M&M FIN. SERVICES LTD
Who holds it
every fund's latest position, when it first appeared, and the price then against now · 119 rows: 102 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| LIC MF Focused Fund Focused · held 1.8 yrs | 3.11% | May 2024 | ₹267.60 | +32% | -0.52% | trimmed |
| Sundaram Mid Cap Fund Mid Cap · held 7.1 yrs | 2.94% | Feb 2017 | ₹291.65 | +21% | +0.39% | added |
| DSP Quant Fund Sectoral/ Thematic · held 1.7 yrs | 2.53% | Jan 2025 | ₹284.95 | +24% | +0.51% | held |
| SBI Quant Fund Sectoral/ Thematic · held 5 mo | 2.37% | Jan 2026 | ₹375.55 | −6% | +2.37% | entered |
| HDFC Mid Cap Fund Mid Cap · held 10 mo | 2.28% | Nov 2025 | ₹371.85 | −5% | +0.29% | added |
| Nippon India Active Momentum Fund Sectoral/ Thematic · held 2 mo | 2.28% | Jul 2026 | ₹385.75 | −8% | +2.28% | entered |
| HSBC Midcap Fund Mid Cap · held 2.0 yrs | 2.27% | Sep 2024 | ₹338.35 | +4% | +2.27% | added |
| Tata Large & Mid Cap Fund Large & Mid Cap · held 5.0 yrs | 2.23% | Jun 2015 | ₹280.30 | +26% | -0.01% | trimmed |
| BANDHAN ELSS - Tax Saver Fund ELSS · held 2.6 yrs | 2.14% | Nov 2023 | ₹274.30 | +29% | +0.23% | trimmed |
| SBI CONTRA FUND Contra · held 3.7 yrs | 2.12% | Jan 2023 | ₹232.75 | +52% | +0.50% | added |
| Bandhan Value Fund Value · held 3.4 yrs | 2.06% | Mar 2023 | ₹231.65 | +53% | +0.28% | trimmed |
| JM ELSS - Tax Saver Fund ELSS · held 3.8 yrs | 1.95% | Feb 2013 | ₹186.60 | +89% | +0.01% | trimmed |
| BANDHAN FINANCIAL SERVICES FUND Sectoral/ Thematic · held 2.3 yrs | 1.91% | Apr 2024 | ₹261.15 | +35% | +0.23% | trimmed |
| Nippon India Vision Large & Mid Cap Fund Large & Mid Cap · held 4 mo | 1.88% | May 2026 | ₹303.65 | +16% | +0.89% | added |
| Franklin India Large & Mid Cap Fund Large & Mid Cap · held 3.1 yrs | 1.83% | Jan 2022 | ₹161.55 | +119% | +1.83% | entered |
| BANDHAN MULTI CAP FUND Multi Cap · held 3.4 yrs | 1.82% | Mar 2023 | ₹231.65 | +53% | +0.21% | trimmed |
| LIC MF Mid Cap Fund Mid Cap · held 2.3 yrs | 1.65% | May 2024 | ₹267.60 | +32% | +0.18% | held |
| SBI MULTI ASSET ALLOCATION FUND Multi Asset Allocation · held 11 mo | 1.65% | Oct 2025 | ₹315.55 | +12% | +0.12% | held |
| UTI Value Fund Value · held 7.7 yrs | 1.60% | Jan 2015 | ₹255.25 | +38% | +0.13% | trimmed |
| UTI - Dividend Yield Fund Dividend Yield · held 5.9 yrs | 1.53% | Nov 2014 | ₹310.35 | +14% | +0.22% | trimmed |
| LIC MF Value Fund Value · held 1.3 yrs | 1.51% | Sep 2024 | ₹338.35 | +4% | -0.01% | added |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Index Funds · held 2.1 yrs | 1.49% | Jul 2024 | ₹303.25 | +17% | +0.13% | trimmed |
| JM Large & Mid Cap Fund Large & Mid Cap · held 5 mo | 1.48% | Apr 2026 | ₹310.70 | +14% | +0.15% | held |
| Franklin India Mid Cap Fund Mid Cap · held 3.9 yrs | 1.47% | Sep 2022 | ₹185.25 | +91% | -0.37% | trimmed |
| HSBC Large & Mid Cap Fund Large & Mid Cap · held 1.0 yrs | 1.35% | May 2023 | ₹284.30 | +24% | +1.35% | entered |
| HSBC Multi Cap Fund Multi Cap · held 1.6 yrs | 1.33% | May 2023 | ₹284.30 | +24% | +1.33% | entered |
| Tata Banking & Financial Services Fund Sectoral/ Thematic · held 1.8 yrs | 1.29% | Feb 2019 | ₹396.35 | −11% | +1.29% | entered |
| HDFC Large & Mid Cap Fund Large & Mid Cap · held 2.3 yrs | 1.26% | Apr 2024 | ₹261.15 | +35% | +0.18% | held |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic · held 2 mo | 1.24% | Jul 2026 | ₹385.75 | −8% | +1.24% | entered |
| Canara Robeco Banking and Financial Services Fund Sectoral/ Thematic · held 2 mo | 1.20% | Jul 2026 | ₹385.75 | −8% | +1.20% | entered |
| SBI MIDCAP FUND Mid Cap · held 5.8 yrs | 1.20% | Aug 2018 | ₹489.15 | −28% | -0.55% | trimmed |
| Sundaram Flexicap Fund Flexi Cap · held 4 mo | 1.20% | May 2026 | ₹303.65 | +16% | +0.27% | added |
| Sundaram ELSS Tax Saver Fund ELSS · held 4 mo | 1.18% | May 2026 | ₹303.65 | +16% | +0.25% | added |
| SBI Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 1.3 yrs | 1.16% | May 2025 | ₹261.10 | +35% | +0.19% | held |
| HSBC Value Fund Value · held 1.9 yrs | 1.13% | May 2023 | ₹284.30 | +24% | +1.13% | entered |
