LTM LIMITED
Who holds it
every fund's latest position, when it first appeared, and the price then against now · 188 rows: 174 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| Bajaj Finserv Nifty Next 50 Index Fund Index Funds · held 1.3 yrs | 1.66% | May 2025 | ₹5,068.90 | −16% | +0.15% | added |
| Bandhan Nifty Next 50 Index Fund Index Funds · held 1.6 yrs | 1.66% | Feb 2025 | ₹4,665.95 | −8% | +0.16% | added |
| DSP Nifty Next 50 ETF Other ETFs · held 8 mo | 1.66% | Jan 2026 | ₹5,974.50 | −28% | +0.17% | added |
| DSP Nifty Next 50 Index Fund Index Funds · held 4.8 yrs | 1.66% | Sep 2020 | ₹2,543.55 | +68% | +0.16% | added |
| HDFC NIFTY NEXT 50 ETF Other ETFs · held 2.0 yrs | 1.66% | Sep 2024 | ₹6,244.35 | −32% | +0.16% | added |
| HSBC NIFTY NEXT 50 Index Fund Equity Funds · held 2.7 yrs | 1.66% | Nov 2022 | ₹4,838.55 | −12% | +0.16% | added |
| Motilal Oswal Nifty Next 50 ETF Other ETFs · held 1.3 yrs | 1.66% | May 2025 | ₹5,068.90 | −16% | +0.17% | added |
| Motilal Oswal Nifty Next 50 Index Fund Index Funds · held 4.8 yrs | 1.66% | Sep 2020 | ₹2,543.55 | +68% | +0.16% | added |
| Navi Nifty Next 50 Index Fund Index Funds · held 2.3 yrs | 1.66% | Sep 2022 | ₹4,457.85 | −4% | +0.16% | added |
| Nippon India ETF Nifty Next 50 Junior BeES Other ETFs · held 4.8 yrs | 1.66% | Sep 2020 | ₹2,543.55 | +68% | +0.16% | added |
| SBI Nifty Next 50 ETF Other ETFs · held 2.6 yrs | 1.66% | Sep 2020 | ₹2,543.55 | +68% | +0.17% | added |
| SBI Nifty Next 50 Index Fund Index Funds · held 2.5 yrs | 1.66% | Jan 2023 | ₹4,368.55 | −2% | +0.16% | added |
| Tata Nifty Next 50 Index Fund Index Funds · held 11 mo | 1.66% | Oct 2025 | ₹5,684.50 | −25% | +0.16% | added |
| UTI - Nifty Next 50 Exchange Traded Fund Equity ETF · held 4.8 yrs | 1.66% | Sep 2020 | ₹2,543.55 | +68% | +0.17% | added |
| UTI - Nifty Next 50 Index Fund Equity Funds · held 4.8 yrs | 1.66% | Sep 2020 | ₹2,543.55 | +68% | +0.16% | added |
| Mirae Asset Nifty Next 50 ETF Equity ETF · held 3.9 yrs | 1.66% | Aug 2021 | ₹5,312.45 | −20% | +0.16% | added |
| ICICI Prudential Nifty Next 50 Index Fund Index Funds · held 4.8 yrs | 1.66% | Sep 2020 | ₹2,543.55 | +68% | +0.16% | added |
| ICICI Prudential Nifty Next 50 ETF Other ETFs · held 4.8 yrs | 1.66% | Sep 2020 | ₹2,543.55 | +68% | +0.16% | added |
| Aditya Birla Sun Life Nifty Next 50 Index Fund Equity Funds · held 3.4 yrs | 1.66% | Feb 2022 | ₹5,849.80 | −27% | +0.16% | added |
| Aditya Birla Sun Life Nifty Next 50 ETF Equity ETF · held 4.8 yrs | 1.66% | Sep 2020 | ₹2,543.55 | +68% | +0.16% | trimmed |
| Groww Nifty Next 50 ETF Other ETFs · held 1.0 yrs | 1.66% | Sep 2025 | ₹5,157.50 | −17% | +0.17% | added |
| Groww Nifty Next 50 Index Fund Equity Funds · held 1.0 yrs | 1.66% | Sep 2025 | ₹5,157.50 | −17% | +0.16% | added |
| Tata Digital India Fund Sectoral/ Thematic · held 7.1 yrs | 1.59% | Jun 2018 | ₹1,671.40 | +156% | +0.70% | added |
| Baroda BNP Paribas Business Conglomerates Fund Sectoral/ Thematic · held 11 mo | 1.52% | Oct 2025 | ₹5,684.50 | −25% | +0.20% | held |
| Nippon India ETF BSE Sensex Next 50 Other ETFs · held 3.7 yrs | 1.45% | Jan 2022 | ₹6,270.35 | −32% | +0.05% | added |
| SBI BSE Sensex Next 50 ETF Other ETFs · held 2.7 yrs | 1.45% | Jan 2023 | ₹4,368.55 | −2% | +0.05% | trimmed |
| UTI - BSE Sensex Next 50 Exchange Traded Fund Equity ETF · held 3.7 yrs | 1.45% | Jan 2022 | ₹6,270.35 | −32% | +0.05% | trimmed |
| Nippon India Value Fund Value · held 2.8 yrs | 1.38% | Dec 2023 | ₹6,294.95 | −32% | +0.26% | added |
| UTI Children's Equity Fund Children's · held 6.9 yrs | 1.37% | Sep 2019 | ₹1,511.25 | +183% | +0.09% | held |
| JM Large Cap Fund Large Cap · held 2.3 yrs | 1.34% | Jul 2023 | ₹4,891.65 | −13% | +0.20% | held |
| HDFC NIFTY 100 Equal Weight Index Fund Index Funds · held 2.4 yrs | 1.17% | Apr 2024 | ₹4,706.40 | −9% | +0.30% | added |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Index Funds · held 4.7 yrs | 1.17% | Dec 2021 | ₹7,332.00 | −42% | +0.31% | added |
| Mahindra Manulife ELSS Tax Saver Fund ELSS · held 3.8 yrs | 1.15% | Nov 2022 | ₹4,838.55 | −12% | +0.18% | added |
