📊 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 May 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.

4
Active Funds
9
Index / ETF Funds
129
Unique Stocks
1
Fresh Entries
✓ Copied!
🟢 Fresh Entries 📈 Adding 📉 Reducing 📋 Active Funds (4) 📊 Index/ETF (9)

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: 4 actively managed equity funds and 9 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 Apr 2026 and May 2026, Navi Mutual Fund's active equity funds made 1 fresh stock entry. 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?

Apr 2026 May 2026

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

#StockSectorFundsAvg WeightValue
1
Powerica Ltd.
Industrial Products
NEW 3 funds 0.66% ₹4.7 Cr
#StockSectorFundsApr 2026May 2026ChangeValue
1
Dhanuka Agritech Limited
Fertilizers & Agrochemicals
Fertilizers & Agrochemicals 2 0.94% 1.25% +0.31% ₹5.0 Cr
2
Samvardhana Motherson International Limited
Auto Components
Auto Components 3 1.69% 2.00% +0.31% ₹15.4 Cr
3
S.J.S. Enterprises Limited
Auto Components
Auto Components 2 1.82% 2.09% +0.27% ₹8.7 Cr
4
Usha Martin Limited
Industrial Products
Industrial Products 3 2.33% 2.59% +0.26% ₹16.0 Cr
5
BSE Limited
Capital Markets
Capital Markets 1 1.45% 1.64% +0.19% ₹5.0 Cr
6
Rainbow Childrens Medicare Limited
Healthcare Services
Healthcare Services 3 1.87% 2.03% +0.16% ₹13.4 Cr
7
Adani Enterprises Limited
Metals & Minerals Trading
Metals & Minerals Trading 1 0.63% 0.78% +0.15% ₹1.2 Cr
8
Hindalco Industries Limited
Non - Ferrous Metals
Non - Ferrous Metals 1 1.37% 1.51% +0.14% ₹2.3 Cr
9
Grasim Industries Limited
Cement & Cement Products
Cement & Cement Products 1 0.97% 1.10% +0.13% ₹1.7 Cr
10
SKY GOLD AND DIAMONDS LIMITED
Consumer Durables
Consumer Durables 3 0.88% 1.00% +0.12% ₹6.6 Cr
#StockSectorFundsApr 2026May 2026ChangeValue
1
Sansera Engineering Limited
Auto Components
Auto Components 1 1.42% 0.75% -0.67% ₹2.0 Cr
2
The Federal Bank Limited
Banks
Banks 1 3.28% 2.76% -0.52% ₹8.4 Cr
3
YASH HIGHVOLTAGE LTD
ELECTRICAL EQUIPMENT
ELECTRICAL EQUIPMENT 3 1.69% 1.38% -0.31% ₹9.1 Cr
4
Varun Beverages Limited
Beverages
Beverages 3 2.19% 1.89% -0.30% ₹13.8 Cr
5
Reliance Industries Limited
Petroleum Products
Petroleum Products 4 3.97% 3.69% -0.28% ₹26.4 Cr
6
Bharat Heavy Electricals Limited
Electrical Equipment
Electrical Equipment 1 1.44% 1.19% -0.25% ₹3.6 Cr
7
State Bank of India
Banks
Banks 3 2.18% 1.98% -0.20% ₹12.2 Cr
8
ITC Limited
Diversified FMCG
Diversified FMCG 2 2.19% 2.00% -0.19% ₹7.7 Cr
9
HDFC Bank Limited
Banks
Banks 4 5.27% 5.10% -0.17% ₹38.5 Cr
10
Escorts Kubota Limited
Agricultural, Commercial & Construction Vehicles
Agricultural, Commercial & Construction Vehicles 1 1.40% 1.23% -0.17% ₹3.7 Cr
Sector Exposure

Which Sectors Does This AMC Favour Most?

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

Banks
20.0%
4 funds
Auto Components
10.1%
3 funds
Industrial Products
7.1%
3 funds
Capital Markets
6.3%
3 funds
Finance
5.6%
4 funds
Healthcare Services
5.1%
4 funds
IT - Software
4.6%
4 funds
Automobiles
3.9%
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 Aggressive Hybrid Fund - Direct Plan - Growth Navi ELSS Tax Saver Fund- Direct Plan- Growth Option 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 Nifty 50 Index Fund-Direct Plan-Growth NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN Navi Nifty Bank Index Fund- Direct Plan- Growth Navi Nifty India Manufacturing Index Fund- Direct Plan- Growth Navi Nifty midsmallcap 400 Index Fund- Direct - Growth Navi Nifty Next 50 Index Fund- Direct Plan- Growth Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan Navi NiftyIT Index Fund - Direct Plan- Growth
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 4 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.