Nomura India Investment Fund Mother Fund

As of Jun 2026, Nomura India Investment Fund Mother Fund — an institution tracked through public shareholding filings — disclosed 10 holdings in Indian listed companies worth ₹3,701 crore. The same holdings-at-filing-value basis put it at ₹3,211 crore in Mar 2026 (+15.3%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Jun 2026: AU Small Finance Bank Ltd (AUBANK — 1.46% of the company, ₹1,161 crore); Krishna Institute of Medical Sciences Ltd (KIMS — 1.50% of the company, ₹534 crore); Kalyan Jewellers India Ltd (KALYANKJIL — 1.25% of the company, ₹492 crore); SignatureGlobal India Ltd (SIGNATURE — 3.50% of the company, ₹373 crore); Blackbuck Ltd (BLACKBUCK — 2.26% of the company, ₹226 crore). Those 5 account for 75% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Fedbank Financial Services Ltd. Stake reduced in Azad Engineering Ltd (−1.10 pp), Lemon Tree Hotels Ltd (−0.31 pp), AU Small Finance Bank Ltd (−0.11 pp).