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 |
|---|---|---|---|---|---|---|
| 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 |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic · held 2.1 yrs | 1.30% | Feb 2024 | ₹1,051.80 | +43% | +0.54% | added |
| Motilal Oswal Small Cap Fund Small Cap · held 2.6 yrs | 1.01% | Feb 2024 | ₹1,051.80 | +43% | -0.24% | added |
| Motilal Oswal Nifty Smallcap 250 ETF Other ETFs · held 2.5 yrs | 0.67% | Mar 2024 | ₹1,111.50 | +36% | -0.10% | added |
| HDFC DIVIDEND YIELD FUND Dividend Yield · held 2.4 yrs | 0.76% | Apr 2024 | ₹1,076.80 | +40% | -0.04% | held |
| HDFC Large & Mid Cap Fund Large & Mid Cap · held 2.3 yrs | 0.15% | Apr 2024 | ₹1,076.80 | +40% | -0.01% | held |
| WhiteOak Capital Balanced Hybrid Fund Balanced Hybrid · held 2.4 yrs | 0.05% | Apr 2024 | ₹1,076.80 | +40% | 0.00% | held |
| UTI - Banking and Financial Services Fund Sectoral/ Thematic · held 1.3 yrs | 0.46% | May 2024 | ₹1,084.50 | +39% | +0.46% | entered |
| WhiteOak Capital Multi Asset Allocation Fund Multi Asset Allocation · held 2.1 yrs | 0 | May 2024 | ₹1,084.50 | +39% | — | exited Jul 2026 |
| HDFC BSE 500 ETF Other ETFs · held 2.3 yrs | 0.07% | Jun 2024 | ₹1,453.50 | +4% | -0.01% | added |
| SBI SMALL CAP FUND Small Cap · held 2.2 yrs | 1.37% | Jul 2024 | ₹1,517.65 | −1% | -0.29% | held |
| Canara Robeco Value Fund Value · held 2.2 yrs | 1.14% | Jul 2024 | ₹1,517.65 | −1% | -0.12% | held |
| Axis Nifty 500 Index Fund Equity Funds · held 2.2 yrs | 0.07% | Jul 2024 | ₹1,517.65 | −1% | -0.01% | added |
| Union Small Cap Fund Small Cap · held 1.8 yrs | 0 | Jul 2024 | ₹1,517.65 | −1% | — | exited Jul 2026 |
| 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 |
| 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 |
| 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 |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds · held 2.1 yrs | 0.07% | Aug 2024 | ₹1,602.00 | −6% | -0.01% | trimmed |
| 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 |
| SBI Nifty 500 Index Fund Index Funds · held 2.0 yrs | 0.07% | Sep 2024 | ₹2,043.70 | −26% | -0.01% | trimmed |
| WhiteOak Capital Mid Cap Fund Mid Cap · held 1.9 yrs | 0.22% | Oct 2024 | ₹1,715.35 | −12% | +0.08% | added |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 1.8 yrs | 0.10% | Oct 2024 | ₹1,715.35 | −12% | -0.03% | held |
| Mirae Asset Nifty Total Market Index Fund Equity Funds · held 1.9 yrs | 0.07% | Oct 2024 | ₹1,715.35 | −12% | -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 |
| HDFC Children's Fund Children's · held 1.8 yrs | 0.46% | Nov 2024 | ₹1,631.80 | −8% | -0.06% | held |
| Groww Nifty Smallcap 250 Index Fund Equity Funds · held 1.8 yrs | 0.67% | Dec 2024 | ₹1,398.85 | +8% | -0.11% | held |
