Max Financial Services Limited

Held by equity mutual funds in 169 disclosed months, Sep 2012 to Sep 2026.

As of

Funds holding

15 vs Aug 2026

Value held by funds: ₹8,719 Cr; down ₹2,813 Cr vs Aug 2026
Largest position: 4.2%; DSP Banking & Financial Services Fund
Moves this month: 11 in · 26 out; 6 added, 81 trimmed

Max Financial Services Limited (Insurance) was held by 98 active equity mutual funds in September 2026, ₹8,719 Cr in all (down 15 funds from Aug 2026). The largest position was DSP Banking & Financial Services Fund at 4.2% of its portfolio. During the month 11 funds entered and 26 exited. Funds have disclosed holding it since Sep 2012.

Funds holding Max Financial Services Limited in September 2026

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Weight is the share of that fund's portfolio; change is against the previous disclosed month.

Include funds that exited (26)

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Kotak Mid Cap Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
1.18%
Δ weight
down 0.08 pts
Value
₹785 Cr
Δ value
down ₹114 Cr
Status
Trimmed
Invesco India Midcap Fund
Invesco Mutual Fund · history in this fund
Weight in fund
3.15%
Δ weight
up 0.08 pts
Value
₹496 Cr
Δ value
up ₹8.2 Cr
Status
Added
DSP Mid Cap Fund
DSP Mutual Fund · history in this fund
Weight in fund
2.48%
Δ weight
down 0.15 pts
Value
₹483 Cr
Δ value
down ₹70.2 Cr
Status
Trimmed
Kotak Flexi Cap Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
0.70%
Δ weight
down 0.05 pts
Value
₹371 Cr
Δ value
down ₹53.9 Cr
Status
Trimmed
HDFC Large & Mid Cap Fund
HDFC Mutual Fund · history in this fund
Weight in fund
1.25%
Δ weight
up 1.25 pts
Value
₹357 Cr
Δ value
up ₹357 Cr
Status
New
DSP Large & Mid Cap Fund
DSP Mutual Fund · history in this fund
Weight in fund
1.98%
Δ weight
up 0.01 pts
Value
₹342 Cr
Δ value
down ₹19.9 Cr
Status
Trimmed
DSP ELSS Tax Saver Fund
DSP Mutual Fund · history in this fund
Weight in fund
2.06%
Δ weight
up 0.02 pts
Value
₹320 Cr
Δ value
down ₹19.8 Cr
Status
Trimmed
DSP Small Cap Fund
DSP Mutual Fund · history in this fund
Weight in fund
1.29%
Δ weight
down 0.01 pts
Value
₹277 Cr
Δ value
down ₹4.1 Cr
Status
Trimmed
Sundaram Mid Cap Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
1.79%
Δ weight
down 0.12 pts
Value
₹248 Cr
Δ value
down ₹36 Cr
Status
Trimmed
Bandhan Large & Mid Cap Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
1.17%
Δ weight
down 0.09 pts
Value
₹241 Cr
Δ value
down ₹24 Cr
Status
Trimmed
DSP Flexi Cap Fund
DSP Mutual Fund · history in this fund
Weight in fund
2.04%
Δ weight
down 0.07 pts
Value
₹239 Cr
Δ value
down ₹24.1 Cr
Status
Trimmed
Invesco India Smallcap Fund
Invesco Mutual Fund · history in this fund
Weight in fund
1.44%
Δ weight
up 1.44 pts
Value
₹232 Cr
Δ value
up ₹232 Cr
Status
New
UTI - Mid Cap Fund
UTI Mutual Fund · history in this fund
Weight in fund
1.90%
Δ weight
down 0.07 pts
Value
₹227 Cr
Δ value
down ₹25.1 Cr
Status
Trimmed
Aditya Birla Sun Life Flexi Cap Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
0.74%
Δ weight
down 0.04 pts
Value
₹206 Cr
Δ value
down ₹20.7 Cr
Status
Trimmed
WhiteOak Capital Mid Cap Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
2.48%
Δ weight
down 0.63 pts
Value
₹187 Cr
Δ value
down ₹45.7 Cr
Status
Trimmed
Pgim India Midcap Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
1.75%
Δ weight
down 0.13 pts
Value
₹184 Cr
Δ value
down ₹26.8 Cr
Status
Trimmed
Invesco India Large & Mid Cap Fund
Invesco Mutual Fund · history in this fund
Weight in fund
1.50%
Δ weight
up 0.01 pts
Value
₹183 Cr
Δ value
down ₹2.5 Cr
Status
Trimmed
Edelweiss Mid Cap Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
0.91%
Δ weight
up 0.91 pts
Value
₹175 Cr
Δ value
up ₹175 Cr
Status
New
ICICI Prudential Banking & Financial Services Fund
ICICI Prudential Mutual Fund · history in this fund
Weight in fund
1.57%
Δ weight
up 0.40 pts
Value
₹169 Cr
Δ value
up ₹37.1 Cr
Status
Added
Tata Mid Cap Fund
Tata Mutual Fund · history in this fund
Weight in fund
2.81%
Δ weight
down 0.21 pts
Value
₹165 Cr
Δ value
down ₹24 Cr
Status
Trimmed
Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
2.41%
Δ weight
down 0.19 pts
Value
₹158 Cr
Δ value
down ₹23 Cr
