Tata Resources & Energy Fund
Holdings
47
Concentrated
Top 10 weight
43%
Concentration
Strategy
Active
Portfolio style
Equity
97%
Asset allocation
Portfolio
16Sectors2Large positions18.9%Top: Power0.0%Cash
Market-cap allocation
Large cap51%
Mid cap14%
Small cap27%
Asset allocation
Equity97%
Top holdings
ULTRATECH CEMENT LTDEQUITY5.9%
ADANI ENERGY SOLUTIONS LTDEQUITY5.7%
TATA STEEL LTDEQUITY4.4%
VEDANTA ALUMINIUM METAL LTDEQUITY4.3%
AMBUJA CEMENTS LTDEQUITY4.3%
RELIANCE INDUSTRIES LTDEQUITY3.9%
OIL & NATURAL GAS CO.EQUITY3.8%
ADANI POWER LTDEQUITY3.7%
NTPC LTDEQUITY3.4%
BHARAT PETROLEUM CORPORATION LTDEQUITY3.4%
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Portfolio read
- 97% equity.
- Large-cap exposure is 51%.
- Largest equity sector is Power at 18.9%.
Watchpoints
- Review concentration alongside the fund mandate.
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.
Power18.9%
Petroleum Products11.4%
Ferrous Metals10.8%
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