Fundalysisby DARKHORSESTOCKS

Stock · INE531F01023

Nuvama Wealth Management Limited

Held by 53 schemes worth ₹1,791 Cr in Sept 2026.

Schemes holding Nuvama Wealth Management Limited(Feb 2024 – Sept 2026)

Schemes holding Nuvama Wealth Management Limited in Sept 2026. Tick up to 2 to plot them.
Plot53 schemes · ₹ Cr
Kotak Mid Cap Fund
1,067
Invesco India Focused Fund
295
Kotak Aggressive Hybrid Fund
64.5
Invesco India Financial Services Fund
61.8
Invesco India Flexi Cap Fund
50.1
Invesco India ELSS Tax Saver Fund
36.8
Tata Nifty Capital Markets Index Fund
28.8
Kotak Banking Financial Services Fund
24.9
Kotak Balanced Advantage Fund
23.4
Nippon India Nifty Smallcap 250 Index Fund
20.6
Motilal Oswal Nifty Capital Market Index Fund
19.8
HDFC Nifty Smallcap 250 ETF
16.2
Invesco India ESG Integration Strategy Fund
11.4
SBI Nifty Smallcap 250 Index Fund
10.5
Motilal Oswal Nifty Capital Market ETF
8.5
IB60 Groww Small Cap Fund
8.5
Motilal Oswal Nifty Smallcap 250 Index Fund
7.4
ITI Banking and Financial Services Fund
5.2
ICICI Prudential Nifty Smallcap 250 Index Fund
4.7
HDFC Nifty Smallcap 250 Index Fund
4.5
Axis Nifty Capital Markets Index Fund
3.7
Bank of India Banking Financial Services Fund
3.1
IB19 Groww Banking Financial Services Fund
2.9
Motilal Oswal Nifty 500 Index Fund
2.1
IB51 Groww Nifty Capital Markets ETF
1.5
Motilal Oswal Nifty Smallcap 250 ETF
1.5
Nippon India Nifty 500 Equal Weight Index Fund
0.91
IB20 Groww Nifty Smallcap 250 Index Fund
0.81
HDFC Nifty500 Multicap 50 25 25 Index Fund
0.77
Kotak Nifty Smallcap 250 Index Fund
0.52
SBI Nifty 500 Index Fund
0.51
Mirae Asset Nifty Smallcap 250 ETF
0.49
Mirae Asset Nifty India New Age Consumption ETF
0.3
ICICI Prudential BSE 500 ETF
0.26
IB18 Groww Nifty Total Market Index Fund
0.24
Mirae Asset BSE Select IPO ETF
0.23
HDFC BSE 500 Index Fund
0.23
Axis Nifty 500 Index Fund
0.22
Motilal Oswal Nifty 500 ETF
0.21
HDFC BSE 500 ETF
0.14
Mirae Asset Nifty500 Multicap 50 25 25 ETF
0.13
DSP Nifty Smallcap 250 Index Fund
0.1
IB52 Groww Nifty Smallcap 250 ETF
0.1
ICICI Prudential Nifty 500 Index Fund
0.07
Motilal Oswal BSE Select IPO ETF
0.06
ICICI Prudential Nifty Smallcap 250 ETF
0.06
SBI Nifty Small Cap 250 ETF
0.05
DSP Nifty Smallcap 250 ETF
0.05
Navi Nifty 500 Multicap 50 25 25 Index
0.04
Motilal Oswal BSE 1000 Index Fund
0.04
  • Kotak Mid Cap Fund
  • Invesco India Focused Fund
Market value of Nuvama Wealth Management Limited in each ticked scheme, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
MonthKotak Mid Cap FundInvesco India Focused Fund
Sept 2025₹734 Cr₹0 Cr
Oct 2025₹825 Cr₹66.6 Cr
Nov 2025₹886 Cr₹150 Cr
Dec 2025₹890 Cr₹194 Cr
Jan 2026₹808 Cr₹196 Cr
Feb 2026₹748 Cr₹222 Cr
Mar 2026₹698 Cr₹207 Cr
Apr 2026₹797 Cr₹237 Cr
May 2026₹1,014 Cr₹278 Cr
Jun 2026₹1,179 Cr₹323 Cr
Jul 2026₹1,164 Cr₹322 Cr
Aug 2026₹1,132 Cr₹313 Cr
Sept 2026₹1,067 Cr₹295 Cr
Fig. 1.Market value of Nuvama Wealth Management Limited in each ticked scheme, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation(Sept 2026)

Fund houses

15 fund houses% of total
Kotak
565.90
INVESCO
525.42
Motilal Oswal
82.21
Tata
11.61
HDFC
51.22
Nippon
21.20
GROWW
60.78
SBI
30.62
ITI
10.29
ICICI
40.28
Other fund houses
130.47

Scheme types

Schemes

Fig. 2.What mutual funds hold of this company, by fund house, by scheme type and by scheme. Hover a slice or a row; click a slice to open it.

Schemes buying and selling Nuvama Wealth Management Limited(Oct 2025 – Sept 2026)

Schemes buying and selling Nuvama Wealth Management Limited. 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.