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Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option

Mid Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
80
Aug 2026
Equity Holdings
₹7,485.61 Cr
Equity only, excl. debt & cash
AAUM
₹6,670.26 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.7%
Diversified
Top 10 Weight
32.0%
Diversified
Changes
83
7 new · 9 exits
Top Sector
Banks
17.8% of portfolio
Launch Date
25 Sep 1995
10+ year track record

AAUM (Average Assets Under Management) of ₹6,670.26 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 Vision Large & Mid Cap Fund made 7 new additions and exited 9 stocks this month. The biggest new buy was Piramal Finance Ltd (Finance) at 1.10% weight. Max Healthcare Institute Limited was the biggest exit (Healthcare Services), which was held at 0.84%. Among existing holdings, Mphasis Limited saw the biggest increase — now at 1.23% of the portfolio. HDFC Bank Limited was trimmed the most, now at 2.69%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 17.8%. ↓ 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
Banks 17.6% 19.0% +1.4%
Consumer Durables 8.9% 10.9% +1.9%
Retailing 7.5% 9.4% +1.9%
Automobiles 5.6% 6.6% +1.0%
Pharmaceuticals & Biotechnology 5.7% 6.1% +0.4%
Auto Components 2.9% 4.1% +1.2%
Industrial Products 5.5% 3.9% -1.6%
IT - Software 2.1% 3.4% +1.3%
Electrical Equipment 4.8% 3.2% -1.5%
Healthcare Services 3.6% 3.0% -0.6%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 19.0% 17.8% -1.2%
Consumer Durables 10.9% 10.6% -0.3%
Retailing 9.4% 9.0% -0.4%
Pharmaceuticals & Biotechnology 6.1% 6.2% +0.2%
Automobiles 6.6% 5.1% -1.5%
Electrical Equipment 3.2% 4.4% +1.2%
IT - Software 3.4% 4.3% +0.9%
Finance 2.8% 4.1% +1.3%
Industrial Products 3.9% 3.9% +0.0%
Auto Components 4.1% 3.7% -0.4%
🟢
Biggest New Buy
Piramal Finance Ltd
1.10% weight · Finance
🔴
Biggest Exit
Max Healthcare Institute Limited
0.84% was held · Healthcare Services
Biggest Add
Mphasis Limited
+0.62% · now 1.23%
Biggest Trim
HDFC Bank Limited
-1.62% · now 2.69%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
Piramal Finance Ltd 41 funds
Piramal Finance Ltd
quant Quantamental Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Multi Cap Fund-Direct Plan Growth + more
Hindalco Industries Limited 40 funds
Hindalco Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
Tata Steel Limited 30 funds
Tata Steel Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
ICICI Prudential Focused Fund
Mirae Asset Nifty50 Equal Weight ETF + more
Apar Industries Limited 29 funds
Apar Industries Limited
Bandhan Mid Cap Fund
Motilal Oswal Active Momentum Fund- Direct-Growth
HSBC Focused Fund - Direct Growth + more
Max Financial Services Limited 25 funds
Max Financial Services Limited
ICICI Prudential BSE Insurance ETF
DSP Multi Cap Fund
Invesco India Midcap Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
NTPC Limited 61 funds
NTPC Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak BSE PSU Index Fund - Direct Plan - Growth
Kotak Energy Opportunities Fund-Direct-Growth + more
Swiggy Limited 45 funds
Swiggy Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Kotak Technology Fund - Direct Plan - Growth Option + more
Apollo Hospitals Enterprise Limited 42 funds
Apollo Hospitals Enterprise Limited
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more
Max Healthcare Institute Limited 39 funds
Max Healthcare Institute Limited
Kotak Healthcare Fund - Direct Plan - Growth Option
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth + more
