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 |
|---|---|---|---|---|
| Axis Retirement Fund - Aggressive Plan Retirement | +0.03% | 0.48% | Feb 2021 | +247% |
| Axis Retirement Fund - Dynamic Plan Retirement | +0.03% | 0.46% | Oct 2023 | +58% |
| ICICI Prudential Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | +0.03% | 0.70% | Feb 2020 | +487% |
| Axis Children's Fund Childrens' | +0.02% | 0.45% | Sep 2024 | +12% |
| Axis Aggressive Hybrid Fund Aggressive Hybrid | +0.02% | 0.46% | Apr 2021 | +215% |
| Aditya Birla Sun Life Flexi Cap Fund Flexi Cap | +0.02% | 0.67% | Jun 2019 | +530% |
| Axis Large & Mid Cap Fund Large & Mid Cap | -0.01% | 0.82% | Dec 2019 | +489% |
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.