← Nippon India Mutual Fund

Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
38
Jul 2026
Equity Holdings
₹7,645.29 Cr
Equity only, excl. debt & cash
AAUM
₹7,305.39 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
44.9%
High concentration
Top 10 Weight
60.1%
High concentration
Changes
37
1 new · 0 exits
Top Sector
Banks
51.9% of portfolio
Launch Date
08 May 2003
10+ year track record

AAUM (Average Assets Under Management) of ₹7,305.39 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 Nippon India Banking & Financial Services Fund added 1 new stock to its portfolio this month. The biggest new buy was Union Bank of India (Banks) at 0.37% weight. Among existing holdings, HDFC Asset Management Company Limited saw the biggest increase — now at 2.24% of the portfolio. HDFC Bank Limited was trimmed the most, now at 13.16%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 51.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 50.0% 52.1% +2.1%
Finance 22.0% 22.5% +0.5%
Insurance 11.7% 10.8% -0.9%
Capital Markets 11.7% 10.4% -1.3%
Financial Technology (Fintech) 2.8% 3.0% +0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 52.1% 51.9% -0.3%
Finance 22.5% 22.3% -0.2%
Insurance 10.8% 11.0% +0.1%
Capital Markets 10.4% 10.1% -0.3%
Financial Technology (Fintech) 3.0% 3.2% +0.2%
🟢
Biggest New Buy
Union Bank of India
0.37% weight · Banks
Biggest Add
HDFC Asset Management Company Limited
+0.75% · now 2.24%
Biggest Trim
HDFC Bank Limited
-0.85% · now 13.16%
🤝 Other funds also bought this month
Union Bank of India 9 funds
Union Bank of India
Baroda BNP Paribas Banking & Financial Services Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
ITI Large & Mid Cap Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry ↑ 18 Increased ↓ 18 Decreased
#StockSectorWeight (Jul 2026)
1
Union Bank of India
₹29.11 Cr
Banks 0.37%
#StockSectorJun 2026Jul 2026Change
1
HDFC Asset Management Company Limited
₹174.34 Cr
Capital Markets 1.49% 2.24% +0.75%
2
ICICI Bank Limited
₹1,082.13 Cr
Banks 13.31% 13.92% +0.61%
3
Bajaj Finserv Limited
₹258.87 Cr
Finance 2.92% 3.33% +0.41%
4
SBI Cards and Payment Services Limited
₹257.05 Cr
Finance 2.97% 3.31% +0.34%
5
IndusInd Bank Limited
₹219.11 Cr
Banks 2.57% 2.82% +0.25%
6
ICICI Prudential Life Insurance Company Limited
₹119.49 Cr
Insurance 1.33% 1.54% +0.21%
7
PNB Housing Finance Limited
₹125.43 Cr
Finance 1.41% 1.61% +0.20%
8
One 97 Communications Limited
₹104.50 Cr
Financial Technology (Fintech) 1.14% 1.34% +0.20%
9
SBI Life Insurance Company Limited
₹250.13 Cr
Insurance 3.04% 3.22% +0.18%
10
Star Health And Allied Insurance Company Limited
₹168.86 Cr
Insurance 2.00% 2.17% +0.17%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹1,023.42 Cr
Banks 14.01% 13.16% -0.85%
2
Axis Bank Limited
₹664.92 Cr
Banks 9.34% 8.55% -0.79%
3
ICICI Prudential Asset Management Company Limited
₹128.94 Cr
Capital Markets 2.28% 1.66% -0.62%
4
HDB Financial Services Limited
₹7.42 Cr
Finance 0.56% 0.10% -0.46%
5
Power Finance Corporation Limited
₹67.95 Cr
Finance 1.28% 0.87% -0.41%
6
UTI Asset Management Company Limited
₹85.07 Cr
Capital Markets 1.37% 1.09% -0.28%
7
ICICI Lombard General Insurance Company Limited
₹55.88 Cr
Insurance 0.99% 0.72% -0.27%
8
Cholamandalam Financial Holdings Limited
₹196.36 Cr
Finance 2.72% 2.53% -0.19%
9
Angel One Limited
₹116.61 Cr
Capital Markets 1.66% 1.50% -0.16%
10
L&T Finance Limited
₹114.20 Cr
Finance 1.60% 1.47% -0.13%

What Stocks Does This Fund Hold?

38 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹1,082.13 Cr
Banks
13.92%
2
₹1,023.42 Cr
Banks
13.16%
3
₹664.92 Cr
Banks
8.55%
4
₹438.22 Cr
Banks
5.64%
5
₹279.96 Cr
Banks
3.60%
6
₹258.87 Cr
Finance
3.33%
7
₹257.05 Cr
Finance
3.31%
8
₹250.13 Cr
Insurance
3.22%
9
₹219.11 Cr
Banks
2.82%
10
₹196.36 Cr
Finance
2.53%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.