| Groww Value Fund Value · held 1.3 yrs | 0.47% | Dec 2024 | ₹1,398.85 | +8% | -0.08% | held |
| ICICI Prudential Nifty 500 Index Fund Index Funds · held 1.8 yrs | 0.07% | Dec 2024 | ₹1,398.85 | +8% | -0.01% | added |
| Groww Nifty Total Market Index Fund Equity Funds · held 1.8 yrs | 0.07% | Dec 2024 | ₹1,398.85 | +8% | -0.01% | added |
| Mirae Asset Small Cap Fund Small Cap · held 1.7 yrs | 1.85% | Jan 2025 | ₹1,518.80 | −1% | -0.72% | held |
| Invesco India Small Cap Fund Small Cap · held 1.4 yrs | 1.02% | Apr 2025 | ₹1,864.10 | −19% | -0.44% | held |
| Groww Multicap Fund Multi Cap · held 1.4 yrs | 0.46% | Apr 2025 | ₹1,864.10 | −19% | -0.80% | held |
| Axis Midcap Fund Mid Cap · held 1.4 yrs | 0.46% | Apr 2025 | ₹1,864.10 | −19% | -0.33% | trimmed |
| Bandhan Focused Fund Focused · held 1.3 yrs | 5.80% | May 2025 | ₹1,866.20 | −19% | +0.53% | added |
| BANDHAN Flexi Cap Fund Flexi Cap · held 1.3 yrs | 1.42% | May 2025 | ₹1,866.20 | −19% | -0.15% | held |
| BANDHAN MULTI ASSET ALLOCATION FUND Multi Asset Allocation · held 1.2 yrs | 0.81% | Jun 2025 | ₹2,166.00 | −30% | -0.08% | added |
| Motilal Oswal Services Fund Sectoral/ Thematic · held 1.3 yrs | 0.79% | Jun 2025 | ₹2,166.00 | −30% | -0.19% | held |
| Motilal Oswal BSE 1000 Index Fund Index Funds · held 1.3 yrs | 0.07% | Jun 2025 | ₹2,166.00 | −30% | -0.01% | trimmed |
| Invesco India Mid Cap Fund Mid Cap · held 1.1 yrs | 0 | Jun 2025 | ₹2,166.00 | −30% | — | exited Jun 2026 |
| DSP Midcap Fund Mid Cap · held 1.1 yrs | 0.93% | Aug 2025 | ₹1,725.70 | −13% | -0.13% | held |
| JioBlackRock Nifty Smallcap 250 Index Fund Equity Funds · held 1.1 yrs | 0.67% | Aug 2025 | ₹1,725.70 | −13% | -0.11% | added |
| Axis Nifty Smallcap 50 Index Fund Equity Funds · held 1.0 yrs | 1.79% | Sep 2025 | ₹1,885.00 | −20% | -0.33% | added |
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Equity Funds · held 1.0 yrs | 1.78% | Sep 2025 | ₹1,885.00 | −20% | -0.33% | added |
| Groww Nifty Smallcap 250 ETF Other ETFs · held 11 mo | 0.67% | Oct 2025 | ₹1,912.60 | −21% | -0.11% | added |
| Mirae Asset Nifty Smallcap 250 ETF Equity ETF · held 10 mo | 0.67% | Nov 2025 | ₹1,846.20 | −18% | -0.11% | added |
| HDFC Mid Cap Fund Mid Cap · held 10 mo | 0.31% | Nov 2025 | ₹1,846.20 | −18% | -0.06% | held |
| Sundaram Multi-Factor Fund Sectoral/ Thematic · held 9 mo | 0 | Nov 2025 | ₹1,846.20 | −18% | — | exited Jul 2026 |
| LIC MF Multi Cap Fund Multi Cap · held 9 mo | 1.09% | Dec 2025 | ₹1,812.90 | −17% | -0.27% | held |
| DSP Nifty Smallcap 250 ETF Other ETFs · held 9 mo | 0.67% | Dec 2025 | ₹1,812.90 | −17% | -0.10% | added |
| DSP Nifty Smallcap 250 Index Fund Index Funds · held 9 mo | 0.66% | Dec 2025 | ₹1,812.90 | −17% | -0.11% | 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
−0.11 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.