Tata Retirement Savings Fund-Moderate Plan
Holdings
70
Broad portfolio
Top 10 weight
31%
Concentration
Strategy
Active
Portfolio style
Equity
85%
Asset allocation
Portfolio
28Sectors0Large positions10.2%Top: Capital Markets0.0%Cash
Market-cap allocation
Large cap39%
Mid cap20%
Small cap20%
Asset allocation
Equity85%
Top holdings
ICICI BANK LTDEQUITY4.4%
SOLAR INDUSTRIES INDIA LTDEQUITY4.4%
RELIANCE INDUSTRIES LTDEQUITY3.4%
GOI - 6.36% (16/02/2031)DEBT3.1%
ETERNAL LTDEQUITY3.1%
RADICO KHAITAN LTDEQUITY3.0%
MULTI COMMODITY EXCHANGE OF IND LTDEQUITY2.5%
NIPPON LIFE INDIA ASSET MANAGEMENT LTDEQUITY2.4%
POLYCAB INDIA LTDEQUITY2.2%
360 ONE WAM LTDEQUITY2.1%
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Portfolio read
- 85% equity.
- Large-cap exposure is 39%.
- Largest equity sector is Capital Markets at 10.2%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in this category.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Capital Markets10.2%
Banks8.9%
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