CHOLAMANDALAM IN & FIN CO
Who holds it
every fund's latest position, when it first appeared, and the price then against now · 289 rows: 259 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| HSBC Flexi Cap Fund Flexi Cap · held 2.5 yrs | 1.37% | Nov 2022 | ₹714.85 | +152% | +0.14% | held |
| HSBC ELSS Tax saver Fund ELSS · held 3.8 yrs | 1.32% | Nov 2022 | ₹714.85 | +152% | +0.16% | held |
| HSBC Equity Savings Fund Equity Savings · held 3.8 yrs | 0.84% | Nov 2022 | ₹714.85 | +152% | +0.82% | added |
| HSBC Arbitrage Fund Arbitrage · held 2.1 yrs | 0 | Nov 2022 | ₹714.85 | +152% | — | exited Jul 2026 |
| Axis Focused Fund Focused · held 3.7 yrs | 5.40% | Dec 2022 | ₹722.90 | +149% | +0.79% | added |
| SBI Nifty Next 50 Index Fund Index Funds · held 3.7 yrs | 3.17% | Jan 2023 | ₹706.95 | +155% | +0.55% | added |
| SBI Nifty Next 50 ETF Other ETFs · held 3.7 yrs | 3.16% | Jan 2023 | ₹706.95 | +155% | +0.55% | added |
| SBI BSE Sensex Next 50 ETF Other ETFs · held 3.7 yrs | 2.82% | Jan 2023 | ₹706.95 | +155% | +0.37% | trimmed |
| SBI BSE 100 ETF Other ETFs · held 3.7 yrs | 0.58% | Jan 2023 | ₹706.95 | +155% | +0.09% | added |
| HSBC Conservative Hybrid Fund Conservative Hybrid · held 3.6 yrs | 0.69% | Feb 2023 | ₹756.50 | +138% | +0.09% | held |
| Bandhan Aggressive Hybrid Fund Aggressive Hybrid · held 2.6 yrs | 0.58% | Feb 2023 | ₹756.50 | +138% | +0.17% | added |
| BANDHAN MID CAP FUND Mid Cap · held 3.4 yrs | 1.10% | Mar 2023 | ₹761.30 | +136% | +0.04% | held |
| BANDHAN Flexi Cap Fund Flexi Cap · held 2.5 yrs | 0 | Mar 2023 | ₹761.30 | +136% | — | exited Jun 2026 |
| 360 ONE QUANT FUND Sectoral/ Thematic · held 2.9 yrs | 3.39% | Apr 2023 | ₹871.10 | +107% | +0.44% | trimmed |
| Groww Large Cap Fund Large Cap · held 1.3 yrs | 2.78% | May 2023 | ₹1,050.90 | +71% | +0.34% | held |
| Baroda BNP Paribas Banking and Financial Services Fund Sectoral/ Thematic · held 3.3 yrs | 2.23% | May 2023 | ₹1,050.90 | +71% | +1.06% | added |
| 360 ONE Flexicap Fund Flexi Cap · held 3.3 yrs | 3.68% | Jun 2023 | ₹1,142.00 | +58% | +0.32% | held |
| Groww ELSS Tax Saver Fund ELSS · held 1.2 yrs | 0.35% | Jun 2023 | ₹1,142.00 | +58% | +0.35% | entered |
| BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND Index Funds · held 1.5 yrs | 0 | Jun 2023 | ₹1,142.00 | +58% | — | exited May 2026 |
| LIC MF Nifty Next 50 Index Fund Index Funds · held 3.2 yrs | 3.22% | Jul 2023 | ₹1,132.10 | +59% | +0.61% | added |
| BANDHAN FINANCIAL SERVICES FUND Sectoral/ Thematic · held 3.1 yrs | 3.15% | Jul 2023 | ₹1,132.10 | +59% | +0.55% | added |
| WhiteOak Capital Large Cap Fund Large Cap · held 3.0 yrs | 1.04% | Jul 2023 | ₹1,132.10 | +59% | +0.49% | added |
