MOTILAL OSWAL FIN LTD
Who holds it
every fund's latest position, when it first appeared, and the price then against now · 117 rows: 113 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| TRUSTMF MID CAP FUND Mid Cap · held 1 mo | 2.03% | Aug 2026 | ₹1,042.90 | −3% | +2.03% | entered |
| LIC MF Mid Cap Fund Mid Cap · held 2.3 yrs | 2.91% | Feb 2017 | ₹165.15 | +512% | +1.79% | added |
| LIC MF Large & Mid Cap Fund Large & Mid Cap · held 1.8 yrs | 1.51% | Jun 2018 | ₹194.05 | +420% | +1.51% | entered |
| JM Aggressive Hybrid Fund Aggressive Hybrid · held 3 mo | 1.28% | Jun 2026 | ₹951.30 | +6% | +1.28% | entered |
| Navi Large & Midcap Fund Large & Mid Cap · held 4 mo | 1.13% | Aug 2025 | ₹857.30 | +18% | +1.13% | entered |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic · held 1.2 yrs | 0.97% | Sep 2024 | ₹762.10 | +33% | +0.97% | entered |
| TRUSTMF Flexi Cap Fund Flexi Cap · held 1.0 yrs | 0.91% | Oct 2024 | ₹937.30 | +8% | +0.91% | entered |
| WhiteOak Capital Mid Cap Fund Mid Cap · held 2.1 yrs | 1.91% | Jul 2024 | ₹658.45 | +53% | +0.79% | added |
| LIC MF Banking and Financial Services Fund Sectoral/ Thematic · held 1.2 yrs | 3.15% | Jul 2025 | ₹911.00 | +11% | +0.77% | added |
| Tata Value Fund Value · held 1.9 yrs | 5.30% | Oct 2024 | ₹937.30 | +8% | +0.67% | held |
| Axis Nifty Capital Markets Index Fund Equity Funds · held 4 mo | 3.70% | May 2026 | ₹879.50 | +15% | +0.64% | added |
| Motilal Oswal Nifty Capital Market Index Fund Index Funds · held 1.8 yrs | 3.70% | Dec 2024 | ₹953.80 | +6% | +0.62% | added |
| Groww Nifty Capital Markets ETF Other ETFs · held 7 mo | 3.70% | Feb 2026 | ₹725.15 | +39% | +0.61% | added |
| Tata Nifty Capital Markets Index Fund Index Funds · held 1.9 yrs | 3.71% | Oct 2024 | ₹937.30 | +8% | +0.61% | added |
| Motilal Oswal Nifty Capital Market ETF Other ETFs · held 1.5 yrs | 3.69% | Mar 2025 | ₹615.35 | +64% | +0.60% | added |
| UTI Large & Mid Cap Fund Large & Mid Cap · held 4.8 yrs | 1.67% | Dec 2018 | ₹167.54 | +503% | +0.48% | added |
| ITI Large & Mid Cap Fund Large & Mid Cap · held 5 mo | 1.55% | Apr 2026 | ₹800.25 | +26% | +0.43% | added |
| JM Mid Cap Fund Mid Cap · held 1.6 yrs | 2.29% | Nov 2024 | ₹919.25 | +10% | +0.38% | added |
| JM Large & Mid Cap Fund Large & Mid Cap · held 5 mo | 1.65% | Apr 2026 | ₹800.25 | +26% | +0.36% | added |
| DSP Nifty Midcap 150 Quality 50 ETF Other ETFs · held 1.3 yrs | 1.50% | Jun 2025 | ₹870.05 | +16% | +0.30% | added |
| DSP Nifty Midcap 150 Quality 50 Index Fund Index Funds · held 1.3 yrs | 1.50% | Jun 2025 | ₹870.05 | +16% | +0.30% | held |
| UTI Nifty Midcap 150 Quality 50 Index Fund Equity Funds · held 1.3 yrs | 1.50% | Jun 2025 | ₹870.05 | +16% | +0.30% | added |
| ITI Mid Cap Fund Mid Cap · held 1.3 yrs | 1.38% | Mar 2021 | ₹156.20 | +547% | +0.29% | added |
| Tata ELSS - Tax Saver Fund ELSS · held 10 mo | 2.70% | Nov 2025 | ₹959.45 | +5% | +0.27% | trimmed |
| Helios Mid Cap Fund Mid Cap · held 1.5 yrs | 2.43% | Mar 2025 | ₹615.35 | +64% | +0.25% | added |
| Helios Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 2.3 yrs | 0.91% | Mar 2024 | ₹416.69 | +142% | +0.18% | held |
| HSBC Financial Services fund Sectoral/ Thematic · held 1.3 yrs | 2.42% | Jun 2025 | ₹870.05 | +16% | +0.17% | held |
| HSBC Business Cycles Fund Sectoral/ Thematic · held 10 mo | 1.70% | Jun 2025 | ₹870.05 | +16% | +0.16% | held |
