Tata Mutual Fund
Fully exitedIncreased in 6 of 11 comparable transitions
Current holding: none4 consecutive increasesExited Aug 2026
LoadingLoadingInstitutional ownership
PFCFinancial ServicesCredit Services
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 59 · 5 increased · 10 reduced · 2 new · 18 exited, of 77 comparable. Index and arbitrage funds move with index flows and hedged spreads.
44 funds that held Power Finance Corporation 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.
9 funds show persistent accumulation4 persistent reduction92 mixed or stableAug 2025 – Aug 2026 · 12 monthly transitions
Increased in 6 of 11 comparable transitions
Current holding: none4 consecutive increasesExited Aug 2026
Increased in 6 of 12 comparable transitions
Current holding: 5.45M shares4 consecutive increases
Increased in 6 of 12 comparable transitions
Current holding: 120.52K shares4 consecutive increases
Franklin India Multi-Factor Fund
Franklin Templeton Mutual FundIncreased in 5 of 8 comparable transitions
Current holding: 155.51K shares4 consecutive increases
Upgrade the plan to view this fund.Parag Parikh Large Cap Fund
Parag Parikh Mutual FundIncreased in 4 of 5 comparable transitions
Current holding: 92.47K shares3 consecutive increases
Upgrade the plan to view this fund.Sundaram Multi Asset Allocation Fund
Sundaram Mutual FundIncreased in 4 of 6 comparable transitions
Current holding: none4 consecutive increasesExited Mar 2026
Upgrade the plan to view this fund.Quantum Diversified Equity All Cap Active FOF
Quantum Mutual FundReduced in 6 of 8 comparable transitions
Current holding: none4 consecutive reductions
Reduced in 2 of 3 comparable transitions
Current holding: 14.70M shares
Upgrade the plan to view this fund.LIC MF VALUE FUND
LIC Mutual FundReduced in 2 of 3 comparable transitions
Current holding: noneExited Jan 2026
Upgrade the plan to view this fund.Nippon India Flexi Cap Fund
Nippon India Mutual FundReduced in 2 of 4 comparable transitions
Latest disclosed holding (Jul 2026): none
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. 182 actively managed funds analysed; 134 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 27.4% between Aug 2025 and Aug 2026, while the number of fund holders fell from 77 to 56.
A constant panel of the 100 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 · 187 comparable fund portfolios
44 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: 58 → 27 actively managed holders (-31) among funds filing at both ends
Select a fund in the diagram to inspect its position.
Every ribbon joins one fund to Power Finance Corporation; 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. 123 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 | 21.08M | ₹709 cr | +5.0% | 2.32% | Accumulating |
| HDFC Balanced Advantage FundHDFC Mutual Fund | 18.50M | ₹622 cr | Stable | 0.58% | Stable |
| Upgrade the plan to view this fund.Kotak Arbitrage FundArbitrageKotak Mahindra Mutual Fund | 16.99M | ₹571 cr | +62.3% | 0.75% | Accumulating |
| Kotak Mid Cap FundKotak Mahindra Mutual Fund | 14.70M | ₹494 cr | Stable | 0.69% | Reducing |
| Kotak Multi Asset Allocation FundKotak Mahindra Mutual Fund | 9.35M | ₹314 cr | Stable | 2.06% | Stable |
| Upgrade the plan to view this fund.ICICI Prudential Arbitrage FundArbitrageICICI Prudential Mutual Fund | 6.79M | ₹228 cr | +47.0% | 0.65% | Accumulating |
| Upgrade the plan to view this fund.ICICI Prudential Nifty Next 50 Index FundIndexICICI Prudential Mutual Fund | 5.80M | ₹195 cr | +1.6% | 1.93% | Accumulating |
| HDFC Multi Cap FundHDFC Mutual Fund | 5.45M | ₹183 cr | Stable | 0.89% | Accumulating |
| Upgrade the plan to view this fund.NIPPON INDIA ETF NIFTY NEXT 50 JUNIOR BEESIndexNippon India Mutual Fund | 5.14M | ₹173 cr | +3.3% | 1.93% | Accumulating |
| Upgrade the plan to view this fund.UTI - Nifty Next 50 Index FundIndexUTI Mutual Fund | 4.33M | ₹146 cr | +2.5% | 1.93% | Accumulating |
| Upgrade the plan to view this fund.SBI Energy Opportunities FundSBI Mutual Fund | 4.26M | ₹143 cr | Stable | 1.72% | Stable |
