UTI Mutual Fund
+29.4%Increased in 5 of 10 comparable transitions
Current holding: 79.85K shares5 consecutive increases
LoadingLoadingInstitutional ownership
OFSSInformation TechnologySoftware - Infrastructure
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 50 · 7 increased · 10 reduced · 3 new · 5 exited, of 55 comparable. Index and arbitrage funds move with index flows and hedged spreads.
19 funds that held Oracle Financial Services Software 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 accumulation8 persistent reduction30 mixed or stableAug 2025 – Aug 2026 · 12 monthly transitions
Increased in 5 of 10 comparable transitions
Current holding: 79.85K shares5 consecutive increases
Upgrade the plan to view this fund.LIC MF TECHNOLOGY FUND
LIC Mutual FundIncreased in 3 of 5 comparable transitions
Current holding: 2.47K shares
Upgrade the plan to view this fund.Abakkus Flexi Cap Fund
Abakkus Mutual FundIncreased in 3 of 5 comparable transitions
Latest disclosed holding (Jul 2026): 150.00K sharesEntered Jun 2026
Increased in 2 of 3 comparable transitions
Current holding: 986.46K shares
Upgrade the plan to view this fund.UTI Small Cap Fund
UTI Mutual FundIncreased in 2 of 4 comparable transitions
Current holding: 44.25K sharesEntered Apr 2026
Reduced in 7 of 10 comparable transitions
Current holding: 13.72K shares5 consecutive reductions
Upgrade the plan to view this fund.JM Flexi cap Fund
JM Financial Mutual FundReduced in 3 of 4 comparable transitions
Latest disclosed holding (Jul 2026): none3 consecutive reductionsExited Jan 2026
Reduced in 2 of 3 comparable transitions
Current holding: 936.41K shares
Upgrade the plan to view this fund.Kotak Aggressive Hybrid Fund
Kotak Mahindra Mutual FundReduced in 2 of 3 comparable transitions
Current holding: 96.21K shares
Upgrade the plan to view this fund.ITI Focused Fund
ITI Mutual FundReduced in 2 of 3 comparable transitions
Latest disclosed holding (Jul 2026): noneExited Dec 2025
Reduced in 2 of 3 comparable transitions
Current holding: 64.24K sharesEntered May 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. 88 actively managed funds analysed; 123 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 increased by 9.4% between Aug 2025 and Aug 2026, while the number of fund holders rose from 45 to 46.
A constant panel of the 64 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 · 162 comparable fund portfolios
19 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: 16 → 34 actively managed holders (+18) among funds filing at both ends
Select a fund in the diagram to inspect its position.
Every ribbon joins one fund to Oracle Financial Services Software; 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. 112 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 Multicap FundKotak Mahindra Mutual Fund | 986.46K | ₹1,237 cr | Stable | 4.05% | Accumulating |
| Kotak Mid Cap FundKotak Mahindra Mutual Fund | 936.41K | ₹1,174 cr | Stable | 1.65% | Reducing |
| HDFC Mid Cap FundHDFC Mutual Fund | 340.65K | ₹427 cr | Stable | 0.39% | Stable |
| Kotak Multi Asset Allocation FundKotak Mahindra Mutual Fund | 285.87K | ₹358 cr | Stable | 2.35% | Mixed |
| Upgrade the plan to view this fund.Sundaram Large and Mid Cap FundSundaram Mutual Fund | 211.41K | ₹265 cr | −22.9% | 3.51% | Mixed |
| Upgrade the plan to view this fund.Sundaram Aggressive Hybrid FundSundaram Mutual Fund | 130.69K | ₹164 cr | Stable | 0.02% | Too little history |
| Mahindra Manulife Multi Cap FundMahindra Manulife Mutual Fund | 120.00K | ₹150 cr | Stable | 1.96% | Mixed |
| Upgrade the plan to view this fund.Bandhan Large and Mid Cap FundBandhan Mutual Fund | 100.00K | ₹125 cr | +17.6% | 0.60% | Too little history |
| HDFC Large and Mid Cap FundHDFC Mutual Fund | 96.86K | ₹121 cr | Stable | 0.40% | Stable |
| Upgrade the plan to view this fund.Kotak Aggressive Hybrid FundKotak Mahindra Mutual Fund | 96.21K | ₹121 cr | Stable | 1.29% | Reducing |
