FORTIS HEALTHCARE LTD
Who holds it
every fund's latest position, when it first appeared, and the price then against now · 240 rows: 208 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| Motilal Oswal BSE Healthcare ETF Other ETFs · held 4.2 yrs | 2.89% | Jul 2022 | ₹278.45 | +218% | -0.40% | added |
| Navi Nifty Midcap 150 Index Fund Index Funds · held 3.3 yrs | 1.11% | Sep 2022 | ₹264.20 | +235% | -0.09% | added |
| JM ELSS - Tax Saver Fund ELSS · held 1.1 yrs | 2.25% | Oct 2022 | ₹277.45 | +219% | +2.25% | entered |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Index Funds · held 3.4 yrs | 1.86% | Oct 2022 | ₹277.45 | +219% | -1.11% | trimmed |
| JM Mid Cap Fund Mid Cap · held 3.5 yrs | 0 | Nov 2022 | ₹290.10 | +205% | — | exited Jun 2026 |
| SBI HEALTHCARE OPPORTUNITIES FUND Sectoral/ Thematic · held 3.7 yrs | 2.82% | Jan 2023 | ₹281.65 | +215% | -0.23% | added |
| SBI Nifty Midcap 150 Index Fund Index Funds · held 3.7 yrs | 1.11% | Jan 2023 | ₹281.65 | +215% | -0.09% | added |
| SBI ELSS Tax Saver Fund ELSS · held 2.6 yrs | 0.50% | Apr 2023 | ₹260.80 | +240% | +0.50% | entered |
| Baroda BNP Paribas Business Cycle Fund Sectoral/ Thematic · held 3.3 yrs | 1.17% | May 2023 | ₹274.70 | +223% | -0.03% | added |
| ICICI Prudential Innovation Fund Sectoral/ Thematic · held 4 mo | 0.87% | May 2023 | ₹274.70 | +223% | +0.87% | entered |
| Axis Value Fund Value · held 3.3 yrs | 1.01% | Jun 2023 | ₹315.05 | +181% | -0.21% | held |
| WhiteOak Capital Mid Cap Fund Mid Cap · held 3.0 yrs | 1.87% | Jul 2023 | ₹345.85 | +156% | -0.75% | trimmed |
| UTI Nifty Midcap 150 Exchange Traded Fund Equity ETF · held 3.0 yrs | 1.10% | Sep 2023 | ₹339.95 | +161% | -0.10% | trimmed |
| Motilal Oswal Nifty 500 ETF Other ETFs · held 3.0 yrs | 0.24% | Sep 2023 | ₹339.95 | +161% | -0.01% | added |
| Helios Flexi Cap Fund Flexi Cap · held 2.8 yrs | 1.00% | Nov 2023 | ₹386.00 | +130% | -0.27% | held |
| Axis Retirement Fund - Aggressive Plan Retirement · held 2.8 yrs | 0.98% | Nov 2023 | ₹386.00 | +130% | -0.36% | trimmed |
| Axis Retirement Fund - Dynamic Plan Retirement · held 2.8 yrs | 0.98% | Nov 2023 | ₹386.00 | +130% | -0.42% | trimmed |
| Axis Large & Mid Cap Fund Large & Mid Cap · held 2.7 yrs | 1.60% | Jan 2024 | ₹431.90 | +105% | +0.23% | added |
| Axis Equity Savings Fund Equity Savings · held 2.7 yrs | 0.84% | Jan 2024 | ₹431.90 | +105% | -0.04% | held |
| BANDHAN Infrastructure Fund Sectoral/ Thematic · held 2.5 yrs | 2.09% | Feb 2024 | ₹408.00 | +117% | 0.00% | trimmed |
| LIC MF Nifty Midcap 100 ETF Other ETFs · held 1.6 yrs | 1.35% | Feb 2024 | ₹408.00 | +117% | -0.10% | trimmed |
| Helios Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 2.5 yrs | 1.31% | Mar 2024 | ₹420.20 | +111% | +0.03% | held |
| ICICI Prudential Nifty LargeMidcap 250 Index Fund Index Funds · held 2.5 yrs | 0.56% | Mar 2024 | ₹420.20 | +111% | -0.06% | added |
| Tata Nifty MidSmall Healthcare Index Fund Index Funds · held 2.4 yrs | 7.12% | Apr 2024 | ₹438.55 | +102% | -0.93% | added |
| HDFC Pharma and Healthcare Fund Sectoral/ Thematic · held 2.3 yrs | 2.37% | Apr 2024 | ₹438.55 | +102% | -1.04% | held |
| HDFC Business Cycle Fund Sectoral/ Thematic · held 2.4 yrs | 1.92% | Apr 2024 | ₹438.55 | +102% | -1.49% | trimmed |
| HDFC Large & Mid Cap Fund Large & Mid Cap · held 2.3 yrs | 1.49% | Apr 2024 | ₹438.55 | +102% | -0.06% | held |
| HDFC Small Cap Fund Small Cap · held 2.4 yrs | 1.08% | Apr 2024 | ₹438.55 | +102% | -1.18% | trimmed |
| HDFC MNC Fund Sectoral/ Thematic · held 2.2 yrs | 0 | Apr 2024 | ₹438.55 | +102% | — | exited May 2026 |
| Axis ELSS- Tax Saver Fund ELSS · held 2.3 yrs | 0.94% | May 2024 | ₹475.10 | +86% | +0.07% | added |
