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 |
|---|---|---|---|---|---|---|
| HSBC Infrastructure Fund Sectoral/ Thematic · held 3.8 yrs | 0.88% | Nov 2022 | ₹729.23 | +158% | +0.05% | held |
| Tata Infrastructure Fund Sectoral/ Thematic · held 3.8 yrs | 1.71% | Dec 2022 | ₹711.25 | +164% | +0.17% | held |
| SBI Nifty Midcap 150 Index Fund Index Funds · held 3.7 yrs | 0.83% | Jan 2023 | ₹684.33 | +174% | +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 |
| Baroda BNP Paribas Mid Cap Fund Mid Cap · held 3.3 yrs | 1.79% | May 2023 | ₹733.55 | +156% | -0.15% | trimmed |
| UTI BSE Housing Index Fund Equity Funds · held 3.3 yrs | 4.94% | Jun 2023 | ₹781.68 | +140% | -0.44% | trimmed |
| WhiteOak Capital Mid Cap Fund Mid Cap · held 3.0 yrs | 1.93% | Jul 2023 | ₹865.38 | +117% | -1.21% | trimmed |
| WhiteOak Capital Flexi Cap Fund Flexi Cap · held 2.0 yrs | 0.39% | Jul 2023 | ₹865.38 | +117% | -0.32% | trimmed |
| WhiteOak Capital ELSS Tax Saver Fund ELSS · held 3.0 yrs | 0.38% | Jul 2023 | ₹865.38 | +117% | -0.42% | trimmed |
| 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 |
| Baroda BNP Paribas India Consumption Fund Sectoral/ Thematic · held 3.0 yrs | 3.14% | Sep 2023 | ₹907.18 | +107% | +0.07% | held |
| Baroda BNP Paribas Business Cycle Fund Sectoral/ Thematic · held 3.0 yrs | 1.55% | Sep 2023 | ₹907.18 | +107% | +0.06% | held |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 2.7 yrs | 1.01% | Sep 2023 | ₹907.18 | +107% | -0.54% | trimmed |
| UTI Nifty Midcap 150 Exchange Traded Fund Equity ETF · held 3.0 yrs | 0.83% | Sep 2023 | ₹907.18 | +107% | +0.01% | trimmed |
| Motilal Oswal Nifty 500 ETF Other ETFs · held 3.0 yrs | 0.18% | Sep 2023 | ₹907.18 | +107% | +0.01% | added |
| WhiteOak Capital Multi Asset Allocation Fund Multi Asset Allocation · held 1.8 yrs | 0.15% | Sep 2023 | ₹907.18 | +107% | -0.05% | trimmed |
| ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND Sectoral/ Thematic · held 2.0 yrs | 1.75% | Oct 2023 | ₹907.68 | +107% | -0.61% | trimmed |
| 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 |
| WhiteOak Capital Balanced Hybrid Fund Balanced Hybrid · held 1.6 yrs | 0.27% | Oct 2023 | ₹907.68 | +107% | -0.13% | trimmed |
| Canara Robeco Mid Cap Fund Mid Cap · held 2.8 yrs | 1.93% | Nov 2023 | ₹1,185.53 | +58% | -0.11% | held |
| Helios Flexi Cap Fund Flexi Cap · held 2.8 yrs | 1.53% | Nov 2023 | ₹1,185.53 | +58% | -0.23% | held |
| WhiteOak Capital Large & Mid Cap Fund Large & Mid Cap · held 2.7 yrs | 1.44% | Jan 2024 | ₹1,211.90 | +55% | -0.62% | trimmed |
| Motilal Oswal Nifty Realty ETF Other ETFs · held 2.5 yrs | 15.84% | Mar 2024 | ₹1,391.40 | +35% | -0.99% | trimmed |
| 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 |
| ICICI Prudential Nifty LargeMidcap 250 Index Fund Index Funds · held 2.5 yrs | 0.42% | Mar 2024 | ₹1,391.40 | +35% | -0.01% | added |
