Mutual Funds Holding Niva Bupa Health Insurance Company Limited

Financial Services19 fundsISIN INE995S01015

As of 30 September 2026, 19 Indian mutual funds hold Niva Bupa Health Insurance Company Limited (Financial Services), led by Bajaj Finserv Banking and Financial Services Fund at 2.47% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 30 September 2026, 19 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.

Holding Analysis

Across the 19 funds holding Niva Bupa Health Insurance Company Limited, the average position size is 1.01% of net assets. The highest-conviction holder is Bajaj Finserv Banking and Financial Services Fund (Thematic), at 2.47%. Equity funds account for 13 of the 19 holders, with the rest spread across 2 other categories. Over the last month, 3 funds initiated a new position and 0 funds exited, with the largest weight change at Bajaj Finserv Small Cap Fund (+0.39pp to 1.05%).

Fund Activity Last Month

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.

3 started a position2 increased

Weight Increased

FundWeightChange
Bajaj Finserv Small Cap Fund0.66% → 1.05%▲ +0.39
Bajaj Finserv Banking and Financial Services Fund2.34% → 2.47%▲ +0.13

Funds Holding Niva Bupa Health Insurance Company Limited

#FundAMCCategory% to NAV
1Bajaj Finserv Banking and Financial Services FundBajaj Finserv Mutual FundThematic2.47%
2TATA BUSINESS CYCLE FUNDTata Mutual FundThematic2.41%
3The Wealth Company Multi Cap FundThe Wealth Company Mutual FundEquity2.16%
4The Wealth Company Mid Cap FundThe Wealth Company Mutual FundEquity1.79%
5TATA MULTI ASSET ALLOCATION FUNDTata Mutual FundHybrid1.39%
6Bajaj Finserv ELSS Tax Saver FundBajaj Finserv Mutual FundEquity1.27%
7TATA BALANCED ADVANTAGE FUNDTata Mutual FundHybrid1.16%
8Bajaj Finserv Small Cap FundBajaj Finserv Mutual FundEquity1.05%
9Nippon India Innovation FundNippon India Mutual FundThematic0.83%
10Nippon India Multi Cap FundNippon India Mutual FundEquity0.71%
11Axis Services Opportunities FundAxis Mutual FundEquity0.7%
12SBI Banking And Financial Services FundSBI Mutual FundThematic0.65%
13Axis Small Cap FundAxis Mutual FundEquity0.63%
14DSP Small Cap FundDSP Mutual FundEquity0.61%
15DSP Flexi Cap FundDSP Mutual FundEquity0.4%
16SBI ELSS Tax Saver FundSBI Mutual FundEquity0.4%
17The Wealth Company Flexi Cap FundThe Wealth Company Mutual FundEquity0.31%
18Nippon India Flexi Cap FundNippon India Mutual FundEquity0.18%
19JioBlackRock Flexi Cap FundJio BlackRock Mutual FundEquity0.04%

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.