	0	0%	106,253	0%	106,253	33.87%
Navi Nifty 500 Multicap 50:25:25 Index Fund	0.06	0.22%	142	2	1.43%	140	2.19%	137	-2.84%
Nippon India Nifty 500 Equal Weight Index Fund	0.81	0.19%	1,812	-59	-3.15%	1,871	2.41%	1,827	17.87%
SBI Midcap Fund	669.56	3.04%	1,490,000	0	0%	1,490,000	0%	1,490,000	0%
Edelweiss Flexi Cap Fund	25.29	0.91%	56,273	0	0%	56,273	0%	56,273	0%
Kotak MSCI India ETF	1.19	0.23%	2,659	-1,613	-37.76%	4,272	0.90%	4,234	-27.92%
Kotak Nifty Midcap 150 ETF	0.04	0.91%	93	46	97.87%	47	0%	47	42.42%
SBI Nifty Midcap 150 Index Fund	7.91	0.90%	17,609	345	2.00%	17,264	1.94%	16,936	1.29%
HDFC NIFTY Midcap 150 ETF	0.85	0.90%	1,890	61	3.34%	1,829	1.72%	1,798	2.57%
HDFC Nifty Midcap 150 Index Fund	3.47	0.89%	7,721	365	4.96%	7,356	4.33%	7,051	3.37%
SBI Nifty 500 Index Fund	1.40	0.17%	3,123	14	0.45%	3,109	-0.89%	3,137	-0.35%
HDFC Nifty LargeMidcap 250 Index Fund	2.02	0.45%	4,486	6	0.13%	4,480	-3.36%	4,636	-4.90%
Groww Nifty Total Market Index Fund	0.50	0.16%	1,121	18	1.63%	1,103	2.51%	1,076	1.03%
Edelweiss Large & Mid Cap Fund	52.96	1.31%	117,843	13,121	12.53%	104,722	0%	104,722	0%
Edelweiss Mid Cap Fund	184.84	1.64%	411,327	0	0%	411,327	15.25%	356,893	0%
Edelweiss NIFTY Large Midcap 250 Index Fund	1.33	0.45%	2,964	126	4.44%	2,838	4.03%	2,728	-2.47%
Mirae Asset Nifty Midcap 150 ETF	10.01	0.90%	22,286	655	3.03%	21,631	7.58%	20,107	-5.02%
JM Midcap Fund	15.73	1.11%	35,000	0	0%	35,000	0%	35,000	0%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	22.10	1.93%	49,174	1,551	3.26%	47,623	8.32%	43,964	100%
JM Small Cap Fund	-	-%	-	-	-%	0	-100%	15,300	-47.62%
Mirae Asset Nifty500 Multicap 50:25:25 ETF	0.11	0.22%	235	10	4.44%	225	0%	225	-4.66%
Mirae Asset Nifty Total Market Index Fund	0.07	0.16%	153	2	1.32%	151	2.72%	147	0.68%
Mirae Asset Nifty LargeMidcap 250 Index Fund	0.10	0.45%	229	11	5.05%	218	7.39%	203	2.01%
Helios Mid Cap Fund	2.27	0.93%	5,053	0	0%	5,053	50.70%	3,353	100%
Edelweiss Business Cycle Fund	0	-%	0	-31,953	-100%	31,953	0%	31,953	0%
HSBC Conservative Hybrid Fund	-	-%	-	-	-%	282	0%	282	0%
HSBC Large & Mid Cap Fund	-	-%	-	-	-%	2,200	0%	2,200	0%
LIC MF Dividend Yield Fund	8.57	1.34%	19,062	1,371	7.75%	17,691	100%	-	-%
LIC MF Large & Mid Cap Fund	15.69	0.52%	34,912	7,419	26.99%	27,493	100%	-	-%
LIC MF Banking & Financial Services Fund	1.31	0.49%	2,921	0	0%	2,921	100%	-	-%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF	0.17	1.91%	389	119	44.07%	270	100%	-	-%
Total:			3,780,372	-21,164		4,952,319		4,953,376

Edelweiss Large & Mid Fund Growth was the highest buyer of 13,121 shares in Aug 2025 constituting 0.01% of the paid up equity of the company.

HSBC Multi Cap Fund Regular Growth was the highest seller of 47,100 shares in Aug 2025 constituting 0.04% of the paid up equity of the company.

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

46 MFs bought and 4 MFs sold Sundaram Finance Ltd. in the month of Aug 2025 for a net change of 21,164 stocks

Edelweiss Large & Mid Fund Growth was the highest buyer of 13,121 shares in Aug 2025 constituting 0.01% of the paid up equity of the company.

HSBC Multi Cap Fund Regular Growth was the highest seller of 47,100 shares in Aug 2025 constituting 0.04% of the paid up equity of the company.

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