📊 AMC Portfolio · RightAdvise

Navi Mutual Fund — Portfolio, Holdings & Monthly Changes

Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Jul 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.

2
Active Funds
11
Index / ETF Funds
97
Unique Stocks
2
Fresh Entries
34
Complete Exits
✓ Copied!
🟢 Fresh Entries 🔴 Complete Exits 📈 Adding 📉 Reducing 📋 Active Funds (2) 📊 Index/ETF (11)

Navi Mutual Fund is one of India's registered mutual fund houses. Like most AMCs, it may run schemes across multiple categories — equity, debt, hybrid, international, or others. This page tracks only the equity segment: 2 actively managed equity funds and 11 passive index funds and ETFs, based on official AMFI portfolio disclosures as mandated by SEBI. Other scheme types, if any, are not covered here.

This page compares portfolio holdings month on month to surface active decisions. Between Jun 2026 and Jul 2026, Navi Mutual Fund's active equity funds made 2 fresh stock entries and fully exited 34 stocks. Only active fund changes are tracked here — index and ETF changes are benchmark-driven and not shown.

Portfolio Changes — Active Funds Only

Which Stocks Did This AMC Buy or Exit This Month?

Jun 2026 Jul 2026

Index/ETF funds excluded — they track benchmarks mechanically and do not reflect active stock selection.

#StockSectorFundsAvg WeightValue
1
Multi Commodity Exchange of India Limited
Capital Markets
NEW 1 fund 0.97% ₹2.8 Cr
2
The Indian Hotels Company Limited
Leisure Services
NEW 1 fund 0.50% ₹1.4 Cr
#StockSectorFundsWas WeightValue
1
Bajaj Finance Limited
Finance
EXITED 1 fund 2.46% ₹3.8 Cr
2
Eternal Limited
Retailing
EXITED 1 fund 1.75% ₹2.7 Cr
3
Hindustan Unilever Limited
Diversified FMCG
EXITED 1 fund 1.72% ₹2.7 Cr
4
Maruti Suzuki India Limited
Automobiles
EXITED 1 fund 1.68% ₹2.6 Cr
5
Titan Company Limited
Consumer Durables
EXITED 1 fund 1.66% ₹2.6 Cr
6
NTPC Limited
Power
EXITED 1 fund 1.54% ₹2.4 Cr
7
Tata Steel Limited
Ferrous Metals
EXITED 1 fund 1.42% ₹2.2 Cr
8
Bharat Electronics Limited
Aerospace & Defense
EXITED 1 fund 1.35% ₹2.1 Cr
9
Hindalco Industries Limited
Non - Ferrous Metals
EXITED 1 fund 1.26% ₹2.0 Cr
10
UltraTech Cement Limited
Cement & Cement Products
EXITED 1 fund 1.22% ₹1.9 Cr
#StockSectorFundsJun 2026Jul 2026ChangeValue
1
S.J.S. Enterprises Limited
Auto Components
Auto Components 1 1.55% 2.23% +0.68% ₹6.5 Cr
2
Tata Consultancy Services Limited
IT - Software
IT - Software 2 1.00% 1.68% +0.68% ₹10.1 Cr
3
Samvardhana Motherson International Limited
Auto Components
Auto Components 2 1.96% 2.48% +0.52% ₹14.9 Cr
4
360 One WAM Limited
Capital Markets
Capital Markets 2 0.95% 1.45% +0.50% ₹8.7 Cr
5
Motilal Oswal Financial Services Limited
Capital Markets
Capital Markets 2 0.69% 1.12% +0.43% ₹6.7 Cr
6
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
Agricultural, Commercial & Construction Vehicles 1 0.55% 0.95% +0.40% ₹2.8 Cr
7
United Spirits Limited
Beverages
Beverages 2 1.10% 1.48% +0.38% ₹8.9 Cr
8
Nippon Life India Asset Management Limited
Capital Markets
Capital Markets 2 0.81% 1.11% +0.30% ₹6.9 Cr
9
SHANTI GOLD INTERNATIONAL LIMITED
ENGINEERING SERVICES
ENGINEERING SERVICES 2 0.69% 0.98% +0.29% ₹5.8 Cr
10
C.E. Info Systems Limited
IT - Software
IT - Software 2 0.78% 1.02% +0.24% ₹6.1 Cr
#StockSectorFundsJun 2026Jul 2026ChangeValue
1
HDFC Bank Limited
Banks
Banks 2 5.33% 3.17% -2.16% ₹19.0 Cr
2
Reliance Industries Limited
Petroleum Products
Petroleum Products 2 3.53% 1.80% -1.73% ₹10.8 Cr
3
ICICI Bank Limited
Banks
Banks 2 4.44% 3.14% -1.30% ₹18.7 Cr
4
State Bank of India
Banks
Banks 2 2.06% 1.14% -0.92% ₹7.0 Cr
5
Mahindra & Mahindra Limited
Automobiles
Automobiles 1 1.72% 1.02% -0.70% ₹3.2 Cr
6
Larsen & Toubro Limited
Construction
Construction 2 2.34% 1.67% -0.67% ₹10.0 Cr
7
ITC Limited
Diversified FMCG
Diversified FMCG 1 1.94% 1.29% -0.65% ₹3.7 Cr
8
Suprajit Engineering Limited
Auto Components
Auto Components 1 0.81% 0.16% -0.65% ₹47.8 L
9
Bharti Airtel Limited
Telecom - Services
Telecom - Services 2 2.47% 1.83% -0.64% ₹11.0 Cr
10
Axis Bank Limited
Banks
Banks 2 3.87% 3.29% -0.58% ₹19.7 Cr
Sector Exposure

