Nippon Life India Trustee Ltd- A/C Nippon India Growth Mid Cap Fund

Company	Holding	QoQ	Value
Lupin Ltd	2.60%	0.15	₹2,945 Cr
AU Small Finance Bank Ltd	3.02%	0.33	₹2,397 Cr
Info Edge (India) Ltd	3.36%	1.63	₹2,256 Cr
Gland Pharma Ltd	4.93%	0.11	₹2,002 Cr
REC Ltd	1.86%	NEW	₹1,788 Cr
Bharat Forge Ltd	1.41%	flat	₹1,440 Cr
Persistent Systems Ltd	1.87%	flat	₹1,382 Cr
One 97 Communications Ltd	1.73%	0.24	₹1,351 Cr
Alkem Laboratories Ltd	1.87%	0.06	₹1,243 Cr
Angel One Ltd	3.84%	0.46	₹1,234 Cr
Prestige Estates Projects Ltd	1.16%	0.10	₹835 Cr
Schaeffler India Ltd	1.02%	0.02	₹665 Cr
APL Apollo Tubes Ltd	1.19%	0.02	₹593 Cr
Sanofi Consumer Healthcare India Ltd	5.21%	0.36	₹555 Cr
Endurance Technologies Ltd	1.12%	0.08	₹418 Cr
Dalmia Bharat Ltd	1.05%	0.06	₹349 Cr
Prudent Corporate Advisory Services Ltd	2.05%	0.09	₹255 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, Nippon Life India Trustee Ltd- A/C Nippon India Growth Mid Cap Fund — an institution tracked through public shareholding filings — disclosed 17 holdings in Indian listed companies worth ₹21,709 crore. The same holdings-at-filing-value basis put it at ₹18,945 crore in Mar 2026 (+14.6%). Solomo carries these filings back to Sep 2025.

Largest disclosed positions in Jun 2026: Lupin Ltd (LUPIN — 2.60% of the company, ₹2,945 crore); AU Small Finance Bank Ltd (AUBANK — 3.02% of the company, ₹2,397 crore); Info Edge (India) Ltd (NAUKRI — 3.36% of the company, ₹2,256 crore); Gland Pharma Ltd (GLAND — 4.93% of the company, ₹2,002 crore); REC Ltd (RECLTD — 1.86% of the company, ₹1,788 crore). Those 5 account for 52% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — REC Ltd. Stake raised in Info Edge (India) Ltd (+1.63 pp), Sanofi Consumer Healthcare India Ltd (+0.36 pp), AU Small Finance Bank Ltd (+0.33 pp). Stake reduced in Angel One Ltd (−0.46 pp), Lupin Ltd (−0.15 pp), Gland Pharma Ltd (−0.11 pp). No longer disclosed after the previous quarter: CG Power & Industrial Solutions Ltd, Ipca Laboratories Ltd, HDB Financial Services Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
Quarter	Disclosed value	Change
Jun 2026	₹21,709 Cr	+14.6%
Mar 2026	₹18,945 Cr	−2.6%
Dec 2025	₹19,460 Cr	+20.8%
Sep 2025	₹16,103 Cr	-

All star portfolios 6 further positions appear in earlier filings but not in Jun 2026.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.