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 |
|---|---|---|---|---|---|---|
| UTI - Mid Cap Fund Mid Cap · held 6.2 yrs | 1.78% | Jul 2016 | ₹180.70 | +939% | -0.16% | trimmed |
| SBI Arbitrage Fund Arbitrage · held 1.6 yrs | 0.14% | Feb 2025 | ₹1,548.10 | +21% | -0.18% | trimmed |
| Invesco India Business Cycle Fund Sectoral/ Thematic · held 1.6 yrs | 0.92% | Feb 2025 | ₹1,548.10 | +21% | -0.20% | held |
| Invesco India ELSS Tax Saver Fund ELSS · held 1.5 yrs | 1.38% | Sep 2020 | ₹291.35 | +545% | -0.20% | trimmed |
| ICICI Prudential Arbitrage Fund Arbitrage · held 1.2 yrs | 0.09% | Jul 2025 | ₹1,484.00 | +27% | -0.22% | trimmed |
| Union Innovation & Opportunities Fund Sectoral/ Thematic · held 2.2 yrs | 2.35% | Jul 2024 | ₹1,798.60 | +4% | -0.22% | held |
| Helios Flexi Cap Fund Flexi Cap · held 2.8 yrs | 1.53% | Nov 2023 | ₹1,185.53 | +58% | -0.23% | held |
| Invesco India Mid Cap Fund Mid Cap · held 5.4 yrs | 1.15% | Jan 2020 | ₹439.10 | +328% | -0.23% | held |
| ICICI Prudential Exports & Services Fund Sectoral/ Thematic · held 1.6 yrs | 0.91% | Oct 2024 | ₹1,522.15 | +23% | -0.23% | trimmed |
| Union Midcap Fund Mid Cap · held 2.2 yrs | 1.86% | Jul 2024 | ₹1,798.60 | +4% | -0.24% | trimmed |
| Union Multicap Fund Multi Cap · held 1.6 yrs | 1.21% | Feb 2025 | ₹1,548.10 | +21% | -0.24% | trimmed |
| Axis Value Fund Value · held 1.1 yrs | 0.51% | Aug 2025 | ₹1,503.20 | +25% | -0.26% | trimmed |
| Franklin India Aggressive Hybrid Fund Aggressive Hybrid · held 10 mo | 1.13% | Nov 2025 | ₹1,736.80 | +8% | -0.27% | trimmed |
| Groww ELSS Tax Saver Fund ELSS · held 7 mo | 0.56% | Feb 2026 | ₹1,658.60 | +13% | -0.30% | trimmed |
| Tata Flexi Cap Fund Flexi Cap · held 11 mo | 1.41% | Oct 2025 | ₹1,682.60 | +12% | -0.30% | trimmed |
| WhiteOak Capital Flexi Cap Fund Flexi Cap · held 2.0 yrs | 0.39% | Jul 2023 | ₹865.38 | +117% | -0.32% | trimmed |
| Invesco India Aggressive Hybrid Fund Aggressive Hybrid · held 4.8 yrs | 1.00% | Jan 2020 | ₹439.10 | +328% | -0.33% | trimmed |
| Aditya Birla Sun Life Focused Fund Focused · held 6.1 yrs | 2.96% | Aug 2020 | ₹322.43 | +482% | -0.34% | trimmed |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Sectoral/ Thematic · held 1.0 yrs | 0.71% | Sep 2025 | ₹1,555.50 | +21% | -0.39% | trimmed |
| WhiteOak Capital ELSS Tax Saver Fund ELSS · held 3.0 yrs | 0.38% | Jul 2023 | ₹865.38 | +117% | -0.42% | trimmed |
| UTI BSE Housing Index Fund Equity Funds · held 3.3 yrs | 4.94% | Jun 2023 | ₹781.68 | +140% | -0.44% | trimmed |
| DSP Focused Fund Focused · held 4.1 yrs | 3.45% | Jul 2022 | ₹627.00 | +200% | -0.54% | trimmed |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 2.7 yrs | 1.01% | Sep 2023 | ₹907.18 | +107% | -0.54% | trimmed |
| Mirae Asset Arbitrage Fund Arbitrage · held 1.3 yrs | 0.43% | Jun 2025 | ₹1,561.70 | +20% | -0.57% | trimmed |
| ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND Sectoral/ Thematic · held 2.0 yrs | 1.75% | Oct 2023 | ₹907.68 | +107% | -0.61% | trimmed |
| WhiteOak Capital Large & Mid Cap Fund Large & Mid Cap · held 2.7 yrs | 1.44% | Jan 2024 | ₹1,211.90 | +55% | -0.62% | trimmed |
| WhiteOak Capital Quality Equity Fund Sectoral/ Thematic · held 11 mo | 0.81% | Sep 2025 | ₹1,555.50 | +21% | -0.65% | trimmed |
| ICICI Prudential Focused Fund Focused · held 4.8 yrs | 2.93% | Nov 2021 | ₹473.93 | +296% | -0.76% | trimmed |
| Franklin India Mid Cap Fund Mid Cap · held 6.9 yrs | 0.81% | Sep 2019 | ₹348.73 | +439% | -0.83% | trimmed |
| Nippon India Nifty Realty Index Fund Index Funds · held 1.5 yrs | 15.87% | Mar 2025 | ₹1,643.30 | +14% | -0.93% | added |
| Motilal Oswal Nifty Realty ETF Other ETFs · held 2.5 yrs | 15.84% | Mar 2024 | ₹1,391.40 | +35% | -0.99% | trimmed |
| Tata Nifty Realty Index Fund Index Funds · held 2.4 yrs | 15.82% | Apr 2024 | ₹1,575.83 | +19% | -0.99% | added |
| Groww Nifty Realty ETF Other ETFs · held 11 mo | 15.82% | Oct 2025 | ₹1,682.60 | +12% | -1.00% | trimmed |
| Aditya Birla Sun Life Large & Mid Cap Fund Large & Mid Cap · held 3.9 yrs | 0.45% | Apr 2013 | ₹135.73 | +1284% | -1.18% | trimmed |
| WhiteOak Capital Mid Cap Fund Mid Cap · held 3.0 yrs | 1.93% | Jul 2023 | ₹865.38 | +117% | -1.21% | trimmed |
| Aditya Birla Sun Life Midcap Fund Mid Cap · held 5.9 yrs | 0 | Aug 2020 | ₹322.43 | +482% | — | exited Jun 2026 |
| BARODA BNP PARIBAS ARBITRAGE FUND Arbitrage · held 1.0 yrs | 0 | Jul 2025 | ₹1,484.00 | +27% | — | exited Jun 2026 |
| HDFC Business Cycle Fund Sectoral/ Thematic · held 1.6 yrs | 0 | Apr 2024 | ₹1,575.83 | +19% | — | exited Jun 2026 |
| HSBC Arbitrage Fund Arbitrage · held 11 mo | 0 | Jan 2025 | ₹1,641.80 | +14% | — | exited Jun 2026 |
| JM Large & Mid Cap Fund Large & Mid Cap · held 3 mo | 0 | Apr 2026 | ₹1,765.00 | +6% | — | exited Jun 2026 |
| Mirae Asset BSE LargeMid (60 40) Stable Dividend 50 ETF Equity ETF · held 1 mo | 0.97% | Aug 2026 | ₹1,900.00 | −1% | — | held |
| Navi Large & Midcap Fund Large & Mid Cap · held 8 mo | 0 | Sep 2022 | ₹699.55 | +168% | — | exited Jun 2026 |
| Parag Parikh Arbitrage Fund Arbitrage · held 1.1 yrs | 0 | Jun 2025 | ₹1,561.70 | +20% | — | exited Jun 2026 |
| TRUSTMF LARGE & MIDCAP FUND Large & Mid Cap · held 2 mo | 1.39% | Jul 2026 | ₹1,893.30 | −1% | — | held |
| UTI Nifty 500 Exchange Traded Fund Equity ETF · held 1 mo | 0.18% | Aug 2026 | ₹1,900.00 | −1% | — | held |
| UTI Nifty 500 Index Fund Equity Funds · held 1 mo | 0.18% | Aug 2026 | ₹1,900.00 | −1% | — | held |
| Union Equity Savings Fund Equity Savings · held 11 mo | 0 | Jul 2024 | ₹1,798.60 | +4% | — | exited Jul 2026 |
| WhiteOak Capital Aggressive Hybrid Fund Aggressive Hybrid · held 3 mo | 0.27% | Jun 2026 | ₹1,948.60 | −4% | — | 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.