MAX FINANCIAL SERV LTD
Last close
₹1,559.00
18 Sep 2026 · +1.4% over the year
Held by
244funds
latest disclosure month
Average weight per holder
1.2%
Σ across holders 293.0% · −79.56% points over 3 months
Days to exit
700
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 · 281 rows: 244 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| WhiteOak Capital Multi Asset Allocation Fund Multi Asset Allocation · held 2.3 yrs | 0.24% | Mar 2024 | ₹1,002.20 | +56% | 0.00% points | added |
| Franklin India Equity Savings Fund Equity Savings · held 6 mo | 0.21% | Mar 2026 | ₹1,490.70 | +5% | 0.00% points | held |
| UNIFI DYNAMIC ASSET ALLOCATION FUND Dynamic Asset Allocation or Balanced Advantage · held 4 mo | 0.04% | May 2026 | ₹1,674.00 | −7% | −0.01% points | held |
| HSBC Midcap Fund Mid Cap · held 2.8 yrs | 0.03% | Nov 2022 | ₹705.60 | +121% | −0.01% points | held |
| Nippon India Nifty 500 Equal Weight Index Fund Index Funds · held 2.0 yrs | 0.19% | Sep 2024 | ₹1,191.00 | +31% | −0.01% points | added |
| SBI EQUITY SAVINGS FUND Equity Savings · held 10 mo | 0.08% | Nov 2025 | ₹1,702.10 | −8% | −0.01% points | held |
| Aditya Birla Sun Life Conservative Hybrid Fund Conservative Hybrid · held 2.3 yrs | 0.22% | May 2024 | ₹918.15 | +70% | −0.02% points | held |
| Axis Nifty 500 Index Fund Equity Funds · held 2.2 yrs | 0.21% | Jul 2024 | ₹1,112.00 | +40% | −0.02% points | added |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds · held 2.1 yrs | 0.20% | Aug 2024 | ₹1,074.85 | +45% | −0.02% points | trimmed |
| BANK OF INDIA CONSERVATIVE HYBRID FUND Medium to Long Duration · held 7 mo | 0.19% | Feb 2026 | ₹1,813.40 | −14% | −0.02% points | held |
| DSP Nifty 500 Index Fund Index Funds · held 8 mo | 0.21% | Jan 2026 | ₹1,613.60 | −3% | −0.02% points | added |
| HDFC BSE 500 ETF Other ETFs · held 2.3 yrs | 0.21% | Jun 2024 | ₹971.70 | +60% | −0.02% points | added |
| Invesco India Financial Services Fund Sectoral/ Thematic · held 3.7 yrs | 1.44% | Jan 2015 | ₹474.55 | +229% | −0.02% points | added |
| Motilal Oswal Arbitrage Fund Arbitrage · held 9 mo | 0.05% | May 2025 | ₹1,502.70 | +4% | −0.02% points | held |
| Motilal Oswal Nifty 500 ETF Other ETFs · held 3.0 yrs | 0.21% | Sep 2023 | ₹909.75 | +71% | −0.02% points | added |
| Motilal Oswal Nifty 500 Index Fund Index Funds · held 6.9 yrs | 0.21% | Sep 2019 | ₹426.80 | +265% | −0.02% points | added |
| SBI Nifty 500 Index Fund Index Funds · held 2.0 yrs | 0.21% | Sep 2024 | ₹1,191.00 | +31% | −0.02% points | trimmed |
| UTI Retirement Fund Retirement · held 8.1 yrs | 0.30% | May 2016 | ₹356.05 | +338% | −0.02% points | held |
| ICICI Prudential Nifty 500 Index Fund Index Funds · held 1.8 yrs | 0.21% | Dec 2024 | ₹1,113.90 | +40% | −0.02% points | added |
| Mirae Asset Nifty Total Market Index Fund Equity Funds · held 1.9 yrs | 0.20% | Oct 2024 | ₹1,283.00 | +22% | −0.02% points | trimmed |
| Groww Nifty Total Market Index Fund Equity Funds · held 1.8 yrs | 0.20% | Dec 2024 | ₹1,113.90 | +40% | −0.02% points | added |
| Groww Nifty 200 ETF Other ETFs · held 1.6 yrs | 0.24% | Feb 2025 | ₹998.10 | +56% | −0.02% points | trimmed |
| ICICI Prudential BSE 500 ETF Other ETFs · held 8.0 yrs | 0.21% | May 2018 | ₹490.10 | +218% | −0.03% points | held |
| Mirae Asset Equity Savings Fund Equity Savings · held 3.6 yrs | 0.24% | Aug 2021 | ₹1,088.15 | +43% | −0.03% points | held |
