Markets › Super Investors › Nippon Life India Trustee Ltd-A/C Nippon India Multi Cap Fund
NF
Nippon Life India Trustee Ltd-A/C Nippon India Multi Cap Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹17,373 Cr
Today
+₹258.4 Cr +1.51%
Companies
21
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -11.2% NIFTY 50 -4.4%behind NIFTY by 6.8 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
50%
Wtd P/E
103.9
Wtd ROE
23.1%
Holdings
21
By market cap
Large 82% Mid 16% Small 3%
Bought / added last quarter
Triveni Turbine Ltd+1.75pp
KEC International Ltd+1.05pp
Westlife Foodworld Ltd+1.00pp
Swiggy Ltd+0.93pp
Sheela Foam Ltd+0.36pp
Holdings · 21
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| The Indian Hotels Company Limited INDHOTEL · Consumer Services | 2.62% | ₹2,577.5 Cr | +1.53% | ▼ -0.03pp | 43.7 | 19% |
| FSN E-Commerce Ventures Ltd NYKAA · Consumer Services | 2.73% | ₹2,128.7 Cr | -0.26% | ▲ +0.04pp | 383.0 | 15% |
| Swiggy Ltd SWIGGY · Consumer Services | 2.24% | ₹1,586.9 Cr | +2.92% | ▲ +0.93pp | – | -29% |
| SBI Cards and Payment Services Ltd SBICARD · Financial Services | 2.35% | ₹1,343.2 Cr | +1.94% | ▼ -0.16pp | 26.4 | 15% |
| Delhivery Ltd DELHIVERY · Services | 2.99% | ₹1,016.2 Cr | +2.96% | ▲ +0.09pp | 222.6 | 2% |
| EIH - OBEROI HOTELS EIHOTEL · Consumer Services | 5.04% | ₹974.7 Cr | +4.77% | ▼ -0.04pp | 29.4 | 13% |
| Page Industries Ltd PAGEIND · Textiles | 2.21% | ₹965.6 Cr | +1.48% | ▲ +0.04pp | 57.2 | 53% |
| Colgate-Palmolive (I) COLPAL · Fast Moving Consumer Goods | 1.50% | ₹839.2 Cr | -1.02% | ▲ +0.01pp | 42.2 | 82% |
| Jubilant FoodWorks Ltd JUBLFOOD · Consumer Services | 3.00% | ₹838 Cr | +0.79% | ▲ +0.27pp | 62.8 | 20% |
| Dr. Lal PathLabs Ltd LALPATHLAB · Healthcare | 2.42% | ₹654 Cr | +0.91% | ▲ +0.08pp | 53.1 | 22% |
| Triveni Turbine Ltd TRITURBINE · Capital Goods | 3.09% | ₹650.7 Cr | -1.20% | ▲ +1.75pp | 60.3 | 26% |
| Emcure Pharmaceuticals Ltd EMCURE · Healthcare | 1.95% | ₹630.1 Cr | -1.76% | ▲ +0.06pp | 34.4 | 20% |
| CESC Ltd CESC · Power | 2.69% | ₹603.3 Cr | +0.51% | ▼ -0.14pp | 13.9 | 13% |
| Aditya Birla Lifestyle Brands Ltd ABLBL · Consumer Services | 4.08% | ₹498.5 Cr | +1.81% | ▲ +2.70pp | 71.5 | 12% |
| KEC International Ltd KEC · Construction | 3.25% | ₹444.1 Cr | +1.65% | ▲ +1.05pp | 22.5 | 11% |
| Schneider Electric Infrastructure Ltd SCHNEIDER · Capital Goods | 1.29% | ₹373.8 Cr | +9.99% | ▼ -0.06pp | 136.8 | 32% |
| JSW Dulux Limited JSWDULUX · Consumer Durables | 2.06% | ₹304.7 Cr | +2.34% | ▲ +0.01pp | 7.5 | 104% |
| Sheela Foam Ltd SFL · Consumer Durables | 3.70% | ₹285.4 Cr | +0.86% | ▲ +0.36pp | 47.8 | 5% |
| VST Tillers Tractors Ltd VSTTILLERS · Capital Goods | 5.80% | ₹232.7 Cr | +3.14% | ▼ -1.25pp | 38.3 | 10% |
| Westlife Foodworld Ltd WESTLIFE · Consumer Services | 2.97% | ₹219.3 Cr | +6.18% | ▲ +1.00pp | 228.3 | 5% |
| TeamLease Services Ltd TEAMLEASE · Services | 8.77% | ₹206.7 Cr | -0.03% | – | 16.7 | 15% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| The Indian Hotels Company Limited | 2.62 | 2.65 | · | · | 2.39 |
| FSN E-Commerce Ventures Ltd | 2.73 | 2.69 | 3.06 | 2.57 | · |
| Swiggy Ltd | 2.24 | 1.31 | 1.19 | · | · |
| SBI Cards and Payment Services Ltd | 2.35 | 2.51 | 2.43 | 2.19 | · |
| Delhivery Ltd | 2.99 | 2.90 | 2.77 | 2.70 | · |
| EIH - OBEROI HOTELS | 5.04 | 5.08 | 5.30 | 5.66 | · |
| Page Industries Ltd | 2.21 | 2.17 | · | · | · |
| Colgate-Palmolive (I) | 1.50 | 1.49 | · | · | · |
| Jubilant FoodWorks Ltd | 3.00 | 2.73 | · | · | · |
| Dr. Lal PathLabs Ltd | 2.42 | 2.34 | · | · | · |
| Triveni Turbine Ltd | 3.09 | 1.34 | · | · | · |
| Emcure Pharmaceuticals Ltd | 1.95 | 1.89 | · | · | · |
| CESC Ltd | 2.69 | 2.83 | · | · | · |
| Aditya Birla Lifestyle Brands Ltd | 4.08 | · | 1.38 | · | · |
| KEC International Ltd | 3.25 | · | 2.20 | 2.29 | · |
| Schneider Electric Infrastructure Ltd | 1.29 | 1.35 | 1.36 | 1.35 | · |
| JSW Dulux Limited | 2.06 | 2.05 | 1.82 | · | · |
| Sheela Foam Ltd | 3.70 | 3.34 | 2.86 | 2.86 | · |
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.