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 ESG Best-In-Class Strategy Fund Sectoral/ Thematic · held 1.9 yrs | 1.72% | Oct 2024 | ₹1,283.00 | +22% | −0.04% points | held |
| Union Children's Fund Children's · held 1.9 yrs | 1.68% | Oct 2024 | ₹1,283.00 | +22% | −0.32% points | held |
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund ELSS · held 1.9 yrs | 1.53% | Oct 2024 | ₹1,283.00 | +22% | −0.17% points | held |
| Union Retirement Fund Retirement · held 1.9 yrs | 1.27% | Oct 2024 | ₹1,283.00 | +22% | −0.21% points | held |
| Union Equity Savings Fund Equity Savings · held 1.9 yrs | 0.78% | Oct 2024 | ₹1,283.00 | +22% | −1.64% points | trimmed |
| Union Flexi Cap Fund Flexi Cap · held 1.9 yrs | 0.64% | Oct 2024 | ₹1,283.00 | +22% | −0.35% points | trimmed |
| 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 |
| 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 |
| TRUSTMF Flexi Cap Fund Flexi Cap · held 11 mo | 0 | Oct 2024 | ₹1,283.00 | +22% | — | exited May 2026 |
| Motilal Oswal Nifty MidSmall Financial Services Index Fund Index Funds · held 1.8 yrs | 3.56% | Nov 2024 | ₹1,133.95 | +37% | −0.52% points | added |
| Baroda BNP Paribas Nifty Midcap 150 Index Fund Index Funds · held 1.8 yrs | 0.99% | Nov 2024 | ₹1,133.95 | +37% | −0.10% points | added |
| Groww Banking & Financial Services Fund Sectoral/ Thematic · held 1.2 yrs | 1.77% | Dec 2024 | ₹1,113.90 | +40% | −0.59% points | held |
| UTI Nifty Midcap 150 Index Fund Equity Funds · held 1.8 yrs | 0.97% | Dec 2024 | ₹1,113.90 | +40% | −0.13% points | added |
| Groww Aggressive Hybrid Fund Aggressive Hybrid · held 1.3 yrs | 0.63% | Dec 2024 | ₹1,113.90 | +40% | −0.08% 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 |
| Groww Nifty Total Market Index Fund Equity Funds · held 1.8 yrs | 0.20% | Dec 2024 | ₹1,113.90 | +40% | −0.02% points | added |
| BARODA BNP PARIBAS ARBITRAGE FUND Arbitrage · held 1.1 yrs | 0 | Dec 2024 | ₹1,113.90 | +40% | — | exited May 2026 |
| DSP Banking & Financial Services Fund Sectoral/ Thematic · held 1.3 yrs | 4.26% | Jan 2025 | ₹1,115.75 | +40% | +1.02% points | added |
| Baroda BNP Paribas Children's Fund Children's · held 1.7 yrs | 1.68% | Jan 2025 | ₹1,115.75 | +40% | −0.03% points | added |
| DSP Small Cap Fund Small Cap · held 1.7 yrs | 1.30% | Jan 2025 | ₹1,115.75 | +40% | +0.28% points | added |
| WhiteOak Capital Quality Equity Fund Sectoral/ Thematic · held 1.6 yrs | 1.24% | Jan 2025 | ₹1,115.75 | +40% | +0.16% points | added |
| WhiteOak Capital Arbitrage Fund Arbitrage · held 1.4 yrs | 0.70% | Jan 2025 | ₹1,115.75 | +40% | +0.24% points | added |
| Union Focused Fund Focused · held 1.6 yrs | 1.87% | Feb 2025 | ₹998.10 | +56% | −0.28% points | held |
| Groww Nifty 200 ETF Other ETFs · held 1.6 yrs | 0.24% | Feb 2025 | ₹998.10 | +56% | −0.02% points | trimmed |
| DSP Multi Cap Fund Multi Cap · held 1.5 yrs | 3.31% | Mar 2025 | ₹1,147.70 | +36% | +0.71% points | added |
| Helios Mid Cap Fund Mid Cap · held 1.5 yrs | 1.06% | Mar 2025 | ₹1,147.70 | +36% | −0.63% points | held |
