Upgrade the plan to view this fund.TATA BANKING & FINANCIAL SERVICES FUND
Tata Mutual FundIncreased in 4 of 6 comparable transitions
Current holding: 226.50K shares4 consecutive increasesEntered Feb 2026
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MCXFinancial ServicesFinancial Data & Stock Exchanges
Mutual-fund ownership broadened in the latest disclosure.
Latest disclosure: August 2026 · Compared with July 2026
Actively managed funds only: held by 116 · 23 increased · 24 reduced · 10 new · 11 exited, of 127 comparable. Index and arbitrage funds move with index flows and hedged spreads.
46 funds that held Multi Commodity Exchange of India 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.
5 funds show persistent accumulation34 persistent reduction97 mixed or stableAug 2025 – Aug 2026 · 12 monthly transitions
Upgrade the plan to view this fund.TATA BANKING & FINANCIAL SERVICES FUND
Tata Mutual FundIncreased in 4 of 6 comparable transitions
Current holding: 226.50K shares4 consecutive increasesEntered Feb 2026
Upgrade the plan to view this fund.TATA MID CAP FUND
Tata Mutual FundIncreased in 3 of 3 comparable transitions
Current holding: 500.00K shares3 consecutive increasesEntered May 2026
Upgrade the plan to view this fund.Helios Large & Mid Cap Fund
Helios Mutual FundIncreased in 3 of 6 comparable transitions
Latest disclosed holding (Jul 2026): 63.27K shares
Upgrade the plan to view this fund.LIC MF BALANCED ADVANTAGE FUND
LIC Mutual FundIncreased in 2 of 3 comparable transitions
Current holding: 40.00K sharesEntered May 2026
Upgrade the plan to view this fund.Capitalmind Flexi Cap Fund
Capitalmind Mutual FundIncreased in 2 of 4 comparable transitions
Latest disclosed holding (Jul 2026): 32.65K shares
Reduced in 7 of 7 comparable transitions
Current holding: 46.80K shares7 consecutive reductions
Reduced in 6 of 7 comparable transitions
Current holding: 1.08M shares6 consecutive reductions
Motilal Oswal ELSS Tax Saver Fund
Motilal Oswal Mutual FundReduced in 5 of 7 comparable transitions
Current holding: 850.00K shares5 consecutive reductions
Reduced in 4 of 4 comparable transitions
Latest disclosed holding (Jul 2026): none4 consecutive reductionsExited Jun 2026
Upgrade the plan to view this fund.Canara Robeco Value Fund
Canara Robeco Mutual FundReduced in 4 of 7 comparable transitions
Current holding: 79.25K shares4 consecutive reductions
Reduced in 4 of 7 comparable transitions
Current holding: 1.32M shares4 consecutive reductions
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. 209 actively managed funds analysed; 143 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?
A constant panel of the 129 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 · 236 comparable fund portfolios
46 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: 98 → 94 actively managed holders (-4) among funds filing at both ends
Select a fund in the diagram to inspect its position.
Every ribbon joins one fund to Multi Commodity Exchange of India; 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. 133 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.Motilal Oswal Midcap FundMotilal Oswal Mutual Fund | 4.32M | ₹1,468 cr | Stable | 3.43% | Mixed |
| Motilal Oswal Large and Midcap FundMotilal Oswal Mutual Fund | 2.77M | ₹941 cr | −3.5% | 4.67% | Mixed |
| SBI Midcap FundSBI Mutual Fund | 2.20M | ₹748 cr | Stable | 3.05% | Mixed |
| Motilal Oswal Flexi Cap FundMotilal Oswal Mutual Fund | 1.54M | ₹523 cr | Stable | 3.69% | Mixed |
| Upgrade the plan to view this fund.UTI Nifty 200 Momentum 30 Index FundIndexUTI Mutual Fund | 1.47M | ₹499 cr | −1.5% | 5.86% | Too little history |
| Axis Midcap FundAxis Mutual Fund | 1.32M | ₹448 cr | −10.9% | 1.27% | Reducing |
| Upgrade the plan to view this fund.Bandhan Large and Mid Cap FundBandhan Mutual Fund | 1.16M | ₹395 cr | +148.0% | 1.88% | Too little history |
| Canara Robeco Small Cap FundCanara Robeco Mutual Fund | 1.16M | ₹394 cr | Stable | 2.68% | Reducing |
| Upgrade the plan to view this fund.ICICI Prudential Focused FundICICI Prudential Mutual Fund | 1.12M | ₹381 cr | New | 2.12% | Too little history |
| Mahindra Manulife Multi Cap FundMahindra Manulife Mutual Fund | 1.10M | ₹373 cr | +7.3% | 4.86% | Mixed |
| Axis Small Cap FundAxis Mutual Fund | 1.08M | ₹367 cr | Stable | 1.17% | Reducing |
| Axis Large & Mid Cap FundAxis Mutual Fund | 1.00M | ₹340 cr | Stable | 1.97% | Mixed |
