Five-Star Business Finance Limited
FIVESTARSector: Diversified· ISIN:
INE128S01021· Source: AMFI & PMS DisclosuresInstitutional Holders
14
11 Mutual Funds · 3 PMS
Total Disclosed Value
₹1,183.4 Cr
Across mutual fund portfolios
Average Portfolio Weight
1.76%
Mean weight across all holders
Highest Allocation
5.60%
Holders Category DistributionTop categories holding FIVESTAR
PMS Strategy (3)
Equity Scheme - Large & Mid Cap Fund (2)
Equity Scheme - Value Fund (1)
Index Funds - Equity Funds (1)
Equity Scheme - Sectoral/ Thematic (1)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| — | InCred Small and Midcap Portfolio | PMS | PMS Strategy | PMS Provider | 5.60% | — |
| — | Motilal Oswal Mid to Mega Strategy | PMS | PMS Strategy | PMS Provider | 5.30% | — |
| — | Next Trillion Dollar Opportunity Strategy | PMS | PMS Strategy | PMS Provider | 3.50% | — |
| Sundaram Large and Midcap Fund | MF | Equity Scheme - Large & Mid Cap Fund | Sundaram Mutual Fund | 3.27% | ₹228.3 Cr | |
| HDFC Value Fund | MF | Equity Scheme - Value Fund | HDFC Mutual Fund | 1.43% | ₹108.4 Cr | |
| Axis Nifty Smallcap 50 Index Fund | MF | Index Funds - Equity Funds | Axis Mutual Fund | 1.29% | ₹8.7 Cr | |
| Aditya Birla Sun Life Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | Aditya Birla Sun Life Mutual Fund | 1.24% | ₹71.8 Cr | |
| Tata Business Cycle Fund | MF | Equity Scheme - Sectoral/ Thematic | Tata Mutual Fund | 1.03% | ₹27.6 Cr | |
| WhiteOak Capital Mid Cap Fund | MF | Equity Schemes - Mid Cap Fund | WhiteOak Capital Mutual Fund | 0.53% | ₹37 Cr | |
| HDFC Large & Mid Cap Fund | MF | Equity Schemes - Large & Mid Cap Fund | HDFC Mutual Fund | 0.45% | ₹131.2 Cr | |
| BANDHAN FINANCIAL SERVICES FUND | MF | Equity Schemes - Sectoral Fund | Bandhan Mutual Fund | 0.40% | ₹4.5 Cr | |
| HDFC Balanced Advantage Fund | MF | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | HDFC Mutual Fund | 0.32% | ₹337.5 Cr | |
| HDFC Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | HDFC Mutual Fund | 0.19% | ₹206.5 Cr | |
| BANDHAN Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Bandhan Mutual Fund | 0.07% | ₹21.9 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.