SHRIRAM FINANCE LIMITED
Who holds it
every fund's latest position, when it first appeared, and the price then against now · 400 rows: 380 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Savings Fund Equity Savings · held 1.7 yrs | 0.18% | Jan 2025 | ₹543.75 | +86% | +0.02% points | held |
| DSP Banking & Financial Services Fund Sectoral/ Thematic · held 1.0 yrs | 4.70% | Jan 2025 | ₹543.75 | +86% | +0.02% points | held |
| HDFC Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.6 yrs | 0.14% | Jan 2025 | ₹543.75 | +86% | +0.02% points | held |
| HDFC Multi Cap Fund Multi Cap · held 1.7 yrs | 1.20% | Jan 2025 | ₹543.75 | +86% | +0.02% points | trimmed |
| HSBC Multi Asset Allocation Fund Multi Asset Allocation · held 1.4 yrs | 0.02% | Apr 2025 | ₹611.70 | +65% | +0.01% points | held |
| Invesco India Large Cap Fund Large Cap · held 9 mo | 1.14% | Dec 2025 | ₹996.20 | +1% | +0.01% points | held |
| Nippon India Multi Asset Allocation Fund Multi Asset Allocation · held 1.7 yrs | 0.60% | Jan 2025 | ₹543.75 | +86% | +0.01% points | held |
| Union Midcap Fund Mid Cap · held 1.7 yrs | 1.91% | Jan 2025 | ₹543.75 | +86% | +0.01% points | trimmed |
| HSBC Large & Mid Cap Fund Large & Mid Cap · held 1.4 yrs | 0.01% | Apr 2025 | ₹611.70 | +65% | 0.00% points | held |
| LIC MF Multi Cap Fund Multi Cap · held 1.2 yrs | 1.49% | Jul 2025 | ₹630.85 | +60% | 0.00% points | held |
| Groww ELSS Tax Saver Fund ELSS · held 8 mo | 1.03% | Jan 2026 | ₹1,020.00 | −1% | 0.00% points | trimmed |
| Groww Aggressive Hybrid Fund Aggressive Hybrid · held 8 mo | 0.65% | Jan 2026 | ₹1,020.00 | −1% | −0.03% points | trimmed |
| Aditya Birla Sun Life Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.7 yrs | 0.63% | Jan 2025 | ₹543.75 | +86% | −0.03% points | trimmed |
| HSBC Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.7 yrs | 2.19% | Jan 2025 | ₹543.75 | +86% | −0.03% points | trimmed |
| Motilal Oswal Flexi Cap Fund Flexi Cap · held 6 mo | 4.09% | Mar 2026 | ₹872.10 | +16% | −0.03% points | trimmed |
| ICICI Prudential Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 9 mo | 0.71% | Dec 2025 | ₹996.20 | +1% | −0.03% points | trimmed |
| JM Value Fund Value · held 1.1 yrs | 4.07% | Aug 2025 | ₹580.25 | +74% | −0.04% points | trimmed |
| HDFC Business Cycle Fund Sectoral/ Thematic · held 1.3 yrs | 0.44% | May 2025 | ₹639.35 | +58% | −0.05% points | trimmed |
| Aditya Birla Sun Life Special Opportunities Fund Sectoral/ Thematic · held 1.7 yrs | 3.53% | Jan 2025 | ₹543.75 | +86% | −0.06% points | held |
| ICICI Prudential Equity Savings Fund Equity Savings · held 1.0 yrs | 0.02% | Sep 2025 | ₹616.10 | +64% | −0.06% points | trimmed |
| Axis Multicap Fund Multi Cap · held 11 mo | 2.40% | Oct 2025 | ₹748.90 | +35% | −0.07% points | held |
| Axis Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.7 yrs | 0.98% | Jan 2025 | ₹543.75 | +86% | −0.08% points | trimmed |
| HSBC ELSS Tax saver Fund ELSS · held 1.7 yrs | 2.40% | Jan 2025 | ₹543.75 | +86% | −0.09% points | trimmed |
| Union Value Fund Value · held 9 mo | 2.92% | Dec 2025 | ₹996.20 | +1% | −0.11% points | trimmed |
| SBI Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.2 yrs | 0.04% | Jan 2025 | ₹543.75 | +86% | −0.12% points | trimmed |
| WhiteOak Capital Arbitrage Fund Arbitrage · held 5 mo | 0.03% | Jan 2025 | ₹543.75 | +86% | −0.12% points | trimmed |
