CHOLAMANDALAM FIN HOL LTD
Last close
₹1,507.70
18 Sep 2026 · −23.5% over the year
Held by
109funds
latest disclosure month
Average weight per holder
0.8%
Σ across holders 89.8% · -11.11% over 3 months
Days to exit
1350
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 · 118 rows: 109 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Multi Cap · held 2.8 yrs | 1.35% | Dec 2021 | ₹652.15 | +131% | +1.35% | entered |
| Aditya Birla Sun Life Banking and Financial Services Fund Sectoral/ Thematic · held 6.4 yrs | 1.11% | Jan 2020 | ₹547.05 | +176% | +1.11% | entered |
| Nippon India Multi Asset Allocation Fund Multi Asset Allocation · held 5.1 yrs | 0.58% | Sep 2020 | ₹393.70 | +283% | +0.58% | entered |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic · held 2.1 yrs | 1.30% | Feb 2024 | ₹1,051.80 | +43% | +0.54% | added |
| Bandhan Focused Fund Focused · held 1.3 yrs | 5.80% | May 2025 | ₹1,866.20 | −19% | +0.53% | added |
| UTI - Banking and Financial Services Fund Sectoral/ Thematic · held 1.3 yrs | 0.46% | May 2024 | ₹1,084.50 | +39% | +0.46% | entered |
| BANDHAN Small Cap Fund Small Cap · held 2.8 yrs | 1.63% | Nov 2023 | ₹981.85 | +54% | +0.42% | added |
| SBI BANKING & FINANCIAL SERVICES FUND Sectoral/ Thematic · held 3.2 yrs | 2.03% | Mar 2019 | ₹486.40 | +210% | +0.38% | added |
| BANDHAN MULTI CAP FUND Multi Cap · held 3 mo | 0.36% | Jun 2026 | ₹1,656.90 | −9% | +0.36% | entered |
| Sundaram Financial Services Opportunities Fund Sectoral/ Thematic · held 4.1 yrs | 3.60% | Aug 2022 | ₹666.10 | +126% | +0.27% | added |
| Canara Robeco Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 2.1 yrs | 0.89% | Aug 2024 | ₹1,602.00 | −6% | +0.26% | added |
| HDFC Multi Cap Fund Multi Cap · held 8 mo | 0.67% | Jan 2026 | ₹1,654.30 | −9% | +0.20% | added |
| Sundaram Small Cap Fund Small Cap · held 6.6 yrs | 2.04% | Jan 2020 | ₹547.05 | +176% | +0.20% | added |
| Sundaram Services Fund Sectoral/ Thematic · held 4.1 yrs | 2.33% | Aug 2022 | ₹666.10 | +126% | +0.11% | added |
| Mirae Asset Nifty 500 Value 50 ETF Equity ETF · held 6 mo | 0.53% | Mar 2026 | ₹1,365.30 | +10% | +0.10% | added |
| Axis Nifty500 Value 50 ETF Equity ETF · held 9 mo | 0.53% | Dec 2025 | ₹1,812.90 | −17% | +0.10% | added |
| Axis Nifty500 Value 50 Index Fund Equity Funds · held 9 mo | 0.53% | Dec 2025 | ₹1,812.90 | −17% | +0.10% | added |
| Bandhan Nifty 500 Value 50 Index Fund Index Funds · held 9 mo | 0.53% | Dec 2025 | ₹1,812.90 | −17% | +0.10% | added |
| UTI Nifty 500 Value 50 Index Fund Equity Funds · held 9 mo | 0.53% | Dec 2025 | ₹1,812.90 | −17% | +0.10% | added |
| WhiteOak Capital Mid Cap Fund Mid Cap · held 1.9 yrs | 0.22% | Oct 2024 | ₹1,715.35 | −12% | +0.08% | added |
| Canara Robeco Aggressive Hybrid Fund Aggressive Hybrid · held 3.0 yrs | 1.04% | Sep 2023 | ₹1,160.45 | +30% | +0.05% | added |
| Nippon India Flexi Cap Fund Flexi Cap · held 5.1 yrs | 0.54% | Aug 2021 | ₹684.30 | +120% | +0.04% | added |
| Nippon India Nifty 500 Equal Weight Index Fund Index Funds · held 2.0 yrs | 0.19% | Sep 2024 | ₹2,043.70 | −26% | +0.01% | added |
| JioBlackRock Sector Rotation Fund Sectoral/ Thematic · held 7 mo | 0.07% | Feb 2026 | ₹1,634.10 | −8% | +0.01% | added |
| Motilal Oswal Large Cap Fund Large Cap · held 2.7 yrs | 1.42% | Jan 2024 | ₹1,179.75 | +28% | 0.00% | added |
| WhiteOak Capital Balanced Hybrid Fund Balanced Hybrid · held 2.4 yrs | 0.05% | Apr 2024 | ₹1,076.80 | +40% | 0.00% | held |
| ICICI Prudential Nifty 500 Index Fund Index Funds · held 1.8 yrs | 0.07% | Dec 2024 | ₹1,398.85 | +8% | -0.01% | added |
| Mirae Asset Nifty Total Market Index Fund Equity Funds · held 1.9 yrs | 0.07% | Oct 2024 | ₹1,715.35 | −12% | -0.01% | trimmed |
| Groww Nifty Total Market Index Fund Equity Funds · held 1.8 yrs | 0.07% | Dec 2024 | ₹1,398.85 | +8% | -0.01% | added |
| ICICI Prudential BSE 500 ETF Other ETFs · held 7.9 yrs | 0.07% | Jun 2018 | ₹614.55 | +145% | -0.01% | held |
