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Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
100
Jul 2026
Equity Holdings
₹50,219.80 Cr
Equity only, excl. debt & cash
AAUM
₹44,928.44 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
13.5%
Diversified
Top 10 Weight
25.0%
Diversified
Changes
86
3 new · 0 exits
Top Sector
Banks
10.3% of portfolio
Launch Date
25 Sep 1995
10+ year track record

AAUM (Average Assets Under Management) of ₹44,928.44 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 Growth Mid Cap Fund added 3 new stocks to its portfolio this month. The biggest new buy was RBL Bank Limited (Banks) at 0.67% weight. Among existing holdings, REC Limited saw the biggest increase — now at 2.50% of the portfolio. BSE Limited was trimmed the most, now at 2.73%. The Federal Bank Limited remains the top holding with Banks the dominant sector at 10.3%. ↓ 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 9.3% 9.4% +0.2%
Auto Components 9.1% 9.2% +0.1%
Retailing 7.7% 7.9% +0.2%
Finance 7.0% 7.5% +0.5%
Pharmaceuticals & Biotechnology 7.2% 7.5% +0.2%
Capital Markets 7.4% 7.4% +0.1%
Industrial Products 5.3% 4.8% -0.5%
Power 5.1% 4.7% -0.4%
Consumer Durables 4.7% 4.6% -0.1%
Electrical Equipment 5.0% 4.3% -0.7%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 9.4% 10.3% +0.9%
Auto Components 9.2% 9.1% -0.2%
Retailing 7.9% 8.6% +0.7%
Finance 7.5% 8.2% +0.7%
Pharmaceuticals & Biotechnology 7.5% 7.3% -0.1%
Capital Markets 7.4% 7.0% -0.4%
Industrial Products 4.8% 4.7% -0.2%
Consumer Durables 4.6% 4.7% +0.0%
Power 4.7% 4.4% -0.3%
Electrical Equipment 4.3% 4.3% 0.0%
🟢
Biggest New Buy
RBL Bank Limited
0.67% weight · Banks
Biggest Add
REC Limited
+0.51% · now 2.50%
Biggest Trim
BSE Limited
-0.26% · now 2.73%
🤝 Other funds also bought this month
GSPL Transmission Limited 53 funds
GSPL Transmission Limited
SBI Energy Opportunities Fund - Direct Plan - Growth
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth + more
RBL Bank Limited 17 funds
RBL Bank Limited
Motilal Oswal Asset Management Company Limited
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Baroda BNP Paribas Banking & Financial Services Fund + more
Piramal Finance Ltd 8 funds
Piramal Finance Ltd
quant ESG Integration Strategy Fund
Motilal Oswal Financial Services Fund- Direct Growth
Tata Banking And Financial Services Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries ↑ 36 Increased ↓ 47 Decreased
#StockSectorWeight (Jul 2026)
1
RBL Bank Limited
₹337.95 Cr
Banks 0.67%
2
Piramal Finance Ltd
₹207.61 Cr
Finance 0.41%
3
GSPL Transmission Limited
₹38.55 Cr
Gas 0.08%
#StockSectorJun 2026Jul 2026Change
1
REC Limited
₹1,270.73 Cr
Finance 1.99% 2.50% +0.51%
2
Info Edge (India) Limited
₹1,326.46 Cr
Retailing 2.13% 2.61% +0.48%
3
Persistent Systems Limited
₹912.38 Cr
IT - Software 1.45% 1.80% +0.35%
4
Swiggy Limited
₹427.29 Cr
Retailing 0.59% 0.84% +0.25%
5
Varun Beverages Limited
₹840.37 Cr
Beverages 1.43% 1.66% +0.23%
6
One 97 Communications Limited
₹887.86 Cr
Financial Technology (Fintech) 1.53% 1.75% +0.22%
7
Eternal Limited
₹1,209.80 Cr
Retailing 2.21% 2.38% +0.17%
8
The Federal Bank Limited
₹1,471.29 Cr
Banks 2.75% 2.90% +0.15%
9
Mahindra & Mahindra Financial Services Limited
₹405.00 Cr
Finance 0.67% 0.80% +0.13%
10
Jubilant Foodworks Limited
₹490.84 Cr
Leisure Services 0.85% 0.97% +0.12%
#StockSectorJun 2026Jul 2026Change
1
BSE Limited
₹1,385.56 Cr
Capital Markets 2.99% 2.73% -0.26%
2
InterGlobe Aviation Limited
₹234.02 Cr
Transport Services 0.66% 0.46% -0.20%
3
Cholamandalam Financial Holdings Limited
₹825.65 Cr
Finance 1.81% 1.63% -0.18%
4
HDFC Asset Management Company Limited
₹267.11 Cr
Capital Markets 0.70% 0.53% -0.17%
5
ITC Hotels Limited
₹268.98 Cr
Leisure Services 0.67% 0.53% -0.14%
6
Max Financial Services Limited
₹734.95 Cr
Insurance 1.58% 1.45% -0.13%
7
NLC India Limited
₹530.26 Cr
Power 1.17% 1.04% -0.13%
8
HDB Financial Services Limited
₹483.88 Cr
Finance 1.08% 0.95% -0.13%
9
Angel One Limited
₹461.06 Cr
Capital Markets 1.04% 0.91% -0.13%
10
NTPC Green Energy Limited
₹702.23 Cr
Power 1.50% 1.38% -0.12%

What Stocks Does This Fund Hold?

100 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹1,471.29 Cr
Banks
2.90%
2
₹1,392.91 Cr
Banks
2.74%
3
₹1,385.56 Cr
Capital Markets
2.73%
4
₹1,326.46 Cr
Retailing
2.61%
5
₹1,293.42 Cr
Healthcare Services
2.55%
6
₹1,270.73 Cr
Finance
2.50%
7
₹1,209.80 Cr
Retailing
2.38%
8
₹1,197.57 Cr
Auto Components
2.36%
9
₹1,157.65 Cr
Capital Markets
2.28%
10
₹1,004.78 Cr
Banks
1.98%
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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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