| Upgrade the plan to view this fund.Kotak Aggressive Hybrid FundKotak Mahindra Mutual Fund | 4.10M | ₹138 cr | Stable | 1.48% | Stable |
| Mirae Asset Large Cap FundMirae Asset Mutual Fund | 4.08M | ₹137 cr | −32.1% | 0.36% | Mixed |
| HDFC Large and Mid Cap FundHDFC Mutual Fund | 3.50M | ₹118 cr | Stable | 0.39% | Stable |
| Upgrade the plan to view this fund.BHARAT 22 ETFIndexICICI Prudential Mutual Fund | 3.10M | ₹107 cr | No earlier filing | 1.08% | 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 | ||||||
| HDFC Balanced Advantage FundLargest active holder | ||||||
| Kotak Mid Cap FundLargest active holder | ||||||
| Kotak Multi Asset Allocation FundLargest active holder | ||||||
| HDFC Multi Cap FundLargest active holder | ||||||
| TATA VALUE FUNDPersistent accumulator | ||||||
| Sundaram Multi-Factor FundPersistent accumulator | ||||||
| Franklin India Multi-Factor FundPersistent accumulator | ||||||
| Upgrade the plan to view this fund.Quantum Diversified Equity All Cap Active FOFPersistent reducer | ||||||
| Upgrade the plan to view this fund.LIC MF VALUE FUNDPersistent reducer | ||||||
| Upgrade the plan to view this fund.Nippon India Flexi Cap FundPersistent reducer | ||||||
| Upgrade the plan to view this fund.Parag Parikh Conservative Hybrid FundRecent new holder | ||||||
| Upgrade the plan to view this fund.Parag Parikh Dynamic Asset Allocation FundRecent new holder | ||||||
| Upgrade the plan to view this fund.DSP Arbitrage FundArbitrageRecent 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.Parag Parikh Conservative Hybrid FundParag Parikh Mutual Fund
826.67K sharesNew position · 0.80% of fund portfolio
August 2026
Upgrade the plan to view this fund.Parag Parikh Dynamic Asset Allocation FundParag Parikh Mutual Fund
694.27K sharesNew position · 0.91% of fund portfolio
August 2026
Upgrade the plan to view this fund.DSP Arbitrage FundArbitrageDSP Mutual Fund
653.90K sharesNew position · 0.33% of fund portfolio
August 2026
Upgrade the plan to view this fund.Hsbc Arbitrage FundArbitrageHSBC Mutual Fund
473.20K sharesNew position · 0.48% of fund portfolio
August 2026
Upgrade the plan to view this fund.Mirae Asset Arbitrage FundArbitrageMirae Asset Mutual Fund
265.20K sharesNew position · 0.23% of fund portfolio
August 2026
Upgrade the plan to view this fund.JM Arbitrage FundArbitrageJM Financial Mutual Fund
145.60K sharesNew position · 1.01% of fund portfolio
August 2026
Upgrade the plan to view this fund.Bank Of India Arbitrage FundArbitrageBank of India Mutual Fund
96.20K sharesNew position · 2.41% of fund portfolio
August 2026
Upgrade the plan to view this fund.Axis Arbitrage FundArbitrageAxis Mutual Fund
79.30K sharesNew position · 0.03% of fund portfolio
August 2026
Upgrade the plan to view this fund.UTI - Arbitrage FundArbitrageUTI Mutual Fund
66.30K sharesNew position · 0.02% of fund portfolio
August 2026
Upgrade the plan to view this fund.Helios Arbitrage FundArbitrageHelios Mutual Fund
26.00K sharesNew position · 0.65% 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: 65 of 187 comparable fund portfolios increased their disclosed holdings while 28 reduced them.
Among actively managed funds alone, 5 increased and 10 reduced their positions, out of 77 comparable.
TATA VALUE FUND shows one of the strongest persistent accumulation patterns among tracked holders, increasing its disclosed position in 6 of 11 comparable transitions over the last year.
Quantum Diversified Equity All Cap Active FOF shows the strongest persistent reduction, lowering its disclosed position in 6 of 8 comparable transitions.
10 funds initiated new positions in the latest disclosure, while 19 fully exited.
Among funds that disclosed every month, tracked mutual-fund holdings decreased by 27.4% between Aug 2025 and Aug 2026, while the number of fund holders fell from 77 to 56.
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: "PFC", 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: "PFC", 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.
Promoter/insider event data is not currently available for this stock.