MOTILAL OSWAL FIN LTD
Last close
₹1,010.00
18 Sep 2026 · +8.2% over the year
Held by
113funds
latest disclosure month
Average weight per holder
1.0%
Σ across holders 112.9% · +18.35% over 3 months
Days to exit
113
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 · 117 rows: 113 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| Tata Value Fund Value · held 1.9 yrs | 5.30% | Oct 2024 | ₹937.30 | +8% | +0.67% | held |
| Helios Financial Services Fund Sectoral/ Thematic · held 2.3 yrs | 4.20% | Jun 2024 | ₹614.55 | +64% | +0.02% | trimmed |
| Tata Nifty Capital Markets Index Fund Index Funds · held 1.9 yrs | 3.71% | Oct 2024 | ₹937.30 | +8% | +0.61% | added |
| 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 |
| Motilal Oswal Nifty Capital Market ETF Other ETFs · held 1.5 yrs | 3.69% | Mar 2025 | ₹615.35 | +64% | +0.60% | added |
| LIC MF Banking and Financial Services Fund Sectoral/ Thematic · held 1.2 yrs | 3.15% | Jul 2025 | ₹911.00 | +11% | +0.77% | added |
| Mirae Asset Nifty India Internet ETF Equity ETF · held 1.2 yrs | 3.05% | Jul 2025 | ₹911.00 | +11% | -0.23% | added |
| Groww Nifty India Internet ETF Other ETFs · held 1.2 yrs | 3.05% | Jul 2025 | ₹911.00 | +11% | -0.23% | added |
| LIC MF Mid Cap Fund Mid Cap · held 2.3 yrs | 2.91% | Feb 2017 | ₹165.15 | +512% | +1.79% | 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 |
| HSBC Financial Services fund Sectoral/ Thematic · held 1.3 yrs | 2.42% | Jun 2025 | ₹870.05 | +16% | +0.17% | held |
| JM Mid Cap Fund Mid Cap · held 1.6 yrs | 2.29% | Nov 2024 | ₹919.25 | +10% | +0.38% | added |
| TRUSTMF MID CAP FUND Mid Cap · held 1 mo | 2.03% | Aug 2026 | ₹1,042.90 | −3% | +2.03% | entered |
| WhiteOak Capital Mid Cap Fund Mid Cap · held 2.1 yrs | 1.91% | Jul 2024 | ₹658.45 | +53% | +0.79% | added |
| TRUSTMF LARGE & MIDCAP FUND Large & Mid Cap · held 1 mo | 1.83% | Aug 2026 | ₹1,042.90 | −3% | — | held |
| JM Value Fund Value · held 1.4 yrs | 1.72% | Apr 2025 | ₹652.75 | +55% | -0.00% | trimmed |
| HSBC Business Cycles Fund Sectoral/ Thematic · held 10 mo | 1.70% | Jun 2025 | ₹870.05 | +16% | +0.16% | held |
| UTI Large & Mid Cap Fund Large & Mid Cap · held 4.8 yrs | 1.67% | Dec 2018 | ₹167.54 | +503% | +0.48% | added |
| JM Large & Mid Cap Fund Large & Mid Cap · held 5 mo | 1.65% | Apr 2026 | ₹800.25 | +26% | +0.36% | added |
| ITI Large & Mid Cap Fund Large & Mid Cap · held 5 mo | 1.55% | Apr 2026 | ₹800.25 | +26% | +0.43% | added |
| HSBC Small Cap Fund Small Cap · held 1.3 yrs | 1.54% | May 2025 | ₹809.90 | +25% | +0.07% | held |
| LIC MF Large & Mid Cap Fund Large & Mid Cap · held 1.8 yrs | 1.51% | Jun 2018 | ₹194.05 | +420% | +1.51% | entered |
| 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 |
| HSBC Aggressive Hybrid Fund Aggressive Hybrid · held 1.3 yrs | 1.44% | Jun 2025 | ₹870.05 | +16% | +0.14% | held |
| Tata Dividend Yield Fund Dividend Yield · held 10 mo | 1.42% | Nov 2025 | ₹959.45 | +5% | +0.13% | held |
| Helios Large & Mid Cap Fund Large & Mid Cap · held 1.8 yrs | 1.39% | Nov 2024 | ₹919.25 | +10% | +0.10% | added |
| Helios Flexi Cap Fund Flexi Cap · held 2.8 yrs | 1.38% | Nov 2023 | ₹300.28 | +236% | -0.06% | held |
| ITI Mid Cap Fund Mid Cap · held 1.3 yrs | 1.38% | Mar 2021 | ₹156.20 | +547% | +0.29% | 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 |
| Axis Nifty500 Quality 50 Index Fund Equity Funds · held 1.0 yrs | 1.36% | Sep 2025 | ₹893.60 | +13% | +0.15% | trimmed |
| HSBC Flexi Cap Fund Flexi Cap · held 1.3 yrs | 1.31% | May 2025 | ₹809.90 | +25% | -0.13% | trimmed |
