Tata Banking And Financial Services Fund
Holdings
36
Concentrated
Top 10 weight
63%
Concentration
Strategy
Active
Portfolio style
Equity
97%
Asset allocation
Portfolio
5Sectors5Large positions51.9%Top: Banks0.0%Cash
Market-cap allocation
Large cap52%
Mid cap14%
Small cap21%
Asset allocation
Equity97%
Top holdings
ICICI BANK LTDEQUITY10.8%
HDFC BANK LTDEQUITY10.0%
STATE BANK OF INDIAEQUITY9.2%
AXIS BANK LTDEQUITY8.4%
KOTAK MAHINDRA BANK LTDEQUITY5.0%
SHRIRAM FINANCE LTDEQUITY4.8%
PB FINTECH LTDEQUITY4.1%
SBI LIFE INSURANCE COMPANY LTDEQUITY4.0%
PNB HOUSING FINANCE LTDEQUITY3.8%
CASH / NET CURRENT ASSETDERIVATIVE3.2%
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Portfolio read
- 97% equity.
- Large-cap exposure is 52%.
- Largest equity sector is Banks at 51.9%.
Watchpoints
- Sector concentration is elevated: Banks represents 52%.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Sectoral / Thematic.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks51.9%
Finance18.6%
Insurance10.5%
Capital Markets9.5%