| Baroda BNP Paribas Children's Fund Children's · held 1.7 yrs | 1.68% | Jan 2025 | ₹1,115.75 | +40% | −0.03% points | added |
| LIC MF Arbitrage Fund Arbitrage · held 10 mo | 0.08% | Jan 2019 | ₹398.15 | +292% | −0.03% points | held |
| Motilal Oswal BSE 1000 Index Fund Index Funds · held 1.3 yrs | 0.19% | Jun 2025 | ₹1,647.10 | −5% | −0.03% points | trimmed |
| Navi Nifty 500 Multicap 50 25 25 Index Fund Index Funds · held 2.1 yrs | 0.25% | Aug 2024 | ₹1,074.85 | +45% | −0.03% points | held |
| Mirae Asset Nifty500 Multicap 50 25 25 ETF Equity ETF · held 2.1 yrs | 0.25% | Aug 2024 | ₹1,074.85 | +45% | −0.03% points | trimmed |
| BANDHAN MULTI ASSET ALLOCATION FUND Multi Asset Allocation · held 2.2 yrs | 0.23% | May 2024 | ₹918.15 | +70% | −0.04% points | held |
| Canara Robeco Flexi Cap Fund Flexi Cap · held 4.8 yrs | 0.95% | Sep 2021 | ₹1,014.30 | +54% | −0.04% points | added |
| UTI Multi Asset Allocation Fund Multi Asset Allocation · held 1.2 yrs | 0.49% | Jul 2025 | ₹1,501.40 | +4% | −0.04% points | trimmed |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic · held 2.4 yrs | 2.06% | Mar 2024 | ₹1,002.20 | +56% | −0.04% points | added |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Sectoral/ Thematic · held 1.9 yrs | 1.72% | Oct 2024 | ₹1,283.00 | +22% | −0.04% points | held |
| Bajaj Finserv Banking and Financial Services Fund Sectoral/ Thematic · held 8 mo | 1.33% | Jan 2026 | ₹1,613.60 | −3% | −0.05% points | added |
| Mahindra Manulife Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.0 yrs | 0.45% | Feb 2023 | ₹692.45 | +125% | −0.05% points | held |
| Mirae Asset Arbitrage Fund Arbitrage · held 3.0 yrs | 0.49% | May 2022 | ₹794.70 | +96% | −0.06% points | held |
| BANK OF INDIA ELSS TAX SAVER FUND ELSS · held 1.3 yrs | 1.03% | Feb 2021 | ₹866.10 | +80% | −0.06% points | added |
| Nippon India Multi Asset Allocation Fund Multi Asset Allocation · held 4.4 yrs | 0.24% | Oct 2021 | ₹973.60 | +60% | −0.06% points | held |
| SBI CONSERVATIVE HYBRID FUND Conservative Hybrid · held 1.3 yrs | 0.62% | Jun 2025 | ₹1,647.10 | −5% | −0.06% points | held |
| WhiteOak Capital Balanced Hybrid Fund Balanced Hybrid · held 2.4 yrs | 0.41% | Apr 2024 | ₹1,010.90 | +54% | −0.06% points | held |
| WhiteOak Capital Flexi Cap Fund Flexi Cap · held 2.4 yrs | 0.94% | Mar 2024 | ₹1,002.20 | +56% | −0.06% points | added |
| Mirae Asset BSE 200 Equal Weight ETF Equity ETF · held 1.5 yrs | 0.46% | Mar 2025 | ₹1,147.70 | +36% | −0.06% points | trimmed |
| UTI Aggressive Hybrid Fund Aggressive Hybrid · held 7.5 yrs | 0.59% | May 2016 | ₹356.05 | +338% | −0.07% points | held |
| WhiteOak Capital Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 2.4 yrs | 0.51% | Apr 2024 | ₹1,010.90 | +54% | −0.07% points | held |
| Aditya Birla Sun Life Retirement Fund-The 50s Plan Retirement · held 2.7 yrs | 0.85% | Jan 2024 | ₹890.30 | +75% | −0.07% points | held |
| Mirae Asset Nifty LargeMidcap 250 Index Fund Equity Funds · held 1.9 yrs | 0.50% | Oct 2024 | ₹1,283.00 | +22% | −0.08% points | trimmed |
| ICICI Prudential Nifty LargeMidcap 250 Index Fund Index Funds · held 2.5 yrs | 0.50% | Mar 2024 | ₹1,002.20 | +56% | −0.08% points | added |
| Baroda BNP Paribas Equity Savings Fund Equity Savings · held 2.4 yrs | 0.51% | Apr 2024 | ₹1,010.90 | +54% | −0.08% points | trimmed |
| SBI Arbitrage Fund Arbitrage · held 3.6 yrs | 0.34% | Jan 2023 | ₹835.65 | +87% | −0.08% points | trimmed |
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.
