THE PHOENIX MILLS LTD
Last close
₹1,877.90
18 Sep 2026 · +16.4% over the year
Held by
190funds
latest disclosure month
Average weight per holder
1.4%
Σ across holders 257.0% · -12.19% over 3 months
Days to exit
397
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 · 198 rows: 190 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| ICICI Prudential Nifty LargeMidcap 250 Index Fund Index Funds · held 2.5 yrs | 0.42% | Mar 2024 | ₹1,391.40 | +35% | -0.01% | added |
| DSP India T.I.G.E.R. Fund Sectoral/ Thematic · held 3.4 yrs | 0.72% | Mar 2023 | ₹650.48 | +189% | -0.01% | held |
| Aditya Birla Sun Life Consumption Fund Sectoral/ Thematic · held 8.4 yrs | 0.85% | Dec 2015 | ₹167.85 | +1019% | -0.01% | trimmed |
| Nippon India Nifty 500 Equal Weight Index Fund Index Funds · held 2.0 yrs | 0.18% | Sep 2024 | ₹1,845.65 | +2% | -0.02% | trimmed |
| Tata Mid Cap Fund Mid Cap · held 1.3 yrs | 1.22% | Jun 2025 | ₹1,561.70 | +20% | -0.02% | held |
| UTI Conservative Hybrid Fund Conservative Hybrid · held 4.8 yrs | 0.43% | May 2018 | ₹347.75 | +440% | -0.02% | trimmed |
| Union Aggressive Hybrid Fund Aggressive Hybrid · held 9 mo | 0.73% | Dec 2025 | ₹1,853.50 | +1% | -0.02% | held |
| Union Retirement Fund Retirement · held 1.1 yrs | 1.41% | Aug 2025 | ₹1,503.20 | +25% | -0.02% | held |
| Sundaram Mid Cap Fund Mid Cap · held 2.0 yrs | 1.79% | Feb 2017 | ₹189.03 | +893% | -0.02% | held |
| JioBlackRock Sector Rotation Fund Sectoral/ Thematic · held 7 mo | 0.19% | Feb 2026 | ₹1,658.60 | +13% | -0.03% | trimmed |
| Motilal Oswal Nifty MidSmall India Consumption Index Fund Index Funds · held 6 mo | 3.82% | Dec 2025 | ₹1,853.50 | +1% | -0.03% | trimmed |
| UTI Children's Hybrid Fund Children's · held 6.9 yrs | 0.68% | Sep 2019 | ₹348.73 | +439% | -0.03% | trimmed |
| UTI ELSS Tax Saver Fund ELSS · held 9.5 yrs | 1.83% | Aug 2016 | ₹198.00 | +848% | -0.03% | trimmed |
| Union Large & Midcap Fund Large & Mid Cap · held 2.0 yrs | 1.63% | Jul 2024 | ₹1,798.60 | +4% | -0.03% | held |
| Aditya Birla Sun Life Business Cycle Fund Sectoral/ Thematic · held 4 mo | 1.49% | May 2026 | ₹1,771.20 | +6% | -0.03% | held |
| ICICI Prudential Retirement Fund Pure Equity Plan Retirement · held 1.9 yrs | 1.44% | Oct 2024 | ₹1,522.15 | +23% | -0.04% | added |
| Union Children's Fund Children's · held 11 mo | 1.02% | Oct 2025 | ₹1,682.60 | +12% | -0.04% | held |
| WhiteOak Capital Equity Savings Fund Equity Savings · held 1.0 yrs | 0.11% | Sep 2025 | ₹1,555.50 | +21% | -0.04% | trimmed |
| Sundaram Services Fund Sectoral/ Thematic · held 6.0 yrs | 1.07% | Aug 2020 | ₹322.43 | +482% | -0.04% | held |
| ADITYA BIRLA SUN LIFE ARBITRAGE FUND Arbitrage · held 1.6 yrs | 0.11% | Jan 2025 | ₹1,641.80 | +14% | -0.05% | trimmed |
| Axis Small Cap Fund Small Cap · held 4.9 yrs | 1.02% | Jun 2020 | ₹292.48 | +542% | -0.05% | held |
| WhiteOak Capital Multi Asset Allocation Fund Multi Asset Allocation · held 1.8 yrs | 0.15% | Sep 2023 | ₹907.18 | +107% | -0.05% | trimmed |
| Franklin India Retirement Fund Retirement · held 10 mo | 0.56% | Nov 2025 | ₹1,736.80 | +8% | -0.05% | trimmed |
| Invesco India Multi Cap Fund Multi Cap · held 3.6 yrs | 1.60% | Feb 2020 | ₹428.23 | +339% | -0.06% | held |
| UTI - India Consumer Fund Sectoral/ Thematic · held 12 yrs | 1.96% | Jan 2014 | ₹101.50 | +1750% | -0.06% | held |
| UTI Large & Mid Cap Fund Large & Mid Cap · held 8.3 yrs | 1.62% | Apr 2018 | ₹312.80 | +500% | -0.06% | trimmed |
| UTI Retirement Fund Retirement · held 11 yrs | 0.34% | Mar 2015 | ₹178.48 | +952% | -0.06% | trimmed |
| ICICI Prudential BSE Midcap Select ETF Other ETFs · held 1.5 yrs | 2.40% | Mar 2025 | ₹1,643.30 | +14% | -0.07% | added |
