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

Company	Holding	QoQ	Value
Tata Consumer Products Ltd	1.61%	0.17	₹1,777 Cr
Apar Industries Ltd	2.52%	0.06	₹1,434 Cr
Kirloskar Oil Engines Ltd	3.81%	0.64	₹1,237 Cr
Ajanta Pharma Ltd	2.78%	0.06	₹1,155 Cr
Zydus Wellness Ltd	5.91%	0.19	₹1,125 Cr
Timken India Ltd	4.39%	0.27	₹1,122 Cr
TD Power Systems Ltd	6.50%	0.26	₹1,108 Cr
Blue Star Ltd	3.18%	0.30	₹1,035 Cr
Whirlpool of India Ltd	8.54%	0.65	₹875 Cr
Kirloskar Brothers Ltd	5.70%	flat	₹838 Cr
Kaynes Technology India Ltd	3.56%	0.07	₹796 Cr
Kirloskar Pneumatic Company Ltd	6.33%	flat	₹750 Cr
Aster DM Healthcare Ltd	1.77%	0.16	₹728 Cr
Krishna Institute of Medical Sciences Ltd	1.95%	0.37	₹697 Cr
Avalon Technologies Ltd	5.81%	flat	₹694 Cr
Elantas Beck India Ltd	8.42%	0.02	₹672 Cr
PNB Housing Finance Ltd	2.38%	0.04	₹660 Cr
KFin Technologies Ltd	4.19%	0.83	₹638 Cr
Kalpataru Projects International Ltd	2.65%	0.02	₹627 Cr
Voltamp Transformers Ltd	6.35%	flat	₹623 Cr
Craftsman Automation Ltd	2.59%	1.05	₹617 Cr
Paradeep Phosphates Ltd	3.84%	0.01	₹584 Cr
Vardhman Textiles Ltd	2.98%	flat	₹576 Cr
Sansera Engineering Ltd	2.84%	flat	₹575 Cr
Thyrocare Technologies Ltd	5.99%	0.02	₹530 Cr
Sapphire Foods India Ltd	8.56%	0.34	₹512 Cr
Esab India Ltd	5.49%	0.14	₹492 Cr
MAS Financial Services Ltd	8.23%	0.20	₹481 Cr
Physicswallah Ltd	1.26%	0.44	₹475 Cr
AWL Agri Business Ltd	1.89%	flat	₹471 Cr
ISGEC Heavy Engineering Ltd	6.83%	0.25	₹464 Cr
Asahi India Glass Ltd	2.08%	0.02	₹463 Cr
Poonawalla Fincorp Ltd	1.14%	0.78	₹461 Cr
Omnitech Engineering Ltd	7.29%	flat	₹458 Cr
Bajaj Consumer Care Ltd	5.58%	0.31	₹449 Cr
Indigo Paints Ltd	8.65%	flat	₹440 Cr
ICRA Ltd	8.39%	1.66	₹428 Cr
Astra Microwave Products Ltd	2.32%	flat	₹407 Cr
Deepak Nitrite Ltd	1.86%	0.32	₹396 Cr
Century Plyboards (India) Ltd	2.28%	flat	₹394 Cr
Allied Blenders & Distillers Ltd	2.11%	0.01	₹386 Cr
Central Depository Services (India) Ltd	1.35%	flat	₹382 Cr
Grindwell Norton Ltd	1.64%	0.44	₹378 Cr
Lumax Auto Technologies Ltd	3.64%	flat	₹377 Cr
Tsf Investments Ltd	3.69%	flat	₹374 Cr
Clean Science & Technology Ltd	4.32%	0.01	₹355 Cr
Sanofi India Ltd	4.08%	0.29	₹322 Cr
Tejas Networks Ltd	2.89%	0.43	₹306 Cr
Ion Exchange (India) Ltd	4.95%	flat	₹304 Cr
NIIT Learning Systems Ltd	8.86%	0.02	₹291 Cr
AAVAS Financiers Ltd	2.19%	0.01	₹261 Cr
Aditya Birla Real Estate Ltd	1.63%	flat	₹256 Cr
Styrenix Performance Materials Ltd	6.31%	flat	₹255 Cr
Metropolis Healthcare Ltd	2.21%	flat	₹255 Cr
Bayer CropScience Ltd	1.31%	0.66	₹243 Cr
Belrise Industries Ltd	1.18%	0.03	₹242 Cr
eMudhra Ltd	6.66%	flat	₹241 Cr
Sudarshan Chemical Industries Ltd	3.26%	1.75	₹233 Cr
Praj Industries Ltd	3.56%	flat	₹232 Cr
Fujiyama Power Systems Ltd	2.11%	0.09	₹222 Cr
Rites Ltd	1.97%	0.01	₹206 Cr
Jyothy Labs Ltd	2.91%	flat	₹205 Cr
Bajel Projects Ltd	9.01%	flat	₹199 Cr
Vindhya Telelinks Ltd	8.22%	flat	₹198 Cr
FDC Ltd	2.63%	flat	₹185 Cr
West Coast Paper Mills Ltd	5.24%	0.15	₹183 Cr
Sandhar Technologies Limited	4.13%	flat	₹174 Cr
Inox Wind Ltd	1.14%	0.43	₹173 Cr
Harsha Engineers International Ltd	4.54%	flat	₹173 Cr
Lemon Tree Hotels Ltd	1.75%	flat	₹165 Cr
L G Balakrishnan & Bros Ltd	2.79%	flat	₹143 Cr
Sharda Motor Industries Ltd	2.76%	0.68	₹142 Cr
Landmark Cars Ltd	7.50%	flat	₹140 Cr
Mishra Dhatu Nigam Ltd	1.73%	0.29	₹139 Cr
Canara Robeco Asset Management Company Ltd	2.57%	flat	₹131 Cr
SEAMEC Ltd	3.58%	flat	₹131 Cr
H.G. Infra Engineering Ltd	3.40%	flat	₹127 Cr
Greenlam Industries Ltd	1.73%	flat	₹118 Cr
Divgi Torqtransfer Systems Ltd	3.77%	flat	₹118 Cr
NIIT Ltd	8.13%	0.02	₹115 Cr
Indoco Remedies Ltd	4.80%	flat	₹108 Cr
India Shelter Finance Corporation Ltd	1.26%	NEW	₹108 Cr
Bajaj Electricals Ltd	2.68%	flat	₹102 Cr
Campus Activewear Ltd	1.33%	flat	₹96 Cr
Just Dial Ltd	1.98%	flat	₹93 Cr
Birlasoft Ltd	1.14%	0.01	₹90 Cr
PNC Infratech Ltd	1.44%	0.16	₹87 Cr
RHI Magnesita India Ltd	1.02%	NEW	₹81 Cr
Raymond Ltd	1.86%	flat	₹75 Cr
Archean Chemical Industries Ltd	1.11%	flat	₹74 Cr
Raymond Lifestyle Ltd	1.46%	0.06	₹69 Cr
Polyplex Corporation Ltd	2.09%	2.38	₹67 Cr
Fineotex Chemical Ltd	1.27%	flat	₹58 Cr
Protean eGov Technologies Ltd	2.22%	flat	₹54 Cr
Astec Lifesciences Ltd	2.36%	flat	₹37 Cr
Studds Accessories Ltd	1.41%	flat	₹26 Cr
Genus Prime Infra Ltd	1.87%	NEW	₹5 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, NIPPON LIFE INDIA TRUSTEE LTD A/C NIPPON INDIA SMALL CAP FUND — an institution tracked through public shareholding filings — disclosed 97 holdings in Indian listed companies worth ₹38,572 crore. The same holdings-at-filing-value basis put it at ₹31,791 crore in Mar 2026 (+21.3%). Solomo carries these filings back to Sep 2020.

