Which mutual funds hold Niva Bupa Health Insurance Company Limited?

14 mutual funds hold Niva Bupa Health Insurance Company Limited as of Jul 2026. The highest weight is 2.3% held by Tata Business Cycle Fund-Direct Plan-Growth. Data from official AMFI monthly portfolio disclosures.

What sector is Niva Bupa Health Insurance Company Limited in?

Niva Bupa Health Insurance Company Limited is in the Insurance sector and is categorised as by SEBI.

What is the SEBI market cap category of Niva Bupa Health Insurance Company Limited?

As per SEBI and AMFI classification (Jan-Jun 2026), Niva Bupa Health Insurance Company Limited is a Small Cap stock ranked #441 with an average market cap of ₹14.42 K Cr.

Insurance

Niva Bupa Health Insurance Company Limited

ISIN: INE995S01015 · Data as of Jul 2026

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Active Funds Holding

vs Last Month

-3 funds

Total Value

₹1,427.02 Cr

Avg Weight

0.95%

New Entries

Exits

Top Holder

Tata Business Cycle Fund-Direct Plan-Growth 2.3%

ℹ️ Index funds and ETFs are excluded. Only actively managed funds reflect genuine fund manager decisions.

Small Cap Rank #441

₹14.42 K Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

SEBI · AMFI Market Cap List

📋 What Changed This Month Niva Bupa Health Insurance Company Limited is currently held by 14 active mutual funds with total exposure of ₹1,427.02 Cr. This month 0 funds entered and 3 funds exited. Tata Business Cycle Fund-Direct Plan-Growth has the highest allocation at 2.3%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Jul 2026 REFERENCE	14	₹1,427	49 / 49	✅ Complete
Jun 2026	17	₹1,431	49 / 49	✅ Complete
May 2026	17	₹1,501	49 / 49	✅ Complete
Apr 2026	15	₹1,371	49 / 49	✅ Complete
Mar 2026	18	₹1,249	48 / 49

📌 Portfolio changes below are based on Jul 2026 data — the most complete month with 49 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Jul 2026?

Note: Index funds and ETFs are excluded from this analysis. Their holdings change due to index rebalancing, not active fund manager decisions, and do not reflect genuine conviction buys or exits.

▲ New Entries (0)

No new entries this month

▼ Exits (3)

DSP ELSS Tax Saver Fund - Direct Plan - Growth 0.14%

DSP Large & Mid Cap Fund - Direct Plan - Growth 0.1%

DSP Dynamic Asset Allocation Fund - Direct Plan - Growth 0.06%

↑ Increased (9)

Tata Business Cycle Fund-Direct Plan-Growth +0.09%

Tata Multi Asset Allocation Fund-Direct Plan-Growth +0.01%

Tata Balanced Advantage Fund-Direct Plan-Growth +0.04%

Nippon India Innovation Fund-Direct Plan-Growth Option +0.01%

Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option +0.01%

DSP Small Cap Fund - Direct Plan - Growth +0.01%

SBI BANKING & FINANCIAL SERVICES FUND - DIRECT PLAN - GROWTH +0.02%

Axis Services Opportunities Fund - Direct Plan - Growth Option +0.03%

↓ Decreased (2)

Bajaj Finserv Banking and Financial Services Fund - Direct - Growth -0.09%

BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH -0.03%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	5	1.3%
Small Cap	3	0.77%
Flexi Cap	2	0.32%
Multi Asset	1	1.48%
Balanced Advantage	1	1.21%
Multi Cap	1	0.8%
ELSS	1	0.43%

All Holdings

Which 14 Active Funds Hold Niva Bupa Health Insurance Company Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Tata Business Cycle Fund-Direct Plan-Growth Tata Mutual Fund	Equity	2.3%	₹60.56 Cr	+0.09%
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth Bajaj Finserv Mutual Fund	Equity	1.84%	₹9.23 Cr	-0.09%
Tata Multi Asset Allocation Fund-Direct Plan-Growth Tata Mutual Fund	Multi Asset	1.48%	₹77.70 Cr	+0.01%
Tata Balanced Advantage Fund-Direct Plan-Growth Tata Mutual Fund	Balanced Advantage	1.21%	₹106.23 Cr	+0.04%
Nippon India Innovation Fund-Direct Plan-Growth Option Nippon India Mutual Fund	Equity	0.95%	₹28.25 Cr	+0.01%
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Multi Cap	0.8%	₹444.20 Cr	+0.01%
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH Bajaj Finserv Mutual Fund	Small Cap	0.79%	₹18.71 Cr	-0.03%
DSP Small Cap Fund - Direct Plan - Growth DSP Mutual Fund	Small Cap	0.76%	₹152.49 Cr	+0.01%
Axis Small Cap Fund - Direct Plan - Growth Axis Mutual Fund	Small Cap	0.75%	₹225.77 Cr	—
SBI BANKING & FINANCIAL SERVICES FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Equity	0.73%	₹79.18 Cr	+0.02%
Axis Services Opportunities Fund - Direct Plan - Growth Option Axis Mutual Fund	Equity	0.66%	₹10.58 Cr	+0.03%
DSP Flexi Cap Fund - Direct Plan - Growth DSP Mutual Fund	Flexi Cap	0.44%	₹54.89 Cr	—
SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH SBI Mutual Fund	ELSS	0.43%	₹140.08 Cr	—
Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option Nippon India Mutual Fund	Flexi Cap	0.2%	₹19.16 Cr	+0.01%

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Data source: Official AMFI monthly portfolio disclosures. Updated every month. Index funds and ETFs excluded. Disclaimer: This is not investment advice. Consult a SEBI-registered advisor before investing.