Skip to content
MintByte
§01 · MARKETS · AMC · NAVI MUTUAL FUND · CONCENTRATIONAs of 2026-05-30

Navi Mutual Fund — sector concentration.

Where Navi Mutual Fund's equity book lives, by sector. Computed from the top-50 stock holdings disclosed in the AMC's monthly portfolio report.

§02 · MARKETS · SECTORS · NAVI MUTUAL FUND · SECTOR EXPOSURESorted by %

How the book splits across sectors.

§03 · MARKETS · HOLDINGS · NAVI MUTUAL FUND · TOP-10 STOCKSFrom top-50, ranked by AUM share

The single names doing the heavy lifting.

Navi Mutual Fund — top 10 stocks by % of equity AUM, aggregated across every equity scheme this AMC runs.
#StockSector% AUM₹ ExposureSchemes
1Axis Bank LimitedFinancial Services3.88%₹20 Cr2
2HDFC Bank LimitedFinancial Services3.74%₹20 Cr2
3ICICI Bank LimitedFinancial Services3.38%₹18 Cr2
4Kotak Mahindra Bank LimitedFinancial Services2.98%₹16 Cr2
5Astral LimitedIndustrials2.89%₹15 Cr2
6UPL LimitedBasic Materials2.45%₹13 Cr2
7Varun Beverages LimitedConsumer Defensive2.30%₹12 Cr2
8Samvardhana Motherson International LimitedConsumer Cyclical2.28%₹12 Cr2
9Reliance Industries LimitedEnergy2.25%₹12 Cr2
10Apollo Hospitals Enterprise LimitedHealthcare2.11%₹11 Cr2
How these numbers are built

Top-50 stock holdings, rolled up across every equity scheme.

The % of AMC equitycolumn is each stock's share ofNavi Mutual Fund's total equity AUM, summed across every equity scheme this AMC runs. A stock held by ten ofNavi Mutual Fund's schemes shows up once here with the combined weight — not ten times.

Sector mapping uses the Morningstar taxonomy via the NSE/BSE ISIN bridge. Stocks outside the AMC's top-50 don't appear in this view; very small overweights may live below the threshold even if the AMC technically holds them.

The Gini coefficient is computed across the same top-50 universe. Navi Mutual Fund's Gini = 0.399. Compare against the universe on the Gini scoreboard.

Full methodology · last computed 2026-05-30.

Holdings sourced from AMC monthly portfolio disclosures (AMFI), cross-referenced with NSE/BSE symbol masters and the Morningstar sector taxonomy. Concentration analysis is educational research, not a buy/sell signal. MintByte is an AMFI-registered mutual fund distributor (ARN-314872); SEBI Registered Investment Adviser and Research Analyst registrations are in process. Not investment advice.