As of 31 July 2026, 14 Indian mutual funds hold Niva Bupa Health Insurance Company Limited (Financial Services), led by TATA BUSINESS CYCLE FUND at 2.3% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 31 July 2026, 14 Indian mutual fund schemes disclose a holding in Niva Bupa Health Insurance Company Limited (Financial Services). The table below lists every fund holding this stock along with its weight as a percentage of the fund's net assets (% to NAV), sorted from the highest conviction position downward.
Across the 14 funds holding Niva Bupa Health Insurance Company Limited, the average position size is 0.95% of net assets. The highest-conviction holder is TATA BUSINESS CYCLE FUND (Thematic), at 2.3%. Equity funds account for 8 of the 14 holders, with the rest spread across 2 other categories. Over the last month, 0 funds initiated a new position and 3 funds exited.
How funds changed their Niva Bupa Health Insurance Company Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | TATA BUSINESS CYCLE FUND | Tata Mutual Fund | Thematic | 2.3% |
| 2 | Bajaj Finserv Banking and Financial Services Fund | Bajaj Finserv Mutual Fund | Thematic | 1.84% |
| 3 | TATA MULTI ASSET ALLOCATION FUND | Tata Mutual Fund | Hybrid | 1.48% |
| 4 | TATA BALANCED ADVANTAGE FUND | Tata Mutual Fund | Hybrid | 1.21% |
| 5 | Nippon India Innovation Fund | Nippon India Mutual Fund | Thematic | 0.95% |
| 6 | NIPPON INDIA MULTI CAP FUND | Nippon India Mutual Fund | Equity | 0.8% |
| 7 | Bajaj Finserv Small Cap Fund | Bajaj Finserv Mutual Fund | Equity | 0.79% |
| 8 | DSP Small Cap Fund | DSP Mutual Fund | Equity | 0.76% |
| 9 | Axis Small Cap Fund | Axis Mutual Fund | Equity | 0.75% |
| 10 | SBI Banking And Financial Services Fund | SBI Mutual Fund | Thematic | 0.73% |
| 11 | Axis Services Opportunities Fund | Axis Mutual Fund | Equity | 0.63% |
| 12 | DSP Flexi Cap Fund | DSP Mutual Fund | Equity | 0.44% |
| 13 | SBI ELSS Tax Saver Fund | SBI Mutual Fund | Equity | 0.43% |
| 14 | Nippon India Flexi Cap Fund | Nippon India Mutual Fund | Equity | 0.2% |
Want to interpret these weights? Read How to Read a Mutual Fund's Monthly Portfolio Disclosure, or look up terms like % to NAV and conviction in the glossary.
Source: SEBI-mandated monthly portfolio disclosures by Indian AMCs. Percentages are of each fund's net assets on its latest disclosure date. For information only, not investment advice.