
Nippon India Growth Fund
Portfolio as of Jun 2025
Mid-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Hero MotoCorp | 2/3 Wheelers | 0.087 | Jun 2025 | 0.190 |
Stocks exited in Jun 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|
Affle (India) | IT Enabled Services | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
IndusInd Bank | Private Sector Bank | 0.218 | Apr 2025 | 0.380 | 112.37 |
Alkem Laboratories | Pharmaceuticals | 0.973 | Mar 2022 | 1.470 | 34.64 |
Indian Bank | Public Sector Bank | 0.411 | Dec 2023 | 0.910 | 30.77 |
Mahindra & Mahindra Financial Services | Non Banking Financial Company (NBFC) | 0.755 | Feb 2021 | 0.730 | 23.37 |
Paytm - One97 Communications Ltd | Financial Technology (Fintech) | 0.862 | Jan 2024 | 1.300 | 9.35 |
Bharat Heavy Electricals | Heavy Electrical Equipment | 0.514 | Oct 2022 | 1.220 | 5.92 |
Hindustan Petroleum Corporation | Refineries & Marketing | 0.310 | Jan 2025 | 0.740 | 5.74 |
Astral | Plastic Products - Industrial | 0.745 | Dec 2023 | 0.770 | 5.09 |
Tube Investments of India | Auto Components & Equipments | 0.770 | Aug 2020 | 1.190 | 4.49 |
Fortis Healthcare | Hospital | 1.794 | Feb 2018 | 2.750 | 2.15 |
Schaeffler India | Auto Components & Equipments | 0.533 | Jul 2024 | 0.860 | 0.37 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Hyundai Motor India Ltd | Passenger Cars & Utility Vehicles | 0.209 | Oct 2024 | 0.970 | -27.21 |
Power Finance Corporation | Financial Institution | 0.582 | Jan 2020 | 2.100 | -4 |
BSE | Pesticides & Agrochemicals | 1.256 | Aug 2023 | 3.620 | -1.92 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Cholamandalam Financial Holdings | Investment Company | 2.841 | Oct 2017 | 2.960 |
Persistent Systems | Computers - Software & Consulting | 1.051 | Nov 2021 | 2.540 |
AU Small Finance Bank | Other Bank | 1.547 | Jul 2018 | 2.410 |
Federal Bank | Private Sector Bank | 1.627 | Jan 2021 | 2.180 |
Max Financial Services | Life Insurance | 1.478 | Jan 2012 | 2.150 |
Max Healthcare Institute | Hospital | 0.648 | Aug 2022 | 2.060 |
Voltas | Household Appliances | 1.783 | Jun 2018 | 1.980 |
Indus Towers | Telecom - Infrastructure | 0.682 | Nov 2023 | 1.940 |
Bharat Forge | Auto Components & Equipments | 1.139 | Nov 2023 | 1.820 |
Dixon Technologies (India) | Consumer Electronics | 0.744 | Nov 2017 | 1.730 |
Ashok Leyland | Commercial Vehicles | 0.441 | Aug 2023 | 1.660 |
Prestige Estates Projects | Residential- Commercial Projects | 0.865 | Mar 2022 | 1.580 |
Varun Beverages Ltd | Other Beverages | 0.353 | Jan 2018 | 1.400 |
Supreme Industries | Plastic Products - Industrial | 0.962 | Aug 2021 | 1.370 |
ICICI Lombard General Insurance Company | General Insurance | 0.524 | Aug 2023 | 1.360 |
APL Apollo Tubes | Iron & Steel Products | 1.081 | May 2024 | 1.340 |
Torrent Power | Integrated Power Utilities | 0.696 | Apr 2018 | 1.320 |
Gland Pharma | Pharmaceuticals | 1.699 | Oct 2022 | 1.310 |
Zomato | E-Retail/ E-Commerce | 0.197 | May 2022 | 1.280 |
Lupin | Pharmaceuticals | 0.559 | Oct 2022 | 1.270 |
Page Industries | Garments & Apparels | 0.861 | Feb 2019 | 1.210 |
NTPC | Power Generation | 0.144 | Sep 2021 | 1.200 |
Jubilant FoodWorks | Restaurants | 1.015 | Mar 2023 | 1.200 |
Indian Hotels Company | Hotels & Resorts | 0.422 | May 2021 | 1.170 |
GE T & D India | Heavy Electrical Equipment | 0.746 | Nov 2024 | 1.150 |
Cummins India | Compressors- Pumps & Diesel Engines | 0.469 | Nov 2022 | 1.130 |
Trent | Speciality Retail | 0.197 | Jan 2021 | 1.110 |
