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Tata Business Cycle Fund

Tata Mutual FundSectoral / ThematicActiveAs of 2026-07-31
Holdings
57
Broad portfolio
Top 10 weight
34%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation

Portfolio

29Sectors0Large positions9.8%Top: Banks0.0%Cash

Market-cap allocation

Large cap41%
Mid cap27%
Small cap25%

Asset allocation

Equity98%

Top holdings

AXIS BANK LTDEQUITY3.6%
HDFC BANK LTDEQUITY3.6%
L&T FINANCE LTDEQUITY3.1%
DELHIVERY LTDEQUITY3.0%
PB FINTECH LTDEQUITY2.6%
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Portfolio insights

Portfolio read

  • 98% equity.
  • Large-cap exposure is 41%.
  • Largest equity sector is Banks at 9.8%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Sectoral / Thematic.

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Sector exposure

Showing top sectors from the current portfolio.

Banks9.8%
Power6.1%
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