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Tata Banking And Financial Services Fund

Tata Mutual Fund Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
31
Concentrated
Top 10 weight
63%
Concentration
Active share
85%
Highly Differentiated
Equity
99%
Asset allocation

Portfolio

5Sectors 4Large positions 47.6%Top: Banks 0.6%Cash

Market-cap allocation

Large cap53%
Mid cap19%
Small cap20%

Asset allocation

Equity99%
Cash1%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 99% equity.
  • 31 disclosed positions across 5 classified equity sectors.
  • Largest equity sector is Banks at 47.6% of the portfolio.

Watchpoints

  • Top 10 positions account for 63%, indicating high portfolio concentration.
  • Sector concentration is elevated: Banks represents 48%.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Sectoral / Thematic.

JioBlackRock Sector Rotation Fund291 holdings · 33% top 10 · 36% AS
Bandhan Business Cycle Fund95 holdings · 35% top 10 · 65% AS
WhiteOak Capital Special Opportunities Fund91 holdings · 29% top 10 · 73% AS
UTI Quant Fund90 holdings · 35% top 10 · 66% AS
ICICI Prudential Manufacturing Fund86 holdings · 37% top 10 · 79% AS
Axis India Manufacturing Fund86 holdings · 34% top 10 · 73% AS

Sector exposure

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

Banks47.6%
Capital Markets16.0%
Insurance14.1%
Finance13.8%
Financial Technology (Fintech)8.0%