Status
Trimmed
Franklin India Mid Cap Fund
Franklin Templeton Mutual Fund · history in this fund
Weight in fund
1.19%
Δ weight
down 0.08 pts
Value
₹145 Cr
Δ value
down ₹21.1 Cr
Status
Trimmed
Aditya Birla Sun Life ELSS Tax Saver Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
0.96%
Δ weight
down 0.06 pts
Value
₹130 Cr
Δ value
down ₹18.8 Cr
Status
Trimmed
Canara Robeco Flexicap Fund
Canara Robeco Mutual Fund · history in this fund
Weight in fund
0.99%
Δ weight
up 0.03 pts
Value
₹126 Cr
Δ value
down ₹4.2 Cr
Status
Trimmed
ICICI Prudential Innovation Fund
ICICI Prudential Mutual Fund · history in this fund
Weight in fund
1.67%
Δ weight
up 0.50 pts
Value
₹126 Cr
Δ value
up ₹32 Cr
Status
Added
Bajaj Finserv Flexi Cap Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
1.42%
Δ weight
up 0.44 pts
Value
₹121 Cr
Δ value
up ₹35.9 Cr
Status
Added
Aditya Birla Sun Life Large & Mid Cap Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
2.14%
Δ weight
down 0.15 pts
Value
₹120 Cr
Δ value
down ₹17.5 Cr
Status
Trimmed
Franklin India Large & Mid Cap Fund
Franklin Templeton Mutual Fund · history in this fund
Weight in fund
3.48%
Δ weight
down 0.19 pts
Value
₹116 Cr
Δ value
down ₹16.9 Cr
Status
Trimmed
DSP India T.I.G.E.R. Fund
DSP Mutual Fund · history in this fund
Weight in fund
1.71%
Δ weight
down 0.19 pts
Value
₹107 Cr
Δ value
down ₹15.6 Cr
Status
Trimmed
Canara Robeco Mid Cap Fund
Canara Robeco Mutual Fund · history in this fund
Weight in fund
2.13%
Δ weight
down 0.20 pts
Value
₹106 Cr
Δ value
down ₹15.5 Cr
Status
Trimmed
DSP Multi Cap Fund
DSP Mutual Fund · history in this fund
Weight in fund
3.55%
Δ weight
up 0.24 pts
Value
₹102 Cr
Δ value
up ₹2.1 Cr
Status
Added
Mahindra Manulife Mid Cap Fund
Mahindra Manulife Mutual Fund · history in this fund
Weight in fund
1.92%
Δ weight
down 0.14 pts
Value
₹97 Cr
Δ value
down ₹14.1 Cr
Status
Trimmed
Canara Robeco ELSS Tax Saver
Canara Robeco Mutual Fund · history in this fund
Weight in fund
1.11%
Δ weight
up 1.11 pts
Value
₹90.6 Cr
Δ value
up ₹90.6 Cr
Status
New
DSP Banking & Financial Services Fund
DSP Mutual Fund · history in this fund
Weight in fund
4.18%
Δ weight
down 0.08 pts
Value
₹84.9 Cr
Δ value
down ₹8 Cr
Status
Trimmed
Aditya Birla Sun Life Multi-Cap Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
1.15%
Δ weight
down 0.12 pts
Value
₹83.5 Cr
Δ value
down ₹12.1 Cr
Status
Trimmed
Canara Robeco Multi Cap Fund
Canara Robeco Mutual Fund · history in this fund
Weight in fund
1.00%
Δ weight
up 1.00 pts
Value
₹56.9 Cr
Δ value
up ₹56.9 Cr
Status
New
Mahindra Manulife Multi Cap Fund
Mahindra Manulife Mutual Fund · history in this fund
Weight in fund
0.74%
Δ weight
down 0.08 pts
Value
₹54.9 Cr
Δ value
down ₹8 Cr
Status
Trimmed
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
1.17%
Δ weight
up 1.17 pts
Value
₹54 Cr
Δ value
up ₹54 Cr
Status
New
WhiteOak Capital Multi Cap Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
1.16%
Δ weight
down 0.26 pts
Value
₹50.1 Cr
Δ value
down ₹12.2 Cr
Status
Trimmed
Union Midcap Fund
Union Mutual Fund · history in this fund
Weight in fund
2.59%
Δ weight
down 0.23 pts
Value
₹49.4 Cr
Δ value
down ₹7.2 Cr
Status
Trimmed
Tata Banking & Financial Services Fund
Tata Mutual Fund · history in this fund
Weight in fund
1.61%
Δ weight
down 0.10 pts
Value
₹49 Cr
Δ value
down ₹7.1 Cr
Status
Trimmed
UTI Large & Mid Cap Fund
UTI Mutual Fund · history in this fund
Weight in fund
0.77%
Δ weight
down 0.52 pts
Value
₹47.9 Cr
Δ value
down ₹36 Cr
Status
Trimmed
WhiteOak Capital Large & Mid Cap Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
1.78%
Δ weight
down 0.36 pts
Value
₹42.3 Cr
Δ value
down ₹11.6 Cr
Status
Trimmed
Baroda BNP Paribas Multi Cap Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
1.09%
Δ weight
down 0.09 pts
Value
₹35.8 Cr
Δ value
down ₹5.2 Cr
Status
Trimmed
Sundaram Multi Cap Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
1.21%
Δ weight
down 0.10 pts
Value
₹35.1 Cr
Δ value
down ₹5.1 Cr
Status
Trimmed
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
1.40%
Δ weight
down 0.11 pts
Value
₹35 Cr
Δ value
down ₹5.1 Cr
Status
Trimmed
Bajaj Finserv Multi Cap Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
2.03%
Δ weight
