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Nippon India Active Momentum Fund-Direct Plan - Growth Option

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
46
May 2026
Equity Holdings
₹410.24 Cr
Equity only, excl. debt & cash
Top 5 Weight
20.0%
Diversified
Top 10 Weight
33.9%
Diversified
Changes
45
3 new · 2 exits
Top Sector
Banks
15.7% of portfolio
📋 What Happened This Month Nippon India Active Momentum Fund made 3 new additions and exited 2 stocks this month. The biggest new buy was Honasa Consumer Limited (Personal Products) at 2.46% weight. Bank of Baroda was the biggest exit (Banks), which was held at 2.00%. Among existing holdings, Mahindra & Mahindra Limited saw the biggest increase — now at 3.29% of the portfolio. State Bank of India was trimmed the most, now at 3.20%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 15.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 20.8% 19.1% -1.8%
Beverages 3.6% 6.8% +3.2%
Automobiles 6.9% 6.3% -0.6%
Finance 6.4% 6.1% -0.3%
Retailing 2.4% 5.6% +3.2%
Auto Components 5.3% 5.2% -0.2%
Pharmaceuticals & Biotechnology 4.8% 5.1% +0.3%
Power 4.1% 4.4% +0.3%
Industrial Products 5.9% 4.2% -1.7%
IT - Software 1.7% 4.2% +2.5%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 19.1% 15.7% -3.4%
Retailing 5.6% 7.8% +2.2%
Automobiles 6.3% 6.7% +0.5%
Beverages 6.8% 6.6% -0.1%
Finance 6.1% 5.8% -0.3%
Auto Components 5.2% 5.6% +0.4%
Pharmaceuticals & Biotechnology 5.1% 4.8% -0.3%
Industrial Products 4.2% 4.6% +0.4%
Aerospace & Defense 2.9% 4.4% +1.6%
Power 4.4% 4.1% -0.3%
🟢
Biggest New Buy
Honasa Consumer Limited
2.46% weight · Personal Products
🔴
Biggest Exit
Bank of Baroda
2.00% was held · Banks
Biggest Add
Mahindra & Mahindra Limited
+0.71% · now 3.29%
Biggest Trim
State Bank of India
-0.53% · now 3.20%
🤝 Other funds also bought this month
Hindustan Aeronautics Limited 29 funds
Hindustan Aeronautics Limited
Motilal Oswal BSE Quality Index Fund
Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more
Trent Limited 22 funds
Trent Limited
HSBC Consumption Fund - Direct Growth
Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH + more
Honasa Consumer Limited 12 funds
Honasa Consumer Limited
Mirae Asset Multicap Fund - Direct Plan - Growth
Tata India Consumer Fund-Direct Plan-Growth
TRUSTMF MID CAP FUND -DIRECT -GROWTH + more
👋 Other funds also exited
Vedanta Limited 24 funds
Vedanta Limited
Bandhan Nifty 500 Value 50 Index Fund
Baroda BNP Paribas Manufacturing Fund - Direct Plan - Growth Option
Old Bridge Flexi Cap Fund + more
Bank of Baroda 21 funds
Bank of Baroda
Bajaj Finserv Multi Asset Allocation Fund - Direct Growth
Samco Large Cap Fund
Groww Banking & Financial Services Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 3 New Entries 🔴 2 Exits ↑ 8 Increased ↓ 32 Decreased
#StockSectorWeight (May 2026)
1
Honasa Consumer Limited
₹10.44 Cr
Personal Products 2.46%
2
Trent Limited
₹10.36 Cr
Retailing 2.44%
3
Hindustan Aeronautics Limited
₹7.78 Cr
Aerospace & Defense 1.83%
#StockSectorLast Weight (Apr 2026)
1
Bank of Baroda
₹8.05 Cr
Banks 2.00%
2
Vedanta Limited
₹3.80 Cr
Diversified Metals 0.94%
#StockSectorApr 2026May 2026Change
1
Mahindra & Mahindra Limited
₹13.95 Cr
Automobiles 2.58% 3.29% +0.71%
2
GE Vernova T&D India Limited
₹16.71 Cr
Electrical Equipment 3.60% 3.94% +0.34%
3
Samvardhana Motherson International Limited
₹9.94 Cr
Auto Components 2.05% 2.34% +0.29%
4
Polycab India Limited
₹8.53 Cr
Industrial Products 1.81% 2.01% +0.20%
5
Cummins India Limited
₹10.95 Cr
Industrial Products 2.43% 2.58% +0.15%
6
Craftsman Automation Limited
₹5.90 Cr
Auto Components 1.24% 1.39% +0.15%
7
National Aluminium Company Limited
₹9.34 Cr
Non - Ferrous Metals 2.18% 2.20% +0.02%
8
eClerx Services Limited
₹4.61 Cr
Commercial Services & Supplies 1.08% 1.09% +0.01%
#StockSectorApr 2026May 2026Change
1
State Bank of India
₹13.56 Cr
Banks 3.73% 3.20% -0.53%
2
HDFC Bank Limited
₹24.29 Cr
Banks 6.25% 5.73% -0.52%
3
Bharat Electronics Limited
₹10.94 Cr
Aerospace & Defense 2.85% 2.58% -0.27%
4
NTPC Green Energy Limited
₹7.36 Cr
Power 1.94% 1.73% -0.21%
5
Multi Commodity Exchange of India Limited
₹12.41 Cr
Capital Markets 3.10% 2.93% -0.17%
6
TVS Motor Company Limited
₹7.72 Cr
Automobiles 1.99% 1.82% -0.17%
7
Lupin Limited
₹9.70 Cr
Pharmaceuticals & Biotechnology 2.45% 2.29% -0.16%
8
Axis Bank Limited
₹16.13 Cr
Banks 3.95% 3.80% -0.15%
9
Sun Pharmaceutical Industries Limited
₹10.66 Cr
Pharmaceuticals & Biotechnology 2.66% 2.51% -0.15%
10
Bharti Hexacom Limited
₹9.01 Cr
Telecom - Services 2.27% 2.12% -0.15%

What Stocks Does This Fund Hold?

46 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹24.29 Cr
Banks
5.73%
2
₹16.71 Cr
Electrical Equipment
3.94%
3
₹16.13 Cr
Banks
3.80%
4
₹13.95 Cr
Automobiles
3.29%
5
₹13.56 Cr
Banks
3.20%
6
₹13.54 Cr
Retailing
3.19%
7
₹12.41 Cr
Capital Markets
2.93%
8
₹11.25 Cr
Beverages
2.65%
9
₹10.94 Cr
Aerospace & Defense
2.58%
10
₹10.95 Cr
Industrial Products
2.58%
🏆 Top stocks held by Equity funds
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🏦 Nippon India Mutual Fund — Portfolio & Holdings
See all funds managed by Nippon India Mutual Fund — conviction stocks, monthly entries & exits

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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