Equity ownership / Aug 2026

PB Fintech Limited

POLICYBZR INE417T01026 Monthly disclosed holdings

MF shares held 14.73 Cr Was 11.57 Cr in the prior month

AMCs holding 32 Distinct asset managers

Portfolios holding 308 266 observed in both months

Comparable change +28.49 L+2.5% Like-for-like portfolios only

Historical ownership

Monthly disclosures · Jan 2022 onward

Loading ownership history…

Portfolios increasing 76 Of 266 comparable

Portfolios reducing 30 Of 266 comparable

New positions 16 Opened in Aug 2026

Complete exits 6 Closed in Aug 2026

Top 25 by disclosed quantity · Aug 2026

Filter loaded rows

AMC	Shares held	Portfolios	Activity
HDFC Mutual Fund	2.52 Cr	20	Not comparable
Axis Mutual Fund	1.68 Cr	13	▲ Increasing
Mirae Asset Mutual Fund	1.54 Cr	15	▼ Reducing
ICICI Prudential Mutual Fund	1.40 Cr	19	▲ Increasing
Franklin Templeton Mutual Fund	0.97 Cr	16	▲ Increasing
Tata Mutual Fund	0.88 Cr	20	▲ Increasing
Nippon India Mutual Fund	0.84 Cr	16	▲ Increasing
Motilal Oswal Mutual Fund	0.79 Cr	13	▲ Increasing
HSBC Mutual Fund	0.61 Cr	8	▼ Reducing
Canara Robeco Mutual Fund	0.56 Cr	7	Unchanged
Sundaram Mutual Fund	0.47 Cr	11	▲ Increasing
DSP Mutual Fund	0.42 Cr	10	▲ Increasing
UTI Mutual Fund	0.35 Cr	13	▼ Reducing
Aditya Birla Sun Life Mutual Fund	0.28 Cr	10	▼ Reducing
WhiteOak Capital Mutual Fund	0.23 Cr	14	▲ Increasing
Edelweiss Mutual Fund	0.21 Cr	12	Not comparable
SBI Mutual Fund	0.21 Cr	11	▲ Increasing
Invesco Mutual Fund	0.17 Cr	7	▲ Increasing
Bandhan Mutual Fund	0.16 Cr	9	▼ Reducing
Baroda BNP Paribas Mutual Fund	0.11 Cr	12	Not comparable
LIC Mutual Fund	0.09 Cr	9	▲ Increasing
Abakkus Mutual Fund	0.08 Cr	2	Unchanged
Bank of India Mutual Fund	0.06 Cr	9	Unchanged
Helios Mutual Fund	0.06 Cr	4	▲ Increasing
Union Mutual Fund	0.02 Cr	2	Unchanged

Direction applies to the AMC’s comparable disclosed holdings.

Top 25 itemized economic portfolios · Aug 2026

Filter loaded rows

Economic portfolio	AMC	Shares held
HDFC Mid Cap Fund	HDFC	0.98 Cr
HDFC Flexi Cap Fund	HDFC	0.92 Cr
Mirae Asset Large & Midcap Fund	MIRAE	0.65 Cr
Motilal Oswal Midcap Fund	MOTILAL	0.65 Cr
Mirae Asset ELSS Tax Saver Fund	MIRAE	0.46 Cr
Axis Midcap Fund	AXIS	0.44 Cr
HSBC Midcap Fund	HSBC	0.35 Cr
Mirae Asset Midcap Fund	MIRAE	0.34 Cr
ICICI Prudential Balanced Advantage Fund	ICICI	0.32 Cr
CANARA ROBECO LARGE AND MID CAP FUND	CANARA	0.30 Cr
ICICI Prudential Large & Mid Cap Fund	ICICI	0.27 Cr
Nippon India Multi Cap Fund	NIPPON	0.27 Cr
NIPPON INDIA LARGE CAP FUND	NIPPON	0.27 Cr
Franklin India Focused Equity Fund	FRANKLIN	0.24 Cr
TATA DIGITAL INDIA FUND	TATA	0.23 Cr
UTI - Mid Cap Fund	UTI	0.21 Cr
DSP Mid Cap Fund	DSP	0.19 Cr
Axis Small Cap Fund	AXIS	0.18 Cr
Franklin India Mid Cap Fund ^	FRANKLIN	0.17 Cr
Axis Flexi Cap Fund	AXIS	0.16 Cr
HDFC Multi Cap Fund	HDFC	0.16 Cr
Franklin India Flexi Cap Fund^	FRANKLIN	0.14 Cr
EDELWEISS MID CAP FUND	EDELWEISS	0.13 Cr
Sundaram Mid Cap Fund	SUNDARAM	0.13 Cr
DSP Large & Mid Cap Fund	DSP	0.12 Cr

Unconfirmed portfolio names are included in aggregates, but not itemized.

Security identity & instrument history 1 verified identifier(s)

ISIN	Relationship	From	To
INE417T01026	Primary Instrument	Jan 2022	Current