| JM Large & Mid Cap Fund Large & Mid Cap · held 5 mo | 2.20% | Apr 2026 | ₹937.35 | +8% | −0.13% points | trimmed |
| Bajaj Finserv Arbitrage Fund Arbitrage · held 1.7 yrs | 0.23% | Jan 2025 | ₹543.75 | +86% | −0.13% points | trimmed |
| SBI EQUITY SAVINGS FUND Equity Savings · held 1.3 yrs | 0.26% | Jan 2025 | ₹543.75 | +86% | −0.13% points | trimmed |
| BANDHAN MULTI CAP FUND Multi Cap · held 9 mo | 0.18% | Dec 2025 | ₹996.20 | +1% | −0.14% points | trimmed |
| BANDHAN FINANCIAL SERVICES FUND Sectoral/ Thematic · held 1.7 yrs | 2.23% | Jan 2025 | ₹543.75 | +86% | −0.15% points | trimmed |
| Union Flexi Cap Fund Flexi Cap · held 1.3 yrs | 1.13% | Jan 2025 | ₹543.75 | +86% | −0.15% points | trimmed |
| Mahindra Manulife Business Cycle Fund Sectoral/ Thematic · held 11 mo | 1.46% | Oct 2025 | ₹748.90 | +35% | −0.17% points | trimmed |
| Motilal Oswal Financial Services Fund Sectoral/ Thematic · held 7 mo | 3.91% | Feb 2026 | ₹1,079.40 | −6% | −0.20% points | held |
| Motilal Oswal Arbitrage Fund Arbitrage · held 1.3 yrs | 0.77% | Feb 2025 | ₹617.30 | +64% | −0.23% points | trimmed |
| JM Large Cap Fund Large Cap · held 1.4 yrs | 2.49% | Apr 2025 | ₹611.70 | +65% | −0.24% points | trimmed |
| BANDHAN MULTI ASSET ALLOCATION FUND Multi Asset Allocation · held 8 mo | 0.39% | Jan 2026 | ₹1,020.00 | −1% | −0.26% points | trimmed |
| Franklin India Arbitrage Fund Arbitrage · held 9 mo | 0.21% | Dec 2025 | ₹996.20 | +1% | −0.26% points | trimmed |
| UNIFI DYNAMIC ASSET ALLOCATION FUND Dynamic Asset Allocation or Balanced Advantage · held 11 mo | 0.01% | Aug 2025 | ₹580.25 | +74% | −0.31% points | trimmed |
| Axis Large & Mid Cap Fund Large & Mid Cap · held 11 mo | 2.05% | Oct 2025 | ₹748.90 | +35% | −0.32% points | trimmed |
| 360 ONE Focused Fund Focused · held 5 mo | 2.59% | Apr 2026 | ₹937.35 | +8% | −0.33% points | trimmed |
| Bandhan Business Cycle Fund Sectoral/ Thematic · held 1.7 yrs | 1.01% | Jan 2025 | ₹543.75 | +86% | −0.33% points | trimmed |
| LIC MF Focused Fund Focused · held 1.7 yrs | 2.19% | Jan 2025 | ₹543.75 | +86% | −0.33% points | trimmed |
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund ELSS · held 1.7 yrs | 1.92% | Jan 2025 | ₹543.75 | +86% | −0.33% points | trimmed |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic · held 1.3 yrs | 1.84% | Jan 2025 | ₹543.75 | +86% | −0.33% points | trimmed |
| DSP Midcap Fund Mid Cap · held 9 mo | 1.02% | Dec 2025 | ₹996.20 | +1% | −0.35% points | trimmed |
| HSBC Equity Savings Fund Equity Savings · held 6 mo | 0.02% | Mar 2026 | ₹872.10 | +16% | −0.35% points | trimmed |
| quant Arbitrage Fund Arbitrage · held 8 mo | 0.76% | Oct 2025 | ₹748.90 | +35% | −0.35% points | added |
| DSP Quant Fund Sectoral/ Thematic · held 1.7 yrs | 2.89% | Jan 2025 | ₹543.75 | +86% | −0.38% points | trimmed |
| Nippon India Vision Large & Mid Cap Fund Large & Mid Cap · held 9 mo | 0.49% | Dec 2025 | ₹996.20 | +1% | −0.43% points | trimmed |
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
+113.27% points
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 196 added or entered, 124 trimmed or exited
Crowding
380 funds hold it, at an average weight of 2.0% each (772.5% summed across holders). At a fifth of average daily volume (49,39,609 shares), the aggregate fund position would take about 262 trading days to exit.
