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 |
|---|---|---|---|---|---|---|
| JM ELSS - Tax Saver Fund ELSS · held 3.8 yrs | 1.95% | Feb 2013 | ₹186.60 | +89% | +0.01% | trimmed |
| Nippon India ETF Nifty Dividend Opportunities 50 Other ETFs · held 2.5 yrs | 0.62% | Jul 2014 | ₹235.25 | +50% | +0.12% | added |
| UTI Multi Cap Fund Multi Cap · held 4.4 yrs | 0.49% | Aug 2014 | ₹279.30 | +26% | +0.04% | held |
| UTI - Dividend Yield Fund Dividend Yield · held 5.9 yrs | 1.53% | Nov 2014 | ₹310.35 | +14% | +0.22% | trimmed |
| UTI Value Fund Value · held 7.7 yrs | 1.60% | Jan 2015 | ₹255.25 | +38% | +0.13% | trimmed |
| Tata Large & Mid Cap Fund Large & Mid Cap · held 5.0 yrs | 2.23% | Jun 2015 | ₹280.30 | +26% | -0.01% | trimmed |
| Nippon India Growth Mid Cap Fund Mid Cap · held 10 yrs | 0.75% | Nov 2015 | ₹232.85 | +52% | +0.08% | held |
| LIC MF ELSS Tax Saver Fund ELSS · held 5 mo | 0.54% | May 2016 | ₹321.55 | +10% | +0.54% | entered |
| Sundaram Mid Cap Fund Mid Cap · held 7.1 yrs | 2.94% | Feb 2017 | ₹291.65 | +21% | +0.39% | added |
| Motilal Oswal Nifty Midcap 100 ETF Other ETFs · held 8.3 yrs | 0.71% | Mar 2018 | ₹463.25 | −24% | +0.11% | added |
| ICICI Prudential BSE 500 ETF Other ETFs · held 8.0 yrs | 0.12% | May 2018 | ₹487.65 | −28% | +0.02% | held |
| SBI MIDCAP FUND Mid Cap · held 5.8 yrs | 1.20% | Aug 2018 | ₹489.15 | −28% | -0.55% | trimmed |
| SBI BANKING & FINANCIAL SERVICES FUND Sectoral/ Thematic · held 2.8 yrs | 0 | Aug 2018 | ₹489.15 | −28% | — | exited Jun 2026 |
| Tata Banking & Financial Services Fund Sectoral/ Thematic · held 1.8 yrs | 1.29% | Feb 2019 | ₹396.35 | −11% | +1.29% | entered |
| Motilal Oswal Nifty Midcap 150 Index Fund Index Funds · held 7.0 yrs | 0.58% | Sep 2019 | ₹328.00 | +8% | +0.08% | added |
| Nippon India ETF Nifty Midcap 150 Other ETFs · held 7.0 yrs | 0.58% | Sep 2019 | ₹328.00 | +8% | +0.08% | added |
| Motilal Oswal Nifty 500 Index Fund Index Funds · held 6.9 yrs | 0.12% | Sep 2019 | ₹328.00 | +8% | +0.02% | added |
| Axis Midcap Fund Mid Cap · held 3.3 yrs | 0.30% | Dec 2019 | ₹322.45 | +10% | +0.30% | entered |
| ICICI Prudential Nifty Midcap 150 ETF Other ETFs · held 6.7 yrs | 0.58% | Jan 2020 | ₹369.35 | −4% | +0.08% | added |
| Axis Large & Mid Cap Fund Large & Mid Cap · held 1.4 yrs | 0.68% | Feb 2021 | ₹203.70 | +73% | +0.07% | held |
| Nippon India Nifty Midcap 150 Index Fund Index Funds · held 5.6 yrs | 0.58% | Feb 2021 | ₹203.70 | +73% | +0.09% | added |
| ITI Mid Cap Fund Mid Cap · held 3.9 yrs | 0.67% | Mar 2021 | ₹198.95 | +78% | -0.20% | trimmed |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Equity Funds · held 5.3 yrs | 0.58% | May 2021 | ₹163.00 | +117% | +0.08% | added |
| Sundaram Financial Services Opportunities Fund Sectoral/ Thematic · held 1.8 yrs | 0 | Aug 2021 | ₹160.15 | +121% | — | exited Jul 2026 |
