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Tata Retirement Savings Fund-Progressive Plan

Tata Mutual Fund As of 2026-07-31
Holdings
56
Well diversified
Top 10 weight
34%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation

Portfolio

28Sectors 2Large positions 11.8%Top: Capital Markets 0.0%Cash

Market-cap allocation

Large cap45%
Mid cap24%
Small cap22%

Asset allocation

Equity97%

Top holdings

5.1%
3.7%
2.4%

AI Smart summary

Portfolio read

  • 97% equity.
  • 56 disclosed positions across 28 classified equity sectors.
  • Largest equity sector is Capital Markets at 11.8% of the portfolio.
  • Top 10 positions account for 34%, 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

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Sector exposure

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

Banks10.3%
Other 14 sectors25.5%