Upgrade the plan to view this fund.Helios Large & Mid Cap Fund
Helios Mutual FundIncreased in 7 of 9 comparable transitions
Latest disclosed holding (Jul 2026): 352.42K shares6 consecutive increasesEntered May 2026

LoadingInstitutional ownership
ADANIPORTSServicesMarine Shipping
Mutual-fund ownership broadened in the latest disclosure.
Latest disclosure: August 2026 · Compared with July 2026
Actively managed funds only: held by 69 · 8 increased · 6 reduced · 3 new · 3 exited, of 72 comparable. Index and arbitrage funds move with index flows and hedged spreads.
40 funds that held Adani Ports and Special Economic Zone in one of these months have no usable disclosure for the other, usually because the August 2026 filing is not in yet. They are left out of the comparison, not counted as unchanged.
July 2026 → August 2026. Which mutual funds changed their disclosed position in this stock?
Direction comes from the disclosed share quantity, adjusted for splits and bonuses, never from portfolio weight: weight also moves with the price. A change under 0.5% of the existing holding counts as stable. Largest share changes first; new positions by size, exits by the size of the position closed.
Mutual funds showing persistent accumulation or reduction in this stock.
7 funds show persistent accumulation4 persistent reduction73 mixed or stableAug 2025 – Aug 2026 · 12 monthly transitions
Upgrade the plan to view this fund.Helios Large & Mid Cap Fund
Helios Mutual FundIncreased in 7 of 9 comparable transitions
Latest disclosed holding (Jul 2026): 352.42K shares6 consecutive increasesEntered May 2026
Upgrade the plan to view this fund.ICICI Prudential Focused Fund
ICICI Prudential Mutual FundIncreased in 6 of 12 comparable transitions
Current holding: 2.67M shares3 consecutive increases
Upgrade the plan to view this fund.Parag Parikh Large Cap Fund
Parag Parikh Mutual FundIncreased in 5 of 5 comparable transitions
Current holding: 46.81K shares5 consecutive increases
Upgrade the plan to view this fund.ADITYA BIRLA SUN LIFE AGGRESSIVE HYBRID FUND
Aditya Birla Sun Life Mutual FundIncreased in 4 of 7 comparable transitions
Latest disclosed holding (Jul 2026): 160.00K shares
Upgrade the plan to view this fund.Shriram Aggressive Hybrid Fund
Shriram Mutual FundIncreased in 3 of 6 comparable transitions
Current holding: noneEntered Sept 2025Exited Apr 2026
Upgrade the plan to view this fund.Shriram Multi Asset Allocation
Shriram Mutual FundIncreased in 3 of 6 comparable transitions
Current holding: noneEntered Sept 2025Exited Apr 2026
Upgrade the plan to view this fund.SBI Equity Minimum Variance Fund
SBI Mutual FundReduced in 6 of 10 comparable transitions
Current holding: 11.03K shares
Reduced in 6 of 12 comparable transitions
Current holding: 245.10K shares
Upgrade the plan to view this fund.Quantum Diversified Equity All Cap Active FOF
Quantum Mutual FundReduced in 4 of 7 comparable transitions
Current holding: none3 consecutive reductionsExited Apr 2026
Upgrade the plan to view this fund.Bajaj Finserv Large Cap Fund
Bajaj Finserv Mutual FundReduced in 2 of 4 comparable transitions
Latest disclosed holding (Jul 2026): noneExited Jul 2026
The same conviction engine as each fund page, run per fund on this stock: a transition counts only when the fund disclosed on both sides and its share quantity moved at least 0.5% of the existing holding. Missing months and corporate actions without a usable ratio break the sequence instead of being bridged. Funds rank by how many comparable transitions moved in the signal's direction, then consistency, then the longest streak, so steady building outranks one large jump. Bars show each fund's disclosed share quantity scaled to its own first holding in the range; hover for real quantities. 128 actively managed funds analysed; 160 index, ETF and arbitrage funds are excluded because index flows and hedged spreads move holdings without a view on the stock.
Last 1 Year. Is institutional ownership in this stock expanding or contracting over time?
Among funds that disclosed every month, tracked mutual-fund holdings decreased by 25.8% between Aug 2025 and Aug 2026, while the number of fund holders fell from 92 to 87.
A constant panel of the 102 funds that held this stock at some point and filed a usable disclosure in every month of the window, so changes are not driven by which funds happened to file. Share counts are in each month's disclosed quantity. Months without comparable filings are left as gaps rather than filled in.
Is the latest ownership change broad across funds or concentrated among only a few institutions?
July 2026 → August 2026 · 206 comparable fund portfolios
40 funds held the stock in only one of the two filings on record and are excluded from the denominator rather than counted as stable.
Each month compares funds that filed both that month and the month before. The number of comparable funds changes with filing coverage, so the share view is the fairer month-to-month comparison.
