Mutual Funds Holding Nuvama Wealth Management Limited

Financial Services23 fundsISIN INE531F01023

As of 30 September 2026, 23 Indian mutual funds hold Nuvama Wealth Management Limited (Financial Services), led by Invesco India Focused Fund at 4.74% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 30 September 2026, 23 Indian mutual fund schemes disclose a holding in Nuvama Wealth Management 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.

Holding Analysis

Across the 23 funds holding Nuvama Wealth Management Limited, the average position size is 1.45% of net assets. The highest-conviction holder is Invesco India Focused Fund (Equity), at 4.74%. Thematic funds account for 11 of the 23 holders, with the rest spread across 2 other categories. Over the last month, 1 fund initiated a new position and 1 fund exited, with the largest weight change at Groww Banking & Financial Services Fund (+0.58pp to 2.68%).

Fund Activity Last Month

How funds changed their Nuvama Wealth Management Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

1 started a position1 exited3 increased3 reduced

New Positions

Complete Exits

Weight Increased

FundWeightChange
Groww Banking & Financial Services Fund2.1% → 2.68%▲ +0.58
Invesco India Esg Integration Strategy Fund3.06% → 3.16%▲ +0.1
Shriram Multi Sector Rotation2.68% → 2.78%▲ +0.1

Weight Reduced

FundWeightChange
Bajaj Finserv Banking and Financial Services Fund0.75% → 0.24%▼ -0.51
Invesco India Flexi Cap Fund1.22% → 0.92%▼ -0.3
Invesco India Focused Fund4.85% → 4.74%▼ -0.11

Funds Holding Nuvama Wealth Management Limited

#FundAMCCategory% to NAV
1Invesco India Focused FundInvesco Mutual FundEquity4.74%
2Invesco India Financial Services FundInvesco Mutual FundThematic3.45%
3Invesco India Esg Integration Strategy FundInvesco Mutual FundThematic3.16%
4Shriram Multi Sector RotationShriram Mutual FundThematic2.78%
5Groww Banking & Financial Services FundGroww Mutual FundThematic2.68%
6Kotak Banking and Financial Services FundKotak Mahindra Mutual FundThematic1.72%
7Kotak Midcap FundKotak Mahindra Mutual FundEquity1.6%
8ITI Banking and Financial Services FundITI Mutual FundThematic1.43%
9Invesco India Elss Tax Saver FundInvesco Mutual FundEquity1.42%
10Bank Of India Flexi Cap FundBank of India Mutual FundEquity1.28%
11Bank of India Business Cycle FundBank of India Mutual FundThematic1.25%
12Bank of India Banking & Financial Services FundBank of India Mutual FundThematic1.19%
13Bandhan Financial Services FundBandhan Mutual FundThematic1.05%
14Bajaj Finserv Large and Midcap FundBajaj Finserv Mutual FundEquity1.03%
15Bank Of India Small Cap FundBank of India Mutual FundEquity1%
16Invesco India Flexi Cap FundInvesco Mutual FundEquity0.92%
17Groww Small Cap FundGroww Mutual FundEquity0.88%
18Kotak Aggressive Hybrid FundKotak Mahindra Mutual FundHybrid0.71%
19Bandhan Small Cap FundBandhan Mutual FundEquity0.28%
20Bajaj Finserv Banking and Financial Services FundBajaj Finserv Mutual FundThematic0.24%
21Bajaj Finserv Multi Asset Allocation FundBajaj Finserv Mutual FundHybrid0.22%
22Kotak Balanced Advantage FundKotak Mahindra Mutual FundHybrid0.14%
23JioBlackRock Sector Rotation FundJio BlackRock Mutual FundThematic0.07%

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.