down 0.31 pts
Value
₹33.4 Cr
Δ value
down ₹4.9 Cr
Status
Trimmed
Canara Robeco Consumption Fund
Canara Robeco Mutual Fund · history in this fund
Weight in fund
1.56%
Δ weight
down 0.12 pts
Value
₹29.3 Cr
Δ value
down ₹4.3 Cr
Status
Trimmed
Baroda BNP Paribas Large & Mid Cap Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
1.61%
Δ weight
down 0.57 pts
Value
₹28.4 Cr
Δ value
down ₹12.6 Cr
Status
Trimmed
Invesco India Financial Services Fund
Invesco Mutual Fund · history in this fund
Weight in fund
1.33%
Δ weight
down 0.11 pts
Value
₹23.8 Cr
Δ value
down ₹3.5 Cr
Status
Trimmed
Bandhan Midcap Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
0.89%
Δ weight
down 0.10 pts
Value
₹22.3 Cr
Δ value
down ₹3.2 Cr
Status
Trimmed
DSP Value Fund
DSP Mutual Fund · history in this fund
Weight in fund
1.00%
Δ weight
up 1.00 pts
Value
₹22.2 Cr
Δ value
up ₹22.2 Cr
Status
New
Bandhan Financial Services Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
2.07%
Δ weight
down 0.17 pts
Value
₹21.7 Cr
Δ value
down ₹3.5 Cr
Status
Trimmed
Edelweiss Multi Cap Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
0.65%
Δ weight
up 0.65 pts
Value
₹21.7 Cr
Δ value
up ₹21.7 Cr
Status
New
Pgim India Small Cap Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
1.09%
Δ weight
down 0.12 pts
Value
₹19 Cr
Δ value
down ₹2.8 Cr
Status
Trimmed
Bank of India Mid Cap Fund
Bank of India Mutual Fund · history in this fund
Weight in fund
2.43%
Δ weight
down 0.22 pts
Value
₹17.7 Cr
Δ value
down ₹2.6 Cr
Status
Trimmed
Mahindra Manulife Large & Mid Cap Fund
Mahindra Manulife Mutual Fund · history in this fund
Weight in fund
0.64%
Δ weight
down 0.05 pts
Value
₹17.6 Cr
Δ value
down ₹2.6 Cr
Status
Trimmed
Sundaram Flexi Cap Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
0.95%
Δ weight
down 0.07 pts
Value
₹17.4 Cr
Δ value
down ₹2.5 Cr
Status
Trimmed
Union Large & Midcap Fund
Union Mutual Fund · history in this fund
Weight in fund
1.70%
Δ weight
down 0.46 pts
Value
₹16.4 Cr
Δ value
down ₹5.5 Cr
Status
Trimmed
ITI Multi Cap Fund
ITI Mutual Fund · history in this fund
Weight in fund
1.08%
Δ weight
down 0.12 pts
Value
₹16.3 Cr
Δ value
down ₹2.4 Cr
Status
Trimmed
JioBlackRock Flexi Cap Fund
Jio BlackRock Mutual Fund · history in this fund
Weight in fund
0.51%
Δ weight
down 0.06 pts
Value
₹16.1 Cr
Δ value
down ₹2.3 Cr
Status
Trimmed
ITI Mid Cap Fund
ITI Mutual Fund · history in this fund
Weight in fund
1.11%
Δ weight
up 0.13 pts
Value
₹16.1 Cr
Δ value
up ₹97 L
Status
Added
UTI - Banking and Financial Services Fund
UTI Mutual Fund · history in this fund
Weight in fund
1.19%
Δ weight
down 0.50 pts
Value
₹15.9 Cr
Δ value
down ₹8.6 Cr
Status
Trimmed
Canara Robeco Banking And Financial Services Fund
Canara Robeco Mutual Fund · history in this fund
Weight in fund
2.49%
Δ weight
down 0.22 pts
Value
₹15.5 Cr
Δ value
down ₹2.3 Cr
Status
Trimmed
Bandhan Innovation Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
0.50%
Δ weight
down 0.28 pts
Value
₹15.4 Cr
Δ value
down ₹7.7 Cr
Status
Trimmed
Union Multicap Fund
Union Mutual Fund · history in this fund
Weight in fund
0.90%
Δ weight
down 0.14 pts
Value
₹13.7 Cr
Δ value
down ₹2.7 Cr
Status
Trimmed
Bank of India ELSS Tax Saver Fund
Bank of India Mutual Fund · history in this fund
Weight in fund
0.93%
Δ weight
down 0.10 pts
Value
₹12.7 Cr
Δ value
down ₹1.9 Cr
Status
Trimmed
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
1.44%
Δ weight
down 0.54 pts
Value
₹12.4 Cr
Δ value
down ₹5.8 Cr
Status
Trimmed
Kotak Banking & Financial Services Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
0.84%
Δ weight
down 0.01 pts
Value
₹12.2 Cr
Δ value
down ₹1.1 Cr
Status
Trimmed
ITI Flexi Cap Fund
ITI Mutual Fund · history in this fund
Weight in fund
0.75%
Δ weight
down 0.11 pts
Value
₹11.9 Cr
Δ value
down ₹1.7 Cr
Status
Trimmed
Baroda BNP Paribas ELSS Tax Saver Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
1.35%
Δ weight
down 0.08 pts
Value
₹11.5 Cr
Δ value
down ₹1.7 Cr
Status
Trimmed
Mahindra Manulife Banking & Financial Services Fund
Mahindra Manulife Mutual Fund · history in this fund
Weight in fund
2.59%
Δ weight
down 0.18 pts
Value
₹11.5 Cr
Δ value
down ₹1.7 Cr
Status
Trimmed
