IIFL Wealth Management Ltd
Held by 234 mutual fund schemes, ₹7,550Cr between them.
The largest single position is ICICI Prudential Balanced Advantage Fund (ICICI Prudential), which holds 0.8% of its portfolio in IIFL Wealth Management Ltd — ₹588.81Cr, or 7.8% of all the mutual fund money in this stock.
The five largest holders account for 27% of it, across 234 schemes in total.
12 of the 60 largest holdings sit in mid cap funds, the most of any category here.
Funds holding IIFL Wealth Management Ltd
234Largest rupee position first, top 60 shown. One row per scheme — a fund’s Direct and Regular plans hold the same portfolio, so the Direct plan stands for both.
| Fund | Category | Weight | Position | Fund size |
|---|---|---|---|---|
| ICICI Prudential Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 0.83% | ₹588.81Cr | ₹70,787Cr |
| ICICI Prudential Focused Fund | Focused Fund | 2.69% | ₹477.57Cr | ₹17,764Cr |
| SBI Midcap Fund | Mid Cap Fund | 1.68% | ₹382.11Cr | ₹22,745Cr |
| Kotak Flexi Cap Fund | Flexi Cap Fund | 0.60% | ₹336.71Cr | ₹56,119Cr |
| Franklin India Focused Equity Fund | Focused Fund | 2.17% | ₹246.56Cr | ₹11,363Cr |
| Kotak Small Cap Fund | Small Cap Fund | 1.23% | ₹214.15Cr | ₹17,410Cr |
| Sundaram Mid Cap Fund | Mid Cap Fund | 1.60% | ₹203.22Cr | ₹12,665Cr |
| ICICI Prudential Innovation Fund | Sectoral/ Thematic | 2.58% | ₹190.86Cr | ₹7,385Cr |
| Franklin India Flexi Cap Fund | Flexi Cap Fund | 1.01% | ₹190.59Cr | ₹18,941Cr |
| ICICI Prudential Flexi Cap fund | Flexi Cap Fund | 0.78% | ₹187.87Cr | ₹24,100Cr |
| UTI - Mid Cap Fund | Mid Cap Fund | 1.47% | ₹172.23Cr | ₹11,737Cr |
| ICICI Prudential Large & Mid Cap Fund | Large & Mid Cap Fund | 1.62% | ₹128.84Cr | ₹7,954Cr |
| ICICI Prudential Mid Cap Fund | Mid Cap Fund | 1.62% | ₹128.84Cr | ₹7,954Cr |
| ICICI Prudential Multi Cap Fund | Multi Cap Fund | 0.65% | ₹121.13Cr | ₹18,769Cr |
| Franklin India Mid Cap Fund | Mid Cap Fund | 1.00% | ₹120.84Cr | ₹12,134Cr |
| HDFC Multi Cap Fund | Multi Cap Fund | 0.58% | ₹113.40Cr | ₹19,551Cr |
| Abakkus Flexi Cap Fund | Flexi Cap Fund | 2.60% | ₹112.44Cr | ₹4,325Cr |
| HDFC ELSS - Tax Saver Fund | ELSS | 0.71% | ₹110.33Cr | ₹15,540Cr |
| Edelweiss Mid Cap Fund | Mid Cap Fund | 0.67% | ₹109.28Cr | ₹16,310Cr |
| Helios Flexi Cap Fund | Flexi Cap Fund | 1.49% | ₹103.24Cr | ₹6,929Cr |
| SBI Banking & Financial Services Fund | Sectoral/ Thematic | 0.84% | ₹91.33Cr | ₹10,872Cr |
| WhiteOak Capital Mid Cap Fund | Mid Cap Fund | 1.58% | ₹87.00Cr | ₹5,514Cr |
| ICICI Prudential Dividend Yield Fund | Dividend Yield Fund | 1.28% | ₹86.80Cr | ₹6,785Cr |
| Aditya Birla Sun Life Midcap Fund | Mid Cap Fund | 1.37% | ₹86.32Cr | ₹6,316Cr |
| Mahindra Manulife Mid Cap Fund | Mid Cap Fund | 1.55% | ₹73.57Cr | ₹4,747Cr |
| Kotak Business Cycle Fund | Sectoral/ Thematic | 2.20% | ₹68.57Cr | ₹3,117Cr |
| HDFC Value Fund | Value Fund | 0.93% | ₹68.16Cr | ₹7,330Cr |
| Kotak Pioneer Fund | Sectoral/ Thematic | 1.88% | ₹66.78Cr | ₹3,552Cr |
| Tata Banking & Financial Services Fund | Sectoral/ Thematic | 2.05% | ₹62.04Cr | ₹3,027Cr |
| JM Flexi Cap Fund | Flexi Cap Fund | 1.16% | ₹60.18Cr | ₹5,185Cr |
| ICICI Prudential Banking & Financial Services Fund | Sectoral/ Thematic | 0.56% | ₹59.33Cr | ₹10,670Cr |
| Canara Robeco Mid Cap Fund | Mid Cap Fund | 1.29% | ₹58.43Cr | ₹4,529Cr |
| PGIM India Midcap Fund | Mid Cap Fund | 0.54% | ₹58.00Cr | ₹10,741Cr |
| Aditya Birla Sun Life Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 0.59% | ₹57.62Cr | ₹9,804Cr |
| Franklin India Large & Mid Cap Fund | Large & Mid Cap Fund | 1.56% | ₹55.80Cr | ₹3,576Cr |
| Aditya Birla Sun Life Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 0.59% | ₹54.13Cr | ₹9,211Cr |