| WhiteOak Capital Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.9 yrs | 0.32% | Jul 2023 | ₹865.38 | +117% | -0.08% | trimmed |
| Sundaram Large and Midcap Fund Large & Mid Cap · held 1.7 yrs | 1.66% | Jan 2025 | ₹1,641.80 | +14% | -0.09% | held |
| Tata BSE Multicap Consumption 50 30 20 Index Fund Index Funds · held 9 mo | 1.01% | Dec 2025 | ₹1,853.50 | +1% | -0.09% | trimmed |
| Franklin India Conservative Hybrid Fund Conservative Hybrid · held 10 mo | 0.36% | Nov 2025 | ₹1,736.80 | +8% | -0.10% | trimmed |
| ITI Large & Mid Cap Fund Large & Mid Cap · held 2.0 yrs | 1.08% | Sep 2024 | ₹1,845.65 | +2% | -0.10% | trimmed |
| Invesco India Flexi Cap Fund Flexi Cap · held 1.6 yrs | 1.36% | Aug 2022 | ₹703.25 | +167% | -0.10% | held |
| UTI Aggressive Hybrid Fund Aggressive Hybrid · held 12 yrs | 0.67% | Jan 2014 | ₹101.50 | +1750% | -0.10% | trimmed |
| Canara Robeco Mid Cap Fund Mid Cap · held 2.8 yrs | 1.93% | Nov 2023 | ₹1,185.53 | +58% | -0.11% | held |
| LIC MF Flexi Cap Fund Flexi Cap · held 5 mo | 2.20% | Apr 2026 | ₹1,765.00 | +6% | -0.11% | held |
| UTI Value Fund Value · held 7.4 yrs | 1.69% | Mar 2019 | ₹328.93 | +471% | -0.11% | trimmed |
| ICICI Prudential Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 7.0 yrs | 0.45% | Sep 2019 | ₹348.73 | +439% | -0.11% | trimmed |
| Mirae Asset Midcap Fund Mid Cap · held 1.1 yrs | 0.92% | Aug 2025 | ₹1,503.20 | +25% | -0.12% | trimmed |
| Axis Arbitrage Fund Arbitrage · held 1.5 yrs | 0.02% | Feb 2025 | ₹1,548.10 | +21% | -0.13% | trimmed |
| HDFC Value Fund Value · held 10 mo | 1.49% | Nov 2025 | ₹1,736.80 | +8% | -0.13% | trimmed |
| Invesco India Small Cap Fund Small Cap · held 5.7 yrs | 0.49% | Feb 2020 | ₹428.23 | +339% | -0.13% | held |
| WhiteOak Capital Balanced Hybrid Fund Balanced Hybrid · held 1.6 yrs | 0.27% | Oct 2023 | ₹907.68 | +107% | -0.13% | trimmed |
| UTI Focused Fund (30 stocks) Focused · held 5.0 yrs | 2.29% | Aug 2021 | ₹431.38 | +335% | -0.14% | trimmed |
| Franklin India Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 10 mo | 1.01% | Nov 2025 | ₹1,736.80 | +8% | -0.14% | trimmed |
| Mirae Asset Nifty India New Age Consumption ETF Equity ETF · held 1.8 yrs | 1.37% | Dec 2024 | ₹1,634.00 | +15% | -0.14% | trimmed |
| Baroda BNP Paribas Mid Cap Fund Mid Cap · held 3.3 yrs | 1.79% | May 2023 | ₹733.55 | +156% | -0.15% | trimmed |
| Helios Mid Cap Fund Mid Cap · held 1.5 yrs | 2.36% | Mar 2025 | ₹1,643.30 | +14% | -0.16% | added |
| Invesco India Large & Mid Cap Fund Large & Mid Cap · held 4.8 yrs | 1.19% | Jan 2020 | ₹439.10 | +328% | -0.16% | 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
−0.12 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 77 added or entered, 79 trimmed or exited
Crowding
190 funds hold it, at an average weight of 1.4% each (257.0% summed across holders). At a fifth of average daily volume (6,22,839 shares), the aggregate fund position would take about 397 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 | -9.42% | 0 · left Jul 2022 | Apr 2020 | +593% |
| Navi Large & Midcap Fund Large & Mid Cap | -1.08% | 0 · left Jun 2026 | Sep 2022 | +168% |
| JM Large & Mid Cap Fund Large & Mid Cap | -1.01% | 0 · left Jun 2026 | Apr 2026 | +6% |
| Aditya Birla Sun Life Midcap Fund Mid Cap | -0.99% | 0 · left Jun 2026 | Aug 2020 | +482% |
| Union Equity Savings Fund Equity Savings | -0.38% | 0 · left Jul 2026 | Jul 2024 | +4% |
| HDFC Business Cycle Fund Sectoral/ Thematic | -0.27% | 0 · left Jun 2026 | Apr 2024 | +19% |
| HSBC Arbitrage Fund Arbitrage | -0.07% | 0 · left Jun 2026 | Jan 2025 | +14% |
| BARODA BNP PARIBAS ARBITRAGE FUND Arbitrage | 0.00% | 0 · left Jun 2026 | Jul 2025 | +27% |
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.