UJJIVAN SMALL FINANC BANK
Last close
₹65.02
18 Sep 2026 · +42.1% over the year
Held by
115funds
latest disclosure month
Average weight per holder
1.6%
Σ across holders 186.8% · +37.89% over 3 months
Days to exit
136
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 · 119 rows: 115 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| Union Small Cap Fund Small Cap · held 11 mo | 2.35% | Oct 2025 | ₹51.84 | +25% | -0.01% | held |
| Union Flexi Cap Fund Flexi Cap · held 11 mo | 1.86% | Oct 2025 | ₹51.84 | +25% | +0.29% | held |
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund ELSS · held 11 mo | 1.77% | Oct 2025 | ₹51.84 | +25% | +0.32% | held |
| ITI Value Fund Value · held 11 mo | 1.66% | Oct 2025 | ₹51.84 | +25% | +0.31% | held |
| LIC MF Large Cap Fund Large Cap · held 8 mo | 1.54% | Oct 2025 | ₹51.84 | +25% | +1.54% | entered |
| Baroda BNP Paribas Innovation Fund Sectoral/ Thematic · held 11 mo | 1.08% | Oct 2025 | ₹51.84 | +25% | -0.56% | trimmed |
| Bajaj Finserv Multi Asset Allocation Fund Multi Asset Allocation · held 11 mo | 0.92% | Oct 2025 | ₹51.84 | +25% | +0.14% | held |
| Axis Small Cap Fund Small Cap · held 11 mo | 0.85% | Oct 2025 | ₹51.84 | +25% | +0.35% | added |
| LIC MF Equity Savings Fund Equity Savings · held 5 mo | 0.71% | Oct 2025 | ₹51.84 | +25% | +0.71% | entered |
| DSP Small Cap Fund Small Cap · held 11 mo | 0.49% | Oct 2025 | ₹51.84 | +25% | +0.04% | held |
| Union Large & Midcap Fund Large & Mid Cap · held 10 mo | 1.67% | Nov 2025 | ₹54.43 | +19% | +0.23% | held |
| Union Midcap Fund Mid Cap · held 10 mo | 1.58% | Nov 2025 | ₹54.43 | +19% | +0.17% | held |
| LIC MF Consumption Fund Sectoral/ Thematic · held 10 mo | 1.57% | Nov 2025 | ₹54.43 | +19% | +0.59% | added |
| Union Retirement Fund Retirement · held 10 mo | 1.37% | Nov 2025 | ₹54.43 | +19% | +0.19% | held |
| Axis Flexi Cap Fund Flexi Cap · held 10 mo | 0.83% | Nov 2025 | ₹54.43 | +19% | +0.11% | held |
| Axis Value Fund Value · held 10 mo | 0.78% | Nov 2025 | ₹54.43 | +19% | +0.15% | added |
| TATA MULTICAP FUND Multi Cap · held 10 mo | 0.49% | Nov 2025 | ₹54.43 | +19% | -0.34% | trimmed |
| Union Focused Fund Focused · held 9 mo | 3.24% | Dec 2025 | ₹52.99 | +23% | +0.49% | held |
| Union Value Fund Value · held 9 mo | 1.98% | Dec 2025 | ₹52.99 | +23% | +0.32% | held |
| ITI Large & Mid Cap Fund Large & Mid Cap · held 9 mo | 1.11% | Dec 2025 | ₹52.99 | +23% | +0.24% | held |
| LIC MF Dividend Yield Fund Dividend Yield · held 9 mo | 1.10% | Dec 2025 | ₹52.99 | +23% | +0.15% | held |
| Bajaj Finserv Banking and Financial Services Fund Sectoral/ Thematic · held 9 mo | 1.00% | Dec 2025 | ₹52.99 | +23% | +0.08% | held |
| ITI Small Cap Fund Small Cap · held 9 mo | 1.00% | Dec 2025 | ₹52.99 | +23% | -0.02% | trimmed |
| Union Aggressive Hybrid Fund Aggressive Hybrid · held 9 mo | 0.89% | Dec 2025 | ₹52.99 | +23% | -0.58% | trimmed |
| BANDHAN MID CAP FUND Mid Cap · held 9 mo | 0.47% | Dec 2025 | ₹52.99 | +23% | +0.04% | held |
