NIPPON INDIA LARGE CAP FUND

Nippon India Mutual FundEquityPortfolio as of 31 July 2026

NIPPON INDIA LARGE CAP FUND holds 67 instruments (98.66% equity), led by HDFC Bank Limited (9.12%), ICICI Bank Limited (7.15%) and Axis Bank Limited (4.77%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
67
Equity Allocation
98.66%
AMC
Nippon India Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of NIPPON INDIA LARGE CAP FUND, managed by Nippon India Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 67 instruments with an equity allocation of 98.66%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

NIPPON INDIA LARGE CAP FUND's top 10 holdings account for 45.12% of its portfolio, more concentrated than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 34.02% of net assets, spread across 10 sectors in total. Since its 30 June 2026 disclosure, the fund added 2 new positions and exited 2 positions, with Tata Consultancy Services Limited seeing the largest move (+1.39pp to 3.49%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

2 new entries2 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Tata Consultancy Services Limited2.1% → 3.49%▲ +1.39
Infosys Limited2.55% → 3.62%▲ +1.07
Mahindra & Mahindra Limited2.3% → 3.02%▲ +0.72
Kotak Mahindra Bank Limited1.64% → 1.97%▲ +0.33
Dixon Technologies (India) Limited0.78% → 1.07%▲ +0.29
Swiggy Limited0.9% → 1.19%▲ +0.29
HCL Technologies Limited0.73% → 0.97%▲ +0.24
Tech Mahindra Limited0.66% → 0.88%▲ +0.22
Divi's Laboratories Limited1.06% → 1.28%▲ +0.22
Jubilant Foodworks Limited0.49% → 0.67%▲ +0.18

Biggest Weight Reductions

StockWeightChange
ICICI Bank Limited8.53% → 7.15%▼ -1.38
HDFC Bank Limited9.91% → 9.12%▼ -0.79
Sun Pharmaceutical Industries Limited2.81% → 2.4%▼ -0.41
Dr. Reddy's Laboratories Limited1.17% → 0.85%▼ -0.32
Tata Steel Limited1.02% → 0.72%▼ -0.3
Bajaj Finance Limited3.78% → 3.48%▼ -0.3
Maruti Suzuki India Limited2% → 1.71%▼ -0.29
GE Vernova T&D India Limited2.09% → 1.8%▼ -0.29
Axis Bank Limited5.06% → 4.77%▼ -0.29
Larsen & Toubro Limited3.85% → 3.59%▼ -0.26

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 8.82%, Mar: 8.98%, Apr: 9.24%, May: 9.31%, Jun: 9.91%, Jul: 9.12%
9.12%
Feb: 7.02%, Mar: 7.11%, Apr: 7.99%, May: 8.19%, Jun: 8.53%, Jul: 7.15%
7.15%
Feb: 4.2%, Mar: 3.9%, Apr: 3.83%, May: 4.06%, Jun: 5.06%, Jul: 4.77%
4.77%
Feb: 5.3%, Mar: 5.5%, Apr: 4.3%, May: 4.2%, Jun: 4.24%, Jul: 4.21%
4.21%
Feb: 2.94%, Mar: 3.13%, Apr: 2.77%, May: 2.72%, Jun: 2.55%, Jul: 3.62%
3.62%

Full Portfolio (67 holdings)