Which mutual funds increased or reduced their exposure to this stock over the selected period?
Feb 2026 → Aug 2026: 52 → 51 actively managed holders (-1) among funds filing at both ends
Select a fund in the diagram to inspect its position.
Every ribbon joins one fund to Adani Ports and Special Economic Zone; none joins two funds. The diagram shows that some holders reduced this stock while others increased it between Feb 2026 → Aug 2026, not that shares or money passed from one fund to another. Ribbon width is each fund's absolute change in disclosed shares, adjusted for splits and bonuses. Only funds that filed at both ends of the range are compared. The largest moves are drawn; smaller ones are grouped. 148 index, ETF and arbitrage funds are left out, as in Capital Rotation.
Which mutual funds held the largest disclosed positions in August 2026? The largest owner is not necessarily the strongest accumulator.
| Fund | Holding quantity | Disclosed valueas reported by the fund | Latest changevs Jul 2026 | Fund portfolio weight | Conviction trendLast 1 Year |
|---|---|---|---|---|---|
| Upgrade the plan to view this fund.SBI Nifty 50 ETFIndexSBI Mutual Fund | 14.31M | ₹2,280 cr | +0.5% | 1.07% | Accumulating |
| Upgrade the plan to view this fund.SBI BSE Sensex ETFIndexSBI Mutual Fund | 9.86M | ₹1,612 cr | +1.0% | 1.32% | Accumulating |
| Upgrade the plan to view this fund.UTI Nifty 50 ETFIndexUTI Mutual Fund | 4.91M | ₹782 cr | +1.4% | 1.07% | Accumulating |
| Upgrade the plan to view this fund.UTI BSE Sensex ETFIndexUTI Mutual Fund | 4.61M | ₹755 cr | +1.6% | 1.32% | Accumulating |
| Upgrade the plan to view this fund.NIPPON INDIA ETF NIFTY 50 BEESIndexNippon India Mutual Fund | 4.49M | ₹715 cr | +2.1% | 1.07% | Accumulating |
| Upgrade the plan to view this fund.Kotak Arbitrage FundArbitrageKotak Mahindra Mutual Fund | 4.25M | ₹677 cr | −10.2% | 0.89% | Accumulating |
| Upgrade the plan to view this fund.ICICI Prudential Nifty 50 ETFIndexICICI Prudential Mutual Fund | 2.98M | ₹475 cr | +2.5% | 1.07% | Accumulating |
| Upgrade the plan to view this fund.ICICI Prudential Focused FundICICI Prudential Mutual Fund | 2.67M | ₹425 cr | −30.0% | 2.37% | Accumulating |
| Upgrade the plan to view this fund.ICICI Prudential BSE Sensex ETFIndexICICI Prudential Mutual Fund | 2.64M | ₹432 cr | +2.9% | 1.32% | Accumulating |
| Upgrade the plan to view this fund.Nippon India ETF BSE SensexIndexNippon India Mutual Fund | 2.32M | ₹380 cr | +2.9% | 1.32% | Accumulating |
| HDFC Large Cap FundHDFC Mutual Fund | 2.19M | ₹348 cr | Stable | 0.87% | Mixed |
| SBI Large Cap FundSBI Mutual Fund | 2.00M | ₹319 cr | Stable | 0.58% | Stable |
| Upgrade the plan to view this fund.UTI Nifty 50 Index FundIndexUTI Mutual Fund | 1.97M | ₹314 cr | +1.2% | 1.07% | Accumulating |
| Upgrade the plan to view this fund.ADITYA BIRLA SUN LIFE FOCUSED FUNDAditya Birla Sun Life Mutual Fund | 1.60M | ₹255 cr | Stable | 3.20% | Mixed |
| Upgrade the plan to view this fund.HDFC Nifty 50 Index FundIndexHDFC Mutual Fund | 1.59M | ₹254 cr | Stable | 1.07% | Accumulating |
Holding quantity is the fund's disclosed share count; value is the market value the fund reported for that line. Latest change uses the share quantity, not weight. Conviction trend is the fund's Institutional Conviction signal for this stock over the last 1 year.
How have important mutual-fund holders behaved across reporting periods?
