Ather Energy Ltd.
ATHERENERGSector: Diversified· ISIN:
INE0LEZ01016· Source: AMFI & PMS DisclosuresInstitutional Holders
26
24 Mutual Funds · 2 PMS
Total Disclosed Value
₹5,325 Cr
Across mutual fund portfolios
Average Portfolio Weight
2.00%
Mean weight across all holders
Highest Allocation
5.70%
Holders Category DistributionTop categories holding ATHERENERG
Equity Scheme - Flexi Cap Fund (7)
Equity Scheme - Small Cap Fund (3)
Equity Schemes - Thematic Fund (3)
PMS Strategy (2)
Equity Schemes - Mid Cap Fund (2)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| — | Motilal Oswal Founders Portfolio | PMS | PMS Strategy | PMS Provider | 5.70% | — |
| Motilal Oswal Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Motilal Oswal Mutual Fund | 4.73% | ₹669.9 Cr | |
| SBI SMALL CAP FUND | MF | Equity Scheme - Small Cap Fund | SBI Mutual Fund | 4.26% | ₹1,702.4 Cr | |
| Invesco India Focused Fund | MF | Equity Schemes - Focused Fund | Invesco Mutual Fund | 4.22% | ₹240.7 Cr | |
| HSBC Midcap Fund | MF | Equity Schemes - Mid Cap Fund | HSBC Mutual Fund | 3.57% | ₹614.1 Cr | |
| Motilal Oswal Large and Midcap Fund | MF | Equity Scheme - Large & Mid Cap Fund | Motilal Oswal Mutual Fund | 3.37% | ₹621.2 Cr | |
| Tata India Consumer Fund | MF | Equity Scheme - Sectoral/ Thematic | Tata Mutual Fund | 3.22% | ₹90.7 Cr | |
| — | ICICI Prudential PMS PIPE Strategy | PMS | PMS Strategy | PMS Provider | 2.71% | — |
| The Wealth Company Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | The Wealth Company Mutual Fund | 2.66% | ₹6.4 Cr | |
| Bajaj Finserv Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Bajaj Finserv Mutual Fund | 2.15% | ₹166.7 Cr | |
| Invesco India Consumption Fund | MF | Equity Schemes - Thematic Fund | Invesco Mutual Fund | 1.93% | ₹11.3 Cr | |
| ITI Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | ITI Mutual Fund | 1.72% | ₹25.2 Cr | |
| Aditya Birla Sun Life Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Aditya Birla Sun Life Mutual Fund | 1.59% | ₹423.7 Cr | |
| TRUSTMF SMALL CAP FUND | MF | Equity Scheme - Small Cap Fund | Trust Mutual Fund | 1.50% | ₹43 Cr | |
| Invesco India Flexi Cap Fund | MF | Equity Schemes - Flexi Cap Fund | Invesco Mutual Fund | 1.45% | ₹76.5 Cr | |
| Union Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Union Mutual Fund | 1.15% | ₹27.7 Cr | |
| Mahindra Manulife Small Cap Fund | MF | Equity Schemes - Small Cap Fund | Mahindra Manulife Mutual Fund | 1.12% | ₹57 Cr | |
| Invesco India Manufacturing Fund | MF | Equity Schemes - Thematic Fund | Invesco Mutual Fund | 0.94% | ₹6.8 Cr | |
| Edelweiss Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Edelweiss Mutual Fund | 0.91% | ₹170.6 Cr | |
| Axis Value Fund | MF | Equity Schemes - Value Fund | Axis Mutual Fund | 0.81% | ₹13.5 Cr | |
| BANDHAN INNOVATION FUND | MF | Equity Schemes - Thematic Fund | Bandhan Mutual Fund | 0.72% | ₹19 Cr | |
| Edelweiss Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Edelweiss Mutual Fund | 0.61% | ₹21.3 Cr | |
| HDFC Manufacturing Fund | MF | Equity Scheme - Sectoral/ Thematic | HDFC Mutual Fund | 0.27% | ₹28.2 Cr | |
| WhiteOak Capital Mid Cap Fund | MF | Equity Schemes - Mid Cap Fund | WhiteOak Capital Mutual Fund | 0.26% | ₹18.3 Cr | |
| HDFC Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | HDFC Mutual Fund | 0.23% | ₹264.5 Cr | |
| JioBlackRock Flexi Cap Fund | MF | Equity Schemes - Flexi Cap Fund | Jio BlackRock Mutual Fund | 0.18% | ₹6 Cr |
Institutional Holding Data Source: Compiled from publicly disclosed monthly mutual fund portfolio statements and PMS factsheets in accordance with SEBI disclosure guidelines. For informational and analytical purposes only; does not constitute investment advice, equity research, or a recommendation to buy, sell, or hold any security.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor). Mutual Fund investments are subject to market risks, read all scheme related documents carefully.