| Groww Banking & Financial Services Fund Sectoral/ Thematic · held 7 mo | 3.64% | Jan 2026 | ₹65.37 | −1% | -0.11% | added |
| Groww Multicap Fund Multi Cap · held 8 mo | 2.86% | Jan 2026 | ₹65.37 | −1% | +0.85% | added |
| Aditya Birla Sun Life Special Opportunities Fund Sectoral/ Thematic · held 8 mo | 2.18% | Jan 2026 | ₹65.37 | −1% | +0.95% | added |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan Retirement · held 8 mo | 1.50% | Jan 2026 | ₹65.37 | −1% | +0.21% | held |
| Aditya Birla Sun Life Multi-Cap Fund Multi Cap · held 8 mo | 1.44% | Jan 2026 | ₹65.37 | −1% | +0.57% | added |
| TRUSTMF SMALL CAP FUND Small Cap · held 4 mo | 1.07% | Jan 2026 | ₹65.37 | −1% | +1.07% | entered |
| Mahindra Manulife Multi Cap Fund Multi Cap · held 8 mo | 1.04% | Jan 2026 | ₹65.37 | −1% | -0.04% | trimmed |
| Mahindra Manulife Value Fund Value · held 8 mo | 0.84% | Jan 2026 | ₹65.37 | −1% | +0.15% | added |
| Canara Robeco Multi Cap Fund Multi Cap · held 8 mo | 0.78% | Jan 2026 | ₹65.37 | −1% | +0.44% | added |
| Axis Multicap Fund Multi Cap · held 8 mo | 0.74% | Jan 2026 | ₹65.37 | −1% | +0.18% | added |
| Tata India Innovation Fund Sectoral/ Thematic · held 7 mo | 0 | Jan 2026 | ₹65.37 | −1% | — | exited Jul 2026 |
| Motilal Oswal Financial Services Fund Sectoral/ Thematic · held 7 mo | 1.91% | Feb 2026 | ₹58.06 | +12% | -1.49% | trimmed |
| LIC MF Small Cap Fund Small Cap · held 7 mo | 1.82% | Feb 2026 | ₹58.06 | +12% | +0.41% | added |
| Mahindra Manulife Business Cycle Fund Sectoral/ Thematic · held 7 mo | 1.01% | Feb 2026 | ₹58.06 | +12% | +0.18% | held |
| Union Multi Asset Allocation Fund Multi Asset Allocation · held 7 mo | 0.51% | Feb 2026 | ₹58.06 | +12% | +0.09% | held |
| Canara Robeco Banking and Financial Services Fund Sectoral/ Thematic · held 6 mo | 4.00% | Mar 2026 | ₹50.51 | +29% | +0.41% | held |
| Sundaram Business Cycle Fund Sectoral/ Thematic · held 6 mo | 2.97% | Mar 2026 | ₹50.51 | +29% | +0.41% | held |
| Groww Small Cap Fund Small Cap · held 6 mo | 2.87% | Mar 2026 | ₹50.51 | +29% | -0.46% | added |
| UTI Quant Fund Sectoral/ Thematic · held 6 mo | 0.32% | Mar 2026 | ₹50.51 | +29% | +0.09% | held |
| Groww Value Fund Value · held 5 mo | 2.92% | Apr 2026 | ₹56.88 | +14% | +1.17% | added |
| Sundaram Large and Midcap Fund Large & Mid Cap · held 5 mo | 2.44% | Apr 2026 | ₹56.88 | +14% | +0.65% | added |
| Union Equity Savings Fund Equity Savings · held 5 mo | 0.86% | Apr 2026 | ₹56.88 | +14% | -0.11% | trimmed |
| JioBlackRock Flexi Cap Fund Flexi Cap · held 5 mo | 0.64% | Apr 2026 | ₹56.88 | +14% | +0.41% | added |
| Motilal Oswal Multi Cap Fund Multi Cap · held 4 mo | 0 | Apr 2026 | ₹56.88 | +14% | — | exited Jul 2026 |
| Union Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 4 mo | 0.56% | May 2026 | ₹54.39 | +20% | +0.11% | held |
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