| WhiteOak Capital Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 3.2 yrs | 0.45% | Jul 2023 | ₹1,132.10 | +59% | -0.79% | trimmed |
| WhiteOak Capital Flexi Cap Fund Flexi Cap · held 3.0 yrs | 0.39% | Jul 2023 | ₹1,132.10 | +59% | +0.21% | added |
| WhiteOak Capital ELSS Tax Saver Fund ELSS · held 3.0 yrs | 0.36% | Jul 2023 | ₹1,132.10 | +59% | +0.03% | held |
| WhiteOak Capital Multi Asset Allocation Fund Multi Asset Allocation · held 3.0 yrs | 0.18% | Jul 2023 | ₹1,132.10 | +59% | +0.14% | added |
| Invesco India ESG Integration Strategy Fund Sectoral/ Thematic · held 3.1 yrs | 2.49% | Aug 2023 | ₹1,121.85 | +60% | +0.31% | held |
| Canara Robeco Multi Cap Fund Multi Cap · held 3.1 yrs | 1.36% | Aug 2023 | ₹1,121.85 | +60% | +0.26% | added |
| Tata Large Cap Fund Large Cap · held 8 mo | 1.01% | Aug 2023 | ₹1,121.85 | +60% | +1.01% | entered |
| HSBC Multi Cap Fund Multi Cap · held 3.1 yrs | 0.70% | Aug 2023 | ₹1,121.85 | +60% | +0.02% | held |
| ITI Arbitrage Fund Arbitrage · held 11 mo | 0 | Aug 2023 | ₹1,121.85 | +60% | — | exited May 2026 |
| 360 ONE Balanced Hybrid Fund Balanced Hybrid · held 3.0 yrs | 1.86% | Sep 2023 | ₹1,217.55 | +48% | +0.17% | trimmed |
| Baroda BNP Paribas ELSS Tax Saver Fund ELSS · held 3.0 yrs | 1.50% | Sep 2023 | ₹1,217.55 | +48% | +0.29% | added |
| Motilal Oswal Nifty 500 ETF Other ETFs · held 3.0 yrs | 0.40% | Sep 2023 | ₹1,217.55 | +48% | +0.06% | added |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 2.7 yrs | 0.22% | Sep 2023 | ₹1,217.55 | +48% | +0.10% | added |
| BANDHAN RETIREMENT FUND Retirement · held 2.8 yrs | 1.15% | Oct 2023 | ₹1,137.30 | +58% | +0.19% | held |
| Nippon India Flexi Cap Fund Flexi Cap · held 2.9 yrs | 0.91% | Oct 2023 | ₹1,137.30 | +58% | +0.11% | held |
| Axis Value Fund Value · held 2.9 yrs | 0.78% | Oct 2023 | ₹1,137.30 | +58% | +0.02% | held |
| Axis Retirement Fund - Dynamic Plan Retirement · held 2.9 yrs | 0.46% | Oct 2023 | ₹1,137.30 | +58% | +0.03% | trimmed |
| WhiteOak Capital Balanced Hybrid Fund Balanced Hybrid · held 2.8 yrs | 0.42% | Oct 2023 | ₹1,137.30 | +58% | +0.05% | held |
| Aditya Birla Sun Life Retirement Fund-The 40s Plan Retirement · held 2.9 yrs | 0.27% | Oct 2023 | ₹1,137.30 | +58% | +0.04% | held |
| Aditya Birla Sun Life Retirement Fund-The 50s Plan Retirement · held 2.9 yrs | 0.12% | Oct 2023 | ₹1,137.30 | +58% | +0.02% | held |
| Aditya Birla Sun Life Business Cycle Fund Sectoral/ Thematic · held 2.7 yrs | 0 | Oct 2023 | ₹1,137.30 | +58% | — | exited May 2026 |
| Helios Flexi Cap Fund Flexi Cap · held 2.8 yrs | 1.41% | Nov 2023 | ₹1,117.45 | +61% | +0.57% | added |
| DSP Banking & Financial Services Fund Sectoral/ Thematic · held 2.7 yrs | 5.51% | Dec 2023 | ₹1,259.80 | +43% | +0.49% | added |
