How many mutual funds hold Niva Bupa Health Insurance Company?

30 mutual funds and ETFs in WhoHolds' coverage hold Niva Bupa Health Insurance Company, spread across 12 fund houses.

Which fund holds the most Niva Bupa Health Insurance Company?

Tata Business Cycle Fund (Tata MF) gives it the highest weight, at 2.43% of the fund's portfolio.

What is the total value of Niva Bupa Health Insurance Company held by these funds?

Together these funds hold about ₹1,303 Cr worth of Niva Bupa Health Insurance Company (ISIN-verified equity positions).

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Niva Bupa Health Insurance Company

Held by 30 funds across 12 fund houses in our coverage.

Coverage: 25 of India's largest fund houses — growing.

Held by

30 funds

Fund houses

Total value held

₹1,303 Cr

Highest weight

2.43%

Tata Business Cycle Fund

Niva Bupa Health Insurance Company: fund ownership at a glance

30 schemes from 12 fund houses in our coverage hold Niva Bupa Health Insurance Company, worth ₹1,303 Cr in total as of their latest monthly disclosures.

12 of them are actively managed. The largest active position is in Tata Business Cycle Fund (Tata MF), at 2.43% of its portfolio, followed by Tata Multi Asset Allocation Fund (1.42%) and Tata Balanced Advantage Fund (1.19%). The other 18 are index funds and ETFs, which hold it because their index does; they account for 1% of the value held.

By value, Multi Cap schemes hold the most (₹415 Cr), and Nippon India MF holds the most of any fund house (₹468 Cr).

Own several funds? The fund overlap tool shows how much of Niva Bupa Health Insurance Company and the rest of their portfolios they share.

Who holds Niva Bupa Health Insurance Company?

30 funds

#			MoM			Rank
1	Tata Business Cycle FundTata MFSectoral / Thematic₹63.15 Cr	2.43%	—	₹63.15 Cr	77.71 L	#12 of 50
2	ICICI Prudential BSE Insurance ETFICICI Pru MFETF₹1.08 Cr	1.78%	—	₹1.08 Cr	1.33 L	#10 of 13
3	DSP BSE Insurance ETFDSP MFETF₹14.86 L	1.42%	—	₹14.86 L	19.8K	#11 of 13
4	Tata Multi Asset Allocation FundTata MFHybrid₹74.59 Cr	1.42%	—	₹74.59 Cr	91.80 L	#10 of 72
5	Tata Balanced Advantage FundTata MFHybrid₹101.25 Cr	1.19%	—	₹101.25 Cr	1.25 Cr	#26 of 62
6	Nippon India Innovation FundNippon India MFSectoral / Thematic₹26.38 Cr	0.85%	—	₹26.38 Cr	32.47 L	#49 of 59
7	Nippon India Multi Cap FundNippon India MFMulti Cap₹414.85 Cr	0.74%	—	₹414.85 Cr	5.11 Cr	#48 of 120
8	Axis Small Cap FundAxis MFSmall Cap₹210.85 Cr	0.67%	—	₹210.85 Cr	2.59 Cr	#59 of 128
9	Axis Services Opportunities FundAxis MFSectoral / Thematic₹9.89 Cr	0.66%	—	₹9.89 Cr	12.17 L	#32 of 36
10	SBI Banking And Financial Services FundSBI MFSectoral / Thematic₹68.08 Cr─	0.65%	─	₹68.08 Cr	91.00 L	#31 of 38
11	DSP Small Cap FundDSP MFSmall Cap₹131.10 Cr─	0.61%	─	₹131.10 Cr	1.75 Cr	#58 of 84
12	DSP Flexi Cap FundDSP MFFlexi Cap₹47.20 Cr─	0.40%	─	₹47.20 Cr	63.09 L	#57 of 67
13	SBI ELSS Tax Saver FundSBI MFELSS (Tax Saver)₹120.43 Cr─	0.40%	─	₹120.43 Cr	1.61 Cr	#69 of 88
14	Motilal Oswal Nifty Smallcap 250 Index FundMotilal Oswal MFEquity (Diversified)₹2.95 Cr	0.23%	—	₹2.95 Cr	3.63 L	#181 of 249
15	Edelweiss Nifty Smallcap 250 Index FundEdelweiss MFEquity (Diversified)₹64.85 L	0.23%	—	₹64.85 L	79.8K	#182 of 250
16	Nippon India Nifty Smallcap 250 Index FundNippon India MFIndex Fund₹8.01 Cr	0.23%	—	₹8.01 Cr	9.86 L	#182 of 250
17	Motilal Oswal Nifty Smallcap 250 ETFMotilal Oswal MFEquity (Diversified)₹57.70 L	0.23%	—	₹57.70 L	71.0K	#181 of 249
18	Kotak Nifty Smallcap 250 Index FundKotak MFIndex Fund₹19.37 L─	0.23%	─	₹19.37 L	23.8K	#182 of 250
19	ICICI Prudential Nifty Smallcap 250 Index FundICICI Pru MFIndex Fund₹1.80 Cr─	0.23%	─	₹1.80 Cr	2.21 L	#182 of 250
20	ICICI Prudential Nifty Smallcap 250 ETFICICI Pru MFETF₹2.08 L─	0.23%	─	₹2.08 L	2.6K	#181 of 250
21	Nippon India Nifty 500 Equal Weight Index FundNippon India MFIndex Fund₹99.16 L	0.19%	—	₹99.16 L	1.22 L	#361 of 499
22	Nippon India Flexi Cap FundNippon India MFFlexi Cap₹17.90 Cr	0.18%	—	₹17.90 Cr	22.02 L	#85 of 86
23	Motilal Oswal Nifty 500 ETFMotilal Oswal MFEquity (Diversified)₹7.48 L	0.03%	—	₹7.48 L	9.2K	#428 of 499
24	Motilal Oswal Nifty 500 Index FundMotilal Oswal MFEquity (Diversified)₹80.17 L	0.03%	—	₹80.17 L	98.7K	#428 of 499
25	Axis Nifty 500 Index FundAxis MFIndex Fund₹8.07 L	0.03%	—	₹8.07 L	9.9K	#429 of 500
26	ICICI Prudential Nifty 500 Index FundICICI Pru MFIndex Fund₹2.62 L─	0.03%	─	₹2.62 L	3.2K	#427 of 500
27	Groww Nifty Total Market Index FundGroww MFIndex Fund₹8.45 L─	0.02%	─	₹8.45 L	11.3K	#486 of 752
28	Mirae Asset Nifty Total Market Index FundMirae Asset MFIndex Fund₹1.16 L	0.02%	—	₹1.16 L	1.6K	#488 of 751
29	UTI Nifty 500 Index FundUTI MFIndex Fund₹2.75 L	0.02%	—	₹2.75 L	3.4K	#431 of 500
30	UTI Nifty 500 Exchange Traded FundUTI MFETF₹0.23 L	0.02%	—	₹0.23 L	280	#425 of 500