| ICICI Prudential Nifty Midcap 150 Index Fund Index Funds · held 4.8 yrs | 0.58% | Dec 2021 | ₹148.95 | +137% | +0.08% | added |
| Franklin India Large & Mid Cap Fund Large & Mid Cap · held 3.1 yrs | 1.83% | Jan 2022 | ₹161.55 | +119% | +1.83% | entered |
| Mirae Asset Nifty Midcap 150 ETF Equity ETF · held 4.5 yrs | 0.58% | Mar 2022 | ₹159.15 | +122% | +0.08% | held |
| Franklin India Mid Cap Fund Mid Cap · held 3.9 yrs | 1.47% | Sep 2022 | ₹185.25 | +91% | -0.37% | trimmed |
| Bandhan Large & Mid Cap Fund Large & Mid Cap · held 2.3 yrs | 0.89% | Sep 2022 | ₹185.25 | +91% | +0.59% | added |
| Navi Nifty Midcap 150 Index Fund Index Funds · held 3.3 yrs | 0.58% | Sep 2022 | ₹185.25 | +91% | +0.08% | added |
| JM Mid Cap Fund Mid Cap · held 1.6 yrs | 0.90% | Nov 2022 | ₹215.00 | +64% | -0.29% | trimmed |
| SBI CONTRA FUND Contra · held 3.7 yrs | 2.12% | Jan 2023 | ₹232.75 | +52% | +0.50% | added |
| SBI Nifty Midcap 150 Index Fund Index Funds · held 3.7 yrs | 0.58% | Jan 2023 | ₹232.75 | +52% | +0.08% | added |
| SBI ELSS Tax Saver Fund ELSS · held 3.4 yrs | 0 | Jan 2023 | ₹232.75 | +52% | — | exited May 2026 |
| Bandhan Value Fund Value · held 3.4 yrs | 2.06% | Mar 2023 | ₹231.65 | +53% | +0.28% | trimmed |
| BANDHAN MULTI CAP FUND Multi Cap · held 3.4 yrs | 1.82% | Mar 2023 | ₹231.65 | +53% | +0.21% | 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 |
| HSBC Value Fund Value · held 1.9 yrs | 1.13% | May 2023 | ₹284.30 | +24% | +1.13% | entered |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Index Funds · held 1.0 yrs | 0 | Jun 2023 | ₹336.45 | +5% | — | exited May 2026 |
| WhiteOak Capital Mid Cap Fund Mid Cap · held 1.2 yrs | 0.87% | Jul 2023 | ₹297.45 | +19% | +0.87% | entered |
| Baroda BNP Paribas Banking and Financial Services Fund Sectoral/ Thematic · held 8 mo | 1.10% | Aug 2023 | ₹297.65 | +19% | +1.10% | entered |
| UTI Nifty Midcap 150 Exchange Traded Fund Equity ETF · held 3.0 yrs | 0.58% | Sep 2023 | ₹301.35 | +17% | +0.08% | trimmed |
| Motilal Oswal Nifty 500 ETF Other ETFs · held 3.0 yrs | 0.12% | Sep 2023 | ₹301.35 | +17% | +0.02% | added |
| BANDHAN RETIREMENT FUND Retirement · held 2.8 yrs | 0.55% | Oct 2023 | ₹245.35 | +44% | +0.10% | held |
| BANDHAN ELSS - Tax Saver Fund ELSS · held 2.6 yrs | 2.14% | Nov 2023 | ₹274.30 | +29% | +0.23% | trimmed |
| WhiteOak Capital Large & Mid Cap Fund Large & Mid Cap · held 3 mo | 0.55% | Jan 2024 | ₹289.20 | +22% | +0.55% | entered |
| WhiteOak Capital Multi Cap Fund Multi Cap · held 8 mo | 0.45% | Jan 2024 | ₹289.20 | +22% | +0.45% | entered |
| UTI Conservative Hybrid Fund Conservative Hybrid · held 2.7 yrs | 0.40% | Jan 2024 | ₹289.20 | +22% | +0.05% | trimmed |
| LIC MF Nifty Midcap 100 ETF Other ETFs · held 2.6 yrs | 0.70% | Feb 2024 | ₹283.40 | +25% | +0.10% | 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
+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.