CHOLAMANDALAM IN & FIN CO
Last close
₹1,800.00
18 Sep 2026 · +14.4% over the year
Held by
259funds
latest disclosure month
Average weight per holder
1.6%
Σ across holders 405.0% · +37.48% over 3 months
Days to exit
372
aggregate MF position at 20% of average daily volume
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 |
|---|---|---|---|---|---|---|
| SBI Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 11 mo | 1.62% | Oct 2025 | ₹1,696.80 | +6% | +0.69% | added |
| HSBC Large & Mid Cap Fund Large & Mid Cap · held 5.1 yrs | 1.59% | Sep 2019 | ₹307.80 | +485% | +1.56% | added |
| ICICI Prudential Quality Fund Sectoral/ Thematic · held 8 mo | 1.58% | Jan 2026 | ₹1,631.60 | +10% | -1.25% | trimmed |
| Canara Robeco Flexi Cap Fund Flexi Cap · held 4.8 yrs | 1.58% | Sep 2021 | ₹564.25 | +219% | +0.34% | added |
| Franklin India Aggressive Hybrid Fund Aggressive Hybrid · held 1.6 yrs | 1.57% | Feb 2025 | ₹1,400.75 | +29% | +0.09% | trimmed |
| Baroda BNP Paribas Dividend Yield Fund Dividend Yield · held 2.0 yrs | 1.57% | Sep 2024 | ₹1,608.00 | +12% | +0.35% | held |
| Baroda BNP Paribas Business Conglomerates Fund Sectoral/ Thematic · held 1.0 yrs | 1.55% | Sep 2025 | ₹1,610.80 | +12% | +0.30% | held |
| BANDHAN CONSERVATIVE HYBRID FUND Conservative Hybrid · held 3.8 yrs | 1.53% | Sep 2022 | ₹732.20 | +146% | +0.38% | held |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Dynamic Asset Allocation or Balanced Advantage · held 1.2 yrs | 1.53% | Jul 2025 | ₹1,443.20 | +25% | +0.17% | trimmed |
| 360 ONE Multi Asset Allocation Fund Multi Asset Allocation · held 11 mo | 1.53% | Oct 2025 | ₹1,696.80 | +6% | +0.35% | added |
| SBI ELSS Tax Saver Fund ELSS · held 7 mo | 1.52% | Feb 2026 | ₹1,730.80 | +4% | +0.23% | held |
| UTI - Flexi Cap Fund. Flexi Cap · held 3 mo | 1.51% | Jun 2026 | ₹1,789.80 | +1% | +1.51% | entered |
| Baroda BNP Paribas ELSS Tax Saver Fund ELSS · held 3.0 yrs | 1.50% | Sep 2023 | ₹1,217.55 | +48% | +0.29% | added |
| Canara Robeco Large Cap Fund Large Cap · held 4.8 yrs | 1.49% | Sep 2021 | ₹564.25 | +219% | +0.26% | added |
| UTI ELSS Tax Saver Fund ELSS · held 6.9 yrs | 1.47% | Sep 2019 | ₹307.80 | +485% | +0.11% | trimmed |
| Franklin India Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.6 yrs | 1.43% | Feb 2025 | ₹1,400.75 | +29% | +0.11% | trimmed |
| Baroda BNP Paribas Children's Fund Children's · held 1.6 yrs | 1.43% | Feb 2025 | ₹1,400.75 | +29% | +0.47% | added |
| Helios Flexi Cap Fund Flexi Cap · held 2.8 yrs | 1.41% | Nov 2023 | ₹1,117.45 | +61% | +0.57% | added |
| Axis Arbitrage Fund Arbitrage · held 2.8 yrs | 1.39% | Jun 2021 | ₹513.25 | +251% | -0.07% | trimmed |
| Bank of India Banking & Financial Services Fund Sectoral/ Thematic · held 7 mo | 1.37% | Feb 2026 | ₹1,730.80 | +4% | +0.24% | held |
| HSBC Flexi Cap Fund Flexi Cap · held 2.5 yrs | 1.37% | Nov 2022 | ₹714.85 | +152% | +0.14% | held |
| Union Business Cycle Fund Sectoral/ Thematic · held 11 mo | 1.37% | Jul 2024 | ₹1,416.60 | +27% | +1.37% | entered |
| Canara Robeco Multi Cap Fund Multi Cap · held 3.1 yrs | 1.36% | Aug 2023 | ₹1,121.85 | +60% | +0.26% | added |
| ITI Business Cycle Fund Sectoral/ Thematic · held 4 mo | 1.36% | Mar 2026 | ₹1,354.70 | +33% | +1.36% | entered |
| HSBC ELSS Tax saver Fund ELSS · held 3.8 yrs | 1.32% | Nov 2022 | ₹714.85 | +152% | +0.16% | held |