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 |
|---|---|---|---|---|
| Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Index Funds | −4.25% points | 0 · left Jul 2022 | Mar 2018 | +244% |
| Mirae Asset Nifty 200 Alpha 30 ETF Equity ETF | −3.37% points | 0 · left May 2026 | Jun 2025 | −5% |
| Tata Nifty200 Alpha 30 Index Fund Index Funds | −3.37% points | 0 · left May 2026 | Jun 2025 | −5% |
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Equity Funds | −2.80% points | 0 · left May 2026 | Aug 2025 | −3% |
| SBI FLEXICAP FUND Flexi Cap | −2.22% points | 0 · left Jul 2026 | May 2025 | +4% |
| ICICI Prudential Active Momentum Fund Sectoral/ Thematic | −2.21% points | 0 · left Jun 2026 | Mar 2026 | +5% |
| LIC MF Flexi Cap Fund Flexi Cap | −2.21% points | 0 · left Jun 2026 | Jan 2026 | −3% |
| BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND Index Funds | −2.14% points | 0 · left May 2026 | Jun 2025 | −5% |
| Union Business Cycle Fund Sectoral/ Thematic | −2.14% points | 0 · left Jun 2026 | Mar 2025 | +36% |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund Index Funds | −2.13% points | 0 · left May 2026 | Jun 2025 | −5% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Other ETFs | −2.13% points | 0 · left May 2026 | Jun 2025 | −5% |
| Aditya Birla Sun Life Nifty 200 Momentum 30 ETF Other ETFs | −2.13% points | 0 · left May 2026 | Jun 2025 | −5% |
| UTI Nifty 200 Momentum 30 Index Fund Equity Funds | −2.13% points | 0 · left May 2026 | Jun 2025 | −5% |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund Index Funds | −2.13% points | 0 · left May 2026 | Jun 2025 | −5% |
| Motilal Oswal Nifty 200 Momentum 30 ETF Other ETFs | −2.13% points | 0 · left May 2026 | Jun 2025 | −5% |
| HDFC NIFTY200 MOMENTUM 30 ETF Other ETFs | −2.13% points | 0 · left May 2026 | Jun 2025 | −5% |
| SBI Nifty200 Momentum 30 Index Fund Index Funds | −2.13% points | 0 · left May 2026 | Jul 2025 | +4% |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Index Funds | −2.11% points | 0 · left May 2026 | Jun 2025 | −5% |
| SBI MIDCAP FUND Mid Cap | −1.93% points | 0 · left Jul 2026 | Apr 2025 | +19% |
| Nippon India Active Momentum Fund Sectoral/ Thematic | −1.73% points | 0 · left May 2026 | Jun 2025 | −5% |
| Groww Nifty 500 Momentum 50 ETF Other ETFs | −1.68% points | 0 · left May 2026 | Jun 2025 | −5% |
| Motilal Oswal Nifty 500 Momentum 50 ETF Other ETFs | −1.68% points | 0 · left May 2026 | Jun 2025 | −5% |
| Motilal Oswal Nifty 500 Momentum 50 Index Fund Index Funds | −1.68% points | 0 · left May 2026 | Jun 2025 | −5% |
| Nippon India Nifty 500 Momentum 50 Index Fund Index Funds | −1.68% points | 0 · left May 2026 | Jun 2025 | −5% |
| Bandhan Nifty 500 Momentum 50 Index Fund Index Funds | −1.68% points | 0 · left May 2026 | Jun 2025 | −5% |
| Axis Nifty500 Momentum 50 Index Fund Equity Funds | −1.68% points | 0 · left May 2026 | Jun 2025 | −5% |
| LIC MF Large & Mid Cap Fund Large & Mid Cap | −1.54% points | 0 · left Jun 2026 | Jun 2018 | +260% |
| Sundaram Large and Midcap Fund Large & Mid Cap | −1.50% points | 0 · left Jul 2026 | Aug 2021 | +43% |
| WhiteOak Capital Special Opportunities Fund Sectoral/ Thematic | −1.45% points | 0 · left May 2026 | Jun 2024 | +60% |
| Aditya Birla Sun Life Quant Fund Sectoral/ Thematic | −1.35% points | 0 · left Jun 2026 | Jun 2025 | −5% |
| Navi Large & Midcap Fund Large & Mid Cap | −1.02% points | 0 · left Jun 2026 | Jul 2024 | +40% |
| ITI Large & Mid Cap Fund Large & Mid Cap | −1.02% points | 0 · left Jun 2026 | Dec 2025 | −7% |
| TRUSTMF Flexi Cap Fund Flexi Cap | −0.91% points | 0 · left May 2026 | Oct 2024 | +22% |
| JioBlackRock Large Cap Fund Large Cap | −0.62% points | 0 · left Jun 2026 | Apr 2026 | −2% |
| LIC MF Mid Cap Fund Mid Cap | −0.49% points | 0 · left Jun 2026 | May 2016 | +338% |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan Retirement | −0.47% points | 0 · left Jul 2026 | May 2026 | −7% |
| Aditya Birla Sun Life Aggressive Hybrid Fund Aggressive Hybrid | −0.32% points | 0 · left Jun 2026 | Apr 2017 | +138% |
| BARODA BNP PARIBAS ARBITRAGE FUND Arbitrage | −0.03% points | 0 · left May 2026 | Dec 2024 | +40% |
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.