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% 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 |
|---|---|---|---|---|---|---|
| HDFC Retirement Fund - Hybrid-Equity Plan Retirement · held 1 mo | 1.13% | Aug 2026 | ₹1,573.10 | −1% | — | held |
| ICICI Prudential Active Momentum Fund Sectoral/ Thematic · held 4 mo | 0 | Mar 2026 | ₹1,490.70 | +5% | — | exited Jun 2026 |
| ICICI Prudential BSE Insurance ETF Other ETFs · held 1 mo | 13.58% | Aug 2026 | ₹1,573.10 | −1% | — | held |
| 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 |
| UTI Nifty 500 Exchange Traded Fund Equity ETF · held 1 mo | 0.21% | Aug 2026 | ₹1,573.10 | −1% | — | held |
| UTI Nifty 500 Index Fund Equity Funds · held 1 mo | 0.21% | Aug 2026 | ₹1,573.10 | −1% | — | held |
| Union Business Cycle Fund Sectoral/ Thematic · held 1.2 yrs | 0 | Mar 2025 | ₹1,147.70 | +36% | — | exited Jun 2026 |
| WhiteOak Capital Aggressive Hybrid Fund Aggressive Hybrid · held 3 mo | 0.49% | Jun 2026 | ₹1,584.00 | −2% | — | held |
| 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
−0.80 pp
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
Trimmed: funds that held it three disclosures ago and hold less of it now.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| Bandhan Nifty Alpha 50 Index Fund Index Funds | -1.71% | 0.51% | Jun 2025 | −5% |
| Motilal Oswal Nifty Alpha 50 ETF Other ETFs | -1.71% | 0.51% | Jul 2025 | +4% |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Index Funds | -1.70% | 1.19% | Jun 2025 | −5% |
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETF Other ETFs | -1.70% | 1.19% | Jun 2025 | −5% |
| Union Equity Savings Fund Equity Savings | -1.64% | 0.78% | Oct 2024 | +22% |
| JioBlackRock Flexi Cap Fund Flexi Cap | -0.94% | 0.56% | Oct 2025 | +1% |
| Bandhan Nifty Alpha Low Volatility 30 Index Fund Index Funds | -0.90% | 2.32% | Dec 2025 | −7% |
| ICICI Prudential Nifty Alpha Low- Volatility 30 ETF Other ETFs | -0.89% | 2.32% | Dec 2025 | −7% |
| Nippon India Nifty Alpha Low Volatility 30 Index Fund Index Funds | -0.89% | 2.32% | Dec 2025 | −7% |
| UTI Nifty Alpha Low-Volatility 30 Index Fund Equity Funds | -0.89% | 2.32% | Dec 2025 | −7% |
| Union Multicap Fund Multi Cap | -0.87% | 1.05% | Sep 2024 | +31% |
| Bajaj Finserv Flexi Cap Fund Flexi Cap | -0.65% | 0.99% | Feb 2026 | −14% |
| Union Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | -0.64% | 0.76% | Jul 2024 | +40% |
| Nippon India Nifty 500 Low Volatility 50 Index Fund Index Funds | -0.61% | 0.93% | Jun 2025 | −5% |
| Aditya Birla Sun Life Midcap Fund Mid Cap | -0.61% | 2.60% | Aug 2017 | +159% |
| Groww Nifty 500 Low Volatility 50 ETF Other ETFs | -0.60% | 0.93% | Jun 2025 | −5% |
| Baroda BNP Paribas Banking and Financial Services Fund Sectoral/ Thematic | -0.53% | 1.37% | Aug 2023 | +67% |
| Groww ELSS Tax Saver Fund ELSS | -0.53% | 0.52% | Jul 2025 | +4% |
| Union Aggressive Hybrid Fund Aggressive Hybrid | -0.52% | 0.47% | Dec 2025 | −7% |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Index Funds | -0.45% | 2.33% | Jul 2024 | +40% |
| JioBlackRock Arbitrage Fund Arbitrage | -0.40% | 0.31% | Jan 2026 | −3% |
| Nippon India Multi Cap Fund Multi Cap | -0.37% | 1.72% | Sep 2012 | — |
| Union Multi Asset Allocation Fund Multi Asset Allocation | -0.37% | 0.74% | Sep 2024 | +31% |
| Union Flexi Cap Fund Flexi Cap | -0.35% | 0.64% | Oct 2024 | +22% |
| Invesco India Arbitrage Fund Arbitrage | -0.34% | 0.29% | Mar 2017 | +170% |
| ICICI Prudential Nifty Financial Services Ex-Bank ETF Other ETFs | -0.31% | 2.30% | Nov 2022 | +121% |
| Baroda BNP Paribas ELSS Tax Saver Fund ELSS | -0.30% | 1.42% | Apr 2024 | +54% |
| Union Small Cap Fund Small Cap | -0.27% | 0.47% | Mar 2025 | +36% |
| HSBC Arbitrage Fund Arbitrage | -0.26% | 0.20% | Nov 2022 | +121% |
| ITI Arbitrage Fund Arbitrage | -0.24% | 1.20% | Mar 2023 | +146% |
| Mirae Asset Nifty Financial Services ETF Equity ETF | -0.20% | 1.28% | Mar 2026 | +5% |
| Nippon India Large Cap Fund Large Cap | -0.18% | 0.28% | Oct 2012 | — |
| Tata Nifty Financial Services Index Fund Index Funds | -0.18% | 1.30% | Mar 2026 | +5% |
| UTI Quant Fund Sectoral/ Thematic | -0.16% | 0.26% | Aug 2025 | −3% |
| Nippon India Arbitrage Fund Arbitrage | -0.15% | 0.20% | Apr 2017 | +138% |
| LIC MF Nifty Midcap 100 ETF Other ETFs | -0.14% | 1.19% | Feb 2024 | +61% |
| UTI Nifty Midcap 150 Exchange Traded Fund Equity ETF | -0.13% | 0.97% | Sep 2023 | +71% |
| Bandhan Nifty Midcap 150 Index Fund Index Funds | -0.13% | 0.97% | Sep 2024 | +31% |
| SBI Arbitrage Fund Arbitrage | -0.08% | 0.34% | Jan 2023 | +87% |
| Baroda BNP Paribas Equity Savings Fund Equity Savings | -0.08% | 0.51% | Apr 2024 | +54% |
| Mirae Asset Nifty LargeMidcap 250 Index Fund Equity Funds | -0.08% | 0.50% | Oct 2024 | +22% |
| Mirae Asset BSE 200 Equal Weight ETF Equity ETF | -0.06% | 0.46% | Mar 2025 | +36% |
| UTI Multi Asset Allocation Fund Multi Asset Allocation | -0.04% | 0.49% | Jul 2025 | +4% |
| Mirae Asset Nifty500 Multicap 50 25 25 ETF Equity ETF | -0.03% | 0.25% | Aug 2024 | +45% |
| Motilal Oswal BSE 1000 Index Fund Index Funds | -0.03% | 0.19% | Jun 2025 | −5% |
| Groww Nifty 200 ETF Other ETFs | -0.02% | 0.24% | Feb 2025 | +56% |
| Mirae Asset Nifty Total Market Index Fund Equity Funds | -0.02% | 0.20% | Oct 2024 | +22% |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds | -0.02% | 0.20% | Aug 2024 | +45% |
| SBI Nifty 500 Index Fund Index Funds | -0.02% | 0.21% | Sep 2024 | +31% |
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.