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Nuvama Wealth Management Limited

Held by 70 mutual fund schemes, ₹2,016Cr between them.

The largest single position is Kotak Mid Cap Fund (Kotak Mahindra), which holds 1.7% of its portfolio in Nuvama Wealth Management Limited — ₹1,198Cr, or 59.4% of all the mutual fund money in this stock.

The five largest holders account for 86% of it, across 70 schemes in total.

26 of the 60 largest holdings sit in index funds, the most of any category here.

Schemes holding
70
MF money
₹2,016Cr
Largest weight
4.8%
P/E
30.1

Funds holding Nuvama Wealth Management Limited

70

Largest rupee position first, top 60 shown. One row per scheme — a fund’s Direct and Regular plans hold the same portfolio, so the Direct plan stands for both.

FundCategoryWeightPositionFund size
Kotak Mid Cap FundMid Cap Fund1.73%₹1,198Cr₹69,235Cr
Invesco India Focused FundFocused Fund4.78%₹295.34Cr₹6,179Cr
Bandhan Small Cap FundSmall Cap Fund0.30%₹98.38Cr₹32,794Cr
Kotak Aggressive Hybrid FundAggressive Hybrid Fund0.76%₹70.01Cr₹9,212Cr
Invesco India Financial Services FundSectoral/ Thematic3.58%₹66.28Cr₹1,852Cr
Invesco India ELSS Tax Saver FundELSS1.42%₹38.40Cr₹2,704Cr
Tata Nifty Capital Markets Index FundIndex Funds3.11%₹29.34Cr₹943.51Cr
Kotak Banking and Financial Services FundSectoral/ Thematic1.82%₹27.98Cr₹1,537Cr
Kotak Balanced Advantage FundDynamic Asset Allocation or Balanced Advantage0.15%₹25.96Cr₹17,304Cr
Nippon India Nifty Smallcap 250 Index FundIndex Funds0.66%₹22.86Cr₹3,463Cr
Motilal Oswal Nifty Capital Market Index FundIndex Funds3.11%₹20.16Cr₹648.34Cr
HDFC Nifty Smallcap 250 ETFOther ETFs0.66%₹17.62Cr₹2,670Cr
Invesco India ESG Integration Strategy FundSectoral/ Thematic3.32%₹12.86Cr₹387.26Cr
SBI Nifty Smallcap 250 Index FundIndex Funds0.66%₹11.61Cr₹1,759Cr
Bandhan Financial Services FundSectoral/ Thematic0.97%₹10.76Cr₹1,109Cr
Motilal Oswal Nifty Smallcap 250 Index FundIndex Funds0.66%₹8.39Cr₹1,271Cr
Motilal Oswal Nifty Capital Market ETFOther ETFs3.11%₹8.04Cr₹258.39Cr
Groww Small Cap FundSmall Cap Fund0.87%₹6.01Cr₹687.95Cr
ITI Banking and Financial Services FundSectoral/ Thematic1.54%₹5.90Cr₹382.92Cr
ICICI Prudential Nifty Smallcap 250 Index FundIndex Funds0.66%₹5.13Cr₹774.95Cr
HDFC Nifty Smallcap 250 Index FundIndex Funds0.66%₹4.96Cr₹752.22Cr
Shriram Multi Sector Rotation FundSectoral/ Thematic2.95%₹4.82Cr₹163.31Cr
Bank of India Banking & Financial Services FundSectoral/ Thematic1.33%₹3.60Cr₹270.77Cr
Axis Nifty Capital Markets Index FundIndex Funds3.11%₹3.52Cr₹113.20Cr
Groww Banking & Financial Services FundSectoral/ Thematic2.75%₹2.45Cr₹88.88Cr
JioBlackRock Nifty Smallcap 250 Index FundIndex Funds0.60%₹2.39Cr₹399.28Cr
Motilal Oswal Nifty 500 Index FundIndex Funds0.07%₹2.18Cr₹3,114Cr
Motilal Oswal Nifty Smallcap 250 ETFOther ETFs0.66%₹1.68Cr₹254.23Cr
Edelweiss Nifty Smallcap 250 Index FundIndex Funds0.61%₹1.66Cr₹271.81Cr
Groww Nifty Capital Markets ETFOther ETFs3.11%₹1.44Cr₹46.48Cr
Nippon India Nifty 500 Equal Weight Index FundIndex Funds0.22%₹1.13Cr₹513.32Cr
Groww Nifty Smallcap 250 Index FundIndex Funds0.66%₹91.36L₹137.59Cr
HDFC NIFTY500 Multicap 50:25:25 Index FundIndex Funds0.16%₹81.50L₹509.38Cr
Bank of India Value FundValue Fund1.94%₹76.21L₹39.28Cr
Bandhan Nifty Smallcap 250 Index FundIndex Funds0.66%₹66.10L₹100.16Cr
SBI Nifty 500 Index FundIndex Funds0.07%₹54.27L₹775.31Cr
Kotak Nifty SmallCap 250 Index FundIndex Funds0.66%₹51.33L₹77.77Cr
Mirae Asset Nifty Smallcap 250 ETFEquity ETF0.60%₹48.38L₹81.15Cr
Edelweiss BSE Capital Markets & Insurance ETFOther ETFs2.41%₹37.42L₹15.53Cr
Mirae Asset Nifty India New Age Consumption ETFEquity ETF0.55%₹32.48L₹59.01Cr
ICICI Prudential BSE 500 ETFOther ETFs0.08%₹28.46L₹362.05Cr
Groww Nifty Total Market Index FundIndex Funds0.07%₹26.11L₹370.29Cr
HDFC BSE 500 Index FundIndex Funds0.08%₹25.81L₹322.63Cr
Mirae Asset BSE Select IPO ETFEquity ETF1.02%₹23.23L₹22.83Cr
Axis Nifty 500 Index FundIndex Funds0.07%₹22.36L₹319.47Cr
Motilal Oswal Nifty 500 ETFOther ETFs0.07%₹20.86L₹297.99Cr
Mirae Asset Nifty500 Multicap 50:25:25 ETFEquity ETF0.15%₹13.11L₹87.37Cr
DSP Nifty Smallcap 250 Index FundIndex Funds0.66%₹10.87L₹16.47Cr
JioBlackRock Sector Rotation FundSectoral/ Thematic0.07%₹10.69L₹164.16Cr
HDFC BSE 500 ETFOther ETFs0.08%₹8.38L₹104.77Cr
ICICI Prudential Nifty 500 Index FundIndex Funds0.07%₹7.29L₹100.16Cr
Motilal Oswal BSE Select IPO ETFOther ETFs1.09%₹6.59L₹6.05Cr
ICICI Prudential Nifty Smallcap 250 ETFOther ETFs0.66%₹6.05L₹9.12Cr
SBI Nifty Smallcap 250 ETFOther ETFs0.66%₹5.32L₹8.07Cr
DSP Nifty Smallcap 250 ETFOther ETFs0.66%₹5.09L₹7.71Cr
Motilal Oswal BSE 1000 Index FundIndex Funds0.07%₹4.37L₹62.39Cr
Angel One Nifty Total Market Index FundIndex Funds0.07%₹4.35L₹61.83Cr
Mirae Asset Nifty Total Market Index FundIndex Funds0.07%₹3.39L₹50.98Cr
Bandhan Nifty Total Market Index FundIndex Funds0.07%₹3.35L₹47.80Cr
Angel One Nifty Total Market ETFOther ETFs0.07%₹3.06L₹43.37Cr