IPCA Laboratories | Pharmaceuticals | 1.222 | Nov 2019 | 1.100 |
Bharat Electronics | Aerospace & Defense | 0.137 | Aug 2018 | 1.080 |
Samvardhana Motherson International | Auto Components & Equipments | 0.384 | Dec 2023 | 1.070 |
Angel One | Stockbroking & Allied | 1.530 | Sep 2020 | 1.040 |
REC Limited | Financial Institution | 0.380 | Aug 2023 | 1.030 |
United Breweries | Breweries & Distilleries | 0.775 | Dec 2020 | 1.020 |
Dalmia Bharat | Cement & Cement Products | 0.960 | Feb 2021 | 1.020 |
HDFC Asset Management Company | Asset Management Company | 0.340 | Feb 2025 | 0.970 |
NLC India | Power Generation | 1.161 | Jun 2023 | 0.950 |
Interglobe Aviation | Airline | 0.155 | Sep 2022 | 0.920 |
Gujarat Gas | LPG/CNG/PNG/LNG Supplier | 1.100 | Dec 2023 | 0.920 |
Sundaram Finance | Non Banking Financial Company (NBFC) | 0.624 | Dec 2024 | 0.920 |
Endurance Technologies (CN) | Auto Components & Equipments | 0.924 | Apr 2022 | 0.920 |
Nykaa - FSN E-Commerce Ventures Ltd. | E-Retail/ E-Commerce | 0.588 | Aug 2024 | 0.900 |
CG Power & Industrial Solutions | Heavy Electrical Equipment | 0.334 | Jan 2024 | 0.890 |
Union Bank of India | Public Sector Bank | 0.288 | Aug 2023 | 0.870 |
Container Corporation of India | Logistics Solution Provider | 0.550 | Dec 2021 | 0.810 |
Mphasis | Computers - Software & Consulting | 0.578 | Nov 2022 | 0.800 |
Coromandel International | Fertilizers | 0.411 | Aug 2021 | 0.780 |
ZF Commercial Vehicle Control Systems India | Auto Components & Equipments | 1.170 | Jul 2023 | 0.760 |
Devyani International | Restaurants | 1.374 | Aug 2021 | 0.710 |
Balkrishna Industries | Tyres & Rubber Products | 0.569 | Nov 2023 | 0.690 |
Hindustan Aeronautics | Aerospace & Defense | 0.082 | Jan 2022 | 0.690 |
Bata India | Footwear | 1.478 | Oct 2021 | 0.590 |
Timken India | Abrasives & Bearings | 0.859 | Jan 2023 | 0.580 |
Gujarat Fluorochemicals | Specialty Chemicals | 0.551 | Nov 2023 | 0.560 |
Crompton Greaves Consumer Electricals | Household Appliances | 0.932 | Jul 2020 | 0.550 |
Prudent Corporate Advisory Services | Financial Products Distributor | 1.799 | May 2022 | 0.520 |
Bayer Cropscience | Pesticides & Agrochemicals | 0.675 | Feb 2020 | 0.490 |
GlaxoSmithKline Pharmaceuticals | Pharmaceuticals | 0.330 | Jun 2023 | 0.480 |
JK Cement | Cement & Cement Products | 0.391 | Jul 2022 | 0.480 |
Sanofi Consumer Healthcare India Ltd | Pharmaceuticals | 1.434 | Jun 2024 | 0.480 |
3M India | Diversified | 0.533 | Jun 2022 | 0.440 |
Bank of India | Public Sector Bank | 0.318 | Jan 2024 | 0.440 |
Sundram Fasteners | Auto Components & Equipments | 0.760 | Jun 2023 | 0.420 |
Carborundum Universal | Abrasives & Bearings | 0.880 | Sep 2023 | 0.410 |
Radico Khaitan | Breweries & Distilleries | 0.459 | Sep 2022 | 0.410 |
NMDC | Industrial Minerals | 0.256 | Jul 2022 | 0.400 |
Indraprastha Gas | LPG/CNG/PNG/LNG Supplier | 0.493 | Mar 2022 | 0.390 |
Sona BLW Precision Forgings | Auto Components & Equipments | 0.481 | Nov 2021 | 0.370 |
Sanofi India | Pharmaceuticals | 0.985 | Sep 2017 | 0.370 |
Restaurant Brands Asia | Restaurants | 2.591 | Apr 2024 | 0.320 |
Deepak Nitrite | Specialty Chemicals | 0.435 | Sep 2020 | 0.300 |
Tata Communications | Telecom - Cellular & Fixed line services | 0.207 | Jan 2022 | 0.260 |
MTAR Technologies | Aerospace & Defense | 1.845 | Mar 2021 | 0.230 |
RateGain Travel Technologies Ltd. | Computers - Software & Consulting | 1.444 | Dec 2021 | 0.200 |
Apar Industries | Other Electrical Equipment | 0.217 | Jul 2024 | 0.190 |