As of 30 June 2026, 20 Indian mutual funds hold Nuvama Wealth Management Limited (Financial Services), led by Invesco India Focused Fund at 5.65% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 30 June 2026, 20 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.
Across the 20 funds holding Nuvama Wealth Management Limited, the average position size is 1.63% of net assets. The highest-conviction holder is Invesco India Focused Fund (Equity), at 5.65%. Equity funds account for 9 of the 20 holders, with the rest spread across 2 other categories. Over the last month, 4 funds initiated a new position and 3 funds exited, with the largest weight change at Invesco India Focused Fund (+0.38pp to 5.65%).
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.
| Fund | Weight | Change |
|---|---|---|
| Invesco India Focused Fund | 5.27% → 5.65% | ▲ +0.38 |
| Invesco India Esg Integration Strategy Fund | 2.66% → 3.01% | ▲ +0.35 |
| Invesco India Financial Services Fund | 3.42% → 3.73% | ▲ +0.31 |
| Invesco India Elss Tax Saver Fund | 1.37% → 1.52% | ▲ +0.15 |
| Invesco India Flexi Cap Fund | 1.24% → 1.36% | ▲ +0.12 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Invesco India Focused Fund | Invesco Mutual Fund | Equity | 5.65% |
| 2 | Shriram Multi Sector Rotation | Shriram Mutual Fund | Thematic | 3.77% |
| 3 | Invesco India Financial Services Fund | Invesco Mutual Fund | Thematic | 3.73% |
| 4 | Invesco India Esg Integration Strategy Fund | Invesco Mutual Fund | Thematic | 3.01% |
| 5 | Groww Banking & Financial Services Fund | Groww Mutual Fund | Thematic | 2.35% |
| 6 | Motilal Oswal Quant Fund | Motilal Oswal Mutual Fund | Equity | 2.14% |
| 7 | Kotak Banking and Financial Services Fund | Kotak Mahindra Mutual Fund | Thematic | 1.75% |
| 8 | Kotak Midcap Fund | Kotak Mahindra Mutual Fund | Equity | 1.68% |
| 9 | Invesco India Elss Tax Saver Fund | Invesco Mutual Fund | Equity | 1.52% |
| 10 | Invesco India Flexi Cap Fund | Invesco Mutual Fund | Equity | 1.36% |
| 11 | Bajaj Finserv Large and Midcap Fund | Bajaj Finserv Mutual Fund | Equity | 1.24% |
| 12 | JM ELSS Tax Saver Fund | JM Financial Mutual Fund | Equity | 0.93% |
| 13 | Bajaj Finserv Banking and Financial Services Fund | Bajaj Finserv Mutual Fund | Thematic | 0.77% |
| 14 | Kotak Aggressive Hybrid Fund | Kotak Mahindra Mutual Fund | Hybrid | 0.76% |
| 15 | Groww Small Cap Fund | Groww Mutual Fund | Equity | 0.74% |
| 16 | DSP Multicap Fund | DSP Mutual Fund | Equity | 0.41% |
| 17 | JM Arbitrage Fund | JM Financial Mutual Fund | Hybrid | 0.29% |
| 18 | Bajaj Finserv Multi Asset Allocation Fund | Bajaj Finserv Mutual Fund | Hybrid | 0.24% |
| 19 | Kotak Balanced Advantage Fund | Kotak Mahindra Mutual Fund | Hybrid | 0.15% |
| 20 | JioBlackRock Sector Rotation Fund | Jio BlackRock Mutual Fund | Thematic | 0.06% |
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.