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 |
|---|---|---|---|---|---|---|
| WhiteOak Capital Large & Mid Cap Fund Large & Mid Cap · held 2.7 yrs | 0.47% | Jan 2024 | ₹1,184.15 | +52% | +0.18% | added |
| Axis Aggressive Hybrid Fund Aggressive Hybrid · held 3.7 yrs | 0.46% | Apr 2021 | ₹571.75 | +215% | +0.02% | trimmed |
| Axis Retirement Fund - Dynamic Plan Retirement · held 2.9 yrs | 0.46% | Oct 2023 | ₹1,137.30 | +58% | +0.03% | trimmed |
| Franklin India Retirement Fund Retirement · held 1.6 yrs | 0.45% | Feb 2025 | ₹1,400.75 | +29% | +0.08% | held |
| Axis Children's Fund Childrens' · held 2.0 yrs | 0.45% | Sep 2024 | ₹1,608.00 | +12% | +0.02% | trimmed |
| UTI Children's Hybrid Fund Children's · held 7.2 yrs | 0.45% | Jun 2019 | ₹285.65 | +530% | +0.07% | held |
| 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 |
| Franklin India Conservative Hybrid Fund Conservative Hybrid · held 1.6 yrs | 0.44% | Feb 2025 | ₹1,400.75 | +29% | +0.04% | held |
| HDFC Large & Mid Cap Fund Large & Mid Cap · held 2.3 yrs | 0.43% | Apr 2024 | ₹1,193.30 | +51% | +0.04% | held |
| WhiteOak Capital Balanced Hybrid Fund Balanced Hybrid · held 2.8 yrs | 0.42% | Oct 2023 | ₹1,137.30 | +58% | +0.05% | held |
| ICICI Prudential BSE 500 ETF Other ETFs · held 7.0 yrs | 0.41% | Sep 2019 | ₹307.80 | +485% | +0.06% | added |
| HDFC BSE 500 ETF Other ETFs · held 2.3 yrs | 0.41% | Jun 2024 | ₹1,423.50 | +26% | +0.06% | added |
| JioBlackRock Sector Rotation Fund Sectoral/ Thematic · held 7 mo | 0.40% | Feb 2026 | ₹1,730.80 | +4% | +0.10% | added |
| ICICI Prudential Nifty 500 Index Fund Index Funds · held 1.8 yrs | 0.40% | Dec 2024 | ₹1,185.95 | +52% | +0.06% | added |
| Axis Nifty 500 Index Fund Equity Funds · held 2.2 yrs | 0.40% | Jul 2024 | ₹1,416.60 | +27% | +0.06% | added |
| DSP Nifty 500 Index Fund Index Funds · held 8 mo | 0.40% | Jan 2026 | ₹1,631.60 | +10% | +0.06% | added |
| Motilal Oswal Nifty 500 ETF Other ETFs · held 3.0 yrs | 0.40% | Sep 2023 | ₹1,217.55 | +48% | +0.06% | added |
| Motilal Oswal Nifty 500 Index Fund Index Funds · held 6.9 yrs | 0.40% | Sep 2019 | ₹307.80 | +485% | +0.06% | added |
| SBI Nifty 500 Index Fund Index Funds · held 2.0 yrs | 0.40% | Sep 2024 | ₹1,608.00 | +12% | +0.06% | held |
| UTI Nifty 500 Exchange Traded Fund Equity ETF · held 1 mo | 0.40% | Aug 2026 | ₹1,857.40 | −3% | — | held |
| UTI Nifty 500 Index Fund Equity Funds · held 1 mo | 0.40% | Aug 2026 | ₹1,857.40 | −3% | — | held |
| BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND Conservative Hybrid · held 2.1 yrs | 0.39% | Aug 2024 | ₹1,455.60 | +24% | +0.19% | added |
| WhiteOak Capital Flexi Cap Fund Flexi Cap · held 3.0 yrs | 0.39% | Jul 2023 | ₹1,132.10 | +59% | +0.21% | added |
| Groww Nifty Total Market Index Fund Equity Funds · held 1.8 yrs | 0.38% | Dec 2024 | ₹1,185.95 | +52% | +0.06% | added |
| Mirae Asset Nifty Total Market Index Fund Equity Funds · held 1.9 yrs | 0.38% | Oct 2024 | ₹1,272.75 | +41% | +0.06% | held |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds · held 2.1 yrs | 0.38% | Aug 2024 | ₹1,455.60 | +24% | +0.05% | trimmed |
| Motilal Oswal BSE 1000 Index Fund Index Funds · held 1.3 yrs | 0.38% | Jun 2025 | ₹1,628.00 | +11% | +0.05% | held |
| Axis Conservative Hybrid Fund Conservative Hybrid · held 5.2 yrs | 0.37% | Dec 2019 | ₹305.50 | +489% | +0.06% | held |
| WhiteOak Capital ELSS Tax Saver Fund ELSS · held 3.0 yrs | 0.36% | Jul 2023 | ₹1,132.10 | +59% | +0.03% | held |