| Baroda BNP Paribas Banking and Financial Services Fund Sectoral/ Thematic · held 8 mo | 1.10% | Aug 2023 | ₹297.65 | +19% | +1.10% | entered |
| HSBC Flexi Cap Fund Flexi Cap · held 2 mo | 1.10% | Jul 2026 | ₹385.75 | −8% | +1.10% | entered |
| HSBC Multi Asset Allocation Fund Multi Asset Allocation · held 2 mo | 0.93% | Jul 2026 | ₹385.75 | −8% | +0.93% | entered |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) Dividend Yield · held 1.3 yrs | 0.92% | Jun 2025 | ₹269.95 | +31% | +0.19% | held |
| JM Mid Cap Fund Mid Cap · held 1.6 yrs | 0.90% | Nov 2022 | ₹215.00 | +64% | -0.29% | trimmed |
| Bandhan Large & Mid Cap Fund Large & Mid Cap · held 2.3 yrs | 0.89% | Sep 2022 | ₹185.25 | +91% | +0.59% | added |
| WhiteOak Capital Mid Cap Fund Mid Cap · held 1.2 yrs | 0.87% | Jul 2023 | ₹297.45 | +19% | +0.87% | entered |
| HDFC Value Fund Value · held 3 mo | 0.83% | Jun 2026 | ₹315.80 | +12% | +0.83% | entered |
| Nippon India Growth Mid Cap Fund Mid Cap · held 10 yrs | 0.75% | Nov 2015 | ₹232.85 | +52% | +0.08% | held |
| Motilal Oswal Nifty Midcap 100 ETF Other ETFs · held 8.3 yrs | 0.71% | Mar 2018 | ₹463.25 | −24% | +0.11% | added |
| LIC MF Nifty Midcap 100 ETF Other ETFs · held 2.6 yrs | 0.70% | Feb 2024 | ₹283.40 | +25% | +0.10% | trimmed |
| Axis Large & Mid Cap Fund Large & Mid Cap · held 1.4 yrs | 0.68% | Feb 2021 | ₹203.70 | +73% | +0.07% | held |
| ITI Mid Cap Fund Mid Cap · held 3.9 yrs | 0.67% | Mar 2021 | ₹198.95 | +78% | -0.20% | trimmed |
| Mirae Asset BSE 200 Equal Weight ETF Equity ETF · held 1.5 yrs | 0.63% | Mar 2025 | ₹283.00 | +25% | +0.12% | added |
| Nippon India ETF Nifty Dividend Opportunities 50 Other ETFs · held 2.5 yrs | 0.62% | Jul 2014 | ₹235.25 | +50% | +0.12% | 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
+0.15 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 61 added or entered, 44 trimmed or exited
Crowding
102 funds hold it, at an average weight of 0.9% each (93.6% summed across holders). At a fifth of average daily volume (43,75,378 shares), the aggregate fund position would take about 273 trading days to exit.
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 |
|---|---|---|---|---|
| SBI Quant Fund Sectoral/ Thematic | +2.37% | 2.37% | Jan 2026 | −6% |
| Nippon India Active Momentum Fund Sectoral/ Thematic | +2.28% | 2.28% | Jul 2026 | −8% |
| Franklin India Large & Mid Cap Fund Large & Mid Cap | +1.83% | 1.83% | Jan 2022 | +119% |
| HSBC Large & Mid Cap Fund Large & Mid Cap | +1.35% | 1.35% | May 2023 | +24% |
| HSBC Multi Cap Fund Multi Cap | +1.33% | 1.33% | May 2023 | +24% |
| Tata Banking & Financial Services Fund Sectoral/ Thematic | +1.29% | 1.29% | Feb 2019 | −11% |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic | +1.24% | 1.24% | Jul 2026 | −8% |
| Canara Robeco Banking and Financial Services Fund Sectoral/ Thematic | +1.20% | 1.20% | Jul 2026 | −8% |
| HSBC Value Fund Value | +1.13% | 1.13% | May 2023 | +24% |
| HSBC Flexi Cap Fund Flexi Cap | +1.10% | 1.10% | Jul 2026 | −8% |
| Baroda BNP Paribas Banking and Financial Services Fund Sectoral/ Thematic | +1.10% | 1.10% | Aug 2023 | +19% |
| HSBC Multi Asset Allocation Fund Multi Asset Allocation | +0.93% | 0.93% | Jul 2026 | −8% |
| WhiteOak Capital Mid Cap Fund Mid Cap | +0.87% | 0.87% | Jul 2023 | +19% |
| HDFC Value Fund Value | +0.83% | 0.83% | Jun 2026 | +12% |
| Aditya Birla Sun Life Multi-Cap Fund Multi Cap | +0.61% | 0.61% | Jul 2026 | −8% |
| WhiteOak Capital Large & Mid Cap Fund Large & Mid Cap | +0.55% | 0.55% | Jan 2024 | +22% |
| LIC MF ELSS Tax Saver Fund ELSS | +0.54% | 0.54% | May 2016 | +10% |
| WhiteOak Capital Multi Cap Fund Multi Cap | +0.45% | 0.45% | Jan 2024 | +22% |
| Axis Midcap Fund Mid Cap | +0.30% | 0.30% | Dec 2019 | +10% |
| UTI Nifty 500 Exchange Traded Fund Equity ETF | +0.12% | 0.12% | Aug 2026 | −5% |
| UTI Nifty 500 Index Fund Equity Funds | +0.12% | 0.12% | Aug 2026 | −5% |
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.