← Navi Mutual Fund

NAVI BSE SENSEX INDEX FUND - DIRECT PLAN - GROWTH

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
30
Aug 2026
Equity Holdings
₹19.08 Cr
Equity only, excl. debt & cash
AAUM
₹19.42 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
44.0%
High concentration
Top 10 Weight
63.7%
High concentration
Changes
29
0 new · 0 exits
Top Sector
Banks
35.4% of portfolio
Launch Date
21 Aug 2023
3 years old

AAUM (Average Assets Under Management) of ₹19.42 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 11.37% of the portfolio. HDFC Bank Limited was trimmed the most, now at 11.82%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 35.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 36.3% 34.7% -1.6%
Petroleum Products 9.6% 9.5% -0.1%
IT - Software 8.3% 9.5% +1.2%
Telecom - Services 6.2% 6.4% +0.3%
Automobiles 5.0% 5.2% +0.2%
Construction 5.3% 4.9% -0.4%
Diversified FMCG 5.1% 4.9% -0.2%
Finance 4.1% 4.5% +0.5%
Consumer Durables 3.3% 3.5% +0.2%
Retailing 3.3% 3.4% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 34.7% 35.4% +0.7%
IT - Software 9.5% 9.6% +0.1%
Petroleum Products 9.5% 9.5% +0.0%
Telecom - Services 6.4% 6.1% -0.3%
Construction 4.9% 5.2% +0.2%
Automobiles 5.2% 5.2% -0.1%
Diversified FMCG 4.9% 4.7% -0.3%
Finance 4.5% 4.4% -0.1%
Retailing 3.4% 3.6% +0.2%
Consumer Durables 3.5% 3.6% +0.1%
Biggest Add
ICICI Bank Limited
+0.34% · now 11.37%
Biggest Trim
HDFC Bank Limited
-0.40% · now 11.82%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 14 Increased ↓ 15 Decreased
#StockSectorJul 2026Aug 2026Change
1
ICICI Bank Limited
₹2.17 Cr
Banks 11.03% 11.37% +0.34%
2
Kotak Mahindra Bank Limited
₹64.39 L
Banks 3.08% 3.37% +0.29%
3
State Bank of India
₹92.10 L
Banks 4.57% 4.82% +0.25%
4
Axis Bank Limited
₹76.77 L
Banks 3.77% 4.02% +0.25%
5
Eternal Limited
₹49.61 L
Retailing 2.35% 2.60% +0.25%
6
Larsen & Toubro Limited
₹98.57 L
Construction 4.94% 5.16% +0.22%
7
Titan Company Limited
₹43.69 L
Consumer Durables 2.13% 2.29% +0.16%
8
Bharat Electronics Limited
₹31.02 L
Aerospace & Defense 1.49% 1.62% +0.13%
9
Infosys Limited
₹82.19 L
IT - Software 4.23% 4.30% +0.07%
10
Tata Consultancy Services Limited
₹50.09 L
IT - Software 2.57% 2.62% +0.05%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹2.26 Cr
Banks 12.22% 11.82% -0.40%
2
Bharti Airtel Limited
₹1.17 Cr
Telecom - Services 6.44% 6.10% -0.34%
3
ITC Limited
₹51.71 L
Diversified FMCG 2.91% 2.71% -0.20%
4
Bajaj Finance Limited
₹59.62 L
Finance 3.28% 3.12% -0.16%
5
Maruti Suzuki India Limited
₹36.40 L
Automobiles 1.97% 1.90% -0.07%
6
NTPC Limited
₹32.57 L
Power 1.77% 1.70% -0.07%
7
Power Grid Corporation of India Limited
₹25.18 L
Power 1.39% 1.32% -0.07%
8
Hindustan Unilever Limited
₹37.27 L
Diversified FMCG 2.01% 1.95% -0.06%
9
Asian Paints Limited
₹24.30 L
Consumer Durables 1.33% 1.27% -0.06%
10
Trent Limited
₹19.93 L
Retailing 1.07% 1.04% -0.03%

What Stocks Does This Fund Hold?

30 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹2.26 Cr
Banks
11.82%
2
₹2.17 Cr
Banks
11.37%
3
₹1.82 Cr
Petroleum Products
9.51%
4
₹1.17 Cr
Telecom - Services
6.10%
5
₹98.57 L
Construction
5.16%
6
₹92.10 L
Banks
4.82%
7
₹82.19 L
IT - Software
4.30%
8
₹76.77 L
Banks
4.02%
9
₹64.39 L
Banks
3.37%
10
₹62.20 L
Automobiles
3.25%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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