Upgrade the plan to view this fund.UTI Multi Cap Fund
UTI Mutual FundIncreased in 6 of 10 comparable transitions
Current holding: 469.71K shares6 consecutive increases
LoadingLoadingInstitutional ownership
HDBFSFinancial ServicesCredit Services
Mutual-fund ownership broadened in the latest disclosure.
Latest disclosure: August 2026 · Compared with July 2026
Actively managed funds only: held by 28 · 9 increased · 1 reduced · 7 new · 2 exited, of 30 comparable. Index and arbitrage funds move with index flows and hedged spreads.
15 funds that held HDB Financial Services 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 accumulation1 persistent reduction50 mixed or stableAug 2025 – Aug 2026 · 12 monthly transitions
Upgrade the plan to view this fund.UTI Multi Cap Fund
UTI Mutual FundIncreased in 6 of 10 comparable transitions
Current holding: 469.71K shares6 consecutive increases
Upgrade the plan to view this fund.Quantum Diversified Equity All Cap Active FOF
Quantum Mutual FundIncreased in 4 of 7 comparable transitions
Current holding: none3 consecutive increasesExited Apr 2026
Increased in 3 of 3 comparable transitions
Current holding: 9.09M shares3 consecutive increases
Upgrade the plan to view this fund.Mirae Asset Banking and Financial Services Fund
Mirae Asset Mutual FundIncreased in 2 of 3 comparable transitions
Current holding: 919.15K shares
Upgrade the plan to view this fund.Mirae Asset Multicap Fund
Mirae Asset Mutual FundIncreased in 2 of 3 comparable transitions
Current holding: 1.65M shares
Mirae Asset Large & Midcap Fund
Mirae Asset Mutual FundIncreased in 2 of 3 comparable transitions
Current holding: 12.63M shares
Upgrade the plan to view this fund.JM Flexi cap Fund
JM Financial Mutual FundReduced in 2 of 4 comparable transitions
Latest disclosed holding (Jul 2026): noneExited Jan 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. 99 actively managed funds analysed; 54 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 49.1% between Aug 2025 and Aug 2026, while the number of fund holders rose from 18 to 23.
A constant panel of the 38 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 · 75 comparable fund portfolios
15 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: 28 → 18 actively managed holders (-10) among funds filing at both ends
Select a fund in the diagram to inspect its position.
Every ribbon joins one fund to HDB Financial Services; 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. 46 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 |
|---|---|---|---|---|---|
| Kotak Mid Cap FundKotak Mahindra Mutual Fund | 15.63M | ₹1,066 cr | Stable | 1.50% | Stable |
| Mirae Asset Large & Midcap FundMirae Asset Mutual Fund | 12.63M | ₹862 cr | +16.3% | 1.88% | Accumulating |
| Mirae Asset Midcap FundMirae Asset Mutual Fund | 9.09M | ₹620 cr | +21.2% | 2.97% | Accumulating |
| SBI Midcap FundSBI Mutual Fund | 7.00M | ₹478 cr | −1.4% | 1.95% | Mixed |
| Franklin India Mid Cap Fund (Formerly known as Franklin India Prima Fund) ^Franklin Templeton Mutual Fund | 2.71M | ₹185 cr | +22.6% | 1.42% | Mixed |
| Upgrade the plan to view this fund.SBI Banking And Financial Services FundSBI Mutual Fund | 1.79M | ₹122 cr | +12.6% | 1.12% | Mixed |
| Upgrade the plan to view this fund.Mirae Asset Multicap FundMirae Asset Mutual Fund | 1.65M | ₹112 cr | +22.3% | 2.00% | Accumulating |
| Upgrade the plan to view this fund.TATA MID CAP FUNDTata Mutual Fund | 1.03M | ₹70.1 cr | Stable | 1.12% | Mixed |
| Upgrade the plan to view this fund.Mirae Asset Banking and Financial Services FundMirae Asset Mutual Fund | 919.15K | ₹62.7 cr | +19.5% | 2.66% | Accumulating |
| Upgrade the plan to view this fund.Templeton India Value FundFranklin Templeton Mutual Fund | 606.45K | ₹41.4 cr | Stable | 2.15% | Mixed |
| Upgrade the plan to view this fund.UTI Multi Cap FundUTI Mutual Fund | 469.71K | ₹32.1 cr | Stable | 1.47% | Accumulating |
| Upgrade the plan to view this fund.SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLANSBI Mutual Fund | 469.33K | ₹32.0 cr | Stable | 0.99% | Stable |
