Nuvama Wealth Management Limited

Held by equity mutual funds in 28 disclosed months, Jun 2024 to Sep 2026.

Funds holding

5 vs Aug 2026

Value held by funds: ₹1,694 Cr; down ₹220 Cr vs Aug 2026
Largest position: 4.7%; Invesco India Focused Fund
Moves this month: 1 in · 6 out; 0 added, 14 trimmed

Nuvama Wealth Management Limited (Capital Markets) was held by 15 active equity mutual funds in September 2026, ₹1,694 Cr in all (down 5 funds from Aug 2026). The largest position was Invesco India Focused Fund at 4.7% of its portfolio. During the month 1 fund entered and 6 exited. Funds have disclosed holding it since Jun 2024.

Funds holding Nuvama Wealth Management 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 (6)

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Kotak Mid Cap Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
1.60%
Δ weight
up 0.01 pts
Value
₹1,067 Cr
Δ value
down ₹65.3 Cr
Status
Trimmed
Invesco India Focused Fund
Invesco Mutual Fund · history in this fund
Weight in fund
4.74%
Δ weight
down 0.11 pts
Value
₹295 Cr
Δ value
down ₹18.1 Cr
Status
Trimmed
Bandhan Small Cap Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
0.28%
Δ weight
down 0.03 pts
Value
₹99.2 Cr
Δ value
down ₹6.1 Cr
Status
Trimmed
Invesco India Financial Services Fund
Invesco Mutual Fund · history in this fund
Weight in fund
3.45%
Δ weight
down <0.01 pts
Value
₹61.8 Cr
Δ value
down ₹3.8 Cr
Status
Trimmed
Invesco India Flexi Cap Fund
Invesco Mutual Fund · history in this fund
Weight in fund
0.92%
Δ weight
down 0.30 pts
Value
₹50.1 Cr
Δ value
down ₹19.5 Cr
Status
Trimmed
Invesco India ELSS Tax Saver Fund
Invesco Mutual Fund · history in this fund
Weight in fund
1.42%
Δ weight
up <0.01 pts
Value
₹36.8 Cr
Δ value
down ₹2.3 Cr
Status
Trimmed
Kotak Banking & Financial Services Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
1.72%
Δ weight
up 0.03 pts
Value
₹24.9 Cr
Δ value
down ₹1.5 Cr
Status
Trimmed
Bajaj Finserv Large & Mid Cap Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
1.03%
Δ weight
down 0.17 pts
Value
₹23.9 Cr
Δ value
down ₹5.5 Cr
Status
Trimmed
Invesco India ESG Integration Strategy Fund
Invesco Mutual Fund · history in this fund
Weight in fund
3.16%
Δ weight
up 0.10 pts
Value
₹11.4 Cr
Δ value
down ₹70 L
Status
Trimmed
Bandhan Financial Services Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
1.05%
Δ weight
up 0.03 pts
Value
₹11 Cr
Δ value
down ₹41 L
Status
Trimmed
ITI Banking and Financial Services Fund
ITI Mutual Fund · history in this fund
Weight in fund
1.43%
Δ weight
up 1.43 pts
Value
₹5.2 Cr
Δ value
up ₹5.2 Cr
Status
New
Shriram Multi Sector Rotation Fund
Shriram Mutual Fund · history in this fund
Weight in fund
2.78%
Δ weight
up 0.10 pts
Value
₹4.1 Cr
Δ value
down ₹25 L
Status
Trimmed
Bank of India Banking & Financial Services Fund
Bank of India Mutual Fund · history in this fund
Weight in fund
1.23%
Δ weight
up 0.04 pts
Value
₹3.1 Cr
Δ value
down ₹19 L
Status
Trimmed
Bajaj Finserv Banking and Financial Services Fund
Bajaj Finserv Mutual Fund · history in this fund
Weight in fund
0.24%
Δ weight
down 0.51 pts
Value
₹1.1 Cr
Δ value
down ₹2.6 Cr
Status
Trimmed
JioBlackRock Sector Rotation Fund
Jio BlackRock Mutual Fund · history in this fund
Weight in fund
0.07%
Δ weight
down <0.01 pts
Value
₹11 L
Δ value
down ₹1 L
Status
Trimmed

