← Nippon India Mutual Fund

Nippon India Innovation Fund-Direct Plan-Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
57
Jul 2026
Equity Holdings
₹2,950.57 Cr
Equity only, excl. debt & cash
AAUM
₹2,777.46 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.2%
Diversified
Top 10 Weight
35.3%
Diversified
Changes
56
1 new · 1 exits
Top Sector
Retailing
22.4% of portfolio
Launch Date
09 Aug 2023
3 years old

AAUM (Average Assets Under Management) of ₹2,777.46 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 Innovation Fund made 1 new addition and exited 1 stock this month. The biggest new buy was Billionbrains Garage Ventures Ltd (Capital Markets) at 0.13% weight. SBI Cards and Payment Services Limited was the biggest exit (Finance), which was held at 0.80%. Among existing holdings, Info Edge (India) Limited saw the biggest increase — now at 4.58% of the portfolio. Avenue Supermarts Limited was trimmed the most, now at 2.59%. Eternal Limited remains the top holding with Retailing the dominant sector at 22.4%. ↓ 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
Retailing 21.1% 22.1% +1.0%
Auto Components 10.8% 8.9% -2.0%
Electrical Equipment 7.4% 6.9% -0.5%
Banks 5.3% 5.5% +0.2%
Healthcare Services 4.7% 5.0% +0.3%
Pharmaceuticals & Biotechnology 4.6% 4.6% 0.0%
Consumer Durables 3.6% 4.2% +0.6%
Automobiles 4.4% 4.1% -0.3%
Beverages 4.2% 3.9% -0.3%
Industrial Products 3.6% 3.6% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Retailing 22.1% 22.4% +0.4%
Auto Components 8.9% 8.6% -0.3%
Electrical Equipment 6.9% 6.2% -0.7%
Pharmaceuticals & Biotechnology 4.6% 5.1% +0.5%
Banks 5.5% 4.9% -0.6%
Healthcare Services 5.0% 4.7% -0.3%
IT - Software 3.1% 4.4% +1.4%
Consumer Durables 4.2% 4.1% -0.2%
Automobiles 4.1% 4.0% -0.1%
Leisure Services 3.3% 3.8% +0.5%
🟢
Biggest New Buy
Billionbrains Garage Ventures Ltd
0.13% weight · Capital Markets
🔴
Biggest Exit
SBI Cards and Payment Services Limited
0.80% was held · Finance
Biggest Add
Info Edge (India) Limited
+0.85% · now 4.58%
Biggest Trim
Avenue Supermarts Limited
-0.74% · now 2.59%
🤝 Other funds also bought this month
Billionbrains Garage Ventures Ltd 22 funds
Billionbrains Garage Ventures Ltd
Edel BSE Capital Markets & Insurance ETF
Kotak Focused Fund- Direct Plan- Growth option
Motilal Oswal Asset Management Company Limited + more
👋 Other funds also exited
SBI Cards and Payment Services Limited 16 funds
SBI Cards and Payment Services Limited
LIC MF Mid Cap Fund-Direct Plan-Growth
BANK OF INDIA Large & Mid Cap Fund Direct Plan-Growth
Bank of India Multi Cap Fund Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 1 Exit ↑ 25 Increased ↓ 29 Decreased
#StockSectorWeight (Jul 2026)
1
Billionbrains Garage Ventures Ltd
₹3.89 Cr
Capital Markets 0.13%
#StockSectorLast Weight (Jun 2026)
1
SBI Cards and Payment Services Limited
₹23.46 Cr
Finance 0.80%
#StockSectorJun 2026Jul 2026Change
1
Info Edge (India) Limited
₹136.46 Cr
Retailing 3.73% 4.58% +0.85%
2
Infosys Limited
₹62.16 Cr
IT - Software 1.29% 2.09% +0.80%
3
TBO Tek Limited
₹41.34 Cr
Leisure Services 0.73% 1.39% +0.66%
4
Swiggy Limited
₹96.77 Cr
Retailing 2.62% 3.25% +0.63%
5
Coforge Limited
₹68.84 Cr
IT - Software 1.76% 2.31% +0.55%
6
Eternal Limited
₹144.23 Cr
Retailing 4.32% 4.84% +0.52%
7
One 97 Communications Limited
₹58.62 Cr
Financial Technology (Fintech) 1.51% 1.97% +0.46%
8
Bajaj Finserv Limited
₹87.18 Cr
Finance 2.62% 2.93% +0.31%
9
SANOFI CONSUMER HEALTHCARE
₹44.55 Cr
Pharmaceuticals & Biotechnology 1.21% 1.50% +0.29%
10
Max Financial Services Limited
₹29.64 Cr
Insurance 0.80% 0.99% +0.19%
#StockSectorJun 2026Jul 2026Change
1
Avenue Supermarts Limited
₹77.11 Cr
Retailing 3.33% 2.59% -0.74%
2
Trent Limited
₹118.59 Cr
Retailing 4.44% 3.98% -0.46%
3
Kirloskar Oil Engines Limited
₹58.63 Cr
Industrial Products 2.41% 1.97% -0.44%
4
Varun Beverages Limited
₹103.94 Cr
Beverages 3.91% 3.49% -0.42%
5
FSN E-Commerce Ventures Limited
₹79.05 Cr
Retailing 3.06% 2.65% -0.41%
6
Siemens Energy India Limited
₹64.62 Cr
Electrical Equipment 2.52% 2.17% -0.35%
7
ICICI Bank Limited
₹71.77 Cr
Banks 2.71% 2.41% -0.30%
8
Axis Bank Limited
₹73.77 Cr
Banks 2.77% 2.48% -0.29%
9
Syngene International Limited
₹50.72 Cr
Healthcare Services 1.98% 1.70% -0.28%
10
ZF Commercial Vehicle Control Systems India Limited
₹96.19 Cr
Auto Components 3.50% 3.23% -0.27%

What Stocks Does This Fund Hold?

57 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹144.23 Cr
Retailing
4.84%
2
₹136.46 Cr
Retailing
4.58%
3
₹118.59 Cr
Retailing
3.98%
4
₹103.94 Cr
Beverages
3.49%
5
₹99.42 Cr
Diversified
3.34%
6
₹96.77 Cr
Retailing
3.25%
7
₹96.19 Cr
Auto Components
3.23%
8
₹90.01 Cr
Auto Components
3.02%
9
₹87.18 Cr
Finance
2.93%
10
₹79.05 Cr
Retailing
2.65%
🏆 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.