| WhiteOak Capital Large & Mid Cap Fund Large & Mid Cap · held 2.3 yrs | 1.32% | Jun 2024 | ₹475.35 | +86% | -0.37% | trimmed |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 2.0 yrs | 0.89% | Jun 2024 | ₹475.35 | +86% | -0.34% | trimmed |
| HDFC BSE 500 ETF Other ETFs · held 2.3 yrs | 0.24% | Jun 2024 | ₹475.35 | +86% | -0.02% | added |
| DSP Midcap Fund Mid Cap · held 2.2 yrs | 2.79% | Jul 2024 | ₹501.90 | +77% | +0.09% | added |
| WhiteOak Capital Pharma and Healthcare Fund Sectoral/ Thematic · held 2.0 yrs | 1.65% | Jul 2024 | ₹501.90 | +77% | -2.27% | trimmed |
| Axis Nifty 500 Index Fund Equity Funds · held 2.2 yrs | 0.24% | Jul 2024 | ₹501.90 | +77% | -0.01% | added |
| ITI Focused Fund Focused · held 2.1 yrs | 3.50% | Aug 2024 | ₹551.80 | +61% | -0.16% | added |
| Tata Ethical Fund Sectoral/ Thematic · held 2.1 yrs | 2.35% | Aug 2024 | ₹551.80 | +61% | -0.13% | held |
| Mirae Asset Nifty500 Multicap 50 25 25 ETF Equity ETF · held 2.1 yrs | 0.28% | Aug 2024 | ₹551.80 | +61% | -0.02% | trimmed |
| Navi Nifty 500 Multicap 50 25 25 Index Fund Index Funds · held 2.1 yrs | 0.28% | Aug 2024 | ₹551.80 | +61% | -0.02% | held |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds · held 2.1 yrs | 0.23% | Aug 2024 | ₹551.80 | +61% | -0.01% | trimmed |
| Bandhan BSE Healthcare Index Fund Index Funds · held 2.0 yrs | 2.90% | Sep 2024 | ₹615.10 | +44% | -0.40% | trimmed |
| Union Midcap Fund Mid Cap · held 2.0 yrs | 2.44% | Sep 2024 | ₹615.10 | +44% | -0.22% | added |
| Union Large & Midcap Fund Large & Mid Cap · held 2.0 yrs | 1.76% | Sep 2024 | ₹615.10 | +44% | -0.21% | held |
| Bandhan Business Cycle Fund Sectoral/ Thematic · held 2.0 yrs | 1.69% | Sep 2024 | ₹615.10 | +44% | +0.03% | trimmed |
| Bandhan Nifty Midcap 150 Index Fund Index Funds · held 2.0 yrs | 1.10% | Sep 2024 | ₹615.10 | +44% | -0.10% | trimmed |
| Axis Children's Fund Childrens' · held 2.0 yrs | 0.98% | Sep 2024 | ₹615.10 | +44% | -0.30% | trimmed |
| Axis Multi Asset Allocation Fund Multi Asset Allocation · held 1.4 yrs | 0.58% | Sep 2024 | ₹615.10 | +44% | +0.58% | entered |
| Axis Consumption Fund Sectoral/ Thematic · held 2.0 yrs | 0.37% | Sep 2024 | ₹615.10 | +44% | -0.13% | trimmed |
| SBI Nifty 500 Index Fund Index Funds · held 2.0 yrs | 0.24% | Sep 2024 | ₹615.10 | +44% | -0.01% | trimmed |
A holder disclosed the stock in the latest month or the one before; an exit is listed for three disclosures. Entry close is the split- and bonus-adjusted close at the end of the month the fund first disclosed the position; “now vs entry” is price only, not the fund's return on the position. Estimated cost basis per fund from monthly unit deltas is not computed in this build.
Three-month flow
−0.55 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 107 added or entered, 85 trimmed or exited
Crowding
208 funds hold it, at an average weight of 1.5% each (308.5% summed across holders). At a fifth of average daily volume (13,52,402 shares), the aggregate fund position would take about 547 trading days to exit.
Who moved last quarter
the three-month flow, fund by fund — largest move first
Added: funds that held it three disclosures ago and hold more of it now.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| There is no page 6; back to the first. | ||||
One year, adjusted
daily close, split- and bonus-adjusted
Prices are the NSE close — the company quotes on both exchanges and the NSE carries the liquidity for almost every dual listing, so one series is shown rather than two that would mostly agree. The series is adjusted for splits and bonuses so a 1:1 bonus does not read as a 50% fall. A dated corporate-action timeline (rights, demergers) is not loaded in this build and is not shown rather than guessed.