| Kotak Balanced Advantage FundKotak Mahindra Mutual Fund | 440.23K | ₹30.0 cr | Stable | 0.17% | Stable |
| MAHINDRA MANULIFE AGGRESSIVE HYBRID FUNDMahindra Manulife Mutual Fund | 335.96K | ₹22.9 cr | Stable | 0.82% | Accumulating |
| Bank Of India Flexi Cap FundBank of India Mutual Fund | 272.37K | ₹18.6 cr | New | 0.63% | Too little history |
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 |
|---|---|---|---|---|---|---|
| Kotak Mid Cap FundLargest active holder | ||||||
| Mirae Asset Large & Midcap FundLargest active holder | ||||||
| Mirae Asset Midcap FundLargest active holder | ||||||
| SBI Midcap FundLargest active holder | ||||||
| Franklin India Mid Cap Fund (Formerly known as Franklin India Prima Fund) ^Largest active holder | ||||||
| Upgrade the plan to view this fund.UTI Multi Cap FundPersistent accumulator | ||||||
| Upgrade the plan to view this fund.Quantum Diversified Equity All Cap Active FOFPersistent accumulator | ||||||
| Upgrade the plan to view this fund.Mirae Asset Banking and Financial Services FundPersistent accumulator | ||||||
| Upgrade the plan to view this fund.JM Flexi cap FundPersistent reducer | ||||||
| Bank Of India Flexi Cap FundRecent new holder | ||||||
| Upgrade the plan to view this fund.Baroda BNP Paribas Multi Cap FundRecent new holder | ||||||
| Upgrade the plan to view this fund.Bank of India Mid Cap 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.
Bank Of India Flexi Cap FundBank of India Mutual Fund
272.37K sharesNew position · 0.63% of fund portfolio
August 2026
Upgrade the plan to view this fund.Baroda BNP Paribas Multi Cap FundBaroda BNP Paribas Mutual Fund
138.84K sharesNew position · 0.27% of fund portfolio
August 2026
Upgrade the plan to view this fund.Bank of India Mid Cap FundBank of India Mutual Fund
76.50K sharesNew position · 0.68% of fund portfolio
August 2026
Upgrade the plan to view this fund.Bank of India Banking & Financial Services FundBank of India Mutual Fund
39.50K sharesNew position · 0.99% of fund portfolio
August 2026
Upgrade the plan to view this fund.Bank Of India Mid Cap Tax Fund Series 1Bank of India Mutual Fund
9.65K sharesNew position · 0.97% of fund portfolio
August 2026
Upgrade the plan to view this fund.UTI - Banking and Financial Services FundUTI Mutual Fund
5.99K sharesNew position · 0.03% of fund portfolio
August 2026
Upgrade the plan to view this fund.Bank Of India MID CAP TAX FUND Series 2Bank of India Mutual Fund
4.91K sharesNew position · 0.99% 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?
Mutual-fund ownership became more concentrated among the largest tracked holders.
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 HDB Financial Services broadened in the latest disclosure: 44 of 75 comparable fund portfolios increased their disclosed holdings while 4 reduced them.
Among actively managed funds alone, 9 increased and 1 reduced their positions, out of 30 comparable.
UTI Multi Cap Fund shows one of the strongest persistent accumulation patterns among tracked holders, increasing its disclosed position in 6 of 10 comparable transitions over the last year.
JM Flexi cap Fund shows the strongest persistent reduction, lowering its disclosed position in 2 of 4 comparable transitions.
7 funds initiated new positions in the latest disclosure, while 3 fully exited.
Among funds that disclosed every month, tracked mutual-fund holdings decreased by 49.1% between Aug 2025 and Aug 2026, while the number of fund holders rose from 18 to 23.
Mutual-fund ownership became more concentrated among the largest tracked holders.
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: "HDBFS", 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: "HDBFS", 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 by named investors are on record for this stock.
Disclosed trades and pledges by promoters, directors and designated persons, by filing date.
From exchange insider-trading disclosures (SEBI PIT), by intimation date. 0 of the 30 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.