Tata Focused Fund
Holdings
30
Concentrated
Top 10 weight
51%
Concentration
Active share
65%
Active Stock Picker
Equity
94%
Asset allocation
Portfolio
20Sectors
3Large positions
20.3%Top: Banks
0.0%Cash
Market-cap allocation
Large cap67%
Mid cap14%
Small cap10%
Asset allocation
Equity94%
Top holdings
ICICI BANK LTDEQUITY
7.5%HDFC BANK LTDEQUITY
7.1%AXIS BANK LTDEQUITY
5.7%RELIANCE INDUSTRIES LTDEQUITY
4.9%BHARTI AIRTEL LTDEQUITY
4.5%NTPC LTDEQUITY
4.3%CASH / NET CURRENT ASSETDERIVATIVE
4.2%INFOSYS LTDEQUITY
4.2%MAHINDRA & MAHINDRA LTDEQUITY
4.1%4.1%
ULTRATECH CEMENT LTDEQUITY
3.8%3.8%
HAVELLS INDIA LTDEQUITY
3.4%3.3%
AMBUJA CEMENTS LTDEQUITY
3.3%GODREJ PROPERTIES LTDEQUITY
3.2%LARSEN & TOUBRO LTDEQUITY
3.1%HINDUSTAN UNILEVER LTDEQUITY
3.0%2.6%
JINDAL STEEL LTDEQUITY
2.5%2.2%
PNC INFRATECH LTDEQUITY
2.2%(I) TREPSDERIVATIVE
2.1%SBI FUNDS MANAGEMENT LTDEQUITY
2.1%TATA COMMUNICATIONS LTDEQUITY
2.0%PAGE INDUSTRIES LTDEQUITY
1.8%1.8%
GRAPHITE INDIA LTDEQUITY
1.7%SWIGGY LTDEQUITY
1.7%J) REPODERIVATIVE
0.11%AI Smart summary
Portfolio read
- 94% equity.
- 30 disclosed positions across 20 classified equity sectors.
- Largest equity sector is Banks at 20.3% of the portfolio.
- Large-cap exposure is 67%.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Focused Fund.
Mahindra Manulife Focused Fund33 holdings · 52% top 10 · 69% AS
HDFC Focused Fund33 holdings · 55% top 10 · 65% AS
Mirae Asset Focused Fund33 holdings · 57% top 10 · 70% AS
ICICI Prudential Focused Equity Fund33 holdings · 50% top 10 · 66% AS
Canara Robeco Focused Fund33 holdings · 51% top 10 · 57% AS
Union Focused Fund32 holdings · 48% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
20.3%
7.1%
6.7%
6.5%
6.0%
5.2%
4.9%
4.3%
4.2%
4.1%
3.4%
3.3%
3.2%
3.0%
Other 6 sectors11.6%
2.5%
2.1%
1.8%
1.8%
1.7%
1.7%