Sundaram ELSS Tax Saver Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
0.92%
Δ weight
down 0.07 pts
Value
₹11.2 Cr
Δ value
down ₹1.6 Cr
Status
Trimmed
Union Small Cap Fund
Union Mutual Fund · history in this fund
Weight in fund
0.40%
Δ weight
down 0.07 pts
Value
₹11 Cr
Δ value
down ₹1.6 Cr
Status
Trimmed
Baroda BNP Paribas Health and Wellness Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
2.21%
Δ weight
down 0.22 pts
Value
₹10.8 Cr
Δ value
down ₹1.6 Cr
Status
Trimmed
DSP Business Cycle Fund
DSP Mutual Fund · history in this fund
Weight in fund
0.68%
Δ weight
down 0.10 pts
Value
₹10 Cr
Δ value
down ₹1.4 Cr
Status
Trimmed
Union ELSS Tax Saver Fund
Union Mutual Fund · history in this fund
Weight in fund
1.17%
Δ weight
down 0.36 pts
Value
₹9.6 Cr
Δ value
down ₹3.8 Cr
Status
Trimmed
WhiteOak Capital Large Cap Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
0.74%
Δ weight
up 0.74 pts
Value
₹8.9 Cr
Δ value
up ₹8.9 Cr
Status
New
Baroda BNP Paribas Services Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
1.44%
Δ weight
down 0.08 pts
Value
₹8.2 Cr
Δ value
down ₹1.2 Cr
Status
Trimmed
Union Focused Fund
Union Mutual Fund · history in this fund
Weight in fund
1.75%
Δ weight
down 0.13 pts
Value
₹7.6 Cr
Δ value
down ₹1.1 Cr
Status
Trimmed
Pgim India Large And Midcap Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
0.87%
Δ weight
down 0.06 pts
Value
₹6.8 Cr
Δ value
down ₹99 L
Status
Trimmed
LIC Mf Banking And Financial Services Fund
LIC Mutual Fund · history in this fund
Weight in fund
2.42%
Δ weight
down 0.17 pts
Value
₹6.2 Cr
Δ value
down ₹90 L
Status
Trimmed
Pgim India Multi Cap Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
1.29%
Δ weight
down 0.16 pts
Value
₹5.9 Cr
Δ value
down ₹86 L
Status
Trimmed
Bajaj Finserv Banking and Financial Services Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
1.23%
Δ weight
down 0.09 pts
Value
₹5.8 Cr
Δ value
down ₹84 L
Status
Trimmed
WhiteOak Capital Quality Equity Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
0.97%
Δ weight
down 0.27 pts
Value
₹5.4 Cr
Δ value
down ₹2.3 Cr
Status
Trimmed
Union Largecap Fund
Union Mutual Fund · history in this fund
Weight in fund
1.30%
Δ weight
down 0.09 pts
Value
₹5.3 Cr
Δ value
down ₹77 L
Status
Trimmed
Edelweiss Financial Services Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
1.73%
Δ weight
up 1.73 pts
Value
₹4.7 Cr
Δ value
up ₹4.7 Cr
Status
New
Union Value Fund
Union Mutual Fund · history in this fund
Weight in fund
1.11%
Δ weight
down 0.37 pts
Value
₹4.2 Cr
Δ value
down ₹1.7 Cr
Status
Trimmed
Baroda BNP Paribas Banking & Financial Services Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
0.80%
Δ weight
down 0.57 pts
Value
₹4.1 Cr
Δ value
down ₹2.2 Cr
Status
Trimmed
Mahindra Manulife Innovation Opportunities Fund
Mahindra Manulife Mutual Fund · history in this fund
Weight in fund
1.30%
Δ weight
down 0.16 pts
Value
₹3.4 Cr
Δ value
down ₹49 L
Status
Trimmed
Navi Large & Midcap Fund
Navi Mutual Fund · history in this fund
Weight in fund
0.87%
Δ weight
down 0.05 pts
Value
₹2.5 Cr
Δ value
down ₹37 L
Status
Trimmed
UTI Quant Fund
UTI Mutual Fund · history in this fund
Weight in fund
0.12%
Δ weight
down 0.12 pts
Value
₹1.7 Cr
Δ value
down ₹2.1 Cr
Status
Trimmed
Shriram Flexi Cap Fund
Shriram Mutual Fund · history in this fund
Weight in fund
0.43%
Δ weight
down 0.03 pts
Value
₹52 L
Δ value
down ₹8 L
Status
Trimmed
Bank Of India MID CAP TAX FUND Series 2
Bank of India Mutual Fund · history in this fund
Weight in fund
1.54%
Δ weight
down 0.26 pts
Value
₹49 L
Δ value
down ₹11 L
Status
Trimmed
Bank Of India Mid Cap Tax Fund Series 1
Bank of India Mutual Fund · history in this fund
Weight in fund
0.71%
Δ weight
down 0.53 pts
Value
₹46 L
Δ value
down ₹38 L
Status
Trimmed
Alphagrep - Flexi Cap Fund
AlphaGrep Mutual Fund · history in this fund
Weight in fund
0.24%
Δ weight
up 0.24 pts
Value
₹19 L
Δ value
up ₹19 L
Status
New
Shriram ELSS Tax Saver Fund
Shriram Mutual Fund · history in this fund
Weight in fund
0.42%
Δ weight
down 0.03 pts
Value
₹19 L
Δ value
down ₹3 L
Status
Trimmed
JioBlackRock Sector Rotation Fund
Jio BlackRock Mutual Fund · history in this fund
Weight in fund
0.09%
Δ weight
down 0.01 pts
Value
₹14 L
Δ value
down ₹2 L
Status
Trimmed

