Niva Bupa Health Insurance Company Ltd.
NIVABUPASector: Financial· ISIN:
INE995S01015· Source: AMFI & PMS DisclosuresInstitutional Holders
5
5 Mutual Funds · 0 PMS
Total Disclosed Value
₹698 Cr
Across mutual fund portfolios
Average Portfolio Weight
0.79%
Mean weight across all holders
Highest Allocation
2.21%
Holders Category DistributionTop categories holding NIVABUPA
Equity Scheme - Sectoral/ Thematic (1)
Equity Scheme - Multi Cap Fund (1)
Equity Scheme - Flexi Cap Fund (1)
Equity Scheme - ELSS (1)
Equity Scheme - Large & Mid Cap Fund (1)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund | MF | Equity Scheme - Sectoral/ Thematic | Tata Mutual Fund | 2.21% | ₹58.9 Cr | |
| Nippon India Multi Cap Fund | MF | Equity Scheme - Multi Cap Fund | Nippon India Mutual Fund | 0.79% | ₹431.7 Cr | |
| DSP Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | DSP Mutual Fund | 0.44% | ₹53.4 Cr | |
| SBI ELSS Tax Saver Fund | MF | Equity Scheme - ELSS | SBI Mutual Fund | 0.43% | ₹136.2 Cr | |
| DSP Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | DSP Mutual Fund | 0.10% | ₹17.9 Cr |
Institutional Holding Data Source: Compiled from publicly disclosed monthly mutual fund portfolio statements and PMS factsheets in accordance with SEBI disclosure guidelines. For informational and analytical purposes only; does not constitute investment advice, equity research, or a recommendation to buy, sell, or hold any security.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor). Mutual Fund investments are subject to market risks, read all scheme related documents carefully.