Mutual Fund Jun 2025 share holdings and fund action in UPL

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MF	Jun-2025					May-2025		Apr-2025
MF	AUM (Cr)	AUM %	Shares Held	Month Change	Month Change %	Shares Held	Month Change %	Shares Held	Month Change %
Motilal Oswal Nifty Midcap 100 ETF	8.21	1.16%	124,188	5,772	4.87%	118,416	4.00%	113,865	2.66%
Motilal Oswal Nifty 500 ETF	0.24	0.17%	3,585	-7	-0.19%	3,592	3.55%	3,469	3.65%
Motilal Oswal Nifty Midcap 150 Index Fund	22.51	0.92%	340,382	4,608	1.37%	335,774	2.35%	328,058	3.01%
Motilal Oswal Nifty 500 Fund	4.20	0.17%	63,470	463	0.73%	63,007	3.40%	60,935	1.45%
LIC MF Nifty Midcap 100 ETF	8.57	1.16%	129,674	0	0%	129,674	0%	129,674	0.81%
SBI Nifty Midcap 150 Index Fund	8.23	0.92%	124,489	1,587	1.29%	122,902	3.82%	118,382	1.67%
SBI Nifty 500 Index Fund	1.52	0.17%	23,052	-98	-0.42%	23,150	-0.28%	23,214	0.35%
UTI Large & Mid Cap Fund	49.85	1.02%	753,828	74,691	11.00%	679,137	5.20%	645,567	0%
UTI Aggressive Hybrid Fund	23.64	0.37%	357,515	64,406	21.97%	293,109	0%	293,109	0%
Nippon India Conservative Hybrid Fund	0.39	0.04%	5,905	0	0%	5,905	0%	5,905	0%
UTI Mid Cap Fund	12.57	0.10%	190,030	0	0%	190,030	0%	190,030	100%
UTI Retirement Fund	11.40	0.24%	172,351	29,384	20.55%	142,967	0%	142,967	0%
Union Value Fund	-	-%	-	-	-%	0	-100%	47,000	0%
Nippon India ETF Nifty Midcap 150	22.15	0.92%	334,982	11,135	3.44%	323,847	1.07%	320,406	2.18%
Nippon India Nifty Midcap 150 Index Fund	17.00	0.92%	257,157	3,361	1.32%	253,796	1.57%	249,863	0.74%
UTI Nifty 500 Value 50 Index Fund	8.55	1.57%	129,366	-87,434	-40.33%	216,800	-0.26%	217,357	0.03%
UTI Nifty Midcap 150 ETF	0.09	0.91%	1,409	-10	-0.70%	1,419	-0.14%	1,421	-0.07%
Union Business Cycle Fund	5.24	0.89%	79,174	0	0%	79,174	-35.50%	122,751	0%
Nippon India Nifty 500 Equal Weight Index Fund	0.92	0.20%	13,840	2,452	21.53%	11,388	-3.15%	11,758	1.17%
UTI Nifty Midcap 150 Index Fund	0.50	0.92%	7,618	-25	-0.33%	7,643	2.38%	7,465	2.02%
Union Active Momentum Fund	-	-%	-	-	-%	0	-100%	134,276	6.75%
UTI Nifty India Manufacturing Index Fund	0.19	0.90%	2,888	168	6.18%	2,720	-2.44%	2,788	0.43%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund	0.98	0.46%	14,874	-178	-1.18%	15,052	2.14%	14,737	12.12%
Zerodha Nifty LargeMidcap 250 Index Fund	4.74	0.46%	71,609	205	0.29%	71,404	3.54%	68,960	11.31%
SBI Arbitrage Opportunities Fund	33.33	0.09%	504,060	134,145	36.26%	369,915	-17.77%	449,860	-32.52%
Nippon India Equity Savings Fund	4.75	0.63%	71,815	0	0%	71,815	0%	71,815	0%
Tata Resources & Energy Fund	26.45	2.26%	400,000	0	0%	400,000	100%	200,000	0%
JM Arbitrage Fund	-	-%	-	-	-%	0	-100%	16,260	-25%
Axis Equity Savings Fund	2.42	0.25%	36,585	0	0%	36,585	0%	36,585	0%
Union Arbitrage Fund	-	-%	-	-	-%	-	-%	0	-100%
Tata Multi Asset Allocation Fund	44.17	1.12%	668,015	0	0%	668,015	0%	668,015	0%