| WhiteOak Capital Large & Mid Cap Fund Large & Mid Cap · held 2.2 yrs | 1.00% | Jul 2024 | ₹658.45 | +53% | +0.16% | added |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 1.9 yrs | 0.68% | Jul 2024 | ₹658.45 | +53% | +0.16% | added |
| Axis Nifty500 Quality 50 Index Fund Equity Funds · held 1.0 yrs | 1.36% | Sep 2025 | ₹893.60 | +13% | +0.15% | trimmed |
| HSBC Aggressive Hybrid Fund Aggressive Hybrid · held 1.3 yrs | 1.44% | Jun 2025 | ₹870.05 | +16% | +0.14% | held |
| UTI Small Cap Fund Small Cap · held 7 mo | 1.27% | Feb 2026 | ₹725.15 | +39% | +0.14% | added |
| Nippon India Nifty 500 Quality 50 Index Fund Index Funds · held 1.3 yrs | 1.38% | May 2025 | ₹809.90 | +25% | +0.13% | trimmed |
| Tata Dividend Yield Fund Dividend Yield · held 10 mo | 1.42% | Nov 2025 | ₹959.45 | +5% | +0.13% | held |
| Franklin India Arbitrage Fund Arbitrage · held 1 mo | 0.13% | Aug 2026 | ₹1,042.90 | −3% | +0.13% | entered |
| Sundaram Mid Cap Fund Mid Cap · held 1.3 yrs | 1.28% | Jun 2025 | ₹870.05 | +16% | +0.11% | held |
| Sundaram Financial Services Opportunities Fund Sectoral/ Thematic · held 9 mo | 1.21% | Dec 2025 | ₹855.75 | +18% | +0.11% | held |
| Helios Large & Mid Cap Fund Large & Mid Cap · held 1.8 yrs | 1.39% | Nov 2024 | ₹919.25 | +10% | +0.10% | added |
| Navi Nifty 500 Multicap 50 25 25 Index Fund Index Funds · held 1.4 yrs | 0.10% | Aug 2024 | ₹720.10 | +40% | +0.10% | entered |
| Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Equity ETF · held 2.3 yrs | 0.58% | May 2024 | ₹554.93 | +82% | +0.10% | added |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Equity Funds · held 1.6 yrs | 0.58% | Feb 2025 | ₹588.50 | +72% | +0.09% | added |
| HSBC Small Cap Fund Small Cap · held 1.3 yrs | 1.54% | May 2025 | ₹809.90 | +25% | +0.07% | held |
| HSBC Consumption Fund Sectoral/ Thematic · held 1.3 yrs | 0.79% | Jun 2025 | ₹870.05 | +16% | +0.06% | held |
| LIC MF Nifty Midcap 100 ETF Other ETFs · held 1.5 yrs | 0.47% | Mar 2025 | ₹615.35 | +64% | +0.06% | held |
| Motilal Oswal Nifty Midcap 100 ETF Other ETFs · held 1.5 yrs | 0.47% | Mar 2025 | ₹615.35 | +64% | +0.06% | added |
| Tata Nifty Midcap 150 Index Fund Index Funds · held 1.3 yrs | 0.39% | Jun 2025 | ₹870.05 | +16% | +0.05% | added |
| ADITYA BIRLA SUN LIFE ARBITRAGE FUND Arbitrage · held 5 mo | 0.08% | Apr 2026 | ₹800.25 | +26% | +0.04% | added |
| JioBlackRock Nifty Midcap 150 Index Fund Equity Funds · held 1.1 yrs | 0.38% | Aug 2025 | ₹857.30 | +18% | +0.04% | added |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Equity Funds · held 2.3 yrs | 0.38% | May 2021 | ₹202.78 | +398% | +0.04% | 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
+0.18 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 72 added or entered, 25 trimmed or exited
Crowding
113 funds hold it, at an average weight of 1.0% each (112.9% summed across holders). At a fifth of average daily volume (11,54,296 shares), the aggregate fund position would take about 113 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 |
|---|---|---|---|---|
| Tata Banking & Financial Services Fund Sectoral/ Thematic | -2.65% | 0 · left Jul 2026 | Nov 2025 | +5% |
| ITI Value Fund Value | -1.16% | 0 · left Jul 2026 | Jun 2025 | +16% |
| TATA MULTICAP FUND Multi Cap | -0.58% | 0 · left Jul 2026 | Jan 2026 | +34% |
| BANDHAN MID CAP FUND Mid Cap | -0.19% | 0 · left Jul 2026 | Jul 2025 | +11% |
| BANDHAN Small Cap Fund Small Cap | -0.17% | 0 · left Jul 2026 | Dec 2023 | +226% |
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.