ADIT BIRL SUN LIF AMC LTD
Last close
₹1,060.40
18 Sep 2026 · +29.9% over the year
Held by
74funds
latest disclosure month
Average weight per holder
0.7%
Σ across holders 53.9% · -10.39% over 3 months
Days to exit
400
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 · 83 rows: 74 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| Motilal Oswal Services Fund Sectoral/ Thematic · held 5 mo | 4.67% | Apr 2026 | ₹1,015.20 | +4% | -0.85% | held |
| LIC MF Banking and Financial Services Fund Sectoral/ Thematic · held 1.7 yrs | 2.33% | Oct 2024 | ₹794.75 | +33% | -0.19% | held |
| Quantum ELSS Tax Saver Fund ELSS · held 4.6 yrs | 2.13% | Feb 2022 | ₹506.45 | +109% | -1.41% | trimmed |
| Quantum Value Fund Value · held 4.6 yrs | 2.12% | Feb 2022 | ₹506.45 | +109% | -1.31% | trimmed |
| DSP Nifty Smallcap250 Quality 50 Index Fund Index Funds · held 9 mo | 2.06% | Dec 2025 | ₹805.25 | +32% | -0.30% | trimmed |
| Axis Nifty Capital Markets Index Fund Equity Funds · held 4 mo | 1.74% | May 2026 | ₹1,064.00 | −0% | +0.01% | added |
| Motilal Oswal Nifty Capital Market ETF Other ETFs · held 1.5 yrs | 1.74% | Mar 2025 | ₹636.70 | +67% | 0.00% | added |
| Motilal Oswal Nifty Capital Market Index Fund Index Funds · held 1.8 yrs | 1.74% | Dec 2024 | ₹836.75 | +27% | 0.00% | added |
| Tata Nifty Capital Markets Index Fund Index Funds · held 1.9 yrs | 1.74% | Oct 2024 | ₹794.75 | +33% | -0.01% | added |
| DSP Focused Fund Focused · held 3 mo | 1.64% | Jun 2026 | ₹1,154.70 | −8% | +1.64% | entered |
| LIC MF Small Cap Fund Small Cap · held 2.1 yrs | 1.56% | Aug 2024 | ₹748.10 | +42% | -0.33% | held |
| DSP Banking & Financial Services Fund Sectoral/ Thematic · held 4 mo | 1.49% | May 2026 | ₹1,064.00 | −0% | +0.11% | added |
| Baroda BNP Paribas Small Cap Fund Small Cap · held 1.2 yrs | 1.29% | Nov 2023 | ₹448.85 | +136% | +0.02% | added |
| Invesco India Consumption Fund Sectoral/ Thematic · held 5 mo | 1.26% | Apr 2026 | ₹1,015.20 | +4% | -0.49% | trimmed |
| Nippon India Flexi Cap Fund Flexi Cap · held 2.6 yrs | 1.12% | Feb 2024 | ₹526.65 | +101% | -0.19% | trimmed |
| Tata India Innovation Fund Sectoral/ Thematic · held 4 mo | 1.09% | May 2026 | ₹1,064.00 | −0% | +0.02% | held |
| Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF Equity ETF · held 9 mo | 1.08% | Dec 2025 | ₹805.25 | +32% | +0.29% | added |
| Tata Banking & Financial Services Fund Sectoral/ Thematic · held 4 mo | 1.05% | May 2026 | ₹1,064.00 | −0% | -1.43% | trimmed |
| Invesco India Contra Fund Contra · held 9 mo | 1.02% | Sep 2021 | — | — | +0.02% | added |
| ICICI Prudential Conglomerate Fund Sectoral/ Thematic · held 11 mo | 1.00% | Oct 2025 | ₹762.00 | +39% | -0.01% | held |
| Baroda BNP Paribas Multi Cap Fund Multi Cap · held 6 mo | 0.98% | Mar 2026 | ₹878.30 | +21% | +0.01% | added |
| Nippon India Multi Cap Fund Multi Cap · held 2.5 yrs | 0.97% | Mar 2024 | ₹455.00 | +133% | -0.11% | trimmed |
| TATA MULTICAP FUND Multi Cap · held 5 mo | 0.97% | Apr 2026 | ₹1,015.20 | +4% | -0.08% | held |
| Mahindra Manulife Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.8 yrs | 0.91% | Dec 2024 | ₹836.75 | +27% | -0.05% | held |
| Nippon India Nifty 500 Quality 50 Index Fund Index Funds · held 10 mo | 0.88% | May 2025 | ₹747.05 | +42% | -0.26% | trimmed |
| Axis Nifty500 Quality 50 Index Fund Equity Funds · held 9 mo | 0.87% | Dec 2025 | ₹805.25 | +32% | -0.24% | trimmed |
| Canara Robeco Small Cap Fund Small Cap · held 3 mo | 0.81% | Jun 2026 | ₹1,154.70 | −8% | +0.81% | entered |
| SBI MULTI ASSET ALLOCATION FUND Multi Asset Allocation · held 4 mo | 0.80% | May 2026 | ₹1,064.00 | −0% | +0.63% | added |
| Invesco India Multi Cap Fund Multi Cap · held 5 mo | 0.78% | Apr 2026 | ₹1,015.20 | +4% | -0.31% | trimmed |
| Mahindra Manulife Large & Mid Cap Fund Large & Mid Cap · held 1.3 yrs | 0.77% | May 2025 | ₹747.05 | +42% | -0.07% | held |
| DSP Flexi Cap Fund Flexi Cap · held 3 mo | 0.73% | Jun 2026 | ₹1,154.70 | −8% | +0.73% | entered |
| Invesco India Aggressive Hybrid Fund Aggressive Hybrid · held 4 mo | 0.54% | May 2026 | ₹1,064.00 | −0% | +0.12% | added |