Which Sectors Does This AMC Favour Most?

Average sector allocation across all active funds. Index/ETF excluded.

Banks
17.9%
2 funds
Auto Components
9.4%
2 funds
Capital Markets
8.7%
2 funds
Industrial Products
7.5%
2 funds
Healthcare Services
7.0%
2 funds
Finance
5.7%
2 funds
IT - Software
4.6%
2 funds
Beverages
3.2%
2 funds
Active Funds

What Are the Active Equity Funds Under This AMC?

Click any fund to see full portfolio analysis, NAV history, drawdown and rolling returns.

Navi Flexi Cap Fund - Direct Plan - Growth Navi Large & Midcap Fund- Direct Plan- Growth Option
Passive Funds

Which Index Funds and ETFs Does This AMC Offer?

These funds passively track a benchmark index and do not reflect active fund manager decisions. Portfolio analysis above covers active funds only.

NAVI BSE SENSEX INDEX FUND - DIRECT PLAN - GROWTH Navi ELSS Tax Saver Nifty 50 Index Fund Navi Nifty 50 Index Fund-Direct Plan-Growth Navi Nifty 500 Multicap 50:25:25 Index Navi Nifty Bank Index Fund- Direct Plan- Growth Navi Nifty India Manufacturing Index Fund- Direct Plan- Growth Navi Nifty IT Index Fund Navi Nifty Midcap 150 Index fund Navi Nifty midsmallcap 400 Index Fund- Direct - Growth Navi Nifty Next 50 Index Fund- Direct Plan- Growth Navi Nifty SmallCap250 Momentum Qlty 100
Stock Search

Which Funds Hold a Specific Stock?

Search any stock to see which Navi Mutual Fund active funds hold it.

Frequently Asked Questions

Frequently Asked Questions About Navi Mutual Fund

How many equity funds does Navi Mutual Fund have?

Navi Mutual Fund manages 2 active equity mutual fund schemes across SEBI categories including Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS and others. Portfolio holdings are updated monthly from official AMFI disclosures.

What stocks does Navi Mutual Fund hold across its funds?

You can search any stock in the search box above to see which Navi Mutual Fund funds hold it and at what portfolio weight. The top stocks held across 5 or more funds are shown in the Holdings section above.

Which stocks did Navi Mutual Fund buy or sell recently?

The Monthly Portfolio Changes section on this page shows stocks that Navi Mutual Fund funds newly entered or exited in the most recent month compared to the previous month — reflecting the latest investment decisions by fund managers.

How often does Navi Mutual Fund disclose its portfolio?

SEBI requires all AMCs including Navi Mutual Fund to disclose their complete portfolio within 10 days of each month end. RightAdvise updates this data monthly from official AMFI portfolio disclosures.

⚠️ Disclaimer: Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI as per SEBI regulations. This is for educational purposes only and does not constitute investment advice. RightAdvise is NOT SEBI registered. Consult a SEBI-registered advisor before investing. Equity Holdings Value shown per fund is calculated from stock holdings only and excludes cash, CBLO, debt instruments, derivatives and net receivables/payables. Actual total fund AUM will be higher. For exact fund AUM refer to the respective AMC website.