ANOMALY WEALTH · MUTUAL FUND INTELLIGENCETrade Intelligence ↗

ECONOMIC PORTFOLIO

Sundaram Financial Services Opportunities Fund

Sundaram Mutual Fund · 2022-01-31 — 2026-08-31

Latest equity holdings

CompanyQuantity
Equitas Small Finance Bank Limited5,725,071
Ujjivan Small Finance Bank Limited5,409,716
DCB Bank Limited3,778,314
Bandhan Bank Limited3,029,403
Bank of Baroda2,684,849
Kotak Mahindra Bank Limited2,273,831
HDFC Bank Limited1,914,256
ICICI Bank Limited1,357,021
Axis Bank Limited1,331,229
State Bank of India1,327,777
CSB Bank Limited1,279,691
Five-Star Business Finance Limited706,000
Shriram Finance Limited672,583
OnEMI Technology Solutions Limited637,447
PNB Housing Finance Limited631,329
Angel One Limited542,280
REC Limited486,840
Bajaj Finserv Limited440,924
Life Insurance Corporation Of India438,120
Power Finance Corporation Limited424,119
Cholamandalam Financial Holdings Limited417,342
Aavas Financiers Limited371,206
ICICI Prudential Life Insurance Company Limited315,840
One 97 Communications Limited310,064
Motilal Oswal Financial Services Limited200,000
PB Fintech Limited197,616
Piramal Finance Limited108,058

