NIPPON LIFE INDIA TRUSTEE LTD A/C NIPPON INDIA MULTI CAP FUND

As of Jun 2026, NIPPON LIFE INDIA TRUSTEE LTD A/C NIPPON INDIA MULTI CAP FUND — an institution tracked through public shareholding filings — disclosed 25 holdings in Indian listed companies worth ₹20,035 crore. The same holdings-at-filing-value basis put it at ₹17,944 crore in Mar 2026 (+11.7%). Solomo carries these filings back to Dec 2020.

Largest disclosed positions in Jun 2026: Indian Hotels Co Ltd (INDHOTEL — 2.53% of the company, ₹2,625 crore); Swiggy Ltd (SWIGGY — 3.28% of the company, ₹2,247 crore); FSN E-Commerce Ventures Ltd (NYKAA — 2.29% of the company, ₹2,030 crore); CG Power & Industrial Solutions Ltd (CGPOWER — 1.10% of the company, ₹1,543 crore); SBI Cards & Payment Services Ltd (SBICARD — 2.38% of the company, ₹1,367 crore). Those 5 account for 49% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — CG Power & Industrial Solutions Ltd, Exide Industries Ltd. Stake raised in Aditya Birla Lifestyle Brands Ltd (+1.26 pp), Swiggy Ltd (+1.04 pp), TCI Express Ltd (+0.85 pp). Stake reduced in Kajaria Ceramics Ltd (−0.71 pp), Emcure Pharmaceuticals Ltd (−0.62 pp), Sheela Foam Ltd (−0.50 pp). No longer disclosed after the previous quarter: Delhivery Ltd, Jubilant Foodworks Ltd, Dr Lal Pathlabs Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.