ADIT BIRL SUN LIF AMC LTD
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 |
|---|---|---|---|---|---|---|
| JioBlackRock Nifty Smallcap 250 Index Fund Equity Funds · held 1.1 yrs | 0.35% | Aug 2025 | ₹835.10 | +27% | -0.03% | added |
| ICICI Prudential Nifty Smallcap 250 ETF Other ETFs · held 3 mo | 0.35% | Jun 2026 | ₹1,154.70 | −8% | — | held |
| ICICI Prudential Nifty Smallcap 250 Index Fund Index Funds · held 3.0 yrs | 0.35% | Mar 2022 | ₹533.85 | +99% | -0.04% | added |
| Mirae Asset Nifty Smallcap 250 ETF Equity ETF · held 10 mo | 0.35% | Nov 2025 | ₹735.35 | +44% | -0.04% | added |
| ICICI Prudential Small Cap Fund Small Cap · held 1.0 yrs | 0.30% | Feb 2024 | ₹526.65 | +101% | +0.30% | entered |
| Bandhan Business Cycle Fund Sectoral/ Thematic · held 2 mo | 0.28% | Jul 2026 | ₹1,011.80 | +5% | +0.28% | entered |
| DSP Business Cycle Fund Sectoral/ Thematic · held 3 mo | 0.28% | Jun 2026 | ₹1,154.70 | −8% | +0.28% | entered |
| Nippon India Nifty 500 Equal Weight Index Fund Index Funds · held 2.0 yrs | 0.18% | Sep 2024 | ₹719.00 | +47% | -0.02% | added |
| HDFC Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 2.3 yrs | 0.12% | Apr 2024 | ₹542.80 | +95% | 0.00% | held |
| Mirae Asset Nifty500 Multicap 50 25 25 ETF Equity ETF · held 2.0 yrs | 0.09% | Sep 2024 | ₹719.00 | +47% | -0.01% | trimmed |
| ICICI Prudential Multi Cap Fund Multi Cap · held 11 mo | 0.07% | Mar 2024 | ₹455.00 | +133% | +0.07% | entered |
| Axis Nifty 500 Index Fund Equity Funds · held 2.0 yrs | 0.04% | Sep 2024 | ₹719.00 | +47% | 0.00% | added |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds · held 2.0 yrs | 0.04% | Sep 2024 | ₹719.00 | +47% | 0.00% | trimmed |
| DSP Nifty 500 Index Fund Index Funds · held 8 mo | 0.04% | Jan 2026 | ₹759.45 | +40% | 0.00% | added |
| HDFC BSE 500 ETF Other ETFs · held 2.3 yrs | 0.04% | Jun 2024 | ₹632.15 | +68% | 0.00% | added |
| Motilal Oswal BSE 1000 Index Fund Index Funds · held 1.3 yrs | 0.04% | Jun 2025 | ₹799.85 | +33% | 0.00% | trimmed |
| Motilal Oswal Nifty 500 ETF Other ETFs · held 2.0 yrs | 0.04% | Sep 2024 | ₹719.00 | +47% | 0.00% | added |
| Motilal Oswal Nifty 500 Index Fund Index Funds · held 2.9 yrs | 0.04% | Mar 2022 | ₹533.85 | +99% | 0.00% | added |
| SBI Nifty 500 Index Fund Index Funds · held 2.0 yrs | 0.04% | Sep 2024 | ₹719.00 | +47% | 0.00% | trimmed |
| UTI Nifty 500 Exchange Traded Fund Equity ETF · held 1 mo | 0.04% | Aug 2026 | ₹1,051.80 | +1% | — | held |
| UTI Nifty 500 Index Fund Equity Funds · held 1 mo | 0.04% | Aug 2026 | ₹1,051.80 | +1% | — | held |
| ICICI Prudential BSE 500 ETF Other ETFs · held 4.3 yrs | 0.04% | Jun 2022 | ₹400.05 | +165% | -0.00% | held |
| ICICI Prudential Nifty 500 Index Fund Index Funds · held 1.8 yrs | 0.04% | Dec 2024 | ₹836.75 | +27% | -0.00% | added |
| Mirae Asset Nifty Total Market Index Fund Equity Funds · held 1.9 yrs | 0.04% | Oct 2024 | ₹794.75 | +33% | -0.00% | trimmed |
| BANDHAN FINANCIAL SERVICES FUND Sectoral/ Thematic · held 1.2 yrs | 0 | Mar 2024 | ₹455.00 | +133% | — | exited Jul 2026 |
| Franklin India Multi-Factor Fund Sectoral/ Thematic · held 7 mo | 0 | Dec 2025 | ₹805.25 | +32% | — | exited Jun 2026 |
| Motilal Oswal Financial Services Fund Sectoral/ Thematic · held 4 mo | 0 | Mar 2026 | ₹878.30 | +21% | — | exited Jun 2026 |
| Motilal Oswal Innovation Opportunities Fund Sectoral/ Thematic · held 4 mo | 0 | Mar 2026 | ₹878.30 | +21% | — | exited Jun 2026 |
| Union Active Momentum Fund Sectoral/ Thematic · held 4 mo | 0 | Apr 2026 | ₹1,015.20 | +4% | — | exited Jul 2026 |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic · held 8 mo | 0 | Nov 2025 | ₹735.35 | +44% | — | exited Jun 2026 |
| WhiteOak Capital ELSS Tax Saver Fund ELSS · held 7 mo | 0 | Nov 2025 | ₹735.35 | +44% | — | exited May 2026 |
| WhiteOak Capital Flexi Cap Fund Flexi Cap · held 7 mo | 0 | Nov 2025 | ₹735.35 | +44% | — | exited May 2026 |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 6 mo | 0 | Nov 2025 | ₹735.35 | +44% | — | exited May 2026 |
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.
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 Innovation Opportunities Fund Sectoral/ Thematic | -3.83% | 0 · left Jun 2026 | Mar 2026 | +21% |
| Motilal Oswal Financial Services Fund Sectoral/ Thematic | -2.42% | 0 · left Jun 2026 | Mar 2026 | +21% |
| Union Active Momentum Fund Sectoral/ Thematic | -1.82% | 0 · left Jul 2026 | Apr 2026 | +4% |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic | -0.77% | 0 · left Jun 2026 | Nov 2025 | +44% |
| BANDHAN FINANCIAL SERVICES FUND Sectoral/ Thematic | -0.68% | 0 · left Jul 2026 | Mar 2024 | +133% |
| Franklin India Multi-Factor Fund Sectoral/ Thematic | -0.38% | 0 · left Jun 2026 | Dec 2025 | +32% |
| WhiteOak Capital ELSS Tax Saver Fund ELSS | -0.16% | 0 · left May 2026 | Nov 2025 | +44% |
| WhiteOak Capital Flexi Cap Fund Flexi Cap | -0.09% | 0 · left May 2026 | Nov 2025 | +44% |
| WhiteOak Capital Multi Cap Fund Multi Cap | -0.07% | 0 · left May 2026 | Nov 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.