| JM Aggressive Hybrid Fund Aggressive Hybrid · held 5 mo | 1.14% | Apr 2026 | ₹4,269.60 | +0% | +0.31% | added |
| Tata BSE Select Business Groups Index Fund Index Funds · held 1.8 yrs | 1.13% | Dec 2024 | ₹5,585.90 | −23% | +0.06% | trimmed |
| UTI Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 3.1 yrs | 1.08% | Aug 2023 | ₹5,193.40 | −18% | +0.10% | held |
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA Children's · held 1.8 yrs | 1.08% | Nov 2024 | ₹6,172.40 | −31% | +0.05% | held |
| UTI - Unit Linked Insurance Plan Dynamic Asset Allocation or Balanced Advantage · held 7.9 yrs | 1.03% | Sep 2018 | ₹1,917.00 | +123% | 0.00% | trimmed |
| SBI Retirement Benefit Fund - Aggressive Plan Retirement · held 2.0 yrs | 1.02% | Sep 2024 | ₹6,244.35 | −32% | +0.03% | held |
| HSBC India Export Opportunities Fund Sectoral/ Thematic · held 2.0 yrs | 0.99% | Sep 2024 | ₹6,244.35 | −32% | -0.27% | trimmed |
| UTI - MNC Fund Sectoral/ Thematic · held 1.7 yrs | 0.98% | Jan 2025 | ₹5,914.15 | −28% | +0.07% | held |
| UTI Value Fund Value · held 5.0 yrs | 0.98% | Jul 2019 | ₹1,513.60 | +182% | +0.98% | entered |
| HSBC Flexi Cap Fund Flexi Cap · held 2.1 yrs | 0.90% | Jul 2024 | ₹5,658.15 | −24% | +0.02% | held |
| Motilal Oswal Large Cap Fund Large Cap · held 2.7 yrs | 0.87% | Jan 2024 | ₹5,448.55 | −22% | +0.09% | held |
| Sundaram ELSS Tax Saver Fund ELSS · held 2.1 yrs | 0.83% | Feb 2023 | ₹4,722.05 | −9% | +0.08% | held |
| Sundaram Flexicap Fund Flexi Cap · held 2.1 yrs | 0.83% | Feb 2023 | ₹4,722.05 | −9% | +0.09% | held |
| HSBC ELSS Tax saver Fund ELSS · held 2.8 yrs | 0.81% | Jan 2023 | ₹4,368.55 | −2% | +0.04% | held |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan Retirement · held 2.0 yrs | 0.76% | Sep 2024 | ₹6,244.35 | −32% | +0.04% | held |
| Union Large & Midcap Fund Large & Mid Cap · held 10 mo | 0.71% | Nov 2025 | ₹6,096.50 | −30% | +0.21% | added |
| Union Flexi Cap Fund Flexi Cap · held 1.3 yrs | 0.70% | Jul 2024 | ₹5,658.15 | −24% | +0.70% | entered |
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
+0.22 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 97 added or entered, 52 trimmed or exited
Crowding
174 funds hold it, at an average weight of 1.4% each (239.8% summed across holders). At a fifth of average daily volume (4,58,843 shares), the aggregate fund position would take about 133 trading days to exit.
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 Quant Fund Sectoral/ Thematic | -1.57% | 0 · left Jul 2026 | Nov 2025 | −30% |
| DSP Quant Fund Sectoral/ Thematic | -1.46% | 0 · left May 2026 | Jun 2019 | +134% |
| Invesco India Contra Fund Contra | -1.14% | 0 · left May 2026 | Feb 2023 | −9% |
| Mahindra Manulife Flexi Cap Fund Flexi Cap | -0.97% | 0 · left Jun 2026 | Nov 2022 | −12% |
| Mirae Asset Flexi Cap Fund Flexi Cap | -0.71% | 0 · left Jun 2026 | Oct 2023 | −16% |
| Union Multicap Fund Multi Cap | -0.64% | 0 · left Jun 2026 | Jul 2024 | −24% |
| Mahindra Manulife Aggressive Hybrid Fund Aggressive Hybrid | -0.52% | 0 · left May 2026 | Oct 2019 | +148% |
| ICICI Prudential ESG Exclusionary Strategy Fund Sectoral/ Thematic | -0.38% | 0 · left Jul 2026 | Sep 2024 | −32% |
| JioBlackRock Flexi Cap Fund Flexi Cap | -0.37% | 0 · left Jun 2026 | Oct 2025 | −25% |
| Bandhan Large & Mid Cap Fund Large & Mid Cap | -0.31% | 0 · left May 2026 | Jan 2023 | −2% |
| Mirae Asset Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | -0.21% | 0 · left Jun 2026 | Nov 2022 | −12% |
| ICICI Prudential Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | -0.21% | 0 · left Jul 2026 | Jul 2016 | +518% |
| Mirae Asset Multi Asset Allocation Fund Multi Asset Allocation | -0.18% | 0 · left Jun 2026 | Jan 2024 | −22% |
| Mirae Asset Equity Savings Fund Equity Savings | -0.15% | 0 · left Jun 2026 | Mar 2024 | −13% |
| JioBlackRock Large Cap Fund Large Cap | -0.08% | 0 · left Jun 2026 | Apr 2026 | +0% |
| WhiteOak Capital Arbitrage Fund Arbitrage | -0.07% | 0 · left Jul 2026 | Feb 2025 | −8% |
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.