Axis Quant Fund	27.37	2.74%	413,905	0	0%	413,905	0%	413,905	197.41%
Tata Mid Cap Fund	99.19	1.99%	1,500,000	0	0%	1,500,000	87.50%	800,000	0%
Tata Balanced Advantage Fund	11.83	0.11%	178,860	0	0%	178,860	-13.16%	205,960	-80.46%
UTI Arbitrage Fund	2.24	0.03%	33,875	2,710	8.70%	31,165	100%	0	-100%
UTI Multi Asset Allocation Fund	17.18	0.29%	259,828	-136,855	-34.50%	396,683	0%	396,683	100%
Axis Arbitrage Fund	0.09	0.00%	1,355	0	0%	1,355	100%	0	-100%
SBI Equity Savings Fund	-	-%	-	-	-%	-	-%	0	-100%
UTI Balanced Advantage Fund	9.96	0.33%	150,583	0	0%	150,583	0%	150,583	0%
TATA Nifty500 Multicap India Manufacturing 50:30:20 Index Fund	1.59	1.29%	24,022	-63	-0.26%	24,085	-1.93%	24,560	0.03%
Axis Nifty 500 Index Fund	0.50	0.17%	7,599	33	0.44%	7,566	6.32%	7,116	4.31%
Tata Nifty200 Alpha 30 Index Fund	4.18	1.83%	63,201	-42,126	-40.00%	105,327	2.32%	102,940	3.73%
Axis Nifty500 Value 50 Index Fund	1.47	1.57%	22,185	-14,890	-40.16%	37,075	1.54%	36,514	3.53%
Baroda BNP Paribas NIFTY Midcap 150 Index Fund	0.09	0.89%	1,328	0	0%	1,328	1.07%	1,314	1.00%
Axis Momentum Fund	40.05	2.89%	605,639	0	0%	605,639	0%	605,639	100%
Axis Nifty500 Value 50 ETF	0.16	1.56%	2,438	-2,300	-48.54%	4,738	4.50%	4,534	11.73%
Zerodha Nifty Midcap 150 ETF	0.86	0.91%	12,947	1,102	9.30%	11,845	6.41%	11,131	18.73%
Sundaram Value Fund	17.72	1.17%	268,000	0	0%	268,000	0%	268,000	0%
Sundaram ELSS Tax Saver Fund	15.94	1.14%	241,000	0	0%	241,000	0%	241,000	0%
Aditya Birla Sun Life Arbitrage Fund	23.12	0.11%	349,590	-168,020	-32.46%	517,610	-29.13%	730,345	-14.72%
Aditya Birla Sun Life Quant Fund	48.84	1.88%	738,554	-3,713	-0.50%	742,267	0%	742,267	4.64%
Templeton India Value Fund	33.06	1.44%	500,000	0	0%	500,000	0%	500,000	0%
ITI Mid Cap Fund	18.89	1.51%	285,725	0	0%	285,725	4.16%	274,319	2.51%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund	3.49	0.91%	52,846	1,025	1.98%	51,821	1.61%	50,998	0.83%
ITI Value Fund	3.66	1.09%	55,405	0	0%	55,405	18.78%	46,647	10.93%
ITI Pharma and Healthcare Fund	2.64	1.15%	39,989	0	0%	39,989	24.69%	32,072	0%
Sundaram Flexi Cap Fund	23.94	1.14%	362,000	0	0%	362,000	0%	362,000	0%
Old Bridge Focused Fund	97.88	5.13%	1,480,300	287,800	24.13%	1,192,500	0.59%	1,185,500	41.89%
Franklin India Multi Cap Fund	81.64	1.61%	1,234,701	0	0%	1,234,701	0%	1,234,701	0%
Kotak MSCI India ETF	1.91	0.22%	28,897	-11,113	-27.78%	40,010	8.39%	36,912	0.11%
Kotak Nifty Midcap 150 ETF	0.02	0.91%	346	105	43.57%	241	83.97%	131	1.55%
ICICI Prudential Midcap Fund	207.37	3.04%	3,136,084	0	0%	3,136,084	0%	3,136,084	0%
Franklin India Opportunities Fund	127.65	1.77%	1,930,420	0	0%	1,930,420	0%	1,930,420	0%
ICICI Prudential Equity Arbitrage Fund	3.58	0.01%	54,200	-75,880	-58.33%	130,080	12.94%	115,175	-83.10%