+0.38 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 52 added or entered, 34 trimmed or exited
Crowding
115 funds hold it, at an average weight of 1.6% each (186.8% summed across holders). At a fifth of average daily volume (1,93,00,076 shares), the aggregate fund position would take about 136 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 |
|---|---|---|---|---|
| Motilal Oswal Financial Services Fund Sectoral/ Thematic | -1.49% | 1.91% | Feb 2026 | +12% |
| LIC MF Flexi Cap Fund Flexi Cap | -0.67% | 2.01% | May 2023 | +76% |
| Franklin India Opportunities Fund Sectoral/ Thematic | -0.65% | 1.04% | Jun 2025 | +33% |
| Sundaram Financial Services Opportunities Fund Sectoral/ Thematic | -0.59% | 2.17% | May 2024 | +31% |
| Union Aggressive Hybrid Fund Aggressive Hybrid | -0.58% | 0.89% | Dec 2025 | +23% |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III ELSS | +0.56% | 3.88% | May 2024 | +31% |
| Baroda BNP Paribas Innovation Fund Sectoral/ Thematic | -0.56% | 1.08% | Oct 2025 | +25% |
| Union Business Cycle Fund Sectoral/ Thematic | -0.51% | 1.42% | Jul 2025 | +47% |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV ELSS | +0.50% | 4.39% | May 2024 | +31% |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V ELSS | +0.50% | 4.30% | May 2024 | +31% |
| Union Multicap Fund Multi Cap | -0.43% | 1.11% | Sep 2025 | +40% |
| Mahindra Manulife Small Cap Fund Small Cap | -0.38% | 1.59% | May 2024 | +31% |
| JM Focused Fund Focused | -0.38% | 4.84% | May 2025 | +51% |
| TATA MULTICAP FUND Multi Cap | -0.34% | 0.49% | Nov 2025 | +19% |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES VI ELSS | +0.31% | 3.28% | May 2024 | +31% |
| Bandhan Business Cycle Fund Sectoral/ Thematic | +0.26% | 0.95% | Apr 2025 | +53% |
| Bajaj Finserv Multi Cap Fund Multi Cap | -0.22% | 0.92% | Apr 2025 | +53% |
| Motilal Oswal Nifty Microcap 250 Index Fund Index Funds | +0.12% | 1.36% | Jul 2023 | +35% |
| Union Equity Savings Fund Equity Savings | -0.11% | 0.86% | Apr 2026 | +14% |
| Sundaram Services Fund Sectoral/ Thematic | -0.10% | 0.99% | May 2024 | +31% |
| Sundaram Small Cap Fund Small Cap | -0.10% | 1.47% | Dec 2019 | +21% |
| Mahindra Manulife Multi Cap Fund Multi Cap | -0.04% | 1.04% | Jan 2026 | −1% |
| JM Flexi Cap Fund Flexi Cap | -0.03% | 1.31% | Jan 2025 | +81% |
| ITI Small Cap Fund Small Cap | -0.02% | 1.00% | Dec 2025 | +23% |
| Sundaram Long Term Tax Advantage Fund Series IV ELSS | +0.02% | 4.27% | May 2024 | +31% |
| JM Aggressive Hybrid Fund Aggressive Hybrid | +0.01% | 1.91% | Jan 2025 | +81% |
| Mirae Asset Nifty Total Market Index Fund Equity Funds | +0.01% | 0.06% | Oct 2024 | +71% |
| BANDHAN Small Cap Fund Small Cap | -0.01% | 0.21% | May 2024 | +31% |
| BANDHAN NIFTY TOTAL MARKET INDEX FUND Index Funds | +0.01% | 0.06% | Aug 2024 | +48% |
| Motilal Oswal BSE 1000 Index Fund Index Funds | +0.01% | 0.06% | Jun 2025 | +33% |
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.