Hello Everyone,
Investing is on the move, either directly via Stocks or indirectly via Mutual Funds. Dhan enables both for you!
The Mutual Fund industry closed FY 2025 with a record AUM of ₹65.74 lakh crore in March 2025. This surge in AUM contributed significantly to the rise in overall market capitalization - both at the aggregate level and across individual stocks. Active fund movements, especially in mid-cap and small-cap companies, impact prices and show trends about how large capital is moving and which companies they are changing their views on.
Domestic Institutional Investors (DIIs) hold up significant share of total equity in some of the listed companies, of which mutual funds usually form a large part. Along with this, when funds with large AUMs change allocation in their portfolio, market prices do reflect this change. This also tells about how the fund managers think about that sector or company. As fund managers’ experience spans decades and they base their decisions on extensive research, their picks are usually made with high conviction.
This is why Mutual Fund Holdings becomes an important data point which is tracked by investors to make their market views. But this data is not widely available for analysis, especially historical trends of how mutual fund managers are allocating their funds. And to solve this, presenting to you the newest feature on ScanX.
Introducing: Mutual Fund Holdings & Insights on ScanX - Holdings, Transactions and more
On ScanX, you can now track how Mutual Funds are allocating their portfolio on a monthly basis. You can select any AMC and any of its funds to track how the fund is changing allocation on a Monthly or Yearly basis.
You can view their holding in terms of shares or percentage of their portfolio, along with the changes that they have made. This is now available under Insights > MF Holding.
You can even track the Major Actions that the fund has done recently, including the following actions:
- Fresh Buy - when a fund buys any stock for the first time
- Full Exit - when the fund is completely exiting all its holdings of a stock
- Increased Allocation - if the fund increases allocation in terms of holding % for a particular stock in its portfolio
- Decreased Allocation - in case of a decrease in allocation in a particular stock by the fund.
Not just this, we are adding a whole new section to Company Details. You can now track major transactions, top holding mutual funds and allocation changes, all for companies that you want to analyse. You can visit any company page on ScanX and find which Mutual Funds hold how many shares.
Transactions - a major data point which will show which funds have bought or sold that particular stock in a month, in how much quantity and how their allocations have changed.
This, along with the ‘Overview’ section, wherein we show you 1 month and 3 month changes along with a graph of trend, as to how the fund has over time built its portfolio of that stock, gives a snapshot view of the Fund’s opinion.
We have sliced and diced the Mutual Fund Holding data to get you actionable insights right off the shelf. And we are sure every investor would be looking at this data in their own different way and base their actions on top of it.
Do let us know how you plan to include this data in your analysis. Additionally, what data do you follow closely, which we should cover next on ScanX?
Thank you & Stay Invested
Hardik