Indus Towers Limited 36 funds
Indus Towers Limited
quant ESG Integration Strategy Fund
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
Kotak Special Opportunities Fund - Direct Plan - Growth Option + more
Billionbrains Garage Ventures Ltd 31 funds
Billionbrains Garage Ventures Ltd
THE WEALTH COMPANY BALANCED ADVANTAGE FUND
Kotak Focused Fund- Direct Plan- Growth option
Kotak Technology Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 7 New Entries 🔴 9 Exits ↑ 28 Increased ↓ 39 Decreased
#StockSectorWeight (Aug 2026)
1
Piramal Finance Ltd
₹87.20 Cr
Finance 1.10%
2
Apar Industries Limited
₹80.24 Cr
Electrical Equipment 1.02%
3
Hindalco Industries Limited
₹76.16 Cr
Non - Ferrous Metals 0.96%
4
ICICI Lombard General Insurance Company Limited
₹40.14 Cr
Insurance 0.51%
5
Tata Steel Limited
₹36.87 Cr
Ferrous Metals 0.47%
6
Life Insurance Corporation Of India
₹32.14 Cr
Insurance 0.41%
7
Max Financial Services Limited
₹13.54 Cr
Insurance 0.17%
#StockSectorLast Weight (Jul 2026)
1
Max Healthcare Institute Limited
₹64.94 Cr
Healthcare Services 0.84%
2
UNO Minda Limited
₹56.89 Cr
Auto Components 0.74%
3
Vishal Mega Mart Limited
₹45.50 Cr
Retailing 0.59%
4
Apollo Hospitals Enterprise Limited
₹44.79 Cr
Healthcare Services 0.58%
5
Indus Towers Limited
₹39.11 Cr
Telecom - Services 0.51%
6
NTPC Limited
₹34.73 Cr
Power 0.45%
7
Swiggy Limited
₹34.18 Cr
Retailing 0.44%
8
Billionbrains Garage Ventures Ltd
₹19.44 Cr
Capital Markets 0.25%
9
Mazagon Dock Shipbuilders Limited
₹11.91 Cr
Industrial Manufacturing 0.15%
#StockSectorJul 2026Aug 2026Change
1
Mphasis Limited
₹97.10 Cr
IT - Software 0.61% 1.23% +0.62%
2
Eternal Limited
₹295.29 Cr
Retailing 3.14% 3.74% +0.60%
3
State Bank of India
₹345.39 Cr
Banks 3.95% 4.37% +0.42%
4
Tata Communications Limited
₹67.59 Cr
Telecom - Services 0.51% 0.86% +0.35%
5
One 97 Communications Limited
₹66.06 Cr
Financial Technology (Fintech) 0.52% 0.84% +0.32%
6
Coforge Limited
₹210.44 Cr
IT - Software 2.37% 2.66% +0.29%
7
Vedanta Aluminium Metal Limited
₹69.62 Cr
Metals & Minerals Trading 0.59% 0.88% +0.29%
8
Balkrishna Industries Limited
₹113.96 Cr
Auto Components 1.16% 1.44% +0.28%
9
Aurobindo Pharma Limited
₹84.84 Cr
Pharmaceuticals & Biotechnology 0.82% 1.07% +0.25%
10
PB Fintech Limited
₹43.83 Cr
Financial Technology (Fintech) 0.33% 0.55% +0.22%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹212.70 Cr
Banks 4.31% 2.69% -1.62%
2
Godrej Consumer Products Limited
₹27.04 Cr
Personal Products 1.25% 0.34% -0.91%
3
Eicher Motors Limited
₹31.81 Cr
Automobiles 1.22% 0.40% -0.82%
4
Radico Khaitan Limited
₹11.10 Cr
Beverages 0.92% 0.14% -0.78%
5
TVS Motor Company Limited
₹130.24 Cr
Automobiles 1.96% 1.65% -0.31%
6
Bajaj Auto Limited
₹97.04 Cr
Automobiles 1.53% 1.23% -0.30%
7
Voltas Limited
₹121.31 Cr
Consumer Durables 1.75% 1.53% -0.22%
8
Blue Star Limited
₹94.58 Cr
Consumer Durables 1.41% 1.20% -0.21%
9
Cummins India Limited
₹127.63 Cr
Industrial Products 1.79% 1.61% -0.18%
10
Trent Limited
₹187.19 Cr
Retailing 2.54% 2.37% -0.17%

What Stocks Does This Fund Hold?

80 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹385.06 Cr
Banks
4.87%
2
₹345.39 Cr
Banks
4.37%
3
₹297.00 Cr
Consumer Durables
3.76%
4
₹295.29 Cr
Retailing
3.74%
5
₹234.00 Cr
Banks
2.96%
6
₹212.70 Cr
Banks
2.69%
7
₹210.44 Cr
IT - Software
2.66%
8
₹187.19 Cr
Retailing
2.37%
9
₹180.12 Cr
Retailing
2.28%
10
₹178.58 Cr
Consumer Durables
2.26%
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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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