Skip to content
WealthTicker

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.

Schemes holding
234
MF money
₹7,550Cr
Largest weight
6.9%
P/E
39.0

Funds holding IIFL Wealth Management Ltd

234

Largest 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.

FundCategoryWeightPositionFund size
ICICI Prudential Balanced Advantage FundDynamic Asset Allocation or Balanced Advantage0.83%₹588.81Cr₹70,787Cr
ICICI Prudential Focused FundFocused Fund2.69%₹477.57Cr₹17,764Cr
SBI Midcap FundMid Cap Fund1.68%₹382.11Cr₹22,745Cr
Kotak Flexi Cap FundFlexi Cap Fund0.60%₹336.71Cr₹56,119Cr
Franklin India Focused Equity FundFocused Fund2.17%₹246.56Cr₹11,363Cr
Kotak Small Cap FundSmall Cap Fund1.23%₹214.15Cr₹17,410Cr
Sundaram Mid Cap FundMid Cap Fund1.60%₹203.22Cr₹12,665Cr
ICICI Prudential Innovation FundSectoral/ Thematic2.58%₹190.86Cr₹7,385Cr
Franklin India Flexi Cap FundFlexi Cap Fund1.01%₹190.59Cr₹18,941Cr
ICICI Prudential Flexi Cap fundFlexi Cap Fund0.78%₹187.87Cr₹24,100Cr
UTI - Mid Cap FundMid Cap Fund1.47%₹172.23Cr₹11,737Cr
ICICI Prudential Large & Mid Cap FundLarge & Mid Cap Fund1.62%₹128.84Cr₹7,954Cr
ICICI Prudential Mid Cap FundMid Cap Fund1.62%₹128.84Cr₹7,954Cr
ICICI Prudential Multi Cap FundMulti Cap Fund0.65%₹121.13Cr₹18,769Cr
Franklin India Mid Cap FundMid Cap Fund1.00%₹120.84Cr₹12,134Cr
HDFC Multi Cap FundMulti Cap Fund0.58%₹113.40Cr₹19,551Cr
Abakkus Flexi Cap FundFlexi Cap Fund2.60%₹112.44Cr₹4,325Cr
HDFC ELSS - Tax Saver FundELSS0.71%₹110.33Cr₹15,540Cr
Edelweiss Mid Cap FundMid Cap Fund0.67%₹109.28Cr₹16,310Cr
Helios Flexi Cap FundFlexi Cap Fund1.49%₹103.24Cr₹6,929Cr
SBI Banking & Financial Services FundSectoral/ Thematic0.84%₹91.33Cr₹10,872Cr
WhiteOak Capital Mid Cap FundMid Cap Fund1.58%₹87.00Cr₹5,514Cr
ICICI Prudential Dividend Yield FundDividend Yield Fund1.28%₹86.80Cr₹6,785Cr
Aditya Birla Sun Life Midcap FundMid Cap Fund1.37%₹86.32Cr₹6,316Cr
Mahindra Manulife Mid Cap FundMid Cap Fund1.55%₹73.57Cr₹4,747Cr
Kotak Business Cycle FundSectoral/ Thematic2.20%₹68.57Cr₹3,117Cr
HDFC Value FundValue Fund0.93%₹68.16Cr₹7,330Cr
Kotak Pioneer FundSectoral/ Thematic1.88%₹66.78Cr₹3,552Cr
Tata Banking & Financial Services FundSectoral/ Thematic2.05%₹62.04Cr₹3,027Cr
JM Flexi Cap FundFlexi Cap Fund1.16%₹60.18Cr₹5,185Cr
ICICI Prudential Banking & Financial Services FundSectoral/ Thematic0.56%₹59.33Cr₹10,670Cr
Canara Robeco Mid Cap FundMid Cap Fund1.29%₹58.43Cr₹4,529Cr
PGIM India Midcap FundMid Cap Fund0.54%₹58.00Cr₹10,741Cr
Aditya Birla Sun Life Balanced Advantage FundDynamic Asset Allocation or Balanced Advantage0.59%₹57.62Cr₹9,804Cr
Franklin India Large & Mid Cap FundLarge & Mid Cap Fund1.56%₹55.80Cr₹3,576Cr
Aditya Birla Sun Life Balanced Advantage FundDynamic Asset Allocation or Balanced Advantage0.59%₹54.13Cr₹9,211Cr
HSBC Aggressive Hybrid FundAggressive Hybrid Fund0.99%₹54.06Cr₹5,460Cr
Baroda BNP Paribas Balanced Advantage FundDynamic Asset Allocation or Balanced Advantage1.10%₹52.78Cr₹4,798Cr
HDFC Balanced Advantage FundDynamic Asset Allocation or Balanced Advantage0.05%₹52.39Cr₹1,04,783Cr
HDFC Banking & Financial Services FundSectoral/ Thematic1.13%₹52.32Cr₹4,630Cr
Aditya Birla Sun Life Arbitrage FundArbitrage Fund0.19%₹51.49Cr₹26,939Cr
Tata Nifty Capital Markets Index FundIndex Funds6.91%₹50.09Cr₹724.83Cr
Tata Retirement Savings Fund-ProgressiveRetirement Fund2.35%₹49.05Cr₹2,087Cr
Aditya Birla Sun Life Arbitrage FundArbitrage Fund0.18%₹45.61Cr₹26,029Cr
Kotak Arbitrage FundArbitrage Fund0.06%₹45.36Cr₹74,399Cr
Tata Retirement Savings Fund-ModerateRetirement Fund2.07%₹43.71Cr₹2,112Cr
UTI Small Cap FundSmall Cap Fund0.89%₹43.55Cr₹4,890Cr
Kotak Arbitrage FundArbitrage Fund0.06%₹43.15Cr₹70,783Cr
Canara Robeco Focused FundFocused Fund1.59%₹43.13Cr₹2,713Cr
HDFC Large & Mid Cap FundLarge & Mid Cap Fund0.14%₹39.67Cr₹28,339Cr
Sundaram Business Cycle FundSectoral/ Thematic2.43%₹38.38Cr₹1,577Cr
SBI Arbitrage FundArbitrage Fund0.08%₹37.84Cr₹46,803Cr
ICICI Prudential Arbitrage FundArbitrage Fund0.11%₹36.11Cr₹32,407Cr
Aditya Birla Sun Life Equity Hybrid '95 FundAggressive Hybrid Fund0.51%₹35.26Cr₹6,975Cr
Helios Mid Cap FundMid Cap Fund2.41%₹35.14Cr₹1,458Cr
Canara Robeco ELSS - Tax Saver FundELSS0.41%₹34.81Cr₹8,491Cr
Aditya Birla Sun Life MNC FundSectoral/ Thematic1.06%₹34.59Cr₹3,271Cr
Motilal Oswal Nifty Capital Market Index FundIndex Funds6.88%₹34.21Cr₹497.29Cr
ICICI Prudential Small Cap FundSmall Cap Fund0.35%₹33.82Cr₹9,533Cr
HDFC Arbitrage FundArbitrage Fund0.13%₹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.