← Nippon India Mutual Fund

Nippon India Conservative Hybrid Fund - Direct Plan Growth Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
48
Jul 2026
Equity Holdings
₹112.23 Cr
Equity only, excl. debt & cash
AAUM
₹889.45 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
3.8%
Diversified
Top 10 Weight
5.7%
Diversified
Changes
28
0 new · 0 exits
Top Sector
Banks
3.6% of portfolio
Launch Date
10 Dec 2003
10+ year track record

AAUM (Average Assets Under Management) of ₹889.45 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, Infosys Limited saw the biggest increase — now at 0.39% of the portfolio. HDFC Bank Limited was trimmed the most, now at 0.90%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 3.6%. ↓ 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 3.7% 3.7% -0.1%
Automobiles 1.1% 1.2% +0.1%
Petroleum Products 0.9% 0.8% 0.0%
IT - Software 0.9% 0.8% -0.1%
Power 0.4% 0.6% +0.2%
Telecom - Services 0.5% 0.5% 0.0%
Pharmaceuticals & Biotechnology 0.5% 0.5% 0.0%
Construction 0.4% 0.4% 0.0%
Diversified FMCG 0.5% 0.4% 0.0%
Finance 0.4% 0.4% +0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 3.7% 3.6% -0.1%
Automobiles 1.2% 1.3% +0.1%
IT - Software 0.8% 0.9% +0.1%
Petroleum Products 0.8% 0.8% 0.0%
Telecom - Services 0.5% 0.5% +0.0%
Pharmaceuticals & Biotechnology 0.5% 0.5% +0.0%
Power 0.6% 0.5% 0.0%
Finance 0.4% 0.5% +0.1%
Diversified FMCG 0.4% 0.4% 0.0%
Construction 0.4% 0.4% 0.0%
Biggest Add
Infosys Limited
+0.04% · now 0.39%
Biggest Trim
HDFC Bank Limited
-0.07% · now 0.90%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 19 Increased ↓ 9 Decreased
#StockSectorJun 2026Jul 2026Change
1
Infosys Limited
₹3.80 Cr
IT - Software 0.35% 0.39% +0.04%
2
Bajaj Finance Limited
₹3.32 Cr
Finance 0.30% 0.34% +0.04%
3
Tata Consultancy Services Limited
₹2.85 Cr
IT - Software 0.25% 0.29% +0.04%
4
Bajaj Auto Limited
₹2.22 Cr
Automobiles 0.19% 0.23% +0.04%
5
Mahindra & Mahindra Limited
₹3.55 Cr
Automobiles 0.33% 0.36% +0.03%
6
HCL Technologies Limited
₹1.56 Cr
IT - Software 0.13% 0.16% +0.03%
7
ICICI Bank Limited
₹7.95 Cr
Banks 0.79% 0.81% +0.02%
8
Bharti Airtel Limited
₹5.21 Cr
Telecom - Services 0.51% 0.53% +0.02%
9
Titan Company Limited
₹2.22 Cr
Consumer Durables 0.21% 0.23% +0.02%
10
IndusInd Bank Limited
₹1.83 Cr
Banks 0.17% 0.19% +0.02%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹8.81 Cr
Banks 0.97% 0.90% -0.07%
2
Larsen & Toubro Limited
₹4.02 Cr
Construction 0.44% 0.41% -0.03%
3
Axis Bank Limited
₹3.18 Cr
Banks 0.36% 0.33% -0.03%
4
State Bank of India
₹4.31 Cr
Banks 0.45% 0.44% -0.01%
5
JSW Energy Limited
₹1.94 Cr
Power 0.21% 0.20% -0.01%
6
NTPC Limited
₹1.80 Cr
Power 0.19% 0.18% -0.01%
7
Power Grid Corporation of India Limited
₹1.42 Cr
Power 0.15% 0.14% -0.01%
8
Grasim Industries Limited
₹1.31 Cr
Cement & Cement Products 0.14% 0.13% -0.01%
9
Dr. Reddy's Laboratories Limited
₹76.18 L
Pharmaceuticals & Biotechnology 0.09% 0.08% -0.01%

What Stocks Does This Fund Hold?

48 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹8.81 Cr
Banks
0.90%
2
₹8.20 Cr
Petroleum Products
0.84%
3
₹7.95 Cr
Banks
0.81%
4
₹6.81 Cr
Banks
0.70%
5
₹5.21 Cr
Telecom - Services
0.53%
6
₹4.31 Cr
Banks
0.44%
7
₹4.02 Cr
Construction
0.41%
8
₹3.80 Cr
IT - Software
0.39%
9
₹3.55 Cr
Automobiles
0.36%
10
₹3.49 Cr
Automobiles
0.36%
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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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