Home / Discover / Fund

Tata Retirement Savings Fund-Moderate Plan

Tata Mutual Fund As of 2026-07-31
Holdings
70
Well diversified
Top 10 weight
31%
Concentration
Strategy data
N/A
Not reported
Equity
85%
Asset allocation

Portfolio

28Sectors 0Large positions 10.2%Top: Capital Markets 0.0%Cash

Market-cap allocation

Large cap39%
Mid cap20%
Small cap20%

Asset allocation

Equity85%
Debt12%

Top holdings

4.4%
3.1%
2.1%

AI Smart summary

Portfolio read

  • 85% equity, 12% debt.
  • 70 disclosed positions across 28 classified equity sectors.
  • Largest equity sector is Capital Markets at 10.2% of the portfolio.
  • Top 10 positions account for 31%, indicating relatively distributed position weights.

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

Comparable funds require category or compatible portfolio metadata. Explore comparable funds →

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks8.9%
Other 14 sectors21.4%