Tata Resources & Energy Fund
Holdings
47
Concentrated
Top 10 weight
43%
Concentration
Active share
84%
Highly Differentiated
Equity
97%
Asset allocation
Portfolio
16Sectors
2Large positions
18.9%Top: Power
0.0%Cash
Market-cap allocation
Large cap51%
Mid cap14%
Small cap27%
Asset allocation
Equity97%
Top holdings
ULTRATECH CEMENT LTDEQUITY
5.9%5.7%
TATA STEEL LTDEQUITY
4.4%4.3%
AMBUJA CEMENTS LTDEQUITY
4.3%RELIANCE INDUSTRIES LTDEQUITY
3.9%OIL & NATURAL GAS CO.EQUITY
3.8%ADANI POWER LTDEQUITY
3.7%NTPC LTDEQUITY
3.4%3.4%
GANESHA ECOSPHERE LTDEQUITY
3.3%JINDAL STEEL LTDEQUITY
2.8%JSW STEEL LTDEQUITY
2.7%2.4%
(I) TREPSDERIVATIVE
2.3%2.1%
INOX INDIA LTDEQUITY
2.0%NHPC LTDEQUITY
1.9%1.9%
1.8%
1.8%
MAHANAGAR GAS LTDEQUITY
1.8%MOIL LTDEQUITY
1.8%COAL INDIA LTDEQUITY
1.8%TATA POWER COMPANY LTDEQUITY
1.6%GRASIM INDUSTRIES LTDEQUITY
1.5%NMDC LTDEQUITY
1.5%UPL LTDEQUITY
1.5%1.4%
CESC LTDEQUITY
1.4%RHI MAGNESITA INDIA LTDEQUITY
1.4%HINDALCO INDUSTRIES LTDEQUITY
1.3%1.3%
CASTROL INDIA LTDEQUITY
1.3%INDO-MIM LTDEQUITY
1.3%AARTI INDUSTRIES LTDEQUITY
1.3%1.2%
HINDUSTAN ZINC LTDEQUITY
1.1%1.1%
1.1%
OIL INDIA LTDEQUITY
1.0%APL APOLLO TUBES LTDEQUITY
0.95%SHREE CEMENT LTDEQUITY
0.95%JINDAL STAINLESS LTDEQUITY
0.91%SRF LTDEQUITY
0.76%0.72%
CASH / NET CURRENT ASSETDERIVATIVE
0.49%AI Smart summary
Portfolio read
- 97% equity.
- 47 disclosed positions across 16 classified equity sectors.
- Largest equity sector is Power at 18.9% of the portfolio.
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 Sectoral / Thematic.
HDFC Manufacturing fund91 holdings · 34% top 10 · 80% AS
UTI Quant Fund89 holdings · 36% top 10
Icici Prudential Energy Opportunities Fund88 holdings · 43% top 10 · 83% AS
ICICI Prudential Business Cycle Fund86 holdings · 50% top 10 · 70% AS
Edelweiss Technology Fund84 holdings · 54% top 10
Axis Business Cycles Fund81 holdings · 29% top 10 · 67% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
18.9%
13.9%
11.4%
10.8%
6.8%
5.2%
5.1%
4.8%
3.7%
3.4%
3.3%
3.3%
1.8%
1.8%
Other 2 sectors3.2%
1.8%
1.4%