Funds holding this company, with weight, value and change

Kotak Mid Cap Fund Kotak Mahindra Mutual Fund · history in this fund	Mid Cap	1.60%	up 0.01 pts	₹1,067 Cr	down ₹65.3 Cr	64,54,667	Trimmed
Invesco India Focused Fund Invesco Mutual Fund · history in this fund	Multi Cap	4.74%	down 0.11 pts	₹295 Cr	down ₹18.1 Cr	17,86,085	Trimmed
Bandhan Small Cap Fund Bandhan Mutual Fund · history in this fund	Small Cap	0.28%	down 0.03 pts	₹99.2 Cr	down ₹6.1 Cr	6,00,000	Trimmed
Invesco India Financial Services Fund Invesco Mutual Fund · history in this fund	Sectoral / Thematic	3.45%	down <0.01 pts	₹61.8 Cr	down ₹3.8 Cr	3,73,787	Trimmed
Invesco India Flexi Cap Fund Invesco Mutual Fund · history in this fund	Flexi Cap	0.92%	down 0.30 pts	₹50.1 Cr	down ₹19.5 Cr	3,02,885	Trimmed
Invesco India ELSS Tax Saver Fund Invesco Mutual Fund · history in this fund	ELSS (tax saving)	1.42%	up <0.01 pts	₹36.8 Cr	down ₹2.3 Cr	2,22,882	Trimmed
Kotak Banking & Financial Services Fund Kotak Mahindra Mutual Fund · history in this fund	Sectoral / Thematic	1.72%	up 0.03 pts	₹24.9 Cr	down ₹1.5 Cr	1,50,640	Trimmed
Bajaj Finserv Large & Mid Cap Fund Bajaj Finserv Mutual Fund · history in this fund	Large & Mid Cap	1.03%	down 0.17 pts	₹23.9 Cr	down ₹5.5 Cr	1,44,606	Trimmed
Invesco India ESG Integration Strategy Fund Invesco Mutual Fund · history in this fund	Sectoral / Thematic	3.16%	up 0.10 pts	₹11.4 Cr	down ₹70 L	68,883	Trimmed
Bandhan Financial Services Fund Bandhan Mutual Fund · history in this fund	Sectoral / Thematic	1.05%	up 0.03 pts	₹11 Cr	down ₹41 L	66,490	Trimmed
ITI Banking and Financial Services Fund ITI Mutual Fund · history in this fund	Sectoral / Thematic	1.43%	up 1.43 pts	₹5.2 Cr	up ₹5.2 Cr	31,272	New
Shriram Multi Sector Rotation Fund Shriram Mutual Fund · history in this fund	Sectoral / Thematic	2.78%	up 0.10 pts	₹4.1 Cr	down ₹25 L	24,830	Trimmed
Bank of India Banking & Financial Services Fund Bank of India Mutual Fund · history in this fund	Sectoral / Thematic	1.23%	up 0.04 pts	₹3.1 Cr	down ₹19 L	18,500	Trimmed
Bajaj Finserv Banking and Financial Services Fund Bajaj Finserv Mutual Fund · history in this fund	Sectoral / Thematic	0.24%	down 0.51 pts	₹1.1 Cr	down ₹2.6 Cr	6,884	Trimmed
JioBlackRock Sector Rotation Fund Jio BlackRock Mutual Fund · history in this fund	Sectoral / Thematic	0.07%	down <0.01 pts	₹11 L	down ₹1 L	636	Trimmed

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (1)

ITI Banking and Financial Services Fund ITI Mutual Fund1.4% · ₹5.2 Cr

Exited Funds that exited (6)

Bank Of India Flexi Cap Fund Bank of India Mutual Fundwas 1.3% · ₹37.7 Cr
Bank Of India SMALL CAP FUND Bank of India Mutual Fundwas 1.0% · ₹33 Cr
DSP Multi Cap Fund DSP Mutual Fundwas 0.4% · ₹11.9 Cr
Groww Small Cap Fund Groww Mutual Fundwas 1.2% · ₹9 Cr

History

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

Funds holding, Jun 2024 to Sep 2026.

Value held by funds, Jun 2024 to Sep 2026.