| Upgrade the plan to view this fund.Nippon India ETF Nifty ITIndexNippon India Mutual Fund | 92.25K | ₹116 cr | −2.7% | 3.04% | Accumulating |
| Upgrade the plan to view this fund.Kotak Equity Savings FundKotak Mahindra Mutual Fund | 80.17K | ₹101 cr | Stable | 0.94% | Mixed |
| UTI Large & Mid Cap FundUTI Mutual Fund | 79.85K | ₹100 cr | −7.0% | 1.54% | Accumulating |
| Upgrade the plan to view this fund.Kotak MNC FundKotak Mahindra Mutual Fund | 70.00K | ₹87.8 cr | Stable | 3.80% | Mixed |
| SBI Quant FundSBI Mutual Fund | 64.24K | ₹80.6 cr | −6.6% | 2.76% | 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 |
|---|---|---|---|---|---|---|
| Kotak Multicap FundLargest active holder | ||||||
| Kotak Mid Cap FundLargest active holder | ||||||
| HDFC Mid Cap FundLargest active holder | ||||||
| Kotak Multi Asset Allocation FundLargest active holder | ||||||
| Upgrade the plan to view this fund.Sundaram Large and Mid Cap FundLargest active holder | ||||||
| UTI Large & Mid Cap FundPersistent accumulator | ||||||
| Upgrade the plan to view this fund.LIC MF TECHNOLOGY FUNDPersistent accumulator | ||||||
| Upgrade the plan to view this fund.Abakkus Flexi Cap FundPersistent accumulator | ||||||
| UTI Quant FundPersistent reducer | ||||||
| Upgrade the plan to view this fund.JM Flexi cap FundPersistent reducer | ||||||
| Upgrade the plan to view this fund.Kotak Aggressive Hybrid FundPersistent reducer | ||||||
| Upgrade the plan to view this fund.Samco Flexicap FundRecent new holder | ||||||
| Upgrade the plan to view this fund.Edelweiss Arbitrage FundArbitrageRecent new holder | ||||||
| Upgrade the plan to view this fund.Samco Large & 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.
Upgrade the plan to view this fund.Samco Flexicap FundSamco Mutual Fund
6.63K sharesNew position · 3.18% of fund portfolio
August 2026
Upgrade the plan to view this fund.Edelweiss Arbitrage FundArbitrageEdelweiss Mutual Fund
1.30K sharesNew position · 0.01% of fund portfolio
August 2026
Upgrade the plan to view this fund.Samco Large & Mid Cap FundSamco Mutual Fund
1.10K sharesNew position · 1.40% of fund portfolio
August 2026
Upgrade the plan to view this fund.Nippon India Arbitrage FundArbitrageNippon India Mutual Fund
400 sharesNew position · — of fund portfolio
August 2026
Upgrade the plan to view this fund.Groww ELSS Tax Saver FundGroww Mutual Fund
157 sharesNew position · 0.38% of fund portfolio
August 2026
Upgrade the plan to view this fund.Groww Nifty Midcap 150 ETFIndexGroww Mutual Fund
36 sharesNew position · 0.69% of fund portfolio
August 2026
Upgrade the plan to view this fund.GROWW NIFTY 200 ETFIndexGroww Mutual Fund
23 sharesNew position · 0.18% 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.
More tracked funds increased than reduced their positions in the latest disclosure: 63 of 162 comparable fund portfolios increased their disclosed holdings while 32 reduced them.
Among actively managed funds alone, 7 increased and 10 reduced their positions, out of 55 comparable.
UTI Large & Mid Cap Fund shows one of the strongest persistent accumulation patterns among tracked holders, increasing its disclosed position in 5 of 10 comparable transitions over the last year.
UTI Quant Fund shows the strongest persistent reduction, lowering its disclosed position in 7 of 10 comparable transitions.
7 funds initiated new positions in the latest disclosure, while 8 fully exited.
Among funds that disclosed every month, tracked mutual-fund holdings increased by 9.4% between Aug 2025 and Aug 2026, while the number of fund holders rose from 45 to 46.
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: "OFSS", 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: "OFSS", 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.
No insider filings in the last 12 months. The most recent filings are shown.
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.
| Sept 2024 |
| 72.69% |
| 27.31% |
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.