| Union Small Cap Fund Small Cap · held 1.5 yrs | 0.47% | Mar 2025 | ₹1,147.70 | +36% | −0.27% points | trimmed |
| 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 |
| WhiteOak Capital Equity Savings Fund Equity Savings · held 1.5 yrs | 0.17% | Mar 2025 | ₹1,147.70 | +36% | 0.00% points | held |
| Union Business Cycle Fund Sectoral/ Thematic · held 1.2 yrs | 0 | Mar 2025 | ₹1,147.70 | +36% | — | exited Jun 2026 |
| Groww Multicap Fund Multi Cap · held 1.4 yrs | 2.41% | Apr 2025 | ₹1,305.00 | +19% | +0.95% points | added |
| HSBC Financial Services fund Sectoral/ Thematic · held 1.4 yrs | 1.98% | Apr 2025 | ₹1,305.00 | +19% | −0.34% points | held |
| DSP Business Cycle Fund Sectoral/ Thematic · held 1.4 yrs | 0.78% | Apr 2025 | ₹1,305.00 | +19% | −0.26% points | held |
| SBI MIDCAP FUND Mid Cap · held 1.3 yrs | 0 | Apr 2025 | ₹1,305.00 | +19% | — | exited Jul 2026 |
| JM ELSS - Tax Saver Fund ELSS · held 1.3 yrs | 1.67% | May 2025 | ₹1,502.70 | +4% | −0.31% points | held |
| Motilal Oswal Arbitrage Fund Arbitrage · held 9 mo | 0.05% | May 2025 | ₹1,502.70 | +4% | −0.02% points | held |
| SBI FLEXICAP FUND Flexi Cap · held 1.3 yrs | 0 | May 2025 | ₹1,502.70 | +4% | — | exited Jul 2026 |
| Tata Mid Cap Fund Mid Cap · held 1.3 yrs | 3.03% | Jun 2025 | ₹1,647.10 | −5% | +0.26% points | added |
| Canara Robeco Multi Asset Allocation Fund Multi Asset Allocation · held 1.3 yrs | 1.51% | Jun 2025 | ₹1,647.10 | −5% | −0.25% points | held |
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETF Other ETFs · held 1.3 yrs | 1.19% | Jun 2025 | ₹1,647.10 | −5% | −1.70% points | trimmed |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Index Funds · held 1.3 yrs | 1.19% | Jun 2025 | ₹1,647.10 | −5% | −1.70% points | trimmed |
| Tata Nifty Midcap 150 Index Fund Index Funds · held 1.3 yrs | 0.99% | Jun 2025 | ₹1,647.10 | −5% | −0.11% points | added |
| Groww Nifty 500 Low Volatility 50 ETF Other ETFs · held 1.3 yrs | 0.93% | Jun 2025 | ₹1,647.10 | −5% | −0.60% points | trimmed |
| Nippon India Nifty 500 Low Volatility 50 Index Fund Index Funds · held 1.3 yrs | 0.93% | Jun 2025 | ₹1,647.10 | −5% | −0.61% points | trimmed |
| SBI CONSERVATIVE HYBRID FUND Conservative Hybrid · held 1.3 yrs | 0.62% | Jun 2025 | ₹1,647.10 | −5% | −0.06% points | held |
| Bandhan Nifty Alpha 50 Index Fund Index Funds · held 1.3 yrs | 0.51% | Jun 2025 | ₹1,647.10 | −5% | −1.71% points | trimmed |
| Motilal Oswal BSE 1000 Index Fund Index Funds · held 1.3 yrs | 0.19% | Jun 2025 | ₹1,647.10 | −5% | −0.03% points | trimmed |
| Aditya Birla Sun Life Nifty 200 Momentum 30 ETF Other ETFs · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited May 2026 |
| Aditya Birla Sun Life Quant Fund Sectoral/ Thematic · held 1.1 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | exited Jun 2026 |
| Axis Nifty500 Momentum 50 Index Fund Equity Funds · held 1.0 yrs | 0 | Jun 2025 | ₹1,647.10 | −5% | — | 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.
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
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 7; 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.