Upgrade the plan to view this fund.NJ Balanced Advantage Fund
NJ Mutual FundIncreased in 6 of 12 comparable transitions
Current holding: 512.30K shares3 consecutive increases
LoadingLoadingInstitutional ownership
JIOFINFinancial ServicesAsset Management
More tracked funds increased than reduced their positions in the latest disclosure.
Latest disclosure: August 2026 · Compared with July 2026
Actively managed funds only: held by 24 · 6 increased · 1 reduced · 5 new · 3 exited, of 27 comparable. Index and arbitrage funds move with index flows and hedged spreads.
32 funds that held Jio 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.
2 funds show persistent accumulation0 persistent reduction28 mixed or stableAug 2025 – Aug 2026 · 12 monthly transitions
Upgrade the plan to view this fund.NJ Balanced Advantage Fund
NJ Mutual FundIncreased in 6 of 12 comparable transitions
Current holding: 512.30K 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: 208.21K shares5 consecutive increases
No persistent reducing signals met the materiality threshold during this period.
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. 75 actively managed funds analysed; 149 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 68.4% between Aug 2025 and Aug 2026, while the number of fund holders fell from 75 to 60.
A constant panel of the 84 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 · 153 comparable fund portfolios
32 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: 11 → 13 actively managed holders (+2) among funds filing at both ends
Select a fund in the diagram to inspect its position.
Every ribbon joins one fund to Jio 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. 134 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 | 63.64M | ₹1,536 cr | +0.5% | 0.72% | Accumulating |
| Upgrade the plan to view this fund.UTI Nifty 50 ETFIndexUTI Mutual Fund | 21.82M | ₹527 cr | +1.4% | 0.72% | Accumulating |
| Upgrade the plan to view this fund.NIPPON INDIA ETF NIFTY 50 BEESIndexNippon India Mutual Fund | 19.97M | ₹482 cr | +2.1% | 0.72% | Accumulating |
| Upgrade the plan to view this fund.ICICI Prudential Arbitrage FundArbitrageICICI Prudential Mutual Fund | 16.85M | ₹407 cr | −25.2% | 1.17% | Reducing |
| Upgrade the plan to view this fund.TATA ARBITRAGE FUNDArbitrageTata Mutual Fund | 13.92M | ₹336 cr | −8.3% | 1.35% | Accumulating |
| Upgrade the plan to view this fund.ICICI Prudential Nifty 50 ETFIndexICICI Prudential Mutual Fund | 13.25M | ₹320 cr | +2.5% | 0.72% | Accumulating |
| Upgrade the plan to view this fund.ADITYA BIRLA SUN LIFE ARBITRAGE FUNDArbitrageAditya Birla Sun Life Mutual Fund | 10.01M | ₹242 cr | Stable | 0.89% | Mixed |
| Upgrade the plan to view this fund.Kotak Arbitrage FundArbitrageKotak Mahindra Mutual Fund | 9.00M | ₹217 cr | +34.5% | 0.29% | Reducing |
| Upgrade the plan to view this fund.UTI Nifty 50 Index FundIndexUTI Mutual Fund | 8.78M | ₹212 cr | +1.2% | 0.72% | Accumulating |
| Upgrade the plan to view this fund.Nippon India Arbitrage FundArbitrageNippon India Mutual Fund | 8.17M | ₹197 cr | −13.4% | 1.13% | Reducing |
| Upgrade the plan to view this fund.HDFC Nifty 50 Index FundIndexHDFC Mutual Fund | 7.08M | ₹171 cr | Stable | 0.72% | Accumulating |
| Upgrade the plan to view this fund.ICICI Prudential Nifty 50 Index FundIndexICICI Prudential Mutual Fund | 5.13M | ₹124 cr | +1.0% | 0.72% | Accumulating |
| HDFC Balanced Advantage FundHDFC Mutual Fund | 4.98M | ₹120 cr | Stable | 0.11% | Stable |
| Upgrade the plan to view this fund.Axis Arbitrage FundArbitrageAxis Mutual Fund | 4.86M | ₹117 cr | −1.4% | 1.11% | Accumulating |
| Upgrade the plan to view this fund.Bandhan Large and Mid Cap FundBandhan Mutual Fund | 4.20M | ₹101 cr | Stable | 0.48% | 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 |
|---|---|---|---|---|---|---|
| HDFC Balanced Advantage FundLargest active holder | ||||||
| Upgrade the plan to view this fund.Bandhan Large and Mid Cap FundLargest active holder | ||||||
| Axis Quant FundLargest active holder | ||||||
| Kotak Balanced Advantage FundLargest active holder | ||||||
| Upgrade the plan to view this fund.Mahindra Manulife Value FundLargest active holder | ||||||
| Upgrade the plan to view this fund.NJ Balanced Advantage FundPersistent accumulator | ||||||
| Upgrade the plan to view this fund.Parag Parikh Large Cap FundPersistent accumulator | ||||||
| Motilal Oswal Manufacturing FundRecent new holder | ||||||
| Sundaram Multi-Factor FundRecent new holder | ||||||
| Upgrade the plan to view this fund.MOTILAL OSWAL CONTRA 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.
Motilal Oswal Manufacturing FundMotilal Oswal Mutual Fund
536.73K sharesNew position · 1.85% of fund portfolio
August 2026
Sundaram Multi-Factor FundSundaram Mutual Fund
473.67K sharesNew position · 1.31% of fund portfolio
August 2026
Upgrade the plan to view this fund.MOTILAL OSWAL CONTRA FUNDMotilal Oswal Mutual Fund
294.43K sharesNew position · 1.59% of fund portfolio
August 2026
Motilal Oswal Infrastructure FundMotilal Oswal Mutual Fund
115.58K sharesNew position · 1.86% of fund portfolio
August 2026
Upgrade the plan to view this fund.Groww ELSS Tax Saver FundGroww Mutual Fund
7.92K sharesNew position · 0.37% 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.
More tracked funds increased than reduced their positions in the latest disclosure: 72 of 153 comparable fund portfolios increased their disclosed holdings while 26 reduced them.
Among actively managed funds alone, 6 increased and 1 reduced their positions, out of 27 comparable.
NJ Balanced Advantage Fund shows one of the strongest persistent accumulation patterns among tracked holders, increasing its disclosed position in 6 of 12 comparable transitions over the last year.
5 funds initiated new positions in the latest disclosure, while 5 fully exited.
Among funds that disclosed every month, tracked mutual-fund holdings decreased by 68.4% between Aug 2025 and Aug 2026, while the number of fund holders fell from 75 to 60.
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: "JIOFIN", 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: "JIOFIN", 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. 2 of the 10 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.
| Dec 2024 |
| 47.12% |
| 52.88% |
Categories are shown as filed and can overlap: the public figure includes FII/FPI and DII holders. Institutional sub-categories are only reported for recent quarters. The filing on record does not carry a separate mutual-fund share of equity for this stock.