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Key takeaway

Nippon India funds added or raised stakes in 15+ stocks during June 2026 disclosures. The largest single move was in ICICI Bank Limited (6.06% weight change). 12 of the highlighted names were fresh entries (zero weight last month). Below: summary table plus fund-level detail for the top five moves.

This report aggregates month-on-month portfolio changes for every Nippon India equity scheme with a published June 2026 disclosure. We include both fresh entries (new positions) and increases (existing holdings that were scaled up).

Summary: largest moves

StockSectorMoveLargest ΔSchemes
ICICI Bank LimitedBanksFresh entry+6.06%11
Bajaj Finance LimitedFinanceFresh entry+3.37%7
Inter Globe Aviation LtdTransport ServicesFresh entry+3.22%7
CHOLAMANDALAM INVESTMENT & FINFinanceFresh entry+2.73%5
Eternal LimitedRetailingFresh entry+2.69%9
Hindustan Unilever Ltd.Diversified FMCGFresh entry+2.63%1
HDFC Bank LimitedBanksIncreased+2.61%10
DIVI LABORATORIES LTDPharmaceuticals & BiotechnologyFresh entry+2.54%1
Dixon Technologies India LtdConsumer DurablesFresh entry+2.46%2
Star Health & Allied Insurance LimitedInsuranceFresh entry+2.18%2
Asian Paints LimitedConsumer DurablesFresh entry+2.14%2
Prestige Estates Projects Ltd.RealtyFresh entry+1.80%2

Fund-level detail: top 5 stocks

Which Nippon India schemes drove the biggest moves:

ICICI Bank Limited

Banks · 11 Nippon India scheme(s) active · Max weight change 6.06%

Nippon India Active Momentum Fund (Others, new position)
Nippon India Value Fund (Others, 3.07% → 4.07%)
NIPPON INDIA MULTI CAP FUND (Multi Cap Fund (Multi Cap, 4.21% → 4.89%)
Nippon India Focused Fund (Others, 8.56% → 9.20%)

Bajaj Finance Limited

Finance · 7 Nippon India scheme(s) active · Max weight change 3.37%

Nippon India Active Momentum Fund (Others, new position)
NIPPON INDIA MULTI CAP FUND (Multi Cap Fund (Multi Cap, 1.52% → 1.92%)
Nippon India Value Fund (Others, 1.94% → 2.34%)
Nippon India Large Cap Fund (Large Cap, 3.52% → 3.78%)

Inter Globe Aviation Ltd

Transport Services · 7 Nippon India scheme(s) active · Max weight change 3.22%

Nippon India Quant Fund (Others, new position)
Nippon India Innovation Fund (Others, 0.93% → 1.84%)
Nippon India Consumption Fund (Others, 2.73% → 3.25%)
Nippon India Vision Large & Mid Cap Fund (Large & Mid Cap, new position)

CHOLAMANDALAM INVESTMENT & FIN

Finance · 5 Nippon India scheme(s) active · Max weight change 2.73%

Nippon India Quant Fund (Others, new position)
Nippon India Large Cap Fund (Large Cap, 0.92% → 1.04%)
Nippon India Flexi Cap Fund (Flexi Cap, 0.80% → 0.90%)
Nippon India Vision Large & Mid Cap Fund (Large & Mid Cap, 0.53% → 0.60%)

Eternal Limited

Retailing · 9 Nippon India scheme(s) active · Max weight change 2.69%

Nippon India Quant Fund (Others, new position)
Nippon India Vision Large & Mid Cap Fund (Large & Mid Cap, 1.61% → 2.00%)
Nippon India Consumption Fund (Others, 6.00% → 6.19%)
Nippon India Flexi Cap Fund (Flexi Cap, 1.60% → 1.76%)

What to do next

  • Open the full Nippon India holdings changes tool
  • Compare overlap with funds you already own — avoid doubling up on the same stocks via different AMCs.
  • Cross-check top names on Smart Money Signal for industry-wide conviction, not just this AMC.

Terms explained

Fresh entry vs Increased

Fresh entry = new position from zero. Increased = fund already held the stock and raised its weight.

Portfolio weight %

Stock value as a percentage of the fund's equity NAV — how large the bet is inside that scheme.

Data source: SEBI-regulated AMC monthly portfolio disclosures for June 2026. Not investment advice. Past institutional activity does not guarantee future returns.