Weights come from each fund’s most recent disclosed portfolio, which SEBI requires monthly — positions can have changed since. “Position” is the weight applied to the scheme’s AUM, available for 64 of the 70 holders. Nothing here is advice, and a stock being widely held is not an argument for owning it.

Funds buying and selling Nuvama Wealth Management Limited

In their latest monthly disclosure, 6 funds bought and 6 sold, judged by share count.

FundMoveWeightValue
Invesco India Flexi Cap FundExited0.92% → —-₹50.05Cr
Bajaj Finserv Large & Mid Cap FundExited1.03% → —-₹23.90Cr
Bank of India Value FundNew— → 1.94%₹6.94Cr
Bajaj Finserv Multi Asset Allocation FundExited0.22% → —-₹4.30Cr
Bandhan Financial Services FundCut1.05% → 0.97%-₹1.74Cr
Motilal Oswal Nifty Capital Market ETFAdded2.98% → 3.11%₹1.65Cr
Bajaj Finserv Banking and Financial Services FundExited0.24% → —-₹1.14Cr
HDFC BSE 500 ETFAdded0.07% → 0.08%₹11.72L
Mirae Asset BSE Select IPO ETFCut1.13% → 1.02%-₹1.58L
DSP Nifty Smallcap 250 Index FundAdded0.59% → 0.66%₹88.54K
ICICI Prudential Nifty Smallcap 250 ETFAdded0.60% → 0.66%₹29.52K
Angel One Nifty Total Market ETFAdded0.07% → 0.07%₹27.78K

Frequently asked questions

Which mutual fund holds the most Nuvama Wealth Management Limited?

By rupee value, Kotak Mid Cap Fund from Kotak Mahindra — ₹1,198Cr, at 1.7% of that scheme's portfolio. Weights come from each fund's most recent disclosed portfolio; SEBI requires monthly disclosure, so a fund that has traded since its last filing may hold more or less than this.

Which fund has the highest weight in Nuvama Wealth Management Limited?

Invesco India Focused Fund carries the largest weight at 4.8% of its portfolio. That is a different question from the largest rupee position — a small fund can hold a much bigger share of itself in one stock than a large fund does.

How many mutual funds hold Nuvama Wealth Management Limited?

70 schemes, holding ₹2,016Cr between them across the 64 whose AUM is on record. One row per scheme: a fund's Direct and Regular plans hold the same portfolio, so the Direct plan stands for both rather than counting twice.

Does a fund holding Nuvama Wealth Management Limited make it a good investment?

No. This page reports what funds disclosed they own, not a view on the stock or on any scheme holding it. A widely held stock is a popular one, which is a fact about other people's positions rather than about future returns. Nothing here is investment advice.