#HoldingSector% to NAV
1HDFC Bank LimitedFinancial Services9.12%
2ICICI Bank LimitedFinancial Services7.15%
3Axis Bank LimitedFinancial Services4.77%
4Reliance Industries LimitedEnergy4.21%
5Infosys LimitedInformation Technology3.62%
6Larsen & Toubro LimitedIndustrials3.59%
7Tata Consultancy Services LimitedInformation Technology3.49%
8Bajaj Finance LimitedFinancial Services3.48%
9Mahindra & Mahindra LimitedConsumer Discretionary3.02%
10Hindustan Unilever LimitedConsumer Staples2.67%
11Sun Pharmaceutical Industries LimitedHealthcare2.4%
12State Bank of IndiaFinancial Services2.38%
13ITC LimitedConsumer Staples2.33%
14Avenue Supermarts LimitedConsumer Discretionary2.14%
15Kotak Mahindra Bank LimitedFinancial Services1.97%
16NTPC LimitedUtilities1.92%
17GE Vernova T&D India LimitedIndustrials1.8%
18Samvardhana Motherson International LimitedConsumer Discretionary1.77%
19Maruti Suzuki India LimitedConsumer Discretionary1.71%
20ETERNAL LIMITEDConsumer Discretionary1.68%
21Tata Power Company LimitedUtilities1.42%
22Trent LimitedConsumer Discretionary1.35%
23HDFC Life Insurance Company LimitedFinancial Services1.31%
24Divi's Laboratories LimitedHealthcare1.28%
25Swiggy LimitedConsumer Discretionary1.19%
26SBI Life Insurance Company LimitedFinancial Services1.17%
27Cipla LimitedHealthcare1.11%
28Dixon Technologies (India) LimitedConsumer Discretionary1.07%
29The Indian Hotels Company LimitedConsumer Discretionary1.02%
30ABB India LimitedIndustrials0.98%
31HCL Technologies LimitedInformation Technology0.97%
32Lupin LimitedHealthcare0.97%
33TATA CONSUMER PRODUCTS LIMITEDConsumer Staples0.9%
34Cholamandalam Investment and Finance Company LimitedFinancial Services0.88%
35Tech Mahindra LimitedInformation Technology0.88%
36Chalet Hotels LimitedConsumer Discretionary0.88%
37SHREE CEMENT LIMITEDMaterials0.87%
38PB Fintech LimitedFinancial Services0.87%
39Triparty Repotreps0.86%
40Dr. Reddy's Laboratories LimitedHealthcare0.85%
41Mankind Pharma LimitedHealthcare0.79%
42Godrej Consumer Products LimitedConsumer Staples0.76%
43Bajaj Auto LimitedConsumer Discretionary0.74%
44Tata Steel LimitedMaterials0.72%
45Vishal Mega Mart LimitedConsumer Discretionary0.69%
46Siemens LimitedIndustrials0.68%
47Jubilant Foodworks LimitedConsumer Discretionary0.67%
48Vedanta Aluminium Metal LimitedDiversified0.66%
49EIH LimitedConsumer Discretionary0.65%
50NTPC Green Energy LimitedUtilities0.63%
51Siemens Energy India LimitedIndustrials0.62%
52Hindustan Aeronautics LimitedIndustrials0.59%
53Colgate Palmolive (India) LimitedConsumer Staples0.59%
54Hyundai Motor India LimitedConsumer Discretionary0.56%
55SBI Cards and Payment Services LimitedFinancial Services0.56%
56United Breweries LimitedConsumer Staples0.51%
57United Spirits LimitedConsumer Staples0.49%
58Gillette India LimitedConsumer Staples0.49%
59Varun Beverages LimitedConsumer Staples0.48%
60Net Current Assetsother0.47%
61Meesho LimitedConsumer Discretionary0.42%
62Devyani International LimitedConsumer Discretionary0.33%
63Linde India LimitedMaterials0.27%
64Max Financial Services LimitedFinancial Services0.26%
65PVR INOX LimitedConsumer Discretionary0.21%
66SBI FUNDS MANAGEMENT LTDFinancial Services0.1%
67Cash Margin - CCILother0.01%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 9.12% of NIPPON INDIA LARGE CAP FUND's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 7.15% of NIPPON INDIA LARGE CAP FUND's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Axis Bank Limited is 4.77% of NIPPON INDIA LARGE CAP FUND's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 4.21% of NIPPON INDIA LARGE CAP FUND's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Infosys Limited is 3.62% of NIPPON INDIA LARGE CAP FUND's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Nippon India Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.