POONAWALLA FINCORP LTD
Last close
₹479.40
18 Sep 2026 · +7.2% over the year
Held by
67funds
latest disclosure month
Average weight per holder
0.8%
Σ across holders 53.4% · +15.90% over 3 months
Days to exit
150
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 · 73 rows: 67 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| Axis Nifty Smallcap 50 Index Fund Equity Funds · held 1.9 yrs | 2.00% | Apr 2022 | ₹306.45 | +56% | +0.16% | added |
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Equity Funds · held 2.1 yrs | 2.00% | Mar 2022 | ₹271.85 | +76% | +0.16% | added |
| JM Mid Cap Fund Mid Cap · held 2.0 yrs | 1.92% | Apr 2023 | ₹323.15 | +48% | +0.31% | added |
| BANDHAN INNOVATION FUND Sectoral/ Thematic · held 1.5 yrs | 1.88% | Mar 2025 | ₹350.45 | +37% | +0.21% | added |
| Helios Financial Services Fund Sectoral/ Thematic · held 2 mo | 1.75% | Jul 2026 | ₹463.55 | +3% | +1.75% | entered |
| BANDHAN ELSS - Tax Saver Fund ELSS · held 4.1 yrs | 1.73% | Sep 2021 | ₹162.90 | +194% | +0.12% | trimmed |
| Bandhan Value Fund Value · held 4.9 yrs | 1.67% | Sep 2021 | ₹162.90 | +194% | +0.03% | trimmed |
| BANDHAN MULTI CAP FUND Multi Cap · held 2.4 yrs | 1.51% | Mar 2024 | ₹465.60 | +3% | +0.10% | trimmed |
| Franklin India Mid Cap Fund Mid Cap · held 5 mo | 1.46% | Apr 2026 | ₹417.20 | +15% | +0.33% | added |
| ITI Banking and Financial Services Fund Sectoral/ Thematic · held 5 mo | 1.40% | Nov 2022 | ₹311.05 | +54% | +1.40% | entered |
| Aditya Birla Sun Life Midcap Fund Mid Cap · held 1.4 yrs | 1.38% | Apr 2025 | ₹375.25 | +28% | +0.14% | held |
| Helios Mid Cap Fund Mid Cap · held 2 mo | 1.34% | Jul 2026 | ₹463.55 | +3% | +1.34% | entered |
| BANDHAN FINANCIAL SERVICES FUND Sectoral/ Thematic · held 1.0 yrs | 1.28% | Apr 2024 | ₹490.65 | −2% | +0.02% | trimmed |
| ITI Business Cycle Fund Sectoral/ Thematic · held 1 mo | 1.28% | Aug 2026 | ₹463.80 | +3% | +1.28% | entered |
| ITI Value Fund Value · held 1 mo | 1.28% | Aug 2026 | ₹463.80 | +3% | +1.28% | entered |
| Nippon India Active Momentum Fund Sectoral/ Thematic · held 2 mo | 1.27% | Jul 2026 | ₹463.55 | +3% | +1.27% | entered |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Aggressive Hybrid · held 3 mo | 1.22% | Jun 2026 | ₹441.05 | +9% | +1.22% | entered |
| Sundaram Multi Asset Allocation Fund Multi Asset Allocation · held 3 mo | 1.15% | Jun 2026 | ₹441.05 | +9% | +1.15% | entered |
| Bandhan Large & Mid Cap Fund Large & Mid Cap · held 2.2 yrs | 1.06% | Apr 2023 | ₹323.15 | +48% | +0.11% | added |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Dynamic Asset Allocation or Balanced Advantage · held 3 mo | 1.03% | Jun 2026 | ₹441.05 | +9% | +1.03% | entered |
| Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) Sectoral/ Thematic · held 1 mo | 1.00% | Aug 2026 | ₹463.80 | +3% | +1.00% | entered |
| BANDHAN Flexi Cap Fund Flexi Cap · held 1.0 yrs | 1.00% | Aug 2024 | ₹387.30 | +24% | +0.15% | held |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Index Funds · held 2.1 yrs | 0.97% | Jul 2024 | ₹369.05 | +30% | -0.01% | trimmed |
| ITI Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1 mo | 0.95% | Aug 2026 | ₹463.80 | +3% | +0.95% | entered |
| Bandhan Aggressive Hybrid Fund Aggressive Hybrid · held 1.5 yrs | 0.90% | Mar 2025 | ₹350.45 | +37% | +0.20% | added |
| Helios Flexi Cap Fund Flexi Cap · held 2 mo | 0.89% | Jul 2026 | ₹463.55 | +3% | +0.89% | entered |
| BANDHAN LARGE CAP FUND Large Cap · held 1.5 yrs | 0.87% | Mar 2025 | ₹350.45 | +37% | +0.31% | added |
| Helios Small Cap Fund Small Cap · held 2 mo | 0.81% | Jul 2026 | ₹463.55 | +3% | +0.81% | entered |
