Nuvama Wealth Management Ltd
NUVAMASector: Financial· ISIN:
INE531F01023· Source: AMFI & PMS DisclosuresInstitutional Holders
7
7 Mutual Funds · 0 PMS
Total Disclosed Value
₹652 Cr
Across mutual fund portfolios
Average Portfolio Weight
2.06%
Mean weight across all holders
Highest Allocation
5.65%
Holders Category DistributionTop categories holding NUVAMA
Equity Schemes - Sectoral Fund (2)
Equity Scheme - Small Cap Fund (2)
Equity Schemes - Focused Fund (1)
Equity Schemes - Flexi Cap Fund (1)
Equity Scheme - Flexi Cap Fund (1)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| Invesco India Focused Fund | MF | Equity Schemes - Focused Fund | Invesco Mutual Fund | 5.65% | ₹322.6 Cr | |
| Invesco India Financial Services Fund | MF | Equity Schemes - Sectoral Fund | Invesco Mutual Fund | 3.65% | ₹67.4 Cr | |
| Invesco India Flexi Cap Fund | MF | Equity Schemes - Flexi Cap Fund | Invesco Mutual Fund | 1.36% | ₹71.7 Cr | |
| BANK OF INDIA FLEXI CAP FUND | MF | Equity Scheme - Flexi Cap Fund | Bank of India Mutual Fund | 1.28% | ₹37.7 Cr | |
| BANK OF INDIA SMALL CAP FUND | MF | Equity Scheme - Small Cap Fund | Bank of India Mutual Fund | 1.21% | ₹34 Cr | |
| BANDHAN FINANCIAL SERVICES FUND | MF | Equity Schemes - Sectoral Fund | Bandhan Mutual Fund | 0.93% | ₹10.4 Cr | |
| BANDHAN Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Bandhan Mutual Fund | 0.35% | ₹108.2 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.