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 |
|---|---|---|---|---|
| UTI - Banking and Financial Services Fund Sectoral/ Thematic | −1.39% points | 4.04% | Jan 2025 | +86% |
| SBI Quant Fund Sectoral/ Thematic | −1.29% points | 4.39% | Feb 2025 | +64% |
| ITI Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | −1.20% points | 1.97% | Nov 2025 | +19% |
| Franklin India Opportunities Fund Sectoral/ Thematic | −0.99% points | 3.03% | Jan 2026 | −1% |
| LIC MF Value Fund Value | −0.89% points | 1.55% | May 2025 | +58% |
| Sundaram Multi-Factor Fund Sectoral/ Thematic | −0.86% points | 0.51% | Feb 2026 | −6% |
| Franklin India Multi-Factor Fund Sectoral/ Thematic | −0.85% points | 0.34% | Dec 2025 | +1% |
| HDFC Arbitrage Fund Arbitrage | −0.79% points | 0.12% | Jan 2025 | +86% |
| ICICI Prudential Nifty Financial Services Ex-Bank ETF Other ETFs | +0.77% points | 8.55% | Jan 2025 | +86% |
| Nippon India Arbitrage Fund Arbitrage | −0.69% points | 0.59% | Jan 2025 | +86% |
| Mahindra Manulife Value Fund Value | −0.66% points | 1.58% | Oct 2025 | +35% |
| SBI Arbitrage Fund Arbitrage | −0.65% points | 0.42% | Jan 2025 | +86% |
| BAJAJ FINSERV LARGE CAP FUND Large Cap | −0.60% points | 2.74% | Dec 2025 | +1% |
| ITI Arbitrage Fund Arbitrage | +0.58% points | 2.62% | Feb 2025 | +64% |
| Tata Nifty Financial Services Index Fund Index Funds | +0.54% points | 4.93% | Jan 2025 | +86% |
| ADITYA BIRLA SUN LIFE ARBITRAGE FUND Arbitrage | −0.52% points | 0.17% | Jan 2025 | +86% |
| DSP ELSS Tax Saver Fund ELSS | −0.47% points | 0.58% | Jan 2025 | +86% |
| Invesco India Arbitrage Fund Arbitrage | −0.47% points | 0.10% | Jan 2025 | +86% |
| LIC MF Conservative Hybrid Fund Conservative Hybrid | −0.45% points | 0.81% | Jun 2025 | +43% |
| DSP Large & Mid Cap Fund Large & Mid Cap | −0.45% points | 0.95% | Jan 2025 | +86% |
| ICICI Prudential Arbitrage Fund Arbitrage | −0.45% points | 0.06% | Jan 2025 | +86% |
| Mirae Asset Nifty Financial Services ETF Equity ETF | +0.45% points | 4.84% | Jan 2025 | +86% |
| Nippon India Vision Large & Mid Cap Fund Large & Mid Cap | −0.43% points | 0.49% | Dec 2025 | +1% |
| Union Large & Midcap Fund Large & Mid Cap | −0.43% points | 2.15% | Jan 2025 | +86% |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Index Funds | +0.40% points | 5.41% | Dec 2025 | +1% |
| DSP Quant Fund Sectoral/ Thematic | −0.38% points | 2.89% | Jan 2025 | +86% |
| Motilal Oswal Nifty Alpha 50 ETF Other ETFs | +0.37% points | 2.03% | Dec 2025 | +1% |
| UTI Nifty 200 Momentum 30 Index Fund Equity Funds | +0.36% points | 5.33% | Dec 2025 | +1% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Other ETFs | +0.36% points | 5.33% | Dec 2025 | +1% |
| Aditya Birla Sun Life Nifty 200 Momentum 30 ETF Other ETFs | +0.35% points | 5.33% | Dec 2025 | +1% |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund Index Funds | +0.35% points | 5.33% | Dec 2025 | +1% |
| DSP Midcap Fund Mid Cap | −0.35% points | 1.02% | Dec 2025 | +1% |
| Motilal Oswal Nifty 200 Momentum 30 ETF Other ETFs | +0.35% points | 5.33% | Dec 2025 | +1% |
| HDFC NIFTY200 MOMENTUM 30 ETF Other ETFs | +0.35% points | 5.33% | Dec 2025 | +1% |
| HSBC Equity Savings Fund Equity Savings | −0.35% points | 0.02% | Mar 2026 | +16% |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund Index Funds | +0.34% points | 5.32% | Dec 2025 | +1% |
| BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND Index Funds | +0.34% points | 5.33% | Dec 2025 | +1% |
| SBI Nifty200 Momentum 30 Index Fund Index Funds | +0.34% points | 5.32% | Dec 2025 | +1% |
| Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund ELSS | −0.33% points | 1.92% | Jan 2025 | +86% |
| LIC MF Focused Fund Focused | −0.33% points | 2.19% | Jan 2025 | +86% |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic | −0.33% points | 1.84% | Jan 2025 | +86% |
| Bandhan Business Cycle Fund Sectoral/ Thematic | −0.33% points | 1.01% | Jan 2025 | +86% |
| 360 ONE Focused Fund Focused | −0.33% points | 2.59% | Apr 2026 | +8% |
| Axis Large & Mid Cap Fund Large & Mid Cap | −0.32% points | 2.05% | Oct 2025 | +35% |
| UNIFI DYNAMIC ASSET ALLOCATION FUND Dynamic Asset Allocation or Balanced Advantage | −0.31% points | 0.01% | Aug 2025 | +74% |
| Aditya Birla Sun Life Focused Fund Focused | +0.27% points | 4.30% | Jan 2025 | +86% |
| Franklin India Arbitrage Fund Arbitrage | −0.26% points | 0.21% | Dec 2025 | +1% |
| BANDHAN MULTI ASSET ALLOCATION FUND Multi Asset Allocation | −0.26% points | 0.39% | Jan 2026 | −1% |
| JM Large Cap Fund Large Cap | −0.24% points | 2.49% | Apr 2025 | +65% |
| Motilal Oswal Arbitrage Fund Arbitrage | −0.23% points | 0.77% | Feb 2025 | +64% |
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.