SYMPHONY LIMITED
Who holds it
every fund's latest position, when it first appeared, and the price then against now · 12 rows: 12 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| UTI Conservative Hybrid Fund Conservative Hybrid · held 7.8 yrs | 0 | May 2018 | ₹1,528.25 | −61% | — | exited Jul 2026 |
| Axis ESG Integration Strategy Fund Sectoral/ Thematic · held 5.8 yrs | 0.12% | Jun 2020 | ₹876.25 | −32% | -0.13% | trimmed |
| UTI Value Fund Value · held 4.9 yrs | 0.13% | Sep 2021 | ₹1,070.95 | −44% | -0.32% | trimmed |
| ICICI Prudential Bharat Consumption Fund Sectoral/ Thematic · held 8 mo | 0.16% | Dec 2022 | ₹904.90 | −34% | -0.00% | added |
| HDFC Housing Opportunities Fund Sectoral/ Thematic · held 2.4 yrs | 0.81% | Apr 2024 | ₹966.50 | −38% | -0.13% | held |
| HDFC Multi Cap Fund Multi Cap · held 2.4 yrs | 0.11% | Apr 2024 | ₹966.50 | −38% | -0.12% | trimmed |
| HDFC Equity Savings Fund Equity Savings · held 2.3 yrs | 0.10% | Apr 2024 | ₹966.50 | −38% | -0.05% | held |
| Quantum Ethical Fund Sectoral/ Thematic · held 1.5 yrs | 1.29% | Mar 2025 | ₹1,121.20 | −47% | -0.52% | held |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND Sectoral/ Thematic · held 1.5 yrs | 0.68% | Mar 2025 | ₹1,121.20 | −47% | -0.16% | held |
| BANDHAN MULTI ASSET ALLOCATION FUND Multi Asset Allocation · held 1.2 yrs | 0.08% | Jun 2025 | ₹1,075.20 | −44% | 0.00% | added |
| HDFC Mid Cap Fund Mid Cap · held 10 mo | 0.20% | Nov 2025 | ₹861.75 | −31% | -0.07% | held |
| HDFC Retirement Fund - Equity Plan Retirement · held 1 mo | 0.23% | Aug 2026 | ₹586.45 | +2% | — | 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
−0.01 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 3 added or entered, 5 trimmed or exited
Crowding
12 funds hold it, at an average weight of 0.3% each (3.9% summed across holders). At a fifth of average daily volume (1,68,204 shares), the aggregate fund position would take about 150 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 |
|---|---|---|---|---|
| UTI Value Fund Value | -0.32% | 0.13% | Sep 2021 | −44% |
| Axis ESG Integration Strategy Fund Sectoral/ Thematic | -0.13% | 0.12% | Jun 2020 | −32% |
| HDFC Multi Cap Fund Multi Cap | -0.12% | 0.11% | Apr 2024 | −38% |
| Motilal Oswal BSE 1000 Index Fund Index Funds | -0.01% | 0.00% | Jun 2025 | −44% |
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.