| HSBC Aggressive Hybrid Fund | Aggressive Hybrid Fund | 0.99% | ₹54.06Cr | ₹5,460Cr |
| Baroda BNP Paribas Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 1.10% | ₹52.78Cr | ₹4,798Cr |
| HDFC Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 0.05% | ₹52.39Cr | ₹1,04,783Cr |
| HDFC Banking & Financial Services Fund | Sectoral/ Thematic | 1.13% | ₹52.32Cr | ₹4,630Cr |
| Aditya Birla Sun Life Arbitrage Fund | Arbitrage Fund | 0.19% | ₹51.49Cr | ₹26,939Cr |
| Tata Nifty Capital Markets Index Fund | Index Funds | 6.91% | ₹50.09Cr | ₹724.83Cr |
| Tata Retirement Savings Fund-Progressive | Retirement Fund | 2.35% | ₹49.05Cr | ₹2,087Cr |
| Aditya Birla Sun Life Arbitrage Fund | Arbitrage Fund | 0.18% | ₹45.61Cr | ₹26,029Cr |
| Kotak Arbitrage Fund | Arbitrage Fund | 0.06% | ₹45.36Cr | ₹74,399Cr |
| Tata Retirement Savings Fund-Moderate | Retirement Fund | 2.07% | ₹43.71Cr | ₹2,112Cr |
| UTI Small Cap Fund | Small Cap Fund | 0.89% | ₹43.55Cr | ₹4,890Cr |
| Kotak Arbitrage Fund | Arbitrage Fund | 0.06% | ₹43.15Cr | ₹70,783Cr |
| Canara Robeco Focused Fund | Focused Fund | 1.59% | ₹43.13Cr | ₹2,713Cr |
| HDFC Large & Mid Cap Fund | Large & Mid Cap Fund | 0.14% | ₹39.67Cr | ₹28,339Cr |
| Sundaram Business Cycle Fund | Sectoral/ Thematic | 2.43% | ₹38.38Cr | ₹1,577Cr |
| SBI Arbitrage Fund | Arbitrage Fund | 0.08% | ₹37.84Cr | ₹46,803Cr |
| ICICI Prudential Arbitrage Fund | Arbitrage Fund | 0.11% | ₹36.11Cr | ₹32,407Cr |
| Aditya Birla Sun Life Equity Hybrid '95 Fund | Aggressive Hybrid Fund | 0.51% | ₹35.26Cr | ₹6,975Cr |
| Helios Mid Cap Fund | Mid Cap Fund | 2.41% | ₹35.14Cr | ₹1,458Cr |
| Canara Robeco ELSS - Tax Saver Fund | ELSS | 0.41% | ₹34.81Cr | ₹8,491Cr |
| Aditya Birla Sun Life MNC Fund | Sectoral/ Thematic | 1.06% | ₹34.59Cr | ₹3,271Cr |
| Motilal Oswal Nifty Capital Market Index Fund | Index Funds | 6.88% | ₹34.21Cr | ₹497.29Cr |
| ICICI Prudential Small Cap Fund | Small Cap Fund | 0.35% | ₹33.82Cr | ₹9,533Cr |
| HDFC Arbitrage Fund | Arbitrage Fund | 0.13% | ₹31.49Cr | ₹24,544Cr |
Weights come from each fund’s most recent disclosed portfolio, which SEBI requires monthly — positions can have changed since. “Position” is the weight applied to the scheme’s AUM. Nothing here is advice, and a stock being widely held is not an argument for owning it.
Frequently asked questions
Which mutual fund holds the most IIFL Wealth Management Ltd?
By rupee value, ICICI Prudential Balanced Advantage Fund from ICICI Prudential — ₹588.81Cr, at 0.8% of that scheme's portfolio. Weights come from each fund's most recent disclosed portfolio; SEBI requires monthly disclosure, so a fund that has traded since its last filing may hold more or less than this.
Which fund has the highest weight in IIFL Wealth Management Ltd?
Tata Nifty Capital Markets Index Fund carries the largest weight at 6.9% of its portfolio. That is a different question from the largest rupee position — a small fund can hold a much bigger share of itself in one stock than a large fund does.
How many mutual funds hold IIFL Wealth Management Ltd?
234 schemes, holding ₹7,550Cr between them across the 234 whose AUM is on record. One row per scheme: a fund's Direct and Regular plans hold the same portfolio, so the Direct plan stands for both rather than counting twice.
Does a fund holding IIFL Wealth Management Ltd make it a good investment?
No. This page reports what funds disclosed they own, not a view on the stock or on any scheme holding it. A widely held stock is a popular one, which is a fact about other people's positions rather than about future returns. Nothing here is investment advice.