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

Mid Cap Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
97
May 2026
Equity Holdings
₹46,793.73 Cr
Equity only, excl. debt & cash
Top 5 Weight
13.0%
Diversified
Top 10 Weight
23.1%
Diversified
Changes
90
0 new · 1 exits
Top Sector
Banks
9.3% of portfolio
📋 What Happened This Month Nippon India Growth Mid Cap Fund exited 1 stock from its portfolio this month. Indraprastha Gas Limited was the biggest exit (Gas), which was held at 0.25%. Among existing holdings, Info Edge (India) Limited saw the biggest increase — now at 2.10% of the portfolio. BSE Limited was trimmed the most, now at 3.32%. BSE Limited remains the top holding with Banks the dominant sector at 9.3%. ↓ 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 10.3% 9.7% -0.6%
Auto Components 9.0% 8.6% -0.5%
Capital Markets 6.3% 8.4% +2.1%
Finance 7.6% 7.5% -0.1%
Pharmaceuticals & Biotechnology 7.1% 6.7% -0.4%
Retailing 5.3% 6.2% +0.9%
Power 5.4% 5.5% +0.2%
Industrial Products 6.0% 5.3% -0.7%
Consumer Durables 5.2% 5.2% +0.1%
Electrical Equipment 4.1% 4.6% +0.5%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 9.7% 9.3% -0.4%
Auto Components 8.6% 9.1% +0.6%
Retailing 6.2% 7.7% +1.5%
Capital Markets 8.4% 7.4% -1.0%
Pharmaceuticals & Biotechnology 6.7% 7.2% +0.5%
Finance 7.5% 7.0% -0.4%
Industrial Products 5.3% 5.3% +0.0%
Power 5.5% 5.1% -0.5%
Electrical Equipment 4.6% 5.0% +0.4%
Consumer Durables 5.2% 4.7% -0.5%
🔴
Biggest Exit
Indraprastha Gas Limited
0.25% was held · Gas
Biggest Add
Info Edge (India) Limited
+0.83% · now 2.10%
Biggest Trim
BSE Limited
-0.89% · now 3.32%
👋 Other funds also exited
Indraprastha Gas Limited 3 funds
Indraprastha Gas Limited
HDFC Defence Fund - Growth Option - Direct Plan
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🔴 1 Exit ↑ 32 Increased ↓ 57 Decreased
#StockSectorLast Weight (Apr 2026)
1
Indraprastha Gas Limited
₹114.63 Cr
Gas 0.25%
#StockSectorApr 2026May 2026Change
1
Info Edge (India) Limited
₹997.37 Cr
Retailing 1.27% 2.10% +0.83%
2
Mankind Pharma Limited
₹807.70 Cr
Pharmaceuticals & Biotechnology 1.13% 1.70% +0.57%
3
Eternal Limited
₹1,027.38 Cr
Retailing 1.67% 2.17% +0.50%
4
Gland Pharma Limited
₹630.00 Cr
Pharmaceuticals & Biotechnology 1.07% 1.33% +0.26%
5
One 97 Communications Limited
₹739.64 Cr
Financial Technology (Fintech) 1.32% 1.56% +0.24%
6
ICICI Lombard General Insurance Company Limited
₹608.20 Cr
Insurance 1.04% 1.28% +0.24%
7
The Indian Hotels Company Limited
₹509.52 Cr
Leisure Services 0.83% 1.07% +0.24%
8
Bharat Heavy Electricals Limited
₹875.14 Cr
Electrical Equipment 1.62% 1.85% +0.23%
9
Samvardhana Motherson International Limited
₹757.85 Cr
Auto Components 1.38% 1.60% +0.22%
10
Balkrishna Industries Limited
₹352.88 Cr
Auto Components 0.52% 0.74% +0.22%
#StockSectorApr 2026May 2026Change
1
BSE Limited
₹1,575.52 Cr
Capital Markets 4.21% 3.32% -0.89%
2
Voltas Limited
₹860.78 Cr
Consumer Durables 2.16% 1.82% -0.34%
3
Torrent Power Limited
₹498.34 Cr
Power 1.33% 1.05% -0.28%
4
Lupin Limited
₹498.89 Cr
Pharmaceuticals & Biotechnology 1.28% 1.05% -0.23%
5
MTAR Technologies Limited
₹287.03 Cr
Aerospace & Defense 0.80% 0.61% -0.19%
6
AU Small Finance Bank Limited
₹1,083.17 Cr
Banks 2.44% 2.28% -0.16%
7
Power Finance Corporation Limited
₹951.49 Cr
Finance 2.17% 2.01% -0.16%
8
NTPC Green Energy Limited
₹799.03 Cr
Power 1.85% 1.69% -0.16%
9
Ashok Leyland Limited
₹683.94 Cr
Agricultural, Commercial & Construction Vehicles 1.56% 1.44% -0.12%
10
Sundaram Finance Limited
₹406.65 Cr
Finance 0.96% 0.86% -0.10%

What Stocks Does This Fund Hold?

97 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹1,575.52 Cr
Capital Markets
3.32%
2
₹1,270.77 Cr
Healthcare Services
2.68%
3
₹1,184.70 Cr
Banks
2.50%
4
₹1,083.17 Cr
Banks
2.28%
5
₹1,065.50 Cr
Auto Components
2.25%
6
₹1,027.38 Cr
Retailing
2.17%
7
₹997.37 Cr
Retailing
2.10%
8
₹951.49 Cr
Finance
2.01%
9
₹926.75 Cr
Electrical Equipment
1.95%
10
₹879.48 Cr
Banks
1.85%
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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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