← Nippon India Mutual Fund

Nippon India Pharma Fund - Direct Plan Growth Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
35
Jul 2026
Equity Holdings
₹9,030.30 Cr
Equity only, excl. debt & cash
AAUM
₹8,280.57 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
38.4%
Moderate
Top 10 Weight
57.3%
Moderate
Changes
33
0 new · 0 exits
Top Sector
Pharmaceuticals & Biotechnology
73.5% of portfolio
Launch Date
10 May 2004
10+ year track record

AAUM (Average Assets Under Management) of ₹8,280.57 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, Piramal Pharma Limited saw the biggest increase — now at 2.09% of the portfolio. Dr. Reddy's Laboratories Limited was trimmed the most, now at 5.01%. Sun Pharmaceutical Industries Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 73.5%. ↓ 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
Pharmaceuticals & Biotechnology 72.4% 72.5% +0.1%
Healthcare Services 21.9% 22.0% +0.1%
Retailing 3.7% 3.2% -0.5%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 72.5% 73.5% +1.0%
Healthcare Services 22.0% 21.1% -0.9%
Retailing 3.2% 2.7% -0.5%
Biggest Add
Piramal Pharma Limited
+1.07% · now 2.09%
Biggest Trim
Dr. Reddy's Laboratories Limited
-1.67% · now 5.01%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 15 Increased ↓ 18 Decreased
#StockSectorJun 2026Jul 2026Change
1
Piramal Pharma Limited
₹194.38 Cr
Pharmaceuticals & Biotechnology 1.02% 2.09% +1.07%
2
Divi's Laboratories Limited
₹604.81 Cr
Pharmaceuticals & Biotechnology 5.46% 6.52% +1.06%
3
Sun Pharmaceutical Industries Limited
₹1,235.37 Cr
Pharmaceuticals & Biotechnology 12.78% 13.31% +0.53%
4
Biocon Limited
₹85.31 Cr
Pharmaceuticals & Biotechnology 0.68% 0.92% +0.24%
5
Dr. Lal Path Labs Limited
₹190.63 Cr
Healthcare Services 1.85% 2.05% +0.20%
6
Sanofi India Limited
₹99.63 Cr
Pharmaceuticals & Biotechnology 0.87% 1.07% +0.20%
7
GlaxoSmithKline Pharmaceuticals Limited
₹246.64 Cr
Pharmaceuticals & Biotechnology 2.47% 2.66% +0.19%
8
Abbott India Limited
₹207.95 Cr
Pharmaceuticals & Biotechnology 2.09% 2.24% +0.15%
9
Sai Life Sciences Limited
₹336.11 Cr
Pharmaceuticals & Biotechnology 3.49% 3.62% +0.13%
10
Pfizer Limited
₹153.52 Cr
Pharmaceuticals & Biotechnology 1.56% 1.65% +0.09%
#StockSectorJun 2026Jul 2026Change
1
Dr. Reddy's Laboratories Limited
₹464.95 Cr
Pharmaceuticals & Biotechnology 6.68% 5.01% -1.67%
2
MedPlus Health Services Limited
₹249.92 Cr
Retailing 3.18% 2.69% -0.49%
3
Vijaya Diagnostic Centre Limited
₹224.73 Cr
Healthcare Services 2.80% 2.42% -0.38%
4
Mankind Pharma Limited
₹346.84 Cr
Pharmaceuticals & Biotechnology 4.03% 3.74% -0.29%
5
Syngene International Limited
₹135.12 Cr
Healthcare Services 1.70% 1.46% -0.24%
6
Aurobindo Pharma Limited
₹142.63 Cr
Pharmaceuticals & Biotechnology 1.75% 1.54% -0.21%
7
Lupin Limited
₹672.33 Cr
Pharmaceuticals & Biotechnology 7.45% 7.25% -0.20%
8
Max Healthcare Institute Limited
₹291.99 Cr
Healthcare Services 3.32% 3.15% -0.17%
9
Thyrocare Technologies Limited
₹232.56 Cr
Healthcare Services 2.65% 2.51% -0.14%
10
Cipla Limited
₹559.09 Cr
Pharmaceuticals & Biotechnology 6.15% 6.03% -0.12%

What Stocks Does This Fund Hold?

35 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹1,235.37 Cr
Pharmaceuticals & Biotechnology
13.31%
2
₹672.33 Cr
Pharmaceuticals & Biotechnology
7.25%
3
₹604.81 Cr
Pharmaceuticals & Biotechnology
6.52%
4
₹559.09 Cr
Pharmaceuticals & Biotechnology
6.03%
5
₹491.56 Cr
Healthcare Services
5.30%
6
₹464.95 Cr
Pharmaceuticals & Biotechnology
5.01%
7
₹346.84 Cr
Pharmaceuticals & Biotechnology
3.74%
8
₹336.11 Cr
Pharmaceuticals & Biotechnology
3.62%
9
₹316.69 Cr
Pharmaceuticals & Biotechnology
3.41%
10
₹291.99 Cr
Healthcare Services
3.15%
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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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