THE PHOENIX MILLS LTD
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 Retirement Fund Pure Equity Plan Retirement · held 1.9 yrs | 1.44% | Oct 2024 | ₹1,522.15 | +23% | -0.04% | added |
| WhiteOak Capital Large & Mid Cap Fund Large & Mid Cap · held 2.7 yrs | 1.44% | Jan 2024 | ₹1,211.90 | +55% | -0.62% | trimmed |
| Tata Flexi Cap Fund Flexi Cap · held 11 mo | 1.41% | Oct 2025 | ₹1,682.60 | +12% | -0.30% | trimmed |
| Union Retirement Fund Retirement · held 1.1 yrs | 1.41% | Aug 2025 | ₹1,503.20 | +25% | -0.02% | held |
| TRUSTMF LARGE & MIDCAP FUND Large & Mid Cap · held 2 mo | 1.39% | Jul 2026 | ₹1,893.30 | −1% | — | held |
| Invesco India ELSS Tax Saver Fund ELSS · held 1.5 yrs | 1.38% | Sep 2020 | ₹291.35 | +545% | -0.20% | 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 |
| Invesco India Flexi Cap Fund Flexi Cap · held 1.6 yrs | 1.36% | Aug 2022 | ₹703.25 | +167% | -0.10% | held |
| BANDHAN MID CAP FUND Mid Cap · held 10 mo | 1.31% | Nov 2025 | ₹1,736.80 | +8% | +0.14% | added |
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund ELSS · held 1.1 yrs | 1.31% | Aug 2025 | ₹1,503.20 | +25% | +0.03% | held |
| Sundaram Flexicap Fund Flexi Cap · held 1 mo | 1.28% | Aug 2026 | ₹1,900.00 | −1% | +1.28% | entered |
| Helios Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.3 yrs | 1.28% | Mar 2024 | ₹1,391.40 | +35% | +1.28% | entered |
| Tata Nifty500 Multicap Infrastructure 50 30 20 Index Fund Index Funds · held 1.5 yrs | 1.27% | Mar 2025 | ₹1,643.30 | +14% | +0.07% | added |
| Sundaram ELSS Tax Saver Fund ELSS · held 1 mo | 1.26% | Aug 2026 | ₹1,900.00 | −1% | +1.26% | entered |
| Tata Mid Cap Fund Mid Cap · held 1.3 yrs | 1.22% | Jun 2025 | ₹1,561.70 | +20% | -0.02% | held |
| Union Multicap Fund Multi Cap · held 1.6 yrs | 1.21% | Feb 2025 | ₹1,548.10 | +21% | -0.24% | trimmed |
| Invesco India Large & Mid Cap Fund Large & Mid Cap · held 4.8 yrs | 1.19% | Jan 2020 | ₹439.10 | +328% | -0.16% | held |
| Invesco India Mid Cap Fund Mid Cap · held 5.4 yrs | 1.15% | Jan 2020 | ₹439.10 | +328% | -0.23% | held |
| Franklin India Aggressive Hybrid Fund Aggressive Hybrid · held 10 mo | 1.13% | Nov 2025 | ₹1,736.80 | +8% | -0.27% | trimmed |
| Mirae Asset Nifty India Infrastructure & Logistics ETF Equity ETF · held 7 mo | 1.09% | Feb 2026 | ₹1,658.60 | +13% | +0.08% | added |
| Axis Large & Mid Cap Fund Large & Mid Cap · held 4.3 yrs | 1.08% | Feb 2022 | ₹479.53 | +292% | +0.17% | added |
| ITI Large & Mid Cap Fund Large & Mid Cap · held 2.0 yrs | 1.08% | Sep 2024 | ₹1,845.65 | +2% | -0.10% | trimmed |
| Sundaram Services Fund Sectoral/ Thematic · held 6.0 yrs | 1.07% | Aug 2020 | ₹322.43 | +482% | -0.04% | held |
| Canara Robeco ELSS - Tax Saver Fund ELSS · held 1.7 yrs | 1.05% | Jan 2025 | ₹1,641.80 | +14% | +0.05% | held |
| Axis Small Cap Fund Small Cap · held 4.9 yrs | 1.02% | Jun 2020 | ₹292.48 | +542% | -0.05% | held |
| Union Children's Fund Children's · held 11 mo | 1.02% | Oct 2025 | ₹1,682.60 | +12% | -0.04% | held |