Funds holding this company, with weight, value and change

Kotak Mid Cap Fund Kotak Mahindra Mutual Fund · history in this fund	Mid Cap	1.18%	down 0.08 pts	₹785 Cr	down ₹114 Cr	57,15,067	Trimmed
Invesco India Midcap Fund Invesco Mutual Fund · history in this fund	Mid Cap	3.15%	up 0.08 pts	₹496 Cr	up ₹8.2 Cr	36,12,007	Added
DSP Mid Cap Fund DSP Mutual Fund · history in this fund	Mid Cap	2.48%	down 0.15 pts	₹483 Cr	down ₹70.2 Cr	35,15,987	Trimmed
Kotak Flexi Cap Fund Kotak Mahindra Mutual Fund · history in this fund	Flexi Cap	0.70%	down 0.05 pts	₹371 Cr	down ₹53.9 Cr	27,00,000	Trimmed
HDFC Large & Mid Cap Fund HDFC Mutual Fund · history in this fund	Large & Mid Cap	1.25%	up 1.25 pts	₹357 Cr	up ₹357 Cr	26,02,017	New
DSP Large & Mid Cap Fund DSP Mutual Fund · history in this fund	Large & Mid Cap	1.98%	up 0.01 pts	₹342 Cr	down ₹19.9 Cr	24,88,531	Trimmed
DSP ELSS Tax Saver Fund DSP Mutual Fund · history in this fund	ELSS (tax saving)	2.06%	up 0.02 pts	₹320 Cr	down ₹19.8 Cr	23,30,668	Trimmed
DSP Small Cap Fund DSP Mutual Fund · history in this fund	Small Cap	1.29%	down 0.01 pts	₹277 Cr	down ₹4.1 Cr	20,20,483	Trimmed
Sundaram Mid Cap Fund Sundaram Mutual Fund · history in this fund	Mid Cap	1.79%	down 0.12 pts	₹248 Cr	down ₹36 Cr	18,05,000	Trimmed
Bandhan Large & Mid Cap Fund Bandhan Mutual Fund · history in this fund	Large & Mid Cap	1.17%	down 0.09 pts	₹241 Cr	down ₹24 Cr	17,52,148	Trimmed
DSP Flexi Cap Fund DSP Mutual Fund · history in this fund	Flexi Cap	2.04%	down 0.07 pts	₹239 Cr	down ₹24.1 Cr	17,40,882	Trimmed
Invesco India Smallcap Fund Invesco Mutual Fund · history in this fund	Small Cap	1.44%	up 1.44 pts	₹232 Cr	up ₹232 Cr	16,88,652	New
UTI - Mid Cap Fund UTI Mutual Fund · history in this fund	Mid Cap	1.90%	down 0.07 pts	₹227 Cr	down ₹25.1 Cr	16,50,000	Trimmed
Aditya Birla Sun Life Flexi Cap Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Flexi Cap	0.74%	down 0.04 pts	₹206 Cr	down ₹20.7 Cr	15,00,000	Trimmed
WhiteOak Capital Mid Cap Fund WhiteOak Capital Mutual Fund · history in this fund	Mid Cap	2.48%	down 0.63 pts	₹187 Cr	down ₹45.7 Cr	13,61,647	Trimmed
Pgim India Midcap Fund PGIM India Mutual Fund · history in this fund	Mid Cap	1.75%	down 0.13 pts	₹184 Cr	down ₹26.8 Cr	13,42,639	Trimmed
Invesco India Large & Mid Cap Fund Invesco Mutual Fund · history in this fund	Large & Mid Cap	1.50%	up 0.01 pts	₹183 Cr	down ₹2.5 Cr	13,29,074	Trimmed
Edelweiss Mid Cap Fund Edelweiss Mutual Fund · history in this fund	Mid Cap	0.91%	up 0.91 pts	₹175 Cr	up ₹175 Cr	12,74,676	New
ICICI Prudential Banking & Financial Services Fund ICICI Prudential Mutual Fund · history in this fund	Sectoral / Thematic	1.57%	up 0.40 pts	₹169 Cr	up ₹37.1 Cr	12,28,321	Added
Tata Mid Cap Fund Tata Mutual Fund · history in this fund	Mid Cap	2.81%	down 0.21 pts	₹165 Cr	down ₹24 Cr	12,00,000	Trimmed
Aditya Birla Sun Life Midcap Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Mid Cap	2.41%	down 0.19 pts	₹158 Cr	down ₹23 Cr	11,51,200	Trimmed
Franklin India Mid Cap Fund Franklin Templeton Mutual Fund · history in this fund	Mid Cap	1.19%	down 0.08 pts	₹145 Cr	down ₹21.1 Cr	10,57,487	Trimmed
Aditya Birla Sun Life ELSS Tax Saver Fund Aditya Birla Sun Life Mutual Fund · history in this fund	ELSS (tax saving)	0.96%	down 0.06 pts	₹130 Cr	down ₹18.8 Cr	9,43,371	Trimmed
Canara Robeco Flexicap Fund Canara Robeco Mutual Fund · history in this fund	Flexi Cap	0.99%	up 0.03 pts	₹126 Cr	down ₹4.2 Cr	9,20,034	Trimmed
ICICI Prudential Innovation Fund ICICI Prudential Mutual Fund · history in this fund	Sectoral / Thematic	1.67%	up 0.50 pts	₹126 Cr	up ₹32 Cr	9,16,321	Added
Bajaj Finserv Flexi Cap Fund Bajaj Finserv Mutual Fund · history in this fund	Flexi Cap	1.42%	up 0.44 pts	₹121 Cr	up ₹35.9 Cr	8,82,613	Added
