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 |
|---|---|---|---|---|---|---|
| LIC MF Flexi Cap Fund Flexi Cap · held 6 mo | 0 | Jan 2026 | ₹1,613.60 | −3% | — | exited Jun 2026 |
| Bank of India Banking & Financial Services Fund Sectoral/ Thematic · held 7 mo | 2.16% | Feb 2026 | ₹1,813.40 | −14% | −0.14% points | held |
| Mahindra Manulife Innovation Opportunities Fund Sectoral/ Thematic · held 7 mo | 1.46% | Feb 2026 | ₹1,813.40 | −14% | −0.43% points | added |
| Bajaj Finserv Flexi Cap Fund Flexi Cap · held 7 mo | 0.99% | Feb 2026 | ₹1,813.40 | −14% | −0.65% points | trimmed |
| Helios Small Cap Fund Small Cap · held 7 mo | 0.26% | Feb 2026 | ₹1,813.40 | −14% | −0.21% points | held |
| 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 |
| JioBlackRock Sector Rotation Fund Sectoral/ Thematic · held 4 mo | 0.09% | Feb 2026 | ₹1,813.40 | −14% | +0.09% points | entered |
| Canara Robeco Banking and Financial Services Fund Sectoral/ Thematic · held 6 mo | 2.71% | Mar 2026 | ₹1,490.70 | +5% | −0.58% points | held |
| TRUSTMF MID CAP FUND Mid Cap · held 6 mo | 1.60% | Mar 2026 | ₹1,490.70 | +5% | −0.68% points | added |
| Tata Nifty Financial Services Index Fund Index Funds · held 6 mo | 1.30% | Mar 2026 | ₹1,490.70 | +5% | −0.18% points | trimmed |
| Mirae Asset Nifty Financial Services ETF Equity ETF · held 6 mo | 1.28% | Mar 2026 | ₹1,490.70 | +5% | −0.20% points | trimmed |
| SBI Nifty Midcap 150 Momentum 50 ETF Other ETFs · held 6 mo | 1.19% | Mar 2026 | ₹1,490.70 | +5% | −1.70% points | added |
| SBI Nifty Midcap 150 ETF Other ETFs · held 6 mo | 0.97% | Mar 2026 | ₹1,490.70 | +5% | −0.13% points | added |
| Franklin India Equity Savings Fund Equity Savings · held 6 mo | 0.21% | Mar 2026 | ₹1,490.70 | +5% | 0.00% points | held |
| ICICI Prudential Active Momentum Fund Sectoral/ Thematic · held 4 mo | 0 | Mar 2026 | ₹1,490.70 | +5% | — | exited Jun 2026 |
| Groww Value Fund Value · held 5 mo | 2.68% | Apr 2026 | ₹1,585.70 | −2% | +1.34% points | added |
| Baroda BNP Paribas Health and Wellness Fund Sectoral/ Thematic · held 5 mo | 2.43% | Apr 2026 | ₹1,585.70 | −2% | +1.21% points | added |
| JM Large & Mid Cap Fund Large & Mid Cap · held 5 mo | 2.00% | Apr 2026 | ₹1,585.70 | −2% | −0.36% points | held |
| Bajaj Finserv Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 5 mo | 0.72% | Apr 2026 | ₹1,585.70 | −2% | +0.20% points | added |
| HSBC Equity Savings Fund Equity Savings · held 5 mo | 0.21% | Apr 2026 | ₹1,585.70 | −2% | −0.12% points | held |
| JioBlackRock Large Cap Fund Large Cap · held 3 mo | 0 | Apr 2026 | ₹1,585.70 | −2% | — | exited Jun 2026 |
| Nippon India Innovation Fund Sectoral/ Thematic · held 4 mo | 1.00% | May 2026 | ₹1,674.00 | −7% | +0.72% points | added |
| 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 |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan Retirement · held 3 mo | 0 | May 2026 | ₹1,674.00 | −7% | — | exited Jul 2026 |
| WhiteOak Capital Aggressive Hybrid Fund Aggressive Hybrid · held 3 mo | 0.49% | Jun 2026 | ₹1,584.00 | −2% | — | held |
| ICICI Prudential BSE Insurance ETF Other ETFs · held 1 mo | 13.58% | Aug 2026 | ₹1,573.10 | −1% | — | held |
| Baroda BNP Paribas Services Fund Sectoral/ Thematic · held 1 mo | 1.52% | Aug 2026 | ₹1,573.10 | −1% | — | held |
| HDFC Retirement Fund - Equity Plan Retirement · held 1 mo | 1.35% | Aug 2026 | ₹1,573.10 | −1% | — | held |
| HDFC Retirement Fund - Hybrid-Equity Plan Retirement · held 1 mo | 1.13% | Aug 2026 | ₹1,573.10 | −1% | — | held |
| 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 |
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
Added: funds that held it three disclosures ago and hold more of it now.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| There is no page 4; back to the first. | ||||
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.