← Navi Mutual Fund

Navi Nifty Bank Index Fund- Direct Plan- Growth

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
14
Aug 2026
Equity Holdings
₹648.77 Cr
Equity only, excl. debt & cash
AAUM
₹615.48 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
61.2%
High concentration
Top 10 Weight
86.8%
High concentration
Changes
13
0 new · 0 exits
Top Sector
Banks
100.0% of portfolio
Launch Date
17 Jan 2022
4 years old

AAUM (Average Assets Under Management) of ₹615.48 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, Kotak Mahindra Bank Limited saw the biggest increase — now at 9.88% of the portfolio. HDFC Bank Limited was trimmed the most, now at 17.02%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 100.0%. ↓ 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 99.7% 100.0% +0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 100.0% 100.0% +0.0%
Biggest Add
Kotak Mahindra Bank Limited
+0.57% · now 9.88%
Biggest Trim
HDFC Bank Limited
-1.18% · now 17.02%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 7 Increased ↓ 6 Decreased
#StockSectorJul 2026Aug 2026Change
1
Kotak Mahindra Bank Limited
₹64.10 Cr
Banks 9.31% 9.88% +0.57%
2
Axis Bank Limited
₹59.66 Cr
Banks 8.81% 9.20% +0.39%
3
Union Bank of India
₹20.56 Cr
Banks 2.91% 3.17% +0.26%
4
State Bank of India
₹66.63 Cr
Banks 10.08% 10.27% +0.19%
5
AU Small Finance Bank Limited
₹31.29 Cr
Banks 4.71% 4.82% +0.11%
6
IDFC First Bank Limited
₹30.34 Cr
Banks 4.67% 4.68% +0.01%
7
Canara Bank
₹21.58 Cr
Banks 3.32% 3.33% +0.01%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹110.45 Cr
Banks 18.20% 17.02% -1.18%
2
The Federal Bank Limited
₹46.39 Cr
Banks 7.29% 7.15% -0.14%
3
Bank of Baroda
₹22.55 Cr
Banks 3.58% 3.48% -0.10%
4
IndusInd Bank Limited
₹35.33 Cr
Banks 5.49% 5.44% -0.05%
5
Yes Bank Limited
₹21.63 Cr
Banks 3.37% 3.33% -0.04%
6
ICICI Bank Limited
₹96.38 Cr
Banks 14.86% 14.85% -0.01%

What Stocks Does This Fund Hold?

14 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹110.45 Cr
Banks
17.02%
2
₹96.38 Cr
Banks
14.85%
3
₹66.63 Cr
Banks
10.27%
4
₹64.10 Cr
Banks
9.88%
5
₹59.66 Cr
Banks
9.20%
6
₹46.39 Cr
Banks
7.15%
7
₹35.33 Cr
Banks
5.44%
8
₹31.29 Cr
Banks
4.82%
9
₹30.34 Cr
Banks
4.68%
10
₹22.55 Cr
Banks
3.48%
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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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