| Aditya Birla Sun Life ELSS Tax Saver Fund ELSS · held 2.8 yrs | 1.72% | Dec 2023 | ₹1,259.80 | +43% | +0.27% | held |
| Mirae Asset Nifty 100 ESG Sector Leaders ETF Equity ETF · held 2.8 yrs | 0.90% | Dec 2023 | ₹1,259.80 | +43% | +0.17% | added |
| ICICI Prudential Banking & Financial Services Fund Sectoral/ Thematic · held 1.1 yrs | 0.75% | Jan 2024 | ₹1,184.15 | +52% | -0.50% | trimmed |
| WhiteOak Capital Large & Mid Cap Fund Large & Mid Cap · held 2.7 yrs | 0.47% | Jan 2024 | ₹1,184.15 | +52% | +0.18% | added |
| DSP Flexi Cap Fund Flexi Cap · held 2.4 yrs | 2.50% | Mar 2024 | ₹1,156.60 | +56% | -0.57% | 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
+0.37 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 126 added or entered, 89 trimmed or exited
Crowding
259 funds hold it, at an average weight of 1.6% each (405.0% summed across holders). At a fifth of average daily volume (14,33,420 shares), the aggregate fund position would take about 372 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 |
|---|---|---|---|---|
| LIC MF Large & Mid Cap Fund Large & Mid Cap | +1.59% | 2.54% | Jun 2019 | +530% |
| HSBC Large & Mid Cap Fund Large & Mid Cap | +1.56% | 1.59% | Sep 2019 | +485% |
| Helios Financial Services Fund Sectoral/ Thematic | +1.53% | 3.46% | Jun 2024 | +26% |
| ITI Banking and Financial Services Fund Sectoral/ Thematic | +1.20% | 3.52% | Feb 2022 | +161% |
| Baroda BNP Paribas Banking and Financial Services Fund Sectoral/ Thematic | +1.06% | 2.23% | May 2023 | +71% |
| ICICI Prudential Rural Opportunities Fund Sectoral/ Thematic | +0.87% | 2.66% | Jun 2025 | +11% |
| Union Flexi Cap Fund Flexi Cap | +0.87% | 2.01% | Jul 2024 | +27% |
| HSBC Equity Savings Fund Equity Savings | +0.82% | 0.84% | Nov 2022 | +152% |
| Canara Robeco Banking and Financial Services Fund Sectoral/ Thematic | +0.82% | 2.74% | Mar 2026 | +33% |
| Axis Focused Fund Focused | +0.79% | 5.40% | Dec 2022 | +149% |
| SBI Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | +0.69% | 1.62% | Oct 2025 | +6% |
| Axis Large Cap Fund Large Cap | +0.62% | 1.92% | Jan 2021 | +352% |
| LIC MF Nifty Next 50 Index Fund Index Funds | +0.61% | 3.22% | Jul 2023 | +59% |
| Helios Flexi Cap Fund Flexi Cap | +0.57% | 1.41% | Nov 2023 | +61% |
| Groww Nifty Next 50 ETF Other ETFs | +0.56% | 3.16% | Sep 2025 | +12% |
| JioBlackRock Nifty Next 50 Index Fund Equity Funds | +0.55% | 3.17% | Aug 2025 | +27% |
| SBI Nifty Next 50 ETF Other ETFs | +0.55% | 3.16% | Jan 2023 | +155% |
| Nippon India ETF Nifty Next 50 Junior BeES Other ETFs | +0.55% | 3.16% | Sep 2021 | +219% |
| UTI - Nifty Next 50 Exchange Traded Fund Equity ETF | +0.55% | 3.16% | Sep 2021 | +219% |