| Axis Nifty 500 Index Fund Equity Funds · held 2.2 yrs | 0.07% | Jul 2024 | ₹1,517.65 | −1% | -0.01% | added |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds · held 2.1 yrs | 0.07% | Aug 2024 | ₹1,602.00 | −6% | -0.01% | trimmed |
| DSP Nifty 500 Index Fund Index Funds · held 8 mo | 0.07% | Jan 2026 | ₹1,654.30 | −9% | -0.01% | added |
| HDFC BSE 500 ETF Other ETFs · held 2.3 yrs | 0.07% | Jun 2024 | ₹1,453.50 | +4% | -0.01% | added |
| HDFC Large & Mid Cap Fund Large & Mid Cap · held 2.3 yrs | 0.15% | Apr 2024 | ₹1,076.80 | +40% | -0.01% | held |
| Motilal Oswal BSE 1000 Index Fund Index Funds · held 1.3 yrs | 0.07% | Jun 2025 | ₹2,166.00 | −30% | -0.01% | trimmed |
| Motilal Oswal Nifty 500 ETF Other ETFs · held 3.0 yrs | 0.07% | Sep 2023 | ₹1,160.45 | +30% | -0.01% | added |
| Motilal Oswal Nifty 500 Index Fund Index Funds · held 6.9 yrs | 0.07% | Sep 2019 | ₹489.85 | +208% | -0.01% | added |
| SBI Nifty 500 Index Fund Index Funds · held 2.0 yrs | 0.07% | Sep 2024 | ₹2,043.70 | −26% | -0.01% | trimmed |
| WhiteOak Capital Large & Mid Cap Fund Large & Mid Cap · held 1.1 yrs | 0.03% | Oct 2024 | ₹1,715.35 | −12% | -0.01% | held |
| Navi Nifty 500 Multicap 50 25 25 Index Fund Index Funds · held 2.1 yrs | 0.17% | Aug 2024 | ₹1,602.00 | −6% | -0.02% | trimmed |
| WhiteOak Capital ELSS Tax Saver Fund ELSS · held 3.0 yrs | 0.14% | Jul 2023 | ₹974.80 | +55% | -0.02% | held |
| Mirae Asset Nifty500 Multicap 50 25 25 ETF Equity ETF · held 2.1 yrs | 0.17% | Aug 2024 | ₹1,602.00 | −6% | -0.02% | trimmed |
| Navi Nifty Midsmallcap 400 Index Fund Index Funds · held 9 mo | 0.23% | Dec 2025 | ₹1,812.90 | −17% | -0.03% | added |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 1.8 yrs | 0.10% | Oct 2024 | ₹1,715.35 | −12% | -0.03% | held |
| BANDHAN Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 2.6 yrs | 0.29% | Jan 2024 | ₹1,179.75 | +28% | -0.04% | trimmed |
| HDFC DIVIDEND YIELD FUND Dividend Yield · held 2.4 yrs | 0.76% | Apr 2024 | ₹1,076.80 | +40% | -0.04% | held |
| Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2) Aggressive Hybrid · held 4.8 yrs | 0.36% | Dec 2021 | ₹652.15 | +131% | -0.04% | held |
| WhiteOak Capital Flexi Cap Fund Flexi Cap · held 3.0 yrs | 0.14% | Jul 2023 | ₹974.80 | +55% | -0.04% | held |
| Nippon India Value Fund Value · held 7.6 yrs | 0.49% | Sep 2017 | ₹563.85 | +167% | -0.05% | 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
−0.11 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 56 added or entered, 21 trimmed or exited
Crowding
109 funds hold it, at an average weight of 0.8% each (89.8% summed across holders). At a fifth of average daily volume (1,66,382 shares), the aggregate fund position would take about 1350 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
Exited: funds that held it three disclosures ago and no longer do.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| Sundaram Multi-Factor Fund Sectoral/ Thematic | -2.08% | 0 · left Jul 2026 | Nov 2025 | −18% |
| Invesco India Mid Cap Fund Mid Cap | -1.45% | 0 · left Jun 2026 | Jun 2025 | −30% |
| LIC MF Mid Cap Fund Mid Cap | -1.44% | 0 · left Jun 2026 | Sep 2017 | +167% |
| Aditya Birla Sun Life Small Cap Fund Small Cap | -0.95% | 0 · left Jun 2026 | Dec 2018 | +187% |
| Aditya Birla Sun Life Consumption Fund Sectoral/ Thematic | -0.80% | 0 · left Jun 2026 | May 2021 | +135% |
| Aditya Birla Sun Life Midcap Fund Mid Cap | -0.71% | 0 · left Jun 2026 | Sep 2017 | +167% |
| Union Small Cap Fund Small Cap | -0.53% | 0 · left Jul 2026 | Jul 2024 | −1% |
| Mirae Asset Banking and Financial Services Fund Sectoral/ Thematic | -0.35% | 0 · left Jul 2026 | Sep 2022 | +131% |
| WhiteOak Capital Multi Asset Allocation Fund Multi Asset Allocation | -0.01% | 0 · left Jul 2026 | May 2024 | +39% |
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.