Fund manager · Nippon

Jignesh Kamani

Senior Research Analyst – Equity at Nippon. Runs 1 scheme worth ₹3,857 Cr.

Fund house
NipponThey run their schemes at Nippon.
AUM they run
₹3,857 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.
Schemes
1 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2026.
Experience
5 yearsJoined NAM India on 19th Dec 2023, Prior to this he was working with Goldfish Capital Advisors (Advisor to GMO) as Research Analyst where he was tracking Small/Midcaps, New Tech/Edge, Building products, FMEG, Chemical, Retail, QSR, Hotels, Consumer, EMS, Hospital etc sectors. Jignesh has experience of 17.5 years. He is BE (Chemical), MMS (Finance) from Sydenham, and CFA (USA) holder

What Jignesh Kamani's schemes hold^{(Sept 2026)}

What Jignesh Kamani's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	86 companies ·	₹ Cr
	ICICI Bank	186
	HDFC Bank	175
	Bharti Airtel Limited	137
	Larsen and Toubro	122
	Axis Bank	114
	Reliance Industries	95.7
	NTPC	90.4
	Bajaj Finance Limited	76.5
	Mahindra and Mahindra Limited	71.2
	State Bank of India	70
	TVS Motor Co Ltd	68.1
	Jindal Steel and Power Limited	62.3
	Eternal Limited	59.9
	Cube Highways Trust InvIT Fund	58.9
	Sun Pharmaceutical Ind Ltd	58.1
	Motherson Sumi Systems	56.5
	Lupin	47.7
	Infosys	47.5
	Tata Steel Limited	47.4
	Hindustan Aeronautics Limited	47
	Siemens Energy India Limited	43.4
	Interglobe Aviation Limited	42.4
	LandT Finance Holdings Limited	40.1
	Coforge Limited	38.9
	UTI Asset Management Co Limited	38.8
	Brookfield India Real Estate Trust	37.1
	Kirloskar Oil Engines Limited	36.9
	Tata Motors Limited	35.9
	Apollo Hospitals Enterprise Limited	32.7
	HCL Technologies	32.6
	Swiggy Limited	32.5
	Kotak Mahindra Bank Limited	31.3
	Mindspace Business Parks REIT	31
	Bharat Heavy Electricals	29.1
	Hindustan Unilever	28.8
	Rainbow Children s Medicare Limited	27.8
	KEI Industries Limited	26.8
	Dixon Technologies India Limited	26.2
	Equitas Small Finance Bank Limited	25.5
	Varun Beverages Limited	24.6
	Info Edge India Limited	24
	SBI Life Insurance Co Ltd	23.8
	Nexus Select Mall Management Pvt Ltd	23.4
	Tech Mahindra	22.9
	Kaynes Technology India Limited	22.8
	NTPC Green Energy Limited	22.1
	NHPC	21.8
	Radico Khaitan Limited	21.8
	Raajmarg Infra Investment Trust	21.3
	HDFC Life Insurance Co Ltd	20.1

ICICI Bank
HDFC Bank

Market value of each ticked company across the schemes Jignesh Kamani runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	ICICI Bank	HDFC Bank
Sept 2025	₹0 Cr	₹0 Cr
Oct 2025	₹0 Cr	₹0 Cr
Nov 2025	₹0 Cr	₹0 Cr
Dec 2025	₹0 Cr	₹0 Cr
Jan 2026	₹0 Cr	₹0 Cr
Feb 2026	₹0 Cr	₹0 Cr
Mar 2026	₹0 Cr	₹0 Cr
Apr 2026	₹0 Cr	₹0 Cr
May 2026	₹0 Cr	₹0 Cr
Jun 2026	₹0 Cr	₹0 Cr
Jul 2026	₹0 Cr	₹0 Cr
Aug 2026	₹0 Cr	₹0 Cr
Sept 2026	₹186 Cr	₹175 Cr

Fig. 1.Market value of each ticked company across the schemes Jignesh Kamani runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	36	51.03

Mid Cap	22	12.70

Small Cap	23	10.95

REIT / InvIT	2	2.08

Unlisted	1	0.48

Other equity	2	1.35

Cash & others		21.41

Sectors

Companies

Fig. 2.What the schemes this manager runs hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Jignesh Kamani bought and sold^{(Sept 2026)}

What Jignesh Kamani bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.