← Nippon India Mutual Fund

Nippon India Nifty India Manufacturing Index Fund- Direct Plan- Growth Option

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
76
Aug 2026
Equity Holdings
₹42.67 Cr
Equity only, excl. debt & cash
AAUM
₹36.78 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.2%
Diversified
Top 10 Weight
37.8%
Diversified
Changes
72
0 new · 0 exits
Top Sector
Automobiles
19.4% of portfolio
Launch Date
06 Aug 2025
1 years old

AAUM (Average Assets Under Management) of ₹36.78 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, Divi's Laboratories Limited saw the biggest increase — now at 2.78% of the portfolio. Maruti Suzuki India Limited was trimmed the most, now at 4.08%. Mahindra & Mahindra Limited remains the top holding with Automobiles the dominant sector at 19.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Automobiles 18.7% 20.1% +1.3%
Pharmaceuticals & Biotechnology 17.4% 17.9% +0.5%
Petroleum Products 7.9% 7.8% -0.1%
Electrical Equipment 8.7% 7.8% -0.9%
Ferrous Metals 7.5% 7.4% 0.0%
Auto Components 6.8% 6.9% +0.1%
Industrial Products 6.1% 5.8% -0.3%
Aerospace & Defense 5.6% 5.3% -0.2%
Chemicals & Petrochemicals 4.7% 4.5% -0.2%
Non - Ferrous Metals 4.4% 4.3% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Automobiles 20.1% 19.4% -0.6%
Pharmaceuticals & Biotechnology 17.9% 18.0% +0.1%
Electrical Equipment 7.8% 8.0% +0.2%
Petroleum Products 7.8% 7.6% -0.2%
Ferrous Metals 7.4% 7.4% -0.1%
Auto Components 6.9% 7.2% +0.3%
Industrial Products 5.8% 5.9% +0.1%
Aerospace & Defense 5.3% 5.5% +0.2%
Chemicals & Petrochemicals 4.5% 4.6% +0.1%
Non - Ferrous Metals 4.3% 4.5% +0.2%
Biggest Add
Divi's Laboratories Limited
+0.38% · now 2.78%
Biggest Trim
Maruti Suzuki India Limited
-0.28% · now 4.08%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 38 Increased ↓ 34 Decreased
#StockSectorJul 2026Aug 2026Change
1
Divi's Laboratories Limited
₹1.19 Cr
Pharmaceuticals & Biotechnology 2.40% 2.78% +0.38%
2
Samvardhana Motherson International Limited
₹74.41 L
Auto Components 1.56% 1.74% +0.18%
3
Bharat Electronics Limited
₹1.47 Cr
Aerospace & Defense 3.26% 3.43% +0.17%
4
Bosch Limited
₹43.00 L
Auto Components 0.84% 1.01% +0.17%
5
APL Apollo Tubes Limited
₹39.93 L
Industrial Products 0.78% 0.93% +0.15%
6
Tata Motors Ltd
₹97.10 L
Agricultural, Commercial & Construction Vehicles 2.14% 2.27% +0.13%
7
Bajaj Auto Limited
₹1.33 Cr
Automobiles 2.99% 3.10% +0.11%
8
Bharat Heavy Electricals Limited
₹63.68 L
Electrical Equipment 1.39% 1.49% +0.10%
9
KEI Industries Limited
₹34.96 L
Industrial Products 0.72% 0.82% +0.10%
10
Hindalco Industries Limited
₹1.45 Cr
Non - Ferrous Metals 3.31% 3.40% +0.09%
#StockSectorJul 2026Aug 2026Change
1
Maruti Suzuki India Limited
₹1.74 Cr
Automobiles 4.36% 4.08% -0.28%
2
Mahindra & Mahindra Limited
₹2.19 Cr
Automobiles 5.39% 5.12% -0.27%
3
Reliance Industries Limited
₹1.99 Cr
Petroleum Products 4.84% 4.65% -0.19%
4
Tata Motors Passenger Vehicles Limited
₹63.70 L
Automobiles 1.67% 1.49% -0.18%
5
Tata Steel Limited
₹1.50 Cr
Ferrous Metals 3.68% 3.52% -0.16%
6
Cummins India Limited
₹68.05 L
Industrial Products 1.75% 1.59% -0.16%
7
Lupin Limited
₹52.46 L
Pharmaceuticals & Biotechnology 1.38% 1.23% -0.15%
8
Cipla Limited
₹78.25 L
Pharmaceuticals & Biotechnology 1.95% 1.83% -0.12%
9
Sun Pharmaceutical Industries Limited
₹2.07 Cr
Pharmaceuticals & Biotechnology 4.95% 4.86% -0.09%
10
Bharat Forge Limited
₹55.36 L
Auto Components 1.38% 1.30% -0.08%

What Stocks Does This Fund Hold?

76 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹2.19 Cr
Automobiles
5.12%
2
₹2.07 Cr
Pharmaceuticals & Biotechnology
4.86%
3
₹1.99 Cr
Petroleum Products
4.65%
4
₹1.74 Cr
Automobiles
4.08%
5
₹1.50 Cr
Ferrous Metals
3.52%
6
₹1.47 Cr
Aerospace & Defense
3.43%
7
₹1.45 Cr
Non - Ferrous Metals
3.40%
8
₹1.33 Cr
Automobiles
3.10%
9
₹1.21 Cr
Ferrous Metals
2.83%
10
₹1.19 Cr
Pharmaceuticals & Biotechnology
2.78%
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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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