TATA NIFTY FINANCIAL SERVICES INDEX FUND
Holdings
21
Concentrated
Top 10 weight
85%
Concentration
Strategy
Passive
Portfolio style
Equity
100%
Asset allocation
Portfolio
4Sectors6Large positions60.2%Top: Banks0.0%Cash
Market-cap allocation
Large cap81%
Mid cap9%
Small cap1%
Asset allocation
Equity100%
Top holdings
HDFC BANK LTDEQUITY17.9%
ICICI BANK LTDEQUITY14.6%
STATE BANK OF INDIAEQUITY9.9%
BAJAJ FINANCE LTDEQUITY9.4%
AXIS BANK LTDEQUITY8.8%
KOTAK MAHINDRA BANK LTDEQUITY8.8%
BSE LTDEQUITY4.6%
SHRIRAM FINANCE LTDEQUITY4.5%
BAJAJ FINSERV LTDEQUITY3.6%
SBI LIFE INSURANCE COMPANY LTDEQUITY2.6%
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Portfolio read
- 100% equity.
- Large-cap exposure is 81%.
- Largest equity sector is Banks at 60.2%.
Watchpoints
- Sector concentration is elevated: Banks represents 60%.
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.
Banks60.2%
Finance28.0%
Insurance6.8%
Capital Markets4.6%