| Nippon India Banking & Financial Services Fund Sectoral/ Thematic · held 5.1 yrs | 0.78% | Apr 2018 | ₹172.40 | +178% | +0.10% | held |
| BANDHAN Nifty Smallcap 250 Index Fund Index Funds · held 1.5 yrs | 0.75% | Mar 2025 | ₹350.45 | +37% | +0.08% | added |
| DSP Nifty Smallcap 250 ETF Other ETFs · held 9 mo | 0.75% | Dec 2025 | ₹482.95 | −1% | +0.08% | added |
| Motilal Oswal Nifty Smallcap 250 ETF Other ETFs · held 1.5 yrs | 0.75% | Mar 2025 | ₹350.45 | +37% | +0.08% | added |
| Motilal Oswal Nifty Smallcap 250 Index Fund Index Funds · held 3.3 yrs | 0.75% | Sep 2019 | ₹51.70 | +827% | +0.08% | added |
| Nippon India Nifty Smallcap 250 Index Fund Index Funds · held 2.5 yrs | 0.75% | Sep 2021 | ₹162.90 | +194% | +0.08% | added |
| SBI Nifty Smallcap 250 ETF Other ETFs · held 4 mo | 0.75% | May 2026 | ₹382.85 | +25% | +0.08% | added |
| SBI Nifty Smallcap 250 Index Fund Index Funds · held 1.5 yrs | 0.75% | Mar 2025 | ₹350.45 | +37% | +0.08% | added |
| JioBlackRock Nifty Smallcap 250 Index Fund Equity Funds · held 1.1 yrs | 0.75% | Aug 2025 | ₹431.55 | +11% | +0.08% | added |
| Groww Nifty Smallcap 250 Index Fund Equity Funds · held 1.5 yrs | 0.75% | Mar 2025 | ₹350.45 | +37% | +0.07% | held |
| ICICI Prudential Nifty Smallcap 250 ETF Other ETFs · held 3 mo | 0.75% | Jun 2026 | ₹441.05 | +9% | — | held |
| ICICI Prudential Nifty Smallcap 250 Index Fund Index Funds · held 2.3 yrs | 0.75% | Nov 2021 | ₹181.30 | +164% | +0.08% | added |
| Mirae Asset Nifty Smallcap 250 ETF Equity ETF · held 10 mo | 0.75% | Nov 2025 | ₹480.30 | −0% | +0.07% | added |
| Groww Nifty Smallcap 250 ETF Other ETFs · held 11 mo | 0.75% | Oct 2025 | ₹481.85 | −1% | +0.07% | added |
| DSP Nifty Smallcap 250 Index Fund Index Funds · held 9 mo | 0.74% | Dec 2025 | ₹482.95 | −1% | +0.07% | added |
| BANDHAN MULTI ASSET ALLOCATION FUND Multi Asset Allocation · held 2.1 yrs | 0.68% | Feb 2024 | ₹467.00 | +3% | +0.11% | added |
| ITI Large & Mid Cap Fund Large & Mid Cap · held 1 mo | 0.66% | Aug 2026 | ₹463.80 | +3% | +0.66% | entered |
| ITI Mid Cap Fund Mid Cap · held 3 mo | 0.65% | Oct 2023 | ₹352.80 | +36% | +0.65% | entered |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Equity Savings · held 3 mo | 0.63% | Jun 2026 | ₹441.05 | +9% | +0.63% | entered |
| Nippon India Small Cap Fund Small Cap · held 7.3 yrs | 0.45% | Jun 2014 | ₹101.05 | +374% | +0.03% | held |
| Navi Nifty Midsmallcap 400 Index Fund Index Funds · held 9 mo | 0.25% | Dec 2025 | ₹482.95 | −1% | +0.03% | added |
| Nippon India Nifty 500 Equal Weight Index Fund Index Funds · held 2.0 yrs | 0.20% | Sep 2024 | ₹394.45 | +22% | +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
+0.16 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 50 added or entered, 17 trimmed or exited
Crowding
67 funds hold it, at an average weight of 0.8% each (53.4% summed across holders). At a fifth of average daily volume (14,13,951 shares), the aggregate fund position would take about 150 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
Exited: funds that held it three disclosures ago and no longer do.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| Bandhan Nifty Alpha 50 Index Fund Index Funds | -1.33% | 0 · left May 2026 | Nov 2023 | +17% |
| Motilal Oswal Nifty Alpha 50 ETF Other ETFs | -1.33% | 0 · left May 2026 | Dec 2025 | −1% |
| Motilal Oswal Financial Services Fund Sectoral/ Thematic | -1.31% | 0 · left May 2026 | Apr 2026 | +15% |
| Baroda BNP Paribas Small Cap Fund Small Cap | -1.07% | 0 · left May 2026 | Jul 2025 | +14% |
| Motilal Oswal Large Cap Fund Large Cap | -0.99% | 0 · left May 2026 | Apr 2026 | +15% |
| HDFC Value Fund Value | -0.12% | 0 · left May 2026 | Apr 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.