| ADITYA BIRLA SUN LIFE ARBITRAGE FUND Arbitrage · held 4.1 yrs | 0.36% | Apr 2021 | ₹571.75 | +215% | +0.20% | added |
| Groww ELSS Tax Saver Fund ELSS · held 1.2 yrs | 0.35% | Jun 2023 | ₹1,142.00 | +58% | +0.35% | entered |
| Mirae Asset Nifty500 Multicap 50 25 25 ETF Equity ETF · held 2.1 yrs | 0.29% | Aug 2024 | ₹1,455.60 | +24% | +0.05% | added |
| Mirae Asset Nifty LargeMidcap 250 Index Fund Equity Funds · held 1.9 yrs | 0.29% | Oct 2024 | ₹1,272.75 | +41% | +0.05% | added |
| ICICI Prudential Nifty LargeMidcap 250 Index Fund Index Funds · held 2.5 yrs | 0.29% | Mar 2024 | ₹1,156.60 | +56% | +0.05% | added |
| Invesco India Arbitrage Fund Arbitrage · held 3.3 yrs | 0.29% | Nov 2021 | ₹550.50 | +227% | -1.87% | trimmed |
| Navi Nifty 500 Multicap 50 25 25 Index Fund Index Funds · held 2.1 yrs | 0.29% | Aug 2024 | ₹1,455.60 | +24% | +0.05% | added |
| 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 |
| Axis Equity Savings Fund Equity Savings · held 5.8 yrs | 0.27% | Dec 2019 | ₹305.50 | +489% | -0.06% | trimmed |
| Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2) Aggressive Hybrid · held 5 mo | 0.27% | Apr 2026 | ₹1,562.90 | +15% | +0.04% | held |
| ICICI Prudential Multi Cap Fund Multi Cap · held 7 mo | 0.25% | Feb 2026 | ₹1,730.80 | +4% | +0.02% | held |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 2.7 yrs | 0.22% | Sep 2023 | ₹1,217.55 | +48% | +0.10% | added |
| Invesco India Multi Asset Allocation Fund Multi Asset Allocation · held 1.8 yrs | 0.21% | Dec 2024 | ₹1,185.95 | +52% | +0.05% | added |
| Nippon India Nifty 500 Equal Weight Index Fund Index Funds · held 2.0 yrs | 0.21% | Sep 2024 | ₹1,608.00 | +12% | +0.02% | added |
| Nippon India Arbitrage Fund Arbitrage · held 4.3 yrs | 0.19% | Jan 2020 | ₹327.55 | +450% | +0.03% | added |
| WhiteOak Capital Multi Asset Allocation Fund Multi Asset Allocation · held 3.0 yrs | 0.18% | Jul 2023 | ₹1,132.10 | +59% | +0.14% | added |
| ICICI Prudential Aggressive Hybrid Fund Aggressive Hybrid · held 1.0 yrs | 0.15% | Jul 2025 | ₹1,443.20 | +25% | +0.02% | held |
| WhiteOak Capital Equity Savings Fund Equity Savings · held 1.5 yrs | 0.14% | Mar 2025 | ₹1,519.95 | +18% | -0.34% | trimmed |
| BANK OF INDIA MID CAP TAX FUND Series 2 ELSS · held 4.3 yrs | 0.12% | Jun 2022 | ₹619.50 | +191% | +0.01% | held |
| ICICI Prudential Children's Fund Children's · held 2 mo | 0.12% | Jul 2026 | ₹1,849.90 | −3% | +0.12% | entered |
| 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 |
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
Trimmed: funds that held it three disclosures ago and hold less of it now.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| TRUSTMF ARBITRAGE FUND Arbitrage | -2.46% | 0.78% | Dec 2025 | +6% |
| Invesco India Arbitrage Fund Arbitrage | -1.87% | 0.29% | Nov 2021 | +227% |
| ICICI Prudential Quality Fund Sectoral/ Thematic | -1.25% | 1.58% | Jan 2026 | +10% |
| ICICI Prudential Focused Fund Focused | -0.99% | 2.14% | Mar 2026 | +33% |
| Invesco India Flexi Cap Fund Flexi Cap | -0.80% | 2.00% | Mar 2022 | +151% |
| WhiteOak Capital Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | -0.79% | 0.45% | Jul 2023 | +59% |
| Franklin India ELSS Tax Saver Fund ELSS | -0.61% | 0.75% | Oct 2024 | +41% |
| DSP Flexi Cap Fund Flexi Cap | -0.57% | 2.50% | Mar 2024 | +56% |
| ICICI Prudential Nifty Financial Services Ex-Bank ETF Other ETFs | +0.56% | 4.42% | Nov 2022 | +152% |
| Aditya Birla Sun Life Nifty Next 50 ETF Equity ETF | +0.55% | 3.16% | Sep 2021 | +219% |