Aditya Birla Sun Life Large & Mid Cap Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Large & Mid Cap	2.14%	down 0.15 pts	₹120 Cr	down ₹17.5 Cr	8,73,898	Trimmed
Franklin India Large & Mid Cap Fund Franklin Templeton Mutual Fund · history in this fund	Large & Mid Cap	3.48%	down 0.19 pts	₹116 Cr	down ₹16.9 Cr	8,46,320	Trimmed
DSP India T.I.G.E.R. Fund DSP Mutual Fund · history in this fund	Sectoral / Thematic	1.71%	down 0.19 pts	₹107 Cr	down ₹15.6 Cr	7,80,805	Trimmed
Canara Robeco Mid Cap Fund Canara Robeco Mutual Fund · history in this fund	Mid Cap	2.13%	down 0.20 pts	₹106 Cr	down ₹15.5 Cr	7,75,309	Trimmed
DSP Multi Cap Fund DSP Mutual Fund · history in this fund	Multi Cap	3.55%	up 0.24 pts	₹102 Cr	up ₹2.1 Cr	7,43,804	Added
Mahindra Manulife Mid Cap Fund Mahindra Manulife Mutual Fund · history in this fund	Mid Cap	1.92%	down 0.14 pts	₹97 Cr	down ₹14.1 Cr	7,06,061	Trimmed
Canara Robeco ELSS Tax Saver Canara Robeco Mutual Fund · history in this fund	ELSS (tax saving)	1.11%	up 1.11 pts	₹90.6 Cr	up ₹90.6 Cr	6,60,005	New
DSP Banking & Financial Services Fund DSP Mutual Fund · history in this fund	Sectoral / Thematic	4.18%	down 0.08 pts	₹84.9 Cr	down ₹8 Cr	6,18,509	Trimmed
Aditya Birla Sun Life Multi-Cap Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Multi Cap	1.15%	down 0.12 pts	₹83.5 Cr	down ₹12.1 Cr	6,07,963	Trimmed
Canara Robeco Multi Cap Fund Canara Robeco Mutual Fund · history in this fund	Multi Cap	1.00%	up 1.00 pts	₹56.9 Cr	up ₹56.9 Cr	4,14,500	New
Mahindra Manulife Multi Cap Fund Mahindra Manulife Mutual Fund · history in this fund	Multi Cap	0.74%	down 0.08 pts	₹54.9 Cr	down ₹8 Cr	4,00,000	Trimmed
Edelweiss Large & Mid Cap Fund Edelweiss Mutual Fund · history in this fund	Large & Mid Cap	1.17%	up 1.17 pts	₹54 Cr	up ₹54 Cr	3,93,340	New
WhiteOak Capital Multi Cap Fund WhiteOak Capital Mutual Fund · history in this fund	Multi Cap	1.16%	down 0.26 pts	₹50.1 Cr	down ₹12.2 Cr	3,64,947	Trimmed
Union Midcap Fund Union Mutual Fund · history in this fund	Mid Cap	2.59%	down 0.23 pts	₹49.4 Cr	down ₹7.2 Cr	3,59,693	Trimmed
Tata Banking & Financial Services Fund Tata Mutual Fund · history in this fund	Sectoral / Thematic	1.61%	down 0.10 pts	₹49 Cr	down ₹7.1 Cr	3,57,000	Trimmed
UTI Large & Mid Cap Fund UTI Mutual Fund · history in this fund	Large & Mid Cap	0.77%	down 0.52 pts	₹47.9 Cr	down ₹36 Cr	3,48,476	Trimmed
WhiteOak Capital Large & Mid Cap Fund WhiteOak Capital Mutual Fund · history in this fund	Large & Mid Cap	1.78%	down 0.36 pts	₹42.3 Cr	down ₹11.6 Cr	3,08,039	Trimmed
Baroda BNP Paribas Multi Cap Fund Baroda BNP Paribas Mutual Fund · history in this fund	Multi Cap	1.09%	down 0.09 pts	₹35.8 Cr	down ₹5.2 Cr	2,60,892	Trimmed
Sundaram Multi Cap Fund Sundaram Mutual Fund · history in this fund	Multi Cap	1.21%	down 0.10 pts	₹35.1 Cr	down ₹5.1 Cr	2,55,794	Trimmed
Baroda BNP Paribas Mid Cap Fund Baroda BNP Paribas Mutual Fund · history in this fund	Mid Cap	1.40%	down 0.11 pts	₹35 Cr	down ₹5.1 Cr	2,55,000	Trimmed
Bajaj Finserv Multi Cap Fund Bajaj Finserv Mutual Fund · history in this fund	Multi Cap	2.03%	down 0.31 pts	₹33.4 Cr	down ₹4.9 Cr	2,42,903	Trimmed
Canara Robeco Consumption Fund Canara Robeco Mutual Fund · history in this fund	Sectoral / Thematic	1.56%	down 0.12 pts	₹29.3 Cr	down ₹4.3 Cr	2,13,000	Trimmed
Baroda BNP Paribas Large & Mid Cap Fund Baroda BNP Paribas Mutual Fund · history in this fund	Large & Mid Cap	1.61%	down 0.57 pts	₹28.4 Cr	down ₹12.6 Cr	2,07,000	Trimmed
Invesco India Financial Services Fund Invesco Mutual Fund · history in this fund	Sectoral / Thematic	1.33%	down 0.11 pts	₹23.8 Cr	down ₹3.5 Cr	1,73,239	Trimmed
Bandhan Midcap Fund Bandhan Mutual Fund · history in this fund	Mid Cap	0.89%	down 0.10 pts	₹22.3 Cr	down ₹3.2 Cr	1,62,537	Trimmed
DSP Value Fund DSP Mutual Fund · history in this fund	Value / Contra	1.00%	up 1.00 pts	₹22.2 Cr	up ₹22.2 Cr	1,61,373	New
