Max Healthcare Institute Ltd
MAXHEALTHSector: Infrastructure· ISIN:
INE027H01010· Source: AMFI & PMS DisclosuresInstitutional Holders
32
29 Mutual Funds · 3 PMS
Total Disclosed Value
₹8,231 Cr
Across mutual fund portfolios
Average Portfolio Weight
2.20%
Mean weight across all holders
Highest Allocation
7.39%
Holders Category DistributionTop categories holding MAXHEALTH
Equity Scheme - Sectoral/ Thematic (4)
Equity Scheme - Mid Cap Fund (4)
Equity Schemes - Mid Cap Fund (3)
PMS Strategy (3)
Equity Scheme - Flexi Cap Fund (3)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| Invesco India Large & Mid Cap Fund | MF | Equity Schemes - Large & Mid Cap Fund | Invesco Mutual Fund | 7.39% | ₹867.5 Cr | |
| Invesco India Mid Cap Fund | MF | Equity Schemes - Mid Cap Fund | Invesco Mutual Fund | 6.50% | ₹1,034.4 Cr | |
| Bandhan Healthcare Fund | MF | Equity Schemes - Sectoral Fund | Bandhan Mutual Fund | 6.30% | ₹20.3 Cr | |
| HDFC Pharma and Healthcare Fund | MF | Equity Scheme - Sectoral/ Thematic | HDFC Mutual Fund | 4.82% | ₹141.6 Cr | |
| SBI HEALTHCARE OPPORTUNITIES FUND | MF | Equity Scheme - Sectoral/ Thematic | SBI Mutual Fund | 4.58% | ₹247.2 Cr | |
| — | InCred Multicap Portfolio | PMS | PMS Strategy | PMS Provider | 3.50% | — |
| Invesco India Small Cap Fund | MF | Equity Schemes - Small Cap Fund | Invesco Mutual Fund | 3.47% | ₹503 Cr | |
| Invesco India Flexi Cap Fund | MF | Equity Schemes - Flexi Cap Fund | Invesco Mutual Fund | 2.82% | ₹148.9 Cr | |
| UTI - Healthcare Fund | MF | Equity Scheme - Sectoral/ Thematic | UTI Mutual Fund | 2.76% | ₹37.9 Cr | |
| — | Next Trillion Dollar Opportunity Strategy | PMS | PMS Strategy | PMS Provider | 2.70% | — |
| Invesco India Consumption Fund | MF | Equity Schemes - Thematic Fund | Invesco Mutual Fund | 2.62% | ₹15.4 Cr | |
| The Wealth Company Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | The Wealth Company Mutual Fund | 2.47% | ₹5.9 Cr | |
| — | Motilal Oswal Mid to Mega Strategy | PMS | PMS Strategy | PMS Provider | 2.40% | — |
| Tata Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Tata Mutual Fund | 1.81% | ₹109.9 Cr | |
| HDFC Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | HDFC Mutual Fund | 1.49% | ₹1,694.4 Cr | |
| Nippon India Growth Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Nippon India Mutual Fund | 1.47% | ₹747 Cr | |
| Edelweiss Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Edelweiss Mutual Fund | 1.41% | ₹263.1 Cr | |
| Aditya Birla Sun Life Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | Aditya Birla Sun Life Mutual Fund | 1.15% | ₹66.5 Cr | |
| HDFC Value Fund | MF | Equity Scheme - Value Fund | HDFC Mutual Fund | 1.10% | ₹83.1 Cr | |
| HDFC Infrastructure Fund | MF | Equity Scheme - Sectoral/ Thematic | HDFC Mutual Fund | 1.09% | ₹26.5 Cr | |
| Axis Large Cap Fund | MF | Equity Schemes - Large Cap Fund | Axis Mutual Fund | 1.08% | ₹333.4 Cr | |
| WhiteOak Capital Mid Cap Fund | MF | Equity Schemes - Mid Cap Fund | WhiteOak Capital Mutual Fund | 1.07% | ₹74.5 Cr | |
| Edelweiss Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Edelweiss Mutual Fund | 1.01% | ₹35.1 Cr | |
| Sundaram Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Sundaram Mutual Fund | 0.97% | ₹135.9 Cr | |
| SBI AGGRESSIVE HYBRID FUND | MF | Hybrid Schemes - Aggressive Hybrid Fund | SBI Mutual Fund | 0.92% | ₹790.5 Cr | |
| UTI - Large Cap Fund | MF | Equity Scheme - Large Cap Fund | UTI Mutual Fund | 0.88% | ₹107.7 Cr | |
| Nippon India Vision Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | Nippon India Mutual Fund | 0.84% | ₹64.9 Cr | |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | MF | Equity Scheme - Large Cap Fund | ICICI Prudential Mutual Fund | 0.60% | ₹488.5 Cr | |
| HDFC Large & Mid Cap Fund | MF | Equity Schemes - Large & Mid Cap Fund | HDFC Mutual Fund | 0.58% | ₹169.4 Cr | |
| BANDHAN MULTI ASSET ALLOCATION FUND | MF | Hybrid Scheme - Multi Asset Allocation | Bandhan Mutual Fund | 0.42% | ₹15.6 Cr | |
| HSBC Equity Savings Fund | MF | Hybrid Schemes - Equity Savings Fund | HSBC Mutual Fund | 0.13% | ₹2 Cr | |
| HSBC Midcap Fund | MF | Equity Schemes - Mid Cap Fund | HSBC Mutual Fund | 0.01% | ₹1.1 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.