Kotak Arbitrage Fund	103.70	0.15%	1,568,268	-662,595	-29.70%	2,230,863	3167.08%	68,283	-88.13%
Bandhan Large & Mid Cap Fund	35.86	0.37%	542,350	0	0%	542,350	0%	542,350	-33.55%
Bandhan Small Cap Fund	22.63	0.17%	342,198	0	0%	342,198	-25.09%	456,793	-8.97%
Kotak Nifty Alpha 50 ETF	4.82	0.68%	72,869	-85,475	-53.98%	158,344	2.19%	154,950	4.22%
HDFC BSE 500 ETF	0.03	0.20%	514	-2	-0.39%	516	0%	516	-0.77%
HDFC NIFTY Midcap 150 ETF	0.87	0.91%	13,218	329	2.55%	12,889	2.58%	12,565	3.55%
Groww Nifty Total Market Index Fund	0.52	0.16%	7,908	80	1.02%	7,828	0.86%	7,761	2.96%
Samco Dynamic Asset Allocation Fund	2.03	0.48%	30,750	0	0%	30,750	0%	30,750	4.61%
Bandhan Nifty 500 Value 50 Index Fund	0.21	1.56%	3,198	-2,111	-39.76%	5,309	4.22%	5,094	-0.74%
Samco Multi Asset Allocation Fund	-	-%	-	-	-%	-	-%	0	-100%
ICICI Prudential Nifty 500 Index Fund	0.05	0.17%	690	23	3.45%	667	9.70%	608	6.67%
Kotak Nifty Commodities Index Fund	0.11	1.69%	1,606	356	28.48%	1,250	14.16%	1,095	-13.51%
Franklin India Mid Cap Fund	152.09	1.19%	2,300,000	0	0%	2,300,000	0%	2,300,000	0%
ICICI Prudential Multi-Asset Fund	350.23	0.56%	5,296,426	0	0%	5,296,426	0%	5,296,426	0%
ICICI Prudential Exports and Services Fund	2.98	0.21%	45,018	0	0%	45,018	-74.29%	175,098	0%
DSP Arbitrage Fund	3.14	0.05%	47,425	0	0%	47,425	34.62%	35,230	-87%
ICICI Prudential India Opportunities Fund	229.64	0.78%	3,472,867	0	0%	3,472,867	0%	3,472,867	-7.28%
ICICI Prudential Retirement Fund Pure Equity Plan	38.95	2.94%	589,000	0	0%	589,000	73.75%	339,000	0%
ICICI Prudential BSE 500 ETF	0.63	0.20%	9,525	-1,076	-10.15%	10,601	-8.05%	11,529	2.33%
ICICI Prudential MNC Fund	-	-%	-	-	-%	-	-%	0	-100%
ICICI Prudential Commodities Fund	124.22	4.27%	1,878,530	0	0%	1,878,530	0%	1,878,530	0%
ICICI Prudential Midcap Select ETF	2.59	2.84%	39,128	121	0.31%	39,007	-0.99%	39,397	6.22%
HDFC Dividend Yield Fund	44.39	0.67%	671,359	0	0%	671,359	0%	671,359	0%
Bandhan Multi Cap Fund	18.18	0.67%	275,000	0	0%	275,000	0%	275,000	0%
ICICI Prudential Nifty Midcap 150 Index Fund	7.12	0.91%	107,648	1,502	1.42%	106,146	3.14%	102,915	2.42%
ICICI Prudential Nifty Commodities ETF	1.42	1.69%	21,491	2,534	13.37%	18,957	1.20%	18,732	-2.41%
Samco Active Momentum Fund	9.33	1.05%	141,086	0	0%	141,086	-73.88%	540,245	0%
Kotak Quant Fund	11.18	1.66%	169,087	-13,198	-7.24%	182,285	0.45%	181,473	0%
Bandhan Nifty Alpha 50 Index Fund	3.43	0.68%	51,910	-56,436	-52.09%	108,346	4.18%	103,996	6.55%
Bandhan Nifty Total Market Index Fund	0.07	0.16%	1,009	-20	-1.94%	1,029	1.08%	1,018	2.62%
HDFC Balanced Advantage Fund	73.08	0.07%	1,105,130	0	0%	1,105,130	0%	1,105,130	0%
ICICI Prudential Children’s Fund	29.31	2.06%	443,200	0	0%	443,200	29.14%	343,200	0%
HDFC Arbitrage Fund	5.20	0.02%	78,590	-111,110	-58.57%	189,700	100%	0	-100%
HDFC Large and Mid Cap Fund	79.35	0.30%	1,200,000	0	0%	1,200,000	0%	1,200,000	0%