| Tata Nifty Realty Index Fund Index Funds · held 2.4 yrs | 15.82% | Apr 2024 | ₹1,575.83 | +19% | -0.99% | added |
| HDFC Large & Mid Cap Fund Large & Mid Cap · held 1.3 yrs | 0.31% | Apr 2024 | ₹1,575.83 | +19% | 0.00% | held |
| HDFC Business Cycle Fund Sectoral/ Thematic · held 1.6 yrs | 0 | Apr 2024 | ₹1,575.83 | +19% | — | exited Jun 2026 |
| HDFC BSE 500 ETF Other ETFs · held 2.3 yrs | 0.18% | Jun 2024 | ₹1,794.15 | +5% | 0.00% | added |
| Union Innovation & Opportunities Fund Sectoral/ Thematic · held 2.2 yrs | 2.35% | Jul 2024 | ₹1,798.60 | +4% | -0.22% | held |
| Union Midcap Fund Mid Cap · held 2.2 yrs | 1.86% | Jul 2024 | ₹1,798.60 | +4% | -0.24% | trimmed |
| Union Large & Midcap Fund Large & Mid Cap · held 2.0 yrs | 1.63% | Jul 2024 | ₹1,798.60 | +4% | -0.03% | held |
| Axis ELSS- Tax Saver Fund ELSS · held 2.2 yrs | 0.96% | Jul 2024 | ₹1,798.60 | +4% | +0.48% | added |
| Union Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.0 yrs | 0.77% | Jul 2024 | ₹1,798.60 | +4% | +0.04% | held |
| Axis Nifty 500 Index Fund Equity Funds · held 2.2 yrs | 0.18% | Jul 2024 | ₹1,798.60 | +4% | +0.01% | added |
| Union Equity Savings Fund Equity Savings · held 11 mo | 0 | Jul 2024 | ₹1,798.60 | +4% | — | exited Jul 2026 |
| Mirae Asset Nifty500 Multicap 50 25 25 ETF Equity ETF · held 2.1 yrs | 0.21% | Aug 2024 | ₹1,884.70 | −0% | +0.00% | trimmed |
| Navi Nifty 500 Multicap 50 25 25 Index Fund Index Funds · held 2.1 yrs | 0.21% | Aug 2024 | ₹1,884.70 | −0% | 0.00% | held |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds · held 2.1 yrs | 0.17% | Aug 2024 | ₹1,884.70 | −0% | +0.01% | trimmed |
| Axis Nifty Midcap 50 Index Fund Equity Funds · held 2.0 yrs | 1.50% | Sep 2024 | ₹1,845.65 | +2% | +0.02% | added |
| ITI Large & Mid Cap Fund Large & Mid Cap · held 2.0 yrs | 1.08% | Sep 2024 | ₹1,845.65 | +2% | -0.10% | trimmed |
| 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 |
| Bandhan Nifty Midcap 150 Index Fund Index Funds · held 2.0 yrs | 0.83% | Sep 2024 | ₹1,845.65 | +2% | +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 |
| SBI Nifty 500 Index Fund Index Funds · held 2.0 yrs | 0.18% | Sep 2024 | ₹1,845.65 | +2% | +0.01% | trimmed |
| Helios Large & Mid Cap Fund Large & Mid Cap · held 1.9 yrs | 2.65% | Oct 2024 | ₹1,522.15 | +23% | +0.66% | added |
| ICICI Prudential Retirement Fund Pure Equity Plan Retirement · held 1.9 yrs | 1.44% | Oct 2024 | ₹1,522.15 | +23% | -0.04% | added |
| ICICI Prudential Exports & Services Fund Sectoral/ Thematic · held 1.6 yrs | 0.91% | Oct 2024 | ₹1,522.15 | +23% | -0.23% | trimmed |
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
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 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.