Tata Large & Mid Cap Fund
Holdings
52
Broad portfolio
Top 10 weight
49%
Concentration
Strategy
Active
Portfolio style
Equity
95%
Asset allocation
Portfolio
26Sectors4Large positions23.7%Top: Banks0.0%Cash
Market-cap allocation
Large cap38%
Mid cap38%
Small cap18%
Asset allocation
Equity95%
Top holdings
HDFC BANK LTDEQUITY8.1%
STATE BANK OF INDIAEQUITY5.5%
CASH / NET CURRENT ASSETDERIVATIVE5.4%
IDFC FIRST BANK LTDEQUITY5.2%
GODREJ PROPERTIES LTDEQUITY4.5%
BHARTI AIRTEL LTDEQUITY4.2%
ICICI BANK LTDEQUITY4.2%
VARUN BEVERAGES LTDEQUITY3.9%
SBI CARDS AND PAYMENT SERVICES LTDEQUITY3.8%
RELIANCE INDUSTRIES LTDEQUITY3.8%
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Portfolio read
- 95% equity.
- Large-cap exposure is 38%.
- Largest equity sector is Banks at 23.7%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Large & Mid Cap Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks23.7%
Finance7.6%
Beverages5.8%
Auto Components5.6%
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