| LIC MF Nifty Midcap 100 ETF Other ETFs · held 2.0 yrs | 1.01% | Sep 2024 | ₹1,845.65 | +2% | +0.02% | trimmed |
| Motilal Oswal Nifty Midcap 100 ETF Other ETFs · held 2.0 yrs | 1.01% | Sep 2024 | ₹1,845.65 | +2% | +0.02% | added |
| 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 |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 2.7 yrs | 1.01% | Sep 2023 | ₹907.18 | +107% | -0.54% | 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 |
| Invesco India Aggressive Hybrid Fund Aggressive Hybrid · held 4.8 yrs | 1.00% | Jan 2020 | ₹439.10 | +328% | -0.33% | trimmed |
| Mirae Asset BSE LargeMid (60 40) Stable Dividend 50 ETF Equity ETF · held 1 mo | 0.97% | Aug 2026 | ₹1,900.00 | −1% | — | held |
| Axis ELSS- Tax Saver Fund ELSS · held 2.2 yrs | 0.96% | Jul 2024 | ₹1,798.60 | +4% | +0.48% | added |
| Axis Retirement Fund - Dynamic Plan Retirement · held 2.9 yrs | 0.96% | Oct 2023 | ₹907.68 | +107% | +0.08% | added |
| Axis Retirement Fund - Aggressive Plan Retirement · held 2.9 yrs | 0.95% | Oct 2023 | ₹907.68 | +107% | +0.08% | added |
| Axis Aggressive Hybrid Fund Aggressive Hybrid · held 1.1 yrs | 0.93% | Aug 2025 | ₹1,503.20 | +25% | +0.08% | added |
| Invesco India Business Cycle Fund Sectoral/ Thematic · held 1.6 yrs | 0.92% | Feb 2025 | ₹1,548.10 | +21% | -0.20% | held |
| Mirae Asset Midcap Fund Mid Cap · held 1.1 yrs | 0.92% | Aug 2025 | ₹1,503.20 | +25% | -0.12% | trimmed |
| Axis Children's Fund Childrens' · held 1.1 yrs | 0.91% | Aug 2025 | ₹1,503.20 | +25% | +0.07% | added |
| ICICI Prudential Exports & Services Fund Sectoral/ Thematic · held 1.6 yrs | 0.91% | Oct 2024 | ₹1,522.15 | +23% | -0.23% | trimmed |
| Axis Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.1 yrs | 0.90% | Aug 2025 | ₹1,503.20 | +25% | +0.08% | added |
| Union Flexi Cap Fund Flexi Cap · held 1.1 yrs | 0.89% | Aug 2025 | ₹1,503.20 | +25% | +0.07% | added |
| HSBC Infrastructure Fund Sectoral/ Thematic · held 3.8 yrs | 0.88% | Nov 2022 | ₹729.23 | +158% | +0.05% | held |
| Aditya Birla Sun Life Consumption Fund Sectoral/ Thematic · held 8.4 yrs | 0.85% | Dec 2015 | ₹167.85 | +1019% | -0.01% | trimmed |
| Mirae Asset Small Cap Fund Small Cap · held 5 mo | 0.85% | Apr 2026 | ₹1,765.00 | +6% | +0.07% | added |
| Baroda BNP Paribas Nifty Midcap 150 Index Fund Index Funds · held 1.8 yrs | 0.84% | Nov 2024 | ₹1,656.25 | +13% | +0.03% | added |
| DSP Nifty Midcap 150 ETF Other ETFs · held 9 mo | 0.84% | Dec 2025 | ₹1,853.50 | +1% | +0.02% | added |
| Nippon India Power & Infra Fund Sectoral/ Thematic · held 4.7 yrs | 0.84% | Sep 2021 | ₹479.23 | +292% | +0.04% | held |
| Tata Nifty Midcap 150 Index Fund Index Funds · held 1.3 yrs | 0.84% | Jun 2025 | ₹1,561.70 | +20% | +0.02% | added |
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.
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 |
|---|---|---|---|---|
| There is no page 5; 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.