MAX FINANCIAL SERV LTD
Who holds it
every fund's latest position, when it first appeared, and the price then against now · 281 rows: 244 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| BARODA BNP PARIBAS ARBITRAGE FUND Arbitrage · held 1.1 yrs | 0 | Dec 2024 | ₹1,113.90 | +40% | — | exited May 2026 |
| Bandhan Nifty 500 Momentum 50 Index Fund Index Funds · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Index Funds · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| Groww Nifty 500 Momentum 50 ETF Other ETFs · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| HDFC NIFTY200 MOMENTUM 30 ETF Other ETFs · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| ICICI Prudential Active Momentum Fund Sectoral/ Thematic · held 4 mo | 0 | Mar 2026 | ₹1,490.70 | +5% | — | exited Jun 2026 |
| ICICI Prudential Nifty 200 Momentum 30 ETF Other ETFs · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund Index Funds · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan Retirement · held 3 mo | 0 | May 2026 | ₹1,674.00 | −7% | — | exited Jul 2026 |
| ITI Large & Mid Cap Fund Large & Mid Cap · held 7 mo | 0 | Dec 2025 | ₹1,671.80 | −7% | — | exited Jun 2026 |
| JioBlackRock Large Cap Fund Large Cap · held 3 mo | 0 | Apr 2026 | ₹1,585.70 | −2% | — | exited Jun 2026 |
| LIC MF Flexi Cap Fund Flexi Cap · held 6 mo | 0 | Jan 2026 | ₹1,613.60 | −3% | — | exited Jun 2026 |
| LIC MF Large & Mid Cap Fund Large & Mid Cap · held 3.3 yrs | 0 | Jun 2018 | ₹432.55 | +260% | — | exited Jun 2026 |
| LIC MF Mid Cap Fund Mid Cap · held 2.7 yrs | 0 | May 2016 | ₹356.05 | +338% | — | exited Jun 2026 |
| Mirae Asset Nifty 200 Alpha 30 ETF Equity ETF · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| Motilal Oswal Nifty 200 Momentum 30 ETF Other ETFs · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund Index Funds · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| Motilal Oswal Nifty 500 Momentum 50 ETF Other ETFs · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| Motilal Oswal Nifty 500 Momentum 50 Index Fund Index Funds · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| Navi Large & Midcap Fund Large & Mid Cap · held 1.0 yrs | 0 | Jul 2024 | ₹1,112.00 | +40% | — | exited Jun 2026 |
| Nippon India Active Momentum Fund Sectoral/ Thematic · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| Nippon India Nifty 500 Momentum 50 Index Fund Index Funds · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| SBI FLEXICAP FUND Flexi Cap · held 1.3 yrs | 0 | May 2025 | ₹1,502.70 | +4% | — | exited Jul 2026 |
| SBI MIDCAP FUND Mid Cap · held 1.3 yrs | 0 | Apr 2025 | ₹1,305.00 | +19% | — | exited Jul 2026 |
| SBI Nifty200 Momentum 30 Index Fund Index Funds · held 11 mo | 0 | Jul 2025 | ₹1,501.40 | +4% | — | exited May 2026 |
| Sundaram Large and Midcap Fund Large & Mid Cap · held 4.9 yrs | 0 | Aug 2021 | ₹1,088.15 | +43% | — | exited Jul 2026 |
| TRUSTMF Flexi Cap Fund Flexi Cap · held 11 mo | 0 | Oct 2024 | ₹1,283.00 | +22% | — | exited May 2026 |
| Tata Nifty200 Alpha 30 Index Fund Index Funds · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| UTI Nifty 200 Momentum 30 Index Fund Equity Funds · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| Union Business Cycle Fund Sectoral/ Thematic · held 1.2 yrs | 0 | Mar 2025 | ₹1,147.70 | +36% | — | exited Jun 2026 |
| WhiteOak Capital Special Opportunities Fund Sectoral/ Thematic · held 1.7 yrs | 0 | Jun 2024 | ₹971.70 | +60% | — | exited May 2026 |
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
−79.56% points
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 111 added or entered, 87 trimmed or exited
Crowding
244 funds hold it, at an average weight of 1.2% each (293.0% summed across holders). At a fifth of average daily volume (7,67,658 shares), the aggregate fund position would take about 700 trading days to exit.
Who moved last quarter
the three-month flow, fund by fund — largest move first
Entered: funds that did not hold it three disclosures ago and do now.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| ICICI Prudential BSE Insurance ETF Other ETFs | +13.58% points | 13.58% | Aug 2026 | −1% |
| Bandhan Multi-Factor Fund Sectoral/ Thematic | +1.98% points | 1.98% | Oct 2025 | +1% |
| Baroda BNP Paribas Services Fund Sectoral/ Thematic | +1.52% points | 1.52% | Aug 2026 | −1% |
| HDFC Retirement Fund - Equity Plan Retirement | +1.35% points | 1.35% | Aug 2026 | −1% |
| ICICI Prudential Innovation Fund Sectoral/ Thematic | +1.17% points | 1.17% | Aug 2024 | +45% |
| HDFC Retirement Fund - Hybrid-Equity Plan Retirement | +1.13% points | 1.13% | Aug 2026 | −1% |
| Mahindra Manulife Aggressive Hybrid Fund Aggressive Hybrid | +0.96% points | 0.96% | Jan 2020 | +208% |
| Invesco India ELSS Tax Saver Fund ELSS | +0.50% points | 0.50% | Mar 2017 | +170% |
| WhiteOak Capital Aggressive Hybrid Fund Aggressive Hybrid | +0.49% points | 0.49% | Jun 2026 | −2% |
| UTI Nifty 500 Exchange Traded Fund Equity ETF | +0.21% points | 0.21% | Aug 2026 | −1% |
| UTI Nifty 500 Index Fund Equity Funds | +0.21% points | 0.21% | Aug 2026 | −1% |
| Nippon India Vision Large & Mid Cap Fund Large & Mid Cap | +0.17% points | 0.17% | Jun 2018 | +260% |
| Bajaj Finserv Arbitrage Fund Arbitrage | +0.17% points | 0.17% | Jun 2024 | +60% |
| JioBlackRock Sector Rotation Fund Sectoral/ Thematic | +0.09% points | 0.09% | Feb 2026 | −14% |
| ICICI Prudential Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | +0.07% points | 0.07% | Dec 2013 | +621% |
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.