Niva Bupa Health Insurance Company Limited: which mutual funds hold it · equitylore

Insurance · ISIN INE995S01015

Niva Bupa Health Insurance Company Limited

Held by equity mutual funds in 23 disclosed months, Nov 2024 to Sep 2026.

Funds holding

1 vs Aug 2026

Value held by funds: ₹671 Cr; down ₹503 Cr vs Aug 2026
Largest position: 2.5%; Bajaj Finserv Banking and Financial Services Fund
Moves this month: 3 in · 4 out; 1 added, 8 trimmed

Niva Bupa Health Insurance Company Limited (Insurance) was held by 12 active equity mutual funds in September 2026, ₹671 Cr in all (down 1 fund from Aug 2026). The largest position was Bajaj Finserv Banking and Financial Services Fund at 2.5% of its portfolio. During the month 3 funds entered and 4 exited. Funds have disclosed holding it since Nov 2024.

Funds holding Niva Bupa Health Insurance Company Limited in September 2026

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Weight is the share of that fund's portfolio; change is against the previous disclosed month.

Include funds that exited (4)

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Axis Small Cap Fund
Axis Mutual Fund · history in this fund
Weight in fund
0.63%
Δ weight
down 0.04 pts
Value
₹193 Cr
Δ value
down ₹17.7 Cr
Status
Trimmed
DSP Small Cap Fund
DSP Mutual Fund · history in this fund
Weight in fund
0.61%
Δ weight
down 0.05 pts
Value
₹131 Cr
Δ value
down ₹11.3 Cr
Status
Trimmed
SBI ELSS Tax Saver Fund
SBI Mutual Fund · history in this fund
Weight in fund
0.40%
Δ weight
down 0.01 pts
Value
₹120 Cr
Δ value
down ₹10.4 Cr
Status
Trimmed
SBI Banking And Financial Services Fund
SBI Mutual Fund · history in this fund
Weight in fund
0.65%
Δ weight
down 0.03 pts
Value
₹68.1 Cr
Δ value
down ₹5.9 Cr
Status
Trimmed
Tata Business Cycle Fund
Tata Mutual Fund · history in this fund
Weight in fund
2.41%
Δ weight
down 0.02 pts
Value
₹58.1 Cr
Δ value
down ₹5 Cr
Status
Trimmed
DSP Flexi Cap Fund
DSP Mutual Fund · history in this fund
Weight in fund
0.40%
Δ weight
down 0.01 pts
Value
₹47.2 Cr
Δ value
down ₹4.1 Cr
Status
Trimmed
Bajaj Finserv Small Cap Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
1.05%
Δ weight
up 0.39 pts
Value
₹29 Cr
Δ value
up ₹11.5 Cr
Status
Added
Bajaj Finserv Banking and Financial Services Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
2.47%
Δ weight
up 0.13 pts
Value
₹11.6 Cr
Δ value
down ₹10 L
Status
Trimmed
Axis Services Opportunities Fund
Axis Mutual Fund · history in this fund
Weight in fund
0.70%
Δ weight
up 0.03 pts
Value
₹9.1 Cr
Δ value
down ₹78 L
Status
Trimmed
JioBlackRock Flexi Cap Fund
Jio BlackRock Mutual Fund · history in this fund
Weight in fund
0.04%
Δ weight
up 0.04 pts
Value
₹1.2 Cr
Δ value
up ₹1.2 Cr
Status
New
Alphagrep - Flexi Cap Fund
AlphaGrep Mutual Fund · history in this fund
Weight in fund
1.41%
Δ weight
up 1.41 pts
Value
₹1.1 Cr
Δ value
up ₹1.1 Cr
Status
New
Bajaj Finserv ELSS - Tax Saver Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
1.27%
Δ weight
up 1.27 pts
Value
₹1.1 Cr
Δ value
up ₹1.1 Cr
Status
New

Funds holding this company, with weight, value and change

Axis Small Cap Fund Axis Mutual Fund · history in this fund	Small Cap	0.63%	down 0.04 pts	₹193 Cr	down ₹17.7 Cr	2,58,12,627	Trimmed
DSP Small Cap Fund DSP Mutual Fund · history in this fund	Small Cap	0.61%	down 0.05 pts	₹131 Cr	down ₹11.3 Cr	1,75,25,050	Trimmed
SBI ELSS Tax Saver Fund SBI Mutual Fund · history in this fund	ELSS (tax saving)	0.40%	down 0.01 pts	₹120 Cr	down ₹10.4 Cr	1,60,98,757	Trimmed
SBI Banking And Financial Services Fund SBI Mutual Fund · history in this fund	Sectoral / Thematic	0.65%	down 0.03 pts	₹68.1 Cr	down ₹5.9 Cr	91,00,000	Trimmed
Tata Business Cycle Fund Tata Mutual Fund · history in this fund	Sectoral / Thematic	2.41%	down 0.02 pts	₹58.1 Cr	down ₹5 Cr	77,71,148	Trimmed
DSP Flexi Cap Fund DSP Mutual Fund · history in this fund	Flexi Cap	0.40%	down 0.01 pts	₹47.2 Cr	down ₹4.1 Cr	63,08,832	Trimmed
Bajaj Finserv Small Cap Fund Bajaj Finserv Mutual Fund · history in this fund	Small Cap	1.05%	up 0.39 pts	₹29 Cr	up ₹11.5 Cr	38,73,542	Added
Bajaj Finserv Banking and Financial Services Fund Bajaj Finserv Mutual Fund · history in this fund	Sectoral / Thematic	2.47%	up 0.13 pts	₹11.6 Cr	down ₹10 L	15,45,712	Trimmed
Axis Services Opportunities Fund Axis Mutual Fund · history in this fund	Sectoral / Thematic	0.70%	up 0.03 pts	₹9.1 Cr	down ₹78 L	12,16,510	Trimmed
JioBlackRock Flexi Cap Fund Jio BlackRock Mutual Fund · history in this fund	Flexi Cap	0.04%	up 0.04 pts	₹1.2 Cr	up ₹1.2 Cr	1,61,252	New
Alphagrep - Flexi Cap Fund AlphaGrep Mutual Fund · history in this fund	Flexi Cap	1.41%	up 1.41 pts	₹1.1 Cr	up ₹1.1 Cr	1,51,251	New
Bajaj Finserv ELSS - Tax Saver Fund Bajaj Finserv Mutual Fund · history in this fund	ELSS (tax saving)	1.27%	up 1.27 pts	₹1.1 Cr	up ₹1.1 Cr	1,50,000	New

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (3)

JioBlackRock Flexi Cap Fund Jio BlackRock Mutual Fund0.0% · ₹1.2 Cr
Alphagrep - Flexi Cap Fund AlphaGrep Mutual Fund1.4% · ₹1.1 Cr
Bajaj Finserv ELSS - Tax Saver Fund Bajaj Finserv Mutual Fund1.3% · ₹1.1 Cr

Exited Funds that exited (4)

Nippon India Multi Cap Fund Nippon India Mutual Fundwas 0.7% · ₹415 Cr
Nippon India Innovation Fund Nippon India Mutual Fund

History

How many equity funds held the company each month, and the value they held.

Funds holding, Nov 2024 to Sep 2026.

Value held by funds, Nov 2024 to Sep 2026.