| ICICI Prudential Banking & Financial Services Fund Sectoral/ Thematic | -0.50% | 0.75% | Jan 2024 | +52% |
| 360 ONE QUANT FUND Sectoral/ Thematic | +0.44% | 3.39% | Apr 2023 | +107% |
| DSP Focused Fund Focused | -0.42% | 3.60% | Aug 2021 | +225% |
| SBI BSE Sensex Next 50 ETF Other ETFs | +0.37% | 2.82% | Jan 2023 | +155% |
| UTI - BSE Sensex Next 50 Exchange Traded Fund Equity ETF | +0.37% | 2.82% | Jun 2021 | +251% |
| Tata Nifty Financial Services Index Fund Index Funds | +0.35% | 2.53% | Apr 2024 | +51% |
| WhiteOak Capital Equity Savings Fund Equity Savings | -0.34% | 0.14% | Mar 2025 | +18% |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Index Funds | +0.32% | 4.76% | Jul 2024 | +27% |
| Mirae Asset Nifty Financial Services ETF Equity ETF | +0.30% | 2.48% | Aug 2021 | +225% |
| Franklin India Arbitrage Fund Arbitrage | -0.21% | 0.04% | Jul 2025 | +25% |
| Axis ELSS- Tax Saver Fund ELSS | +0.21% | 2.39% | Jun 2020 | +850% |
| HDFC Business Cycle Fund Sectoral/ Thematic | -0.19% | 2.49% | Apr 2024 | +51% |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Aggressive Hybrid | +0.18% | 1.73% | Dec 2021 | +246% |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Dynamic Asset Allocation or Balanced Advantage | +0.17% | 1.53% | Jul 2025 | +25% |
| 360 ONE Balanced Hybrid Fund Balanced Hybrid | +0.17% | 1.86% | Sep 2023 | +48% |
| Sundaram Multi Asset Allocation Fund Multi Asset Allocation | +0.16% | 1.62% | Nov 2024 | +46% |
| 360 ONE Focused Fund Focused | -0.15% | 4.90% | Jun 2019 | +530% |
| DSP Midcap Fund Mid Cap | -0.13% | 2.59% | Jan 2020 | +450% |
| Nippon India Large Cap Fund Large Cap | -0.13% | 0.79% | Jun 2025 | +11% |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Equity Savings | +0.13% | 0.90% | Dec 2021 | +246% |
| Axis Midcap Fund Mid Cap | -0.12% | 0.53% | Dec 2019 | +489% |
| Franklin India Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | +0.11% | 1.43% | Feb 2025 | +29% |
| ICICI Prudential Arbitrage Fund Arbitrage | -0.11% | 0.03% | Feb 2020 | +487% |
| UTI ELSS Tax Saver Fund ELSS | +0.11% | 1.47% | Sep 2019 | +485% |
| HDFC NIFTY 100 ETF Other ETFs | +0.10% | 0.59% | Apr 2024 | +51% |
| Franklin India Aggressive Hybrid Fund Aggressive Hybrid | +0.09% | 1.57% | Feb 2025 | +29% |
| HDFC Arbitrage Fund Arbitrage | +0.08% | 0.71% | Apr 2024 | +51% |
| DSP MSCI INDIA ETF Other ETFs | +0.08% | 0.59% | Nov 2025 | +4% |
| Groww Nifty 200 ETF Other ETFs | +0.08% | 0.47% | Feb 2025 | +29% |
| DSP ELSS Tax Saver Fund ELSS | -0.07% | 0.97% | Apr 2020 | +1029% |
| Axis Arbitrage Fund Arbitrage | -0.07% | 1.39% | Jun 2021 | +251% |
| Canara Robeco Large and Mid Cap Fund Large & Mid Cap | +0.06% | 1.79% | Sep 2021 | +219% |
| Invesco India Multi Cap Fund Multi Cap | +0.06% | 2.20% | Jun 2019 | +530% |
| Axis Equity Savings Fund Equity Savings | -0.06% | 0.27% | Dec 2019 | +489% |
| Aditya Birla Sun Life Large Cap Fund Large Cap | +0.06% | 0.80% | Jun 2025 | +11% |
| HDFC NIFTY 100 Equal Weight Index Fund Index Funds | +0.05% | 1.02% | Apr 2024 | +51% |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds | +0.05% | 0.38% | Aug 2024 | +24% |
| Aditya Birla Sun Life Aggressive Hybrid Fund Aggressive Hybrid | +0.05% | 0.90% | Jun 2019 | +530% |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Index Funds | +0.04% | 1.01% | Dec 2021 | +246% |
| Nippon India Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | -0.03% | 0.98% | Mar 2024 | +56% |
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.