| Fund | Mar | Apr | May | Jun | Jul | Aug |
|---|---|---|---|---|---|---|
| Upgrade the plan to view this fund.ICICI Prudential Focused FundLargest active holder | ||||||
| HDFC Large Cap FundLargest active holder | ||||||
| SBI Large Cap FundLargest active holder | ||||||
| Upgrade the plan to view this fund.ADITYA BIRLA SUN LIFE FOCUSED FUNDLargest active holder | ||||||
| Mirae Asset Large Cap FundLargest active holder | ||||||
| Upgrade the plan to view this fund.Helios Large & Mid Cap FundPersistent accumulator | ||||||
| Upgrade the plan to view this fund.Parag Parikh Large Cap FundPersistent accumulator | ||||||
| Upgrade the plan to view this fund.ADITYA BIRLA SUN LIFE AGGRESSIVE HYBRID FUNDPersistent accumulator | ||||||
| Upgrade the plan to view this fund.SBI Equity Minimum Variance FundPersistent reducer | ||||||
| HDFC Equity Savings FundPersistent reducer | ||||||
| Upgrade the plan to view this fund.Quantum Diversified Equity All Cap Active FOFPersistent reducer | ||||||
| Upgrade the plan to view this fund.Groww Multi Asset Allocation FundRecent new holder | ||||||
| Upgrade the plan to view this fund.Kotak Services FundRecent new holder | ||||||
| Upgrade the plan to view this fund.Groww ELSS Tax Saver FundRecent new holder |
Featured funds: the largest actively managed holders, the strongest persistent accumulators and reducers, and the largest recent new holders. More funds, including index funds, are listed by their largest disclosed position in the year. Shading deepens with the size of the move, up to 25%. A change under 0.5% of the existing holding counts as stable; a month without a filing is never treated as unchanged.
Funds that opened or fully closed a position between July 2026 and August 2026.
Upgrade the plan to view this fund.Groww Multi Asset Allocation FundGroww Mutual Fund
18.28K sharesNew position · 0.75% of fund portfolio
August 2026
Upgrade the plan to view this fund.Kotak Services FundKotak Mahindra Mutual Fund
5.82K sharesNew position · 0.12% of fund portfolio
August 2026
Upgrade the plan to view this fund.Groww ELSS Tax Saver FundGroww Mutual Fund
3.22K sharesNew position · 1.00% of fund portfolio
August 2026
Upgrade the plan to view this fund.Groww Nifty 50 ETFIndexGroww Mutual Fund
2.54K sharesNew position · 1.06% of fund portfolio
August 2026
Upgrade the plan to view this fund.GROWW NIFTY 200 ETFIndexGroww Mutual Fund
712 sharesNew position · 0.69% of fund portfolio
August 2026
New holders are ranked by the size of the position opened and exits by the size of the position closed, so small residual lines do not lead the list. Only funds that filed in both months are included. Holding history counts consecutive monthly filings with a position, within the months Stake Trace tracks.
How much of the tracked mutual-fund position sits with the largest holders?
The share held by the five largest tracked holders was broadly unchanged.
Share of the total disclosed shares held by tracked mutual funds that filed in each month. Index funds are included, as they are real holders. Filing coverage differs between months, which affects both figures.
Mutual-fund ownership in Adani Ports and Special Economic Zone broadened in the latest disclosure: 79 of 206 comparable fund portfolios increased their disclosed holdings while 24 reduced them.
Among actively managed funds alone, 8 increased and 6 reduced their positions, out of 72 comparable.
Helios Large & Mid Cap Fund shows one of the strongest persistent accumulation patterns among tracked holders, increasing its disclosed position in 7 of 9 comparable transitions over the last year.
SBI Equity Minimum Variance Fund shows the strongest persistent reduction, lowering its disclosed position in 6 of 10 comparable transitions.
5 funds initiated new positions in the latest disclosure, while 3 fully exited.
Among funds that disclosed every month, tracked mutual-fund holdings decreased by 25.8% between Aug 2025 and Aug 2026, while the number of fund holders fell from 92 to 87.
The share held by the five largest tracked holders was broadly unchanged.
Written from the figures on this page by fixed rules. It describes disclosed holdings only: it is not investment advice, a rating or a forecast, and it does not explain why any fund acted.
Query the same filings from an agent through the Stake Trace MCP.
ownership_shift({ stock: "ADANIPORTS", from_period: "2026-07", to_period: "2026-08" })Returns the same comparison across all mutual funds: share-count changes, increases, reductions, entries and exits, adjusted for corporate actions. Add fund to read one scheme.
Query the same filings from an agent through the Stake Trace MCP.
institutional_conviction({ stock: "ADANIPORTS", periods: 12 })Returns the stock-level persistence pattern across the trailing periods: how many funds increased, reduced, entered or exited in each transition. The per-fund ranking above uses the same conviction rules.
Named investors and institutions in exchange-reported bulk and block deals. A separate ownership class from the mutual-fund holdings above.
No bulk or block deals in the last 12 months. The most recent deals are shown.
Bulk and block deals are single trades the exchanges publish with the counterparty's name. Both sides of a block deal are often listed; a deal does not show the investor's total holding.
Disclosed trades and pledges by promoters, directors and designated persons, by filing date.
No insider filings in the last 12 months. The most recent filings are shown.
From exchange insider-trading disclosures (SEBI PIT), by intimation date. 15 of the 18 most recent filings are by promoter or promoter-group entities. Identical duplicate filings are listed once. These are disclosed transactions, not a reading of intent.