| UTI - Nifty Next 50 Index Fund Equity Funds | +0.55% | 3.17% | Sep 2021 | +219% |
| Motilal Oswal Nifty Next 50 Index Fund Index Funds | +0.55% | 3.17% | Sep 2021 | +219% |
| SBI Nifty Next 50 Index Fund Index Funds | +0.55% | 3.17% | Jan 2023 | +155% |
| BANDHAN FINANCIAL SERVICES FUND Sectoral/ Thematic | +0.55% | 3.15% | Jul 2023 | +59% |
| Bandhan Nifty Next 50 Index Fund Index Funds | +0.55% | 3.17% | Feb 2025 | +29% |
| Motilal Oswal Nifty Next 50 ETF Other ETFs | +0.55% | 3.16% | May 2025 | +12% |
| Tata Nifty Next 50 Index Fund Index Funds | +0.55% | 3.17% | Oct 2025 | +6% |
| DSP Nifty Next 50 ETF Other ETFs | +0.55% | 3.16% | Jan 2026 | +10% |
| Mirae Asset Nifty Next 50 ETF Equity ETF | +0.55% | 3.16% | Sep 2021 | +219% |
| ICICI Prudential Nifty Next 50 Index Fund Index Funds | +0.55% | 3.16% | Sep 2021 | +219% |
| ICICI Prudential Nifty Next 50 ETF Other ETFs | +0.55% | 3.16% | Sep 2021 | +219% |
| Aditya Birla Sun Life Nifty Next 50 Index Fund Equity Funds | +0.55% | 3.16% | Feb 2022 | +161% |
| Groww Nifty Next 50 Index Fund Equity Funds | +0.54% | 3.16% | Sep 2025 | +12% |
| DSP Nifty Next 50 Index Fund Index Funds | +0.54% | 3.16% | Sep 2021 | +219% |
| Navi Nifty Next 50 Index Fund Index Funds | +0.54% | 3.16% | Sep 2022 | +146% |
| Axis Nifty Next 50 Index Fund Equity Funds | +0.54% | 3.16% | Jan 2022 | +186% |
| HDFC NIFTY NEXT 50 ETF Other ETFs | +0.54% | 3.16% | Apr 2024 | +51% |
| HSBC NIFTY NEXT 50 Index Fund Equity Funds | +0.54% | 3.16% | Nov 2022 | +152% |
| Bajaj Finserv Nifty Next 50 Index Fund Index Funds | +0.52% | 3.16% | May 2025 | +12% |
| WhiteOak Capital Large Cap Fund Large Cap | +0.49% | 1.04% | Jul 2023 | +59% |
| DSP Banking & Financial Services Fund Sectoral/ Thematic | +0.49% | 5.51% | Dec 2023 | +43% |
| UTI - Banking and Financial Services Fund Sectoral/ Thematic | +0.48% | 1.71% | Mar 2020 | +1078% |
| Baroda BNP Paribas Children's Fund Children's | +0.47% | 1.43% | Feb 2025 | +29% |
| Helios Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | +0.39% | 0.92% | Mar 2024 | +56% |
| Union Retirement Fund Retirement | +0.38% | 1.16% | Jul 2024 | +27% |
| Nippon India ETF BSE Sensex Next 50 Other ETFs | +0.37% | 2.82% | Jun 2021 | +251% |
| 360 ONE Multi Asset Allocation Fund Multi Asset Allocation | +0.35% | 1.53% | Oct 2025 | +6% |
| Canara Robeco Flexi Cap Fund Flexi Cap | +0.34% | 1.58% | Sep 2021 | +219% |
| Invesco India Large Cap Fund Large Cap | +0.34% | 2.30% | Feb 2022 | +161% |
| Baroda BNP Paribas ELSS Tax Saver Fund ELSS | +0.29% | 1.50% | Sep 2023 | +48% |
| WhiteOak Capital Arbitrage Fund Arbitrage | +0.29% | 0.67% | Apr 2025 | +21% |
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.