Markets › Super Investors › Nippon Life India Trustee Ltd- A/C Nippon India Growth Mid Cap Fund
NF
Nippon Life India Trustee Ltd- A/C Nippon India Growth Mid Cap Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹19,646 Cr
Today
+₹278.8 Cr +1.44%
Companies
17
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +7.9% NIFTY 50 -4.4%ahead of NIFTY by 12.3 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
51%
Wtd P/E
46.3
Wtd ROE
19.1%
Holdings
17
By market cap
Large 96% Mid 4% Small 0%
Bought / added last quarter
Angel One Ltd+0.29pp
Sold / trimmed last quarter
Gland Pharma Ltd-0.70pp
HDB Financial Services Ltd-0.47pp
One 97 Communications Ltd-0.15pp
Lupin Ltd-0.10pp
Alkem Laboratories Ltd-0.06pp
APL Apollo Tubes Ltd-0.06pp
Holdings · 17
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Lupin Ltd LUPIN · Healthcare | 2.75% | ₹2,860.6 Cr | -0.88% | ▼ -0.10pp | 19.4 | 27% |
| AU Small Finance Bank Ltd AUBANK · Banking | 2.69% | ₹2,081.7 Cr | +1.78% | ▼ -0.03pp | 29.3 | 14% |
| Gland Pharma Ltd GLAND · Healthcare | 5.04% | ₹1,837.3 Cr | -2.17% | ▼ -0.70pp | 35.5 | 11% |
| CG Power and Industrial Solutions Ltd CGPOWER · Capital Goods | 1.17% | ₹1,720.5 Cr | +2.30% | ▲ +0.04pp | 122.9 | 20% |
| Persistent Systems Ltd PERSISTENT · Information Technology | 1.87% | ₹1,444.4 Cr | +1.65% | ▼ 0.00pp | 41.4 | 26% |
| Angel One Ltd ANGELONE · Financial Services | 4.30% | ₹1,380.8 Cr | +3.77% | ▲ +0.29pp | 35.1 | 16% |
| Alkem Laboratories Ltd ALKEM · Healthcare | 1.93% | ₹1,229 Cr | +0.68% | ▼ -0.06pp | 27.1 | 18% |
| IPCA LABORATORIES IPCALAB · Healthcare | 2.79% | ₹1,114.4 Cr | -0.46% | ▼ -0.02pp | 33.8 | 16% |
| Info Edge (India) Ltd NAUKRI · Consumer Services | 1.73% | ₹1,102.1 Cr | +1.05% | ▲ +0.03pp | 36.1 | 5% |
| One 97 Communications Ltd PAYTM · Financial Services | 1.49% | ₹1,068.3 Cr | +4.42% | ▼ -0.15pp | 130.1 | 4% |
| HDB Financial Services Ltd HDBFS · Financial Services | 1.31% | ₹757 Cr | +8.44% | ▼ -0.47pp | 22.7 | 12% |
| Prestige Estates Projects Ltd PRESTIGE · Realty | 1.06% | ₹671.2 Cr | +6.14% | ▼ -0.01pp | 48.6 | 8% |
| Schaeffler India Ltd SCHAEFFLER · Automobile and Auto Components | 1.00% | ₹632.7 Cr | -0.36% | NEW | 52.0 | 20% |
| APL Apollo Tubes Ltd APLAPOLLO · Metals & Mining | 1.17% | ₹594.8 Cr | +0.89% | ▼ -0.06pp | 42.3 | 25% |
| Sanofi Consumer Healthcare India Ltd SANOFICONR · Healthcare | 4.85% | ₹526.8 Cr | +2.24% | ▲ +0.07pp | 42.1 | 94% |
| Endurance Technologies Ltd ENDURANCE · Automobile and Auto Components | 1.04% | ₹380.9 Cr | +4.54% | NEW | 38.7 | 15% |
| Prudent Corporate Advisory Services Ltd PRUDENT · Financial Services | 1.96% | ₹243.5 Cr | +3.25% | ▲ +0.16pp | 56.0 | 29% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 |
|---|---|---|---|
| Lupin Ltd | 2.75 | 2.85 | · |
| AU Small Finance Bank Ltd | 2.69 | 2.72 | 3.23 |
| Gland Pharma Ltd | 5.04 | 5.74 | 5.74 |
| CG Power and Industrial Solutions Ltd | 1.17 | 1.13 | 1.14 |
| Persistent Systems Ltd | 1.87 | 1.87 | 1.92 |
| Angel One Ltd | 4.30 | 4.01 | 3.79 |
| Alkem Laboratories Ltd | 1.93 | 1.99 | 1.99 |
| IPCA LABORATORIES | 2.79 | 2.81 | 2.21 |
| Info Edge (India) Ltd | 1.73 | 1.70 | 1.46 |
| One 97 Communications Ltd | 1.49 | 1.64 | · |
| HDB Financial Services Ltd | 1.31 | 1.78 | 1.80 |
| Prestige Estates Projects Ltd | 1.06 | 1.07 | 1.22 |
| Schaeffler India Ltd | 1.00 | · | · |
| APL Apollo Tubes Ltd | 1.17 | 1.23 | · |
| Sanofi Consumer Healthcare India Ltd | 4.85 | 4.78 | · |
| Endurance Technologies Ltd | 1.04 | · | · |
| Prudent Corporate Advisory Services Ltd | 1.96 | 1.80 | 1.80 |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.