ICICI Prudential Retirement Fund Hybrid Aggressive Plan	19.57	2.17%	296,000	70,000	30.97%	226,000	0%	226,000	0%
HDFC Nifty Midcap 150 Index Fund	3.43	0.91%	51,830	1,684	3.36%	50,146	2.95%	48,708	4.23%
HDFC BSE 500 Index Fund	0.50	0.20%	7,523	175	2.38%	7,348	2.77%	7,150	4.18%
ICICI Prudential Nifty200 Value 30 Index Fund	1.30	1.32%	19,626	-5,136	-20.74%	24,762	0.96%	24,526	4.59%
ICICI Prudential Large & Mid Cap Fund	297.56	1.30%	4,500,000	0	0%	4,500,000	0%	4,500,000	-8.16%
ICICI Prudential Regular Savings Fund	8.34	0.26%	126,118	0	0%	126,118	0%	146,200	0%
ICICI Prudential Value Fund	249.23	0.46%	3,769,076	0	0%	3,769,076	0%	3,769,076	0%
ICICI Prudential Nifty Midcap 150 ETF	4.46	0.91%	67,465	-75	-0.11%	67,540	0.95%	66,904	1.15%
HDFC Multi Cap Fund	65.45	0.35%	989,790	0	0%	989,790	0%	989,790	0%
ICICI Prudential Nifty LargeMidcap 250 Index Fund	1.05	0.46%	15,950	321	2.05%	15,629	0.49%	15,553	2.19%
WhiteOak Capital Special Opportunities Fund	-	-%	-	-	-%	0	-100%	109,289	12.55%
Bandhan Nifty Midcap 150 Index Fund	0.24	0.91%	3,692	68	1.88%	3,624	1.31%	3,577	0.48%
HDFC Nifty LargeMidcap 250 Index Fund	2.25	0.46%	34,063	-1,770	-4.94%	35,833	-0.65%	36,066	0.92%
ICICI Prudential Nifty200 Value 30 ETF	0.17	1.32%	2,500	-149	-5.62%	2,649	-4.16%	2,764	0.04%
Groww Nifty 200 ETF	0.03	0.20%	384	5	1.32%	379	10.50%	343	-22.40%
Navi Large & Midcap Fund	9.26	2.82%	140,000	0	0%	140,000	45.83%	96,000	0%
Bandhan Value Fund	69.43	0.68%	1,050,000	0	0%	1,050,000	0%	1,050,000	0%
Navi Aggressive Hybrid Fund	4.44	3.54%	67,209	0	0%	67,209	1.07%	66,500	0%
Bandhan Business Cycle Fund	36.83	2.13%	557,045	0	0%	557,045	0%	557,045	-8.08%
Bandhan Arbitrage Fund	0.90	0.01%	13,550	13,550	100%	0	-100%	70,460	-59.06%
Angel One Nifty Total Market Index Fund	0.07	0.16%	1,042	80	8.32%	962	4.91%	917	7.25%
Angel One Nifty Total Market ETF	0.04	0.16%	664	102	18.15%	562	22.44%	459	0%
Navi ELSS Tax Saver Fund	1.79	3.14%	27,000	0	0%	27,000	0%	27,000	0%
Navi Flexi Cap Fund	3.97	1.51%	60,000	0	0%	60,000	0%	60,000	0%
Bandhan Balanced Advantage Fund	11.01	0.48%	166,502	-200,000	-54.57%	366,502	0%	516,372	-16.22%
Mirae Asset Arbitrage Fund	11.47	0.35%	173,440	-62,330	-26.44%	235,770	100%	215,445	100%
Nippon India Arbitrage Fund	6.63	0.04%	100,270	33,875	51.02%	66,395	4800%	18,970	100%
Invesco India Arbitrage Fund	83.42	0.35%	1,261,505	1,121,940	803.88%	139,565	5050%	611,105	3.92%
Edelweiss Arbitrage Fund	26.16	0.17%	395,660	-239,835	-37.74%	635,495	15533.33%	108,400	77.78%
HSBC Arbitrage Fund	0	-%	0	-6,775	-100%	6,775	100%	62,330	4500%
Mirae Asset Large Cap Fund	260.43	0.64%	3,938,412	0	0%	3,938,412	0%	3,938,412	0%
Mirae Asset Midcap Fund	225.71	1.31%	3,413,400	655,355	23.76%	2,758,045	0%	2,758,045	5.75%
Edelweiss NIFTY Large Midcap 250 Index Fund	1.33	0.46%	20,057	-505	-2.46%	20,562	2.01%	20,157	3.68%
