As of the latest SEC filings, CHOLAMANDALAM INVESTMENT & FINANCE CO LTD. (CIFC) is held by 148 institutional funds. The largest fund shareholder is New World Fund Inc (CNWAX), holding an estimated $166,959,155.73 in market value, representing 0.20% of its portfolio.
Funds holding CHOLAMANDALAM INVESTMENT & FINANCE CO LTD. (CIFC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CIFC
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CNWAX
New World Fund Inc
|
MF | Independent / Boutique | 0.20% | $166,959,155.73 | 10,036,958 | Apr 30, 2026 | Jun 26, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.15% | $120,357,798.64 | 8,318,773 | Mar 31, 2026 | May 28, 2026 |
|
JMUAX
Janus Henderson Multi-Sector Income Fund
|
MF | Independent / Boutique | 0.72% | $49,782,000.00 | 49,782,000 | Mar 31, 2026 | May 29, 2026 |
|
INDA
iShares MSCI India ETF
|
ETF | BlackRock / iShares | 0.53% | $49,064,078.09 | 2,575,137 | Feb 28, 2026 | Apr 23, 2026 |
|
CEUAX
EUPAC Fund
|
MF | Independent / Boutique | 0.03% | $42,781,832.58 | 2,956,953 | Mar 31, 2026 | May 28, 2026 |
|
CDWAX
American Funds Developing World Growth & Income Fund
|
MF | Capital Group / American Funds | 1.36% | $34,345,848.61 | 1,805,325 | Feb 28, 2026 | Apr 27, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.10% | $25,667,000.00 | 25,667,000 | Mar 31, 2026 | May 29, 2026 |
|
DFCEX
EMERGING MARKETS CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $22,451,215.01 | 1,347,785 | Apr 30, 2026 | Jun 24, 2026 |
|
AVEM
Avantis Emerging Markets Equity ETF
|
ETF | American Century | 0.08% | $17,643,094.48 | 926,001 | Feb 28, 2026 | Apr 29, 2026 |
|
-
Global Small Capitalization Fund
|
ETF | Capital Group / American Funds | 0.60% | $16,963,577.31 | 1,172,472 | Mar 31, 2026 | May 28, 2026 |
|
BEXUX
Baron Emerging Markets Fund
|
MF | Independent / Boutique | 0.44% | $15,068,928.18 | 1,042,250 | Mar 31, 2026 | May 22, 2026 |
|
PAAA
PGIM AAA CLO ETF
|
ETF | PGIM / Prudential | 0.16% | $11,986,498.25 | 11,970,000 | Feb 27, 2026 | Apr 23, 2026 |
|
-
Emerging Markets Equity Portfolio
|
ETF | Independent / Boutique | 0.89% | $11,522,341.97 | 796,390 | Mar 31, 2026 | May 27, 2026 |
|
-
New World Fund
|
ETF | Capital Group / American Funds | 0.27% | $10,557,774.99 | 729,722 | Mar 31, 2026 | May 28, 2026 |
|
AOUAX
Angel Oak UltraShort Income Fund
|
MF | Independent / Boutique | 1.29% | $10,251,865.50 | 10,250,000 | Apr 30, 2026 | Jun 26, 2026 |
|
FLIN
Franklin FTSE India ETF
|
ETF | Franklin Templeton | 0.40% | $9,779,748.89 | 684,725 | Mar 31, 2026 | May 21, 2026 |
|
SCHE
Schwab Emerging Markets Equity ETF
|
ETF | Charles Schwab | 0.08% | $9,549,147.57 | 501,933 | Feb 28, 2026 | Apr 24, 2026 |
|
SPEM
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
ETF | State Street (SPDR) | 0.06% | $9,188,400.62 | 643,322 | Mar 31, 2026 | May 28, 2026 |
|
-
Janus Henderson Balanced Portfolio
|
ETF | Independent / Boutique | 0.10% | $8,828,000.00 | 8,828,000 | Mar 31, 2026 | May 29, 2026 |
|
WAINX
Wasatch Emerging India Fund
|
MF | Independent / Boutique | 3.73% | $8,074,487.63 | 558,476 | Mar 31, 2026 | May 5, 2026 |
|
-
AVIP Constellation Dynamic Risk Balanced Portfolio
|
ETF | Independent / Boutique | 0.56% | $7,984,234.16 | 8,000,000 | Mar 31, 2026 | May 29, 2026 |
|
-
THE EMERGING MARKETS SERIES
|
ETF | Dimensional Fund Advisors | 0.09% | $7,152,302.43 | 429,365 | Apr 30, 2026 | Jun 24, 2026 |
|
MINDX
Matthews India Fund
|
MF | Independent / Boutique | 1.42% | $6,958,643.73 | 481,298 | Mar 31, 2026 | May 21, 2026 |
|
IFN
ABERDEEN INDIA FUND, INC.
|
CEF | abrdn / Aberdeen | 1.34% | $6,731,949.52 | 466,963 | Mar 31, 2026 | May 29, 2026 |
|
JDFAX
Janus Henderson Flexible Bond Fund
|
MF | Independent / Boutique | 0.23% | $6,294,000.00 | 6,294,000 | Mar 31, 2026 | May 29, 2026 |
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