| SBI Flexicap FundSBI Mutual Fund | 959.04K | ₹326 cr | Stable | 1.40% | Mixed |
| Mahindra Manulife Small Cap FundMahindra Manulife Mutual Fund | 925.30K | ₹315 cr | +27.6% | 5.75% | Mixed |
| Motilal Oswal ELSS Tax Saver FundMotilal Oswal Mutual Fund | 850.00K | ₹289 cr | −5.6% | 5.63% | Reducing |
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.Motilal Oswal Midcap FundLargest active holder | ||||||
| Motilal Oswal Large and Midcap FundLargest active holder | ||||||
| SBI Midcap FundLargest active holder | ||||||
| Motilal Oswal Flexi Cap FundLargest active holder | ||||||
| Axis Midcap FundLargest active holder | ||||||
| Upgrade the plan to view this fund.TATA BANKING & FINANCIAL SERVICES FUNDPersistent accumulator | ||||||
| Upgrade the plan to view this fund.TATA MID CAP FUNDPersistent accumulator | ||||||
| Upgrade the plan to view this fund.Helios Large & Mid Cap FundPersistent accumulator | ||||||
| UTI Quant FundPersistent reducer | ||||||
| Axis Small Cap FundPersistent reducer | ||||||
| Motilal Oswal ELSS Tax Saver FundPersistent reducer | ||||||
| Upgrade the plan to view this fund.ICICI Prudential Focused FundRecent new holder | ||||||
| Franklin India Mid Cap Fund (Formerly known as Franklin India Prima Fund) ^Recent new holder | ||||||
| Upgrade the plan to view this fund.Motilal Oswal Focused 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.ICICI Prudential Focused FundICICI Prudential Mutual Fund
1.12M sharesNew position · 2.12% of fund portfolio
August 2026
Franklin India Mid Cap Fund (Formerly known as Franklin India Prima Fund) ^Franklin Templeton Mutual Fund
300.00K sharesNew position · 0.78% of fund portfolio
August 2026
Upgrade the plan to view this fund.Motilal Oswal Focused FundMotilal Oswal Mutual Fund
196.32K sharesNew position · 3.65% of fund portfolio
August 2026
Upgrade the plan to view this fund.UTI Small Cap FundUTI Mutual Fund
80.02K sharesNew position · 0.50% of fund portfolio
August 2026
Upgrade the plan to view this fund.Franklin India Aggressive Hybrid Fund (Formerly known as Franklin India Equity Hybrid Fund)^Franklin Templeton Mutual Fund
70.00K sharesNew position · 1.01% of fund portfolio
August 2026
Upgrade the plan to view this fund.Franklin India Balanced Advantage FundFranklin Templeton Mutual Fund
70.00K sharesNew position · 0.84% of fund portfolio
August 2026
Upgrade the plan to view this fund.Motilal Oswal Financial Services FundMotilal Oswal Mutual Fund
36.50K sharesNew position · 5.73% of fund portfolio
August 2026
Upgrade the plan to view this fund.Groww Nifty Capital Markets ETFIndexGroww Mutual Fund
27.82K sharesNew position · 19.65% of fund portfolio
August 2026
Upgrade the plan to view this fund.DSP Arbitrage FundArbitrageDSP Mutual Fund
19.57K sharesNew position · 0.10% of fund portfolio
August 2026
Upgrade the plan to view this fund.Axis Balanced Advantage FundAxis Mutual Fund
17.96K sharesNew position · 0.16% of fund portfolio
August 2026
Upgrade the plan to view this fund.Groww Multi Asset Allocation FundGroww Mutual Fund
13.91K sharesNew position · 1.21% of fund portfolio
August 2026
Upgrade the plan to view this fund.Helios Arbitrage FundArbitrageHelios Mutual Fund
5.40K sharesNew position · 1.37% 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?
Mutual-fund ownership became more distributed across 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 Multi Commodity Exchange of India broadened in the latest disclosure: 91 of 236 comparable fund portfolios increased their disclosed holdings while 48 reduced them.
Among actively managed funds alone, 23 increased and 24 reduced their positions, out of 127 comparable.
TATA BANKING & FINANCIAL SERVICES FUND shows one of the strongest persistent accumulation patterns among tracked holders, increasing its disclosed position in 4 of 6 comparable transitions over the last year.
UTI Quant Fund shows the strongest persistent reduction, lowering its disclosed position in 7 of 7 comparable transitions.
17 funds initiated new positions in the latest disclosure, while 12 fully exited.
Mutual-fund ownership became more distributed across 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: "MCX", 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: "MCX", 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.
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.
From exchange insider-trading disclosures (SEBI PIT), by intimation date. 0 of the 3 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.