| JM Aggressive Hybrid Fund Aggressive Hybrid · held 3 mo | 1.28% | Jun 2026 | ₹951.30 | +6% | +1.28% | entered |
| Sundaram Mid Cap Fund Mid Cap · held 1.3 yrs | 1.28% | Jun 2025 | ₹870.05 | +16% | +0.11% | held |
| UTI Small Cap Fund Small Cap · held 7 mo | 1.27% | Feb 2026 | ₹725.15 | +39% | +0.14% | added |
| Helios Small Cap Fund Small Cap · held 10 mo | 1.22% | Nov 2025 | ₹959.45 | +5% | -0.11% | added |
| Sundaram Financial Services Opportunities Fund Sectoral/ Thematic · held 9 mo | 1.21% | Dec 2025 | ₹855.75 | +18% | +0.11% | held |
| Navi Large & Midcap Fund Large & Mid Cap · held 4 mo | 1.13% | Aug 2025 | ₹857.30 | +18% | +1.13% | entered |
| JM Small Cap Fund Small Cap · held 1.4 yrs | 1.07% | Apr 2025 | ₹652.75 | +55% | -0.02% | added |
| 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 Banking & Financial Services Fund Sectoral/ Thematic · held 1.2 yrs | 0.97% | Sep 2024 | ₹762.10 | +33% | +0.97% | entered |
| Helios Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 2.3 yrs | 0.91% | Mar 2024 | ₹416.69 | +142% | +0.18% | held |
| TRUSTMF Flexi Cap Fund Flexi Cap · held 1.0 yrs | 0.91% | Oct 2024 | ₹937.30 | +8% | +0.91% | entered |
| HSBC Consumption Fund Sectoral/ Thematic · held 1.3 yrs | 0.79% | Jun 2025 | ₹870.05 | +16% | +0.06% | held |
| UTI Aggressive Hybrid Fund Aggressive Hybrid · held 4.5 yrs | 0.72% | Jan 2019 | ₹158.95 | +535% | -0.02% | trimmed |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 1.9 yrs | 0.68% | Jul 2024 | ₹658.45 | +53% | +0.16% | 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.
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
Trimmed: funds that held it three disclosures ago and hold less of it now.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| Tata ELSS - Tax Saver Fund ELSS | +0.27% | 2.70% | Nov 2025 | +5% |
| Axis Nifty500 Quality 50 Index Fund Equity Funds | +0.15% | 1.36% | Sep 2025 | +13% |
| HSBC Flexi Cap Fund Flexi Cap | -0.13% | 1.31% | May 2025 | +25% |
| Nippon India Nifty 500 Quality 50 Index Fund Index Funds | +0.13% | 1.38% | May 2025 | +25% |
| Mirae Asset Arbitrage Fund Arbitrage | -0.06% | 0.45% | Apr 2026 | +26% |
| UTI Nifty Midcap 150 Exchange Traded Fund Equity ETF | +0.04% | 0.38% | Mar 2025 | +64% |
| Bandhan Nifty Midcap 150 Index Fund Index Funds | +0.04% | 0.38% | Mar 2025 | +64% |
| WhiteOak Capital Equity Savings Fund Equity Savings | -0.04% | 0.41% | Aug 2025 | +18% |
| UTI Retirement Fund Retirement | +0.02% | 0.41% | Jan 2019 | +535% |
| UTI Aggressive Hybrid Fund Aggressive Hybrid | -0.02% | 0.72% | Jan 2019 | +535% |
| Helios Financial Services Fund Sectoral/ Thematic | +0.02% | 4.20% | Jun 2024 | +64% |
| Mirae Asset Nifty LargeMidcap 250 Index Fund Equity Funds | +0.02% | 0.19% | Mar 2025 | +64% |
| Groww Nifty 200 ETF Other ETFs | +0.01% | 0.10% | Mar 2025 | +64% |
| Mirae Asset Nifty500 Multicap 50 25 25 ETF Equity ETF | +0.01% | 0.10% | Aug 2024 | +40% |
| Mirae Asset Nifty Total Market Index Fund Equity Funds | +0.01% | 0.08% | Oct 2024 | +8% |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds | +0.01% | 0.08% | Aug 2024 | +40% |
| Motilal Oswal BSE 1000 Index Fund Index Funds | +0.01% | 0.08% | Jun 2025 | +16% |
| Mirae Asset Nifty India New Age Consumption ETF Equity ETF | +0.00% | 0.63% | Dec 2024 | +6% |
| JM Value Fund Value | -0.00% | 1.72% | Apr 2025 | +55% |
| Axis Arbitrage Fund Arbitrage | 0.00% | 0.01% | May 2026 | +15% |
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.