Bandhan Financial Services Fund Bandhan Mutual Fund · history in this fund	Sectoral / Thematic	2.07%	down 0.17 pts	₹21.7 Cr	down ₹3.5 Cr	1,58,024	Trimmed
Edelweiss Multi Cap Fund Edelweiss Mutual Fund · history in this fund	Multi Cap	0.65%	up 0.65 pts	₹21.7 Cr	up ₹21.7 Cr	1,57,885	New
Pgim India Small Cap Fund PGIM India Mutual Fund · history in this fund	Small Cap	1.09%	down 0.12 pts	₹19 Cr	down ₹2.8 Cr	1,38,455	Trimmed
Bank of India Mid Cap Fund Bank of India Mutual Fund · history in this fund	Mid Cap	2.43%	down 0.22 pts	₹17.7 Cr	down ₹2.6 Cr	1,29,182	Trimmed
Mahindra Manulife Large & Mid Cap Fund Mahindra Manulife Mutual Fund · history in this fund	Large & Mid Cap	0.64%	down 0.05 pts	₹17.6 Cr	down ₹2.6 Cr	1,28,000	Trimmed
Sundaram Flexi Cap Fund Sundaram Mutual Fund · history in this fund	Flexi Cap	0.95%	down 0.07 pts	₹17.4 Cr	down ₹2.5 Cr	1,26,500	Trimmed
Union Large & Midcap Fund Union Mutual Fund · history in this fund	Large & Mid Cap	1.70%	down 0.46 pts	₹16.4 Cr	down ₹5.5 Cr	1,19,600	Trimmed
ITI Multi Cap Fund ITI Mutual Fund · history in this fund	Multi Cap	1.08%	down 0.12 pts	₹16.3 Cr	down ₹2.4 Cr	1,18,368	Trimmed
JioBlackRock Flexi Cap Fund Jio BlackRock Mutual Fund · history in this fund	Flexi Cap	0.51%	down 0.06 pts	₹16.1 Cr	down ₹2.3 Cr	1,17,446	Trimmed
ITI Mid Cap Fund ITI Mutual Fund · history in this fund	Mid Cap	1.11%	up 0.13 pts	₹16.1 Cr	up ₹97 L	1,17,377	Added
UTI - Banking and Financial Services Fund UTI Mutual Fund · history in this fund	Sectoral / Thematic	1.19%	down 0.50 pts	₹15.9 Cr	down ₹8.6 Cr	1,16,000	Trimmed
Canara Robeco Banking And Financial Services Fund Canara Robeco Mutual Fund · history in this fund	Sectoral / Thematic	2.49%	down 0.22 pts	₹15.5 Cr	down ₹2.3 Cr	1,13,000	Trimmed
Bandhan Innovation Fund Bandhan Mutual Fund · history in this fund	Sectoral / Thematic	0.50%	down 0.28 pts	₹15.4 Cr	down ₹7.7 Cr	1,12,322	Trimmed
Union Multicap Fund Union Mutual Fund · history in this fund	Multi Cap	0.90%	down 0.14 pts	₹13.7 Cr	down ₹2.7 Cr	99,698	Trimmed
Bank of India ELSS Tax Saver Fund Bank of India Mutual Fund · history in this fund	ELSS (tax saving)	0.93%	down 0.10 pts	₹12.7 Cr	down ₹1.9 Cr	92,685	Trimmed
Baroda BNP Paribas Innovation Fund Baroda BNP Paribas Mutual Fund · history in this fund	Sectoral / Thematic	1.44%	down 0.54 pts	₹12.4 Cr	down ₹5.8 Cr	90,000	Trimmed
Kotak Banking & Financial Services Fund Kotak Mahindra Mutual Fund · history in this fund	Sectoral / Thematic	0.84%	down 0.01 pts	₹12.2 Cr	down ₹1.1 Cr	89,000	Trimmed
ITI Flexi Cap Fund ITI Mutual Fund · history in this fund	Flexi Cap	0.75%	down 0.11 pts	₹11.9 Cr	down ₹1.7 Cr	86,323	Trimmed
Baroda BNP Paribas ELSS Tax Saver Fund Baroda BNP Paribas Mutual Fund · history in this fund	ELSS (tax saving)	1.35%	down 0.08 pts	₹11.5 Cr	down ₹1.7 Cr	84,000	Trimmed
Mahindra Manulife Banking & Financial Services Fund Mahindra Manulife Mutual Fund · history in this fund	Sectoral / Thematic	2.59%	down 0.18 pts	₹11.5 Cr	down ₹1.7 Cr	83,800	Trimmed
Sundaram ELSS Tax Saver Fund Sundaram Mutual Fund · history in this fund	ELSS (tax saving)	0.92%	down 0.07 pts	₹11.2 Cr	down ₹1.6 Cr	81,500	Trimmed
Union Small Cap Fund Union Mutual Fund · history in this fund	Small Cap	0.40%	down 0.07 pts	₹11 Cr	down ₹1.6 Cr	80,000	Trimmed
Baroda BNP Paribas Health and Wellness Fund Baroda BNP Paribas Mutual Fund · history in this fund	Sectoral / Thematic	2.21%	down 0.22 pts	₹10.8 Cr	down ₹1.6 Cr	78,498	Trimmed
DSP Business Cycle Fund DSP Mutual Fund · history in this fund	Sectoral / Thematic	0.68%	down 0.10 pts	₹10 Cr	down ₹1.4 Cr	72,463	Trimmed
Union ELSS Tax Saver Fund Union Mutual Fund · history in this fund	ELSS (tax saving)	1.17%	down 0.36 pts	₹9.6 Cr	down ₹3.8 Cr	70,000	Trimmed
WhiteOak Capital Large Cap Fund WhiteOak Capital Mutual Fund · history in this fund	Large Cap	0.74%	up 0.74 pts	₹8.9 Cr	up ₹8.9 Cr	65,084	New