| Nippon India Small Cap Fund Small Cap · held 2.5 yrs | 0.54% | Mar 2024 | ₹455.00 | +133% | +0.02% | added |
| Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Equity ETF · held 9 mo | 0.41% | Dec 2025 | ₹805.25 | +32% | +0.13% | added |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Equity Funds · held 9 mo | 0.41% | Dec 2025 | ₹805.25 | +32% | +0.13% | added |
| Axis Nifty500 Momentum 50 Index Fund Equity Funds · held 7 mo | 0.38% | Feb 2025 | ₹615.50 | +72% | +0.38% | entered |
| Bandhan Nifty 500 Momentum 50 Index Fund Index Funds · held 7 mo | 0.38% | Jan 2025 | ₹683.10 | +55% | +0.38% | entered |
| Motilal Oswal Nifty 500 Momentum 50 ETF Other ETFs · held 9 mo | 0.38% | Dec 2024 | ₹836.75 | +27% | +0.38% | entered |
| Motilal Oswal Nifty 500 Momentum 50 Index Fund Index Funds · held 9 mo | 0.38% | Dec 2024 | ₹836.75 | +27% | +0.38% | entered |
| Nippon India Nifty 500 Momentum 50 Index Fund Index Funds · held 9 mo | 0.38% | Dec 2024 | ₹836.75 | +27% | +0.38% | entered |
| Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Equity Funds · held 1.0 yrs | 0.37% | Aug 2025 | ₹835.10 | +27% | -0.04% | trimmed |
| BANDHAN Nifty Smallcap 250 Index Fund Index Funds · held 2.0 yrs | 0.35% | Sep 2024 | ₹719.00 | +47% | -0.03% | added |
| BANDHAN Small Cap Fund Small Cap · held 2.1 yrs | 0.35% | Aug 2024 | ₹748.10 | +42% | -0.05% | added |
| DSP Nifty Smallcap 250 ETF Other ETFs · held 9 mo | 0.35% | Dec 2025 | ₹805.25 | +32% | -0.03% | added |
| DSP Nifty Smallcap 250 Index Fund Index Funds · held 9 mo | 0.35% | Dec 2025 | ₹805.25 | +32% | -0.03% | added |
| Motilal Oswal Nifty Smallcap 250 ETF Other ETFs · held 2.0 yrs | 0.35% | Sep 2024 | ₹719.00 | +47% | -0.03% | added |
| Motilal Oswal Nifty Smallcap 250 Index Fund Index Funds · held 3.0 yrs | 0.35% | Mar 2022 | ₹533.85 | +99% | -0.03% | added |
| Nippon India Nifty Smallcap 250 Index Fund Index Funds · held 3.0 yrs | 0.35% | Mar 2022 | ₹533.85 | +99% | -0.03% | added |
| SBI Nifty Smallcap 250 ETF Other ETFs · held 4 mo | 0.35% | May 2026 | ₹1,064.00 | −0% | -0.03% | added |
| SBI Nifty Smallcap 250 Index Fund Index Funds · held 2.2 yrs | 0.35% | Jan 2023 | ₹419.90 | +153% | -0.03% | 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
−0.10 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 48 added or entered, 25 trimmed or exited
Crowding
74 funds hold it, at an average weight of 0.7% each (53.9% summed across holders). At a fifth of average daily volume (2,89,193 shares), the aggregate fund position would take about 400 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
Entered: funds that did not hold it three disclosures ago and do now.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| DSP Focused Fund Focused | +1.64% | 1.64% | Jun 2026 | −8% |
| Canara Robeco Small Cap Fund Small Cap | +0.81% | 0.81% | Jun 2026 | −8% |
| DSP Flexi Cap Fund Flexi Cap | +0.73% | 0.73% | Jun 2026 | −8% |
| Motilal Oswal Nifty 500 Momentum 50 ETF Other ETFs | +0.38% | 0.38% | Dec 2024 | +27% |
| Motilal Oswal Nifty 500 Momentum 50 Index Fund Index Funds | +0.38% | 0.38% | Dec 2024 | +27% |
| Nippon India Nifty 500 Momentum 50 Index Fund Index Funds | +0.38% | 0.38% | Dec 2024 | +27% |
| Bandhan Nifty 500 Momentum 50 Index Fund Index Funds | +0.38% | 0.38% | Jan 2025 | +55% |
| Axis Nifty500 Momentum 50 Index Fund Equity Funds | +0.38% | 0.38% | Feb 2025 | +72% |
| ICICI Prudential Nifty Smallcap 250 ETF Other ETFs | +0.35% | 0.35% | Jun 2026 | −8% |
| ICICI Prudential Small Cap Fund Small Cap | +0.30% | 0.30% | Feb 2024 | +101% |
| Bandhan Business Cycle Fund Sectoral/ Thematic | +0.28% | 0.28% | Jul 2026 | +5% |
| DSP Business Cycle Fund Sectoral/ Thematic | +0.28% | 0.28% | Jun 2026 | −8% |
| ICICI Prudential Multi Cap Fund Multi Cap | +0.07% | 0.07% | Mar 2024 | +133% |
| UTI Nifty 500 Exchange Traded Fund Equity ETF | +0.04% | 0.04% | Aug 2026 | +1% |
| UTI Nifty 500 Index Fund Equity Funds | +0.04% | 0.04% | Aug 2026 | +1% |
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.