| Invesco India ELSS Tax Saver Fund ELSS · held 5.9 yrs | 1.27% | Jun 2019 | ₹285.65 | +530% | +0.12% | held |
| Union Multicap Fund Multi Cap · held 1.2 yrs | 1.22% | Jul 2024 | ₹1,416.60 | +27% | +1.22% | entered |
| Axis Momentum Fund Sectoral/ Thematic · held 3 mo | 1.21% | Jun 2026 | ₹1,789.80 | +1% | +1.21% | entered |
| TRUSTMF MULTI CAP FUND Multi Cap · held 3 mo | 1.20% | Jun 2026 | ₹1,789.80 | +1% | +1.20% | entered |
| ITI Value Fund Value · held 7 mo | 1.18% | Feb 2026 | ₹1,730.80 | +4% | +0.17% | held |
| BANDHAN INNOVATION FUND Sectoral/ Thematic · held 2.3 yrs | 1.17% | Apr 2024 | ₹1,193.30 | +51% | -0.10% | added |
| Union Retirement Fund Retirement · held 2.2 yrs | 1.16% | Jul 2024 | ₹1,416.60 | +27% | +0.38% | added |
| BANDHAN RETIREMENT FUND Retirement · held 2.8 yrs | 1.15% | Oct 2023 | ₹1,137.30 | +58% | +0.19% | held |
| UTI Children's Equity Fund Children's · held 7.2 yrs | 1.14% | Jun 2019 | ₹285.65 | +530% | +0.16% | held |
| ITI Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 7 mo | 1.13% | Dec 2019 | ₹305.50 | +489% | +1.13% | entered |
| BANDHAN MID CAP FUND Mid Cap · held 3.4 yrs | 1.10% | Mar 2023 | ₹761.30 | +136% | +0.04% | held |
| Baroda BNP Paribas Retirement Fund Retirement · held 2.1 yrs | 1.10% | Aug 2024 | ₹1,455.60 | +24% | +0.15% | held |
| LIC MF Multi Asset Allocation Fund Multi Asset Allocation · held 6 mo | 1.06% | Mar 2025 | ₹1,519.95 | +18% | +1.06% | entered |
| Union Large & Midcap Fund Large & Mid Cap · held 11 mo | 1.06% | Jul 2024 | ₹1,416.60 | +27% | +0.24% | added |
| WhiteOak Capital Large Cap Fund Large Cap · held 3.0 yrs | 1.04% | Jul 2023 | ₹1,132.10 | +59% | +0.49% | added |
| HDFC NIFTY 100 Equal Weight Index Fund Index Funds · held 2.4 yrs | 1.02% | Apr 2024 | ₹1,193.30 | +51% | +0.05% | trimmed |
| UTI - Mid Cap Fund Mid Cap · held 7.2 yrs | 1.02% | Jun 2019 | ₹285.65 | +530% | +0.11% | held |
| Tata Large Cap Fund Large Cap · held 8 mo | 1.01% | Aug 2023 | ₹1,121.85 | +60% | +1.01% | entered |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Index Funds · held 4.7 yrs | 1.01% | Dec 2021 | ₹520.40 | +246% | +0.04% | trimmed |
| Tata Banking & Financial Services Fund Sectoral/ Thematic · held 2 mo | 1.00% | Jul 2026 | ₹1,849.90 | −3% | +1.00% | entered |
| ITI Flexi Cap Fund Flexi Cap · held 1.8 yrs | 0.98% | Mar 2024 | ₹1,156.60 | +56% | 0.00% | held |
| Nippon India Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.8 yrs | 0.98% | Mar 2024 | ₹1,156.60 | +56% | -0.03% | trimmed |
| DSP ELSS Tax Saver Fund ELSS · held 3.1 yrs | 0.97% | Apr 2020 | ₹159.45 | +1029% | -0.07% | trimmed |
| ITI Large & Mid Cap Fund Large & Mid Cap · held 1.1 yrs | 0.95% | Aug 2025 | ₹1,420.70 | +27% | +0.17% | held |
| Helios Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 2.5 yrs | 0.92% | Mar 2024 | ₹1,156.60 | +56% | +0.39% | added |
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.
Why this might matterThe curation backtest found consensus positions anti-correlated with forward upside: when everyone already owns it, the marginal buyer is gone, and a crowded exit moves the price against every seller at once.
Why it might notBreadth of ownership is also what a large, liquid, well-run company looks like. Crowding measures how many funds agree, not whether they are right; MF ownership as a share of the company needs issue size, which is not loaded.
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.