Largest disclosed positions in Jun 2026: Tata Consumer Products Ltd (TATACONSUM — 1.61% of the company, ₹1,777 crore); Apar Industries Ltd (APARINDS — 2.52% of the company, ₹1,434 crore); Kirloskar Oil Engines Ltd (KIRLOSENG — 3.81% of the company, ₹1,237 crore); Ajanta Pharma Ltd (AJANTPHARM — 2.78% of the company, ₹1,155 crore); Zydus Wellness Ltd (ZYDUSWELL — 5.91% of the company, ₹1,125 crore). Those 5 account for 17% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — India Shelter Finance Corporation Ltd, RHI Magnesita India Ltd, Genus Prime Infra Ltd. Stake raised in Sudarshan Chemical Industries Ltd (+1.75 pp), KFin Technologies Ltd (+0.83 pp), Sharda Motor Industries Ltd (+0.68 pp). Stake reduced in Craftsman Automation Ltd (−1.05 pp), Bayer CropScience Ltd (−0.66 pp), Kirloskar Oil Engines Ltd (−0.64 pp). No longer disclosed after the previous quarter: REC Ltd, Sundram Fasteners Ltd, RBL Bank Ltd, Afcons Infrastructure 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	₹38,572 Cr	+21.3%
Mar 2026	₹31,791 Cr	−9%
Dec 2025	₹34,923 Cr	+5.6%
Sep 2025	₹33,075 Cr	−1.7%
Jun 2025	₹33,649 Cr	+13%
Mar 2025	₹29,786 Cr	−0.1%
Dec 2024	₹29,829 Cr	−5.9%
Sep 2024	₹31,688 Cr	+24.8%

All star portfolios 97 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.