Mirae Asset Nifty India Manufacturing ETF	1.93	0.90%	29,125	-74	-0.25%	29,199	-2.59%	29,975	0.97%
Mirae Asset Nifty Midcap 150 ETF	9.77	0.91%	147,800	-7,830	-5.03%	155,630	1.62%	153,146	2.93%
Mirae Asset Nifty 200 Alpha 30 ETF	8.14	1.83%	123,077	-82,695	-40.19%	205,772	-0.07%	205,915	1.39%
Mirae Asset Nifty500 Multicap 50:25:25 ETF	0.11	0.23%	1,654	-83	-4.78%	1,737	-1.92%	1,771	-0.17%
Mirae Asset Nifty Total Market Index Fund	0.07	0.16%	1,081	6	0.56%	1,075	2.38%	1,050	5.63%
Mirae Asset Nifty LargeMidcap 250 Index Fund	0.10	0.46%	1,497	34	2.32%	1,463	3.69%	1,411	9.98%
Mirae Asset BSE 200 Equal Weight ETF	0.06	0.52%	902	-270	-23.04%	1,172	6.55%	1,100	-0.63%
Motilal Oswal Nifty India Manufacturing ETF	0.01	0.89%	147	-572	-79.55%	719	100%	-	-%
Motilal Oswal Arbitrage Fund	0	-%	0	-5,420	-100%	5,420	100%	-	-%
Edelweiss Equity Savings Fund	1.16	0.17%	17,615	0	0%	17,615	100%	-	-%
Parag Parikh Arbitrage Fund	0.81	0.05%	12,195	0	0%	12,195	100%	-	-%
Edelweiss Business Cycle Fund	5.35	0.28%	80,875	30,138	59.40%	50,737	100%	-	-%
360 ONE Quant Fund	20.73	2.70%	313,497	10,976	3.63%	302,521	100%	-	-%
Navi Nifty India Manufacturing Index Fund	0.58	0.90%	8,705	320	3.82%	8,385	15.70%	-	-%
Navi Nifty Midcap 150 Index Fund	2.78	0.91%	42,029	604	1.46%	41,425	13.35%	-	-%
Navi Nifty 500 Multicap 50:25:25 Index Fund	0.07	0.23%	1,011	-27	-2.60%	1,038	13.94%	-	-%
Franklin India Arbitrage Fund	0	-%	0	-1,355	-100%	1,355	100%	-	-%
Tata Nifty Midcap 150 Momentum 50 Index Fund	18.61	1.94%	281,468	281,468	100%	-	-%	-	-%
Tata Nifty Midcap 150 Index Fund	0.98	0.92%	14,839	14,839	100%	-	-%	-	-%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	4.76	1.94%	71,979	71,979	100%	-	-%	-	-%
NJ Balanced Advantage Fund	1.34	0.04%	20,325	20,325	100%	-	-%	-	-%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	21.37	1.94%	323,100	323,100	100%	-	-%	-	-%
Total:			62,207,375	1,191,405		61,015,970		58,233,783

New 52W High in past week

Invesco India Arbitrage Fund Growth was the highest buyer of 1,121,940 shares in Jun 2025 constituting 0.14% of the paid up equity of the company.

Kotak Arbitrage Fund Growth was the highest seller of 662,595 shares in Jun 2025 constituting 0.08% of the paid up equity of the company.

Shareholding Stock Screeners

New 52W High in past week

Mutual Fund Jun 2025 share holdings and fund action in UPL

49 MFs bought and 42 MFs sold UPL in the month of Jun 2025 for a net change of 1,191,405 stocks

Invesco India Arbitrage Fund Growth was the highest buyer of 1,121,940 shares in Jun 2025 constituting 0.14% of the paid up equity of the company.

Kotak Arbitrage Fund Growth was the highest seller of 662,595 shares in Jun 2025 constituting 0.08% of the paid up equity of the company.

Shareholding Stock Screeners