Baroda BNP Paribas Services Fund Baroda BNP Paribas Mutual Fund · history in this fund	Sectoral / Thematic	1.44%	down 0.08 pts	₹8.2 Cr	down ₹1.2 Cr	60,000	Trimmed
Union Focused Fund Union Mutual Fund · history in this fund	Focused	1.75%	down 0.13 pts	₹7.6 Cr	down ₹1.1 Cr	55,000	Trimmed
Pgim India Large And Midcap Fund PGIM India Mutual Fund · history in this fund	Large & Mid Cap	0.87%	down 0.06 pts	₹6.8 Cr	down ₹99 L	49,389	Trimmed
LIC Mf Banking And Financial Services Fund LIC Mutual Fund · history in this fund	Sectoral / Thematic	2.42%	down 0.17 pts	₹6.2 Cr	down ₹90 L	45,090	Trimmed
Pgim India Multi Cap Fund PGIM India Mutual Fund · history in this fund	Multi Cap	1.29%	down 0.16 pts	₹5.9 Cr	down ₹86 L	43,200	Trimmed
Bajaj Finserv Banking and Financial Services Fund Bajaj Finserv Mutual Fund · history in this fund	Sectoral / Thematic	1.23%	down 0.09 pts	₹5.8 Cr	down ₹84 L	42,070	Trimmed
WhiteOak Capital Quality Equity Fund WhiteOak Capital Mutual Fund · history in this fund	Sectoral / Thematic	0.97%	down 0.27 pts	₹5.4 Cr	down ₹2.3 Cr	39,087	Trimmed
Union Largecap Fund Union Mutual Fund · history in this fund	Large Cap	1.30%	down 0.09 pts	₹5.3 Cr	down ₹77 L	38,700	Trimmed
Edelweiss Financial Services Fund Edelweiss Mutual Fund · history in this fund	Sectoral / Thematic	1.73%	up 1.73 pts	₹4.7 Cr	up ₹4.7 Cr	34,511	New
Union Value Fund Union Mutual Fund · history in this fund	Value / Contra	1.11%	down 0.37 pts	₹4.2 Cr	down ₹1.7 Cr	30,500	Trimmed
Baroda BNP Paribas Banking & Financial Services Fund Baroda BNP Paribas Mutual Fund · history in this fund	Sectoral / Thematic	0.80%	down 0.57 pts	₹4.1 Cr	down ₹2.2 Cr	30,000	Trimmed
Mahindra Manulife Innovation Opportunities Fund Mahindra Manulife Mutual Fund · history in this fund	Sectoral / Thematic	1.30%	down 0.16 pts	₹3.4 Cr	down ₹49 L	24,400	Trimmed
Navi Large & Midcap Fund Navi Mutual Fund · history in this fund	Large & Mid Cap	0.87%	down 0.05 pts	₹2.5 Cr	down ₹37 L	18,500	Trimmed
UTI Quant Fund UTI Mutual Fund · history in this fund	Sectoral / Thematic	0.12%	down 0.12 pts	₹1.7 Cr	down ₹2.1 Cr	12,462	Trimmed
Shriram Flexi Cap Fund Shriram Mutual Fund · history in this fund	Flexi Cap	0.43%	down 0.03 pts	₹52 L	down ₹8 L	3,770	Trimmed
Bank Of India MID CAP TAX FUND Series 2 Bank of India Mutual Fund · history in this fund	ELSS (tax saving)	1.54%	down 0.26 pts	₹49 L	down ₹11 L	3,600	Trimmed
Bank Of India Mid Cap Tax Fund Series 1 Bank of India Mutual Fund · history in this fund	ELSS (tax saving)	0.71%	down 0.53 pts	₹46 L	down ₹38 L	3,350	Trimmed
Alphagrep - Flexi Cap Fund AlphaGrep Mutual Fund · history in this fund	Flexi Cap	0.24%	up 0.24 pts	₹19 L	up ₹19 L	1,388	New
Shriram ELSS Tax Saver Fund Shriram Mutual Fund · history in this fund	ELSS (tax saving)	0.42%	down 0.03 pts	₹19 L	down ₹3 L	1,370	Trimmed
JioBlackRock Sector Rotation Fund Jio BlackRock Mutual Fund · history in this fund	Sectoral / Thematic	0.09%	down 0.01 pts	₹14 L	down ₹2 L	1,005	Trimmed

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (11)

HDFC Large & Mid Cap Fund HDFC Mutual Fund1.3% · ₹357 Cr
Invesco India Smallcap Fund Invesco Mutual Fund1.4% · ₹232 Cr
Edelweiss Mid Cap Fund Edelweiss Mutual Fund0.9% · ₹175 Cr
Canara Robeco ELSS Tax Saver Canara Robeco Mutual Fund1.1% · ₹90.6 Cr
Canara Robeco Multi Cap Fund Canara Robeco Mutual Fund1.0% · ₹56.9 Cr
Edelweiss Large & Mid Cap Fund

History

How many equity funds held the company each month, and the value they held.

Funds holding, Sep 2012 to Sep 2026.

Value held by funds, Sep 2012 to Sep 2026.

Max Financial Services Limited

Funds holding Max Financial Services Limited in September 2026

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (11)

History

Exited Funds that exited (26)

Added Biggest additions

Trimmed Biggest reductions