Which mutual funds hold Nuvama Wealth Management Limited?

19 mutual funds hold Nuvama Wealth Management Limited as of Oct 2026. The highest weight is 4.78% held by Invesco India Focused Fund. Data from official AMFI monthly portfolio disclosures.

What sector is Nuvama Wealth Management Limited in?

Nuvama Wealth Management Limited is in the Capital Markets sector and is categorised as by SEBI.

What is the SEBI market cap category of Nuvama Wealth Management Limited?

As per SEBI and AMFI classification (Jan-Jun 2026), Nuvama Wealth Management Limited is a Small Cap stock ranked #304 with an average market cap of ₹25.37 K Cr.

Capital Markets

Nuvama Wealth Management Limited

ISIN: INE531F01023 · Data as of Oct 2026

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Active Funds Holding

vs Last Month

0 funds

Total Value

₹1,936.58 Cr

Avg Weight

1.49%

New Entries

Exits

Top Holder

Invesco India Focused Fund 4.78%

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

Small Cap Rank #304

₹25.37 K Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

SEBI · AMFI Market Cap List

📋 What Changed This Month Nuvama Wealth Management Limited is currently held by 19 active mutual funds with total exposure of ₹1,936.58 Cr. This month 4 funds entered and 4 funds exited. Invesco India Focused Fund has the highest allocation at 4.78%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Oct 2026 REFERENCE	19	₹1,937	48 / 49
Sep 2026	19	₹1,787	49 / 49	✅ Complete
Aug 2026	23	₹2,012	49 / 49	✅ Complete
Jul 2026	23	₹2,062	49 / 49	✅ Complete
Jun 2026	25	₹2,105	49 / 49	✅ Complete

📌 Portfolio changes below are based on Oct 2026 data — the most complete month with 48 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Oct 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 (4)

Bank of India Value Fund Direct Growth 1.94%

HSBC Midcap Fund - Direct Growth 0.71%

HSBC Financial Services Fund - Direct Growth 0.59%

HSBC Large & Mid Cap Fund - Direct Growth 0.46%

▼ Exits (4)

Bajaj Finserv Large & Mid Cap Fund 1.03%

Invesco India Flexi Cap Fund - Direct Plan - Growth 0.92%

Bajaj Finserv Banking and Financial Services Fund - Direct - Growth 0.24%

Bajaj Finserv Multi Asset Allocation Fund - Direct Growth 0.22%

↑ Increased (11)

Invesco India Focused Fund +0.04%

Invesco India Financial Services Fund +0.13%

Shriram Multi Sector Rotation Fund +0.17%

Groww Banking & Financial Services Fund - Direct Plan - Growth +0.07%

Kotak Banking & Financial Services Fund - Direct Plan - Growth +0.1%

Kotak Midcap Fund - Direct Plan - Growth +0.13%

ITI Banking and Financial Services Fund - Direct Plan - Growth Option +0.11%

Bank of India Banking & Financial Services Fund - Direct Plan - Growth +0.1%

↓ Decreased (4)

Invesco India ELSS Tax Saver Fund -0.4%

Bandhan Financial Services Fund -0.08%

Groww Small Cap Fund-Direct-Growth -0.01%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option -0.01%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	9	1.73%
Mid Cap	3	0.97%
Small Cap	2	0.59%
Focused	1	4.78%
Value/Contra	1	1.94%
ELSS	1	1.02%
Aggressive Hybrid	1	0.76%
Balanced Advantage	1	0.15%

All Holdings

Which 19 Active Funds Hold Nuvama Wealth Management Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Invesco India Focused Fund Invesco Mutual Fund	Focused	4.78%	₹310.06 Cr	+0.04%
Invesco India Financial Services Fund Invesco Mutual Fund	Equity	3.58%	₹64.89 Cr	+0.13%
Shriram Multi Sector Rotation Fund Shriram Mutual Fund	Equity	2.95%	₹4.31 Cr	+0.17%
Groww Banking & Financial Services Fund - Direct Plan - Growth Groww Mutual Fund	Equity	2.75%	₹3.01 Cr	+0.07%
Bank of India Value Fund Direct Growth Bank of India Mutual Fund	Value/Contra	1.94%	₹6.94 Cr	NEW
Kotak Banking & Financial Services Fund - Direct Plan - Growth Kotak Mutual Fund	Equity	1.82%	₹26.15 Cr	+0.1%
Kotak Midcap Fund - Direct Plan - Growth Kotak Mutual Fund	Mid Cap	1.73%	₹1,120.53 Cr	+0.13%
ITI Banking and Financial Services Fund - Direct Plan - Growth Option ITI Mutual Fund	Equity	1.54%	₹5.43 Cr	+0.11%
Bank of India Banking & Financial Services Fund - Direct Plan - Growth Bank of India Mutual Fund	Equity	1.33%	₹3.21 Cr	+0.1%
Invesco India ELSS Tax Saver Fund Invesco Mutual Fund	ELSS	1.02%	₹25.77 Cr	-0.4%
Bandhan Financial Services Fund Bandhan Mutual Fund	Equity	0.97%	₹9.81 Cr	-0.08%
Groww Small Cap Fund-Direct-Growth Groww Mutual Fund	Small Cap	0.87%	₹8.91 Cr	-0.01%
Kotak Aggressive Hybrid Fund - Direct Plan -Growth Kotak Mutual Fund	Aggressive Hybrid	0.76%	₹67.77 Cr	+0.05%
HSBC Midcap Fund - Direct Growth HSBC Mutual Fund	Mid Cap	0.71%	₹118.75 Cr	NEW
HSBC Financial Services Fund - Direct Growth HSBC Mutual Fund	Equity	0.59%	₹5.21 Cr	NEW
HSBC Large & Mid Cap Fund - Direct Growth HSBC Mutual Fund	Mid Cap	0.46%	₹26.95 Cr	NEW
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH Bandhan Mutual Fund	Small Cap	0.3%	₹104.16 Cr	+0.02%
Kotak Balanced Advantage Fund - Direct Plan -Growth Option Kotak Mutual Fund	Balanced Advantage	0.15%	₹24.62 Cr	+0.01%
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.06%	₹10.35 L	-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.