Ownership history

7 funds disclosed holding this in Sep 2026 · +3 vs Oct 2025

Funds holding, month over month

By fund type

Share of value held, split by fund category

30funds

Multi Cap32%
Small Cap26%
Hybrid13%
Sectoral / Thematic13%
ELSS (Tax Saver)9%
Flexi Cap5%
Index Fund1%
Other0%

By fund house

Which AMCs hold it, by value

Nippon India MF₹468 Cr5
Tata MF₹239 Cr3
Axis MF₹221 Cr3
SBI MF₹189 Cr2
DSP MF₹178 Cr3
Motilal Oswal MF₹4 Cr4
ICICI Pru MF₹3 Cr4
Edelweiss MF₹1 Cr1
Kotak MF₹0 Cr1
Groww MF₹0 Cr1
UTI MF₹0 Cr2
Mirae Asset MF₹0 Cr1

Shareholding

FY27 Q1

Promoter: 55.3%
FII / FPI: 12.1%
DII: 16.2%
Public: 16.4%

Quarterly shareholding via Screener.in · DII includes domestic mutual funds

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Niva Bupa Health Insurance Company holdings — FAQ

How many mutual funds hold Niva Bupa Health Insurance Company?: 30 mutual funds and ETFs in WhoHolds' coverage hold Niva Bupa Health Insurance Company, spread across 12 fund houses.
Which fund holds the most Niva Bupa Health Insurance Company?: Tata Business Cycle Fund (Tata MF) gives it the highest weight, at 2.43% of the fund's portfolio.
What is the total value of Niva Bupa Health Insurance Company held by these funds?: Together these funds hold about ₹1,303 Cr worth of Niva Bupa Health Insurance Company (ISIN-verified equity positions).
As of when is this Niva Bupa Health Insurance Company holdings data?: Portfolios as on Tata MF Aug 2026 · ICICI Pru MF Aug 2026 · DSP MF Sep 2026 · Nippon India MF Aug 2026 · Axis MF Aug 2026 · SBI MF Sep 2026 · Motilal Oswal MF Aug 2026 · Edelweiss MF Aug 2026 · Kotak MF Aug 2026 · Groww MF Sep 2026 · Mirae Asset MF Sep 2026 · UTI MF Aug 2026, taken from each AMC's public monthly portfolio disclosure. This is information only, not investment advice.

Portfolios as on: Tata MF Aug 2026 · ICICI Pru MF Aug 2026 · DSP MF Sep 2026 · Nippon India MF Aug 2026 · Axis MF Aug 2026 · SBI MF Sep 2026 · Motilal Oswal MF Aug 2026 · Edelweiss MF Aug 2026 · Kotak MF Aug 2026 · Groww MF Sep 2026 · Mirae Asset MF Sep 2026 · UTI MF Aug 2026. ISIN-verified equity positions from public AMC disclosures. Not investment advice.
Weight = the position as a % of that fund's portfolio. MoM = change vs the previous month's disclosure. Values in ₹: L = Lakh (1,00,000), Cr = Crore (1,00,00,000).