Recent comparable changes

MonthCompanyStateAdjusted change
2026-08-31Ujjivan Small Finance Bank LimitedREDUCE-813,696
2026-08-31Life Insurance Corporation Of IndiaNEW+438,120
2026-08-31Mahindra & Mahindra Financial Services LimitedEXIT-268,783
2026-08-31Piramal Finance LimitedNEW+108,058
2026-08-31Kotak Mahindra Bank LimitedREDUCE-106,093
2026-08-31ICICI Bank LimitedREDUCE-59,000
2026-08-31One 97 Communications LimitedADD+54,085
2026-08-31Axis Bank LimitedADD+46,223
2026-08-31Bajaj Finserv LimitedREDUCE-21,462
2026-08-31Prudent Corporate Advisory Services LimitedEXIT-20,372
2026-08-31UTI Asset Management Company LimitedEXIT-6,717
2026-07-31Ujjivan Small Finance Bank LimitedREDUCE-1,839,274
2026-07-31HDFC Bank LimitedREDUCE-1,200,000
2026-07-31Bandhan Bank LimitedADD+1,039,015
2026-07-31Kotak Mahindra Bank LimitedADD+1,010,742
2026-07-31Bank of BarodaADD+476,223
2026-07-31State Bank of IndiaADD+324,308
2026-07-31UTI Asset Management Company LimitedREDUCE-87,293
2026-07-31Cholamandalam Financial Holdings LimitedADD+82,682
2026-07-31Equitas Small Finance Bank LimitedADD+74,378
2026-07-31Axis Bank LimitedADD+67,465
2026-07-31PB Fintech LimitedADD+35,409
2026-07-31Bajaj Finserv LimitedADD+9,667
2026-06-30Equitas Small Finance Bank LimitedREDUCE-833,854
2026-06-30REC LimitedREDUCE-224,200
2026-06-30HDB Financial Services LimitedEXIT-61,295
2026-06-30Bajaj Finserv LimitedADD+28,098
2026-06-30PB Fintech LimitedADD+20,413
2026-05-31Five-Star Business Finance LimitedNEW+706,000
2026-05-31REC LimitedREDUCE-420,366
2026-05-31OnEMI Technology Solutions LimitedADD+280,225
2026-05-31HDB Financial Services LimitedREDUCE-88,716
2026-05-31Power Finance Corporation LimitedREDUCE-70,260
2026-05-31One 97 Communications LimitedADD+29,112
2026-04-30Kotak Mahindra Bank LimitedADD+641,232
2026-04-30OnEMI Technology Solutions LimitedNEW+357,222
2026-04-30DCB Bank LimitedREDUCE-255,312
2026-04-30Power Finance Corporation LimitedREDUCE-177,346
2026-04-30IndusInd Bank LimitedEXIT-135,116
2026-04-30PNB Housing Finance LimitedREDUCE-34,022
2026-04-30Bajaj Finserv LimitedADD+18,257
2026-03-31Ujjivan Small Finance Bank LimitedADD+285,223
2026-03-31Equitas Small Finance Bank LimitedADD+279,151
2026-03-31Bandhan Bank LimitedADD+129,105
2026-03-31Cholamandalam Financial Holdings LimitedADD+64,606
2026-03-31Aavas Financiers LimitedADD+47,958
2026-03-31CSB Bank LimitedADD+20,945
2026-03-31UTI Asset Management Company LimitedADD+15,784
2026-03-31Bajaj Finserv LimitedADD+8,802
2026-02-28Ujjivan Small Finance Bank LimitedREDUCE-173,728
2026-02-28Shriram Finance LimitedREDUCE-96,341
2026-02-28Aavas Financiers LimitedADD+90,917
2026-02-28PB Fintech LimitedADD+70,191
2026-02-28CSB Bank LimitedADD+59,361
2026-02-28BSE LimitedEXIT-31,843
2026-01-31Ujjivan Small Finance Bank LimitedREDUCE-2,697,409
2026-01-31Equitas Small Finance Bank LimitedREDUCE-1,033,014
2026-01-31CSB Bank LimitedREDUCE-406,841
2026-01-31Bandhan Bank LimitedADD+285,935
2026-01-31One 97 Communications LimitedNEW+226,867
2026-01-31DCB Bank LimitedREDUCE-210,006
2026-01-31Mahindra & Mahindra Financial Services LimitedREDUCE-206,833
2026-01-31ICICI Prudential Life Insurance Company LimitedREDUCE-170,111
2026-01-31Aavas Financiers LimitedADD+93,076
2026-01-31UTI Asset Management Company LimitedNEW+78,226
2026-01-31Cholamandalam Investment and Finance Company LimitedEXIT-71,814
2026-01-31Axis Bank LimitedREDUCE-54,991
2026-01-31Cholamandalam Financial Holdings LimitedADD+45,000
2025-12-31Mahindra & Mahindra Financial Services LimitedREDUCE-287,911
2025-12-31Motilal Oswal Financial Services LimitedNEW+200,000
2025-12-31ICICI Prudential Life Insurance Company LimitedREDUCE-150,076
2025-12-31Aavas Financiers LimitedNEW+139,255
2025-12-31Power Finance Corporation LimitedADD+96,015
2025-12-31Shriram Finance LimitedREDUCE-88,725
2025-12-31Cholamandalam Financial Holdings LimitedADD+34,788
2025-12-31Axis Bank LimitedREDUCE-25,395
2025-11-30Bandhan Bank LimitedADD+276,956
2025-11-30Shriram Finance LimitedREDUCE-145,949
2025-11-30IndusInd Bank LimitedREDUCE-106,134
2025-11-30Cholamandalam Financial Holdings LimitedADD+63,413
2025-11-30Bajaj Finserv LimitedADD+56,063
2025-11-30CSB Bank LimitedREDUCE-37,816
2025-11-30ICICI Bank LimitedADD+24,039
2025-11-30PB Fintech LimitedADD+18,434
2025-11-30Angel One LimitedREDUCE-2,943
2025-10-31Ujjivan Small Finance Bank LimitedREDUCE-1,060,087
2025-10-31Bandhan Bank LimitedADD+519,072
2025-10-31Shriram Finance LimitedREDUCE-82,227
2025-10-31IndusInd Bank LimitedREDUCE-81,084
2025-10-31PB Fintech LimitedNEW+53,169
2025-10-31ICICI Bank LimitedADD+52,309
2025-10-31Axis Bank LimitedREDUCE-31,416
2025-10-31HDFC Bank LimitedADD+23,776
2025-10-31Cholamandalam Financial Holdings LimitedADD+21,000
2025-10-31PNB Housing Finance LimitedREDUCE-17,625
2025-10-31Angel One LimitedREDUCE-3,435
2025-09-30CREDITACCESS GRAMEEN LIMITEDEXIT-139,742
2025-09-30Bandhan Bank LimitedADD+94,098
2025-09-30HDFC Bank LimitedADD+39,074
2025-09-30BSE LimitedNEW+31,843