Insurance
Max Financial Services Limited
ISIN: INE180A01020 · Data as of Apr 2026
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Active Funds Holding
158
vs Last Month
-2 funds
Total Value
₹17,424.54 Cr
Avg Weight
1.42%
New Entries
19
Exits
21
Top Holder
Edelweiss Financial Services Fund - Direct Plan - Growth Option 4.47%
ℹ️ Index funds and ETFs are excluded from this analysis. They passively track an index and hold stocks mechanically — not because of a fund manager's conviction. Only actively managed funds reflect genuine fund manager decisions.
📋 What Changed This Month

Max Financial Services Limited is currently held by 158 active mutual funds (excluding ETFs and Index funds) with a total exposure of ₹17,424.54 Cr. This month 19 funds entered and 21 funds exited. Edelweiss Financial Services Fund - Direct Plan - Growth Option has the highest allocation at 4.47%, followed by HDFC Mid Cap Fund - Growth Option - Direct Plan at 4.37%. ↓ Scroll down for full fund list and monthly changes.

Trend
Active Fund Count — Last 3 Months
Feb
Mar
Apr
This Month
Portfolio Changes — Apr 2026
By Category
Fund Category Breakdown
CategoryFundsAvg WeightDistribution
Equity 47 1.56%
Mid Cap 44 1.80%
Multi Cap 15 1.37%
Flexi Cap 12 1.26%
ELSS 10 1.26%
Multi Asset 9 0.58%
Small Cap 5 0.90%
Balanced Advantage 5 0.68%
Large Cap 4 0.83%
Value/Contra 4 1.27%
Aggressive Hybrid 3 0.98%
Focused 1 2.09%
All Holdings
All 158 Active Funds Holding Max Financial Services Limited
Filter:
Fund ↕ Category ↕ Weight ↕ Value ↕ Change ↕
Edelweiss Financial Services Fund - Direct Plan - Growth Option
Edelweiss Mutual Fund
Equity 4.47% ₹11.02 Cr -0.19%
HDFC Mid Cap Fund - Growth Option - Direct Plan
HDFC Mutual Fund
Mid Cap 4.37% ₹4,140.93 Cr -0.13%
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco Mutual Fund
Mid Cap 3.58% ₹421.00 Cr NEW
Canara Robeco Banking and Financials Services Fund - Direct Plan - Growth
Canara Robeco Mutual Fund
Equity 3.15% ₹17.92 Cr +1.16%
Union Midcap Fund - Direct Plan - Growth Option
Union Mutual Fund
Mid Cap 3.14% ₹53.51 Cr -0.22%
DSP Banking & Financial Services Fund - Direct - Growth
DSP Mutual Fund
Equity 3.14% ₹57.47 Cr -0.01%
WhiteOak Capital Mid Cap Fund Direct Plan Growth
WhiteOak Capital Mutual Fund
Mid Cap 3.11% ₹164.36 Cr -0.33%
Mahindra Manulife Banking & Financial Services Fund - Direct - Growth
Mahindra Manulife Mutual Fund
Equity 3.11% ₹13.29 Cr +0.76%
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
Mid Cap 3.09% ₹194.34 Cr -0.24%
UNION EQUITY SAVINGS FUND
Union Mutual Fund
Equity 2.94% ₹4.18 Cr NEW
Bank of India Mid Cap Fund - Direct Plan Growth
Bank of India Mutual Fund
Mid Cap 2.82% ₹20.30 Cr -0.17%
Tata Mid Cap Fund - Direct Plan- Growth Option
Tata Mutual Fund
Mid Cap 2.69% ₹150.64 Cr -0.15%
LIC MF Flexi Cap Fund-Direct Plan-Growth
Lic Mutual Fund
Flexi Cap 2.64% ₹25.65 Cr +2.15%
DSP Multicap Fund - Direct - Growth
DSP Mutual Fund
Multi Cap 2.53% ₹69.20 Cr -0.19%
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
Mid Cap 2.45% ₹138.57 Cr -0.1%