Tata Ethical Fund
Tata Mutual Fund
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
60
Well diversified
Top 10 weight
37%
Concentration
Active share
82%
Highly Differentiated
Equity
97%
Asset allocation
Portfolio
24Sectors
2Large positions
25.6%Top: IT - Software
2.8%Cash
Market-cap allocation
Large cap52%
Mid cap29%
Small cap16%
Asset allocation
Equity97%
Cash3%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 97% equity, 3% cash.
- 60 disclosed positions across 24 classified equity sectors.
- Largest equity sector is IT - Software at 25.6% of the portfolio.
- Top 10 positions account for 37%, indicating relatively distributed position weights.
Watchpoints
- Sector concentration is elevated: IT - Software represents 26%.
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.
25.6%
11.4%
8.6%
6.0%
5.4%
4.1%
3.6%
3.4%
3.3%
3.0%
2.9%
2.8%
2.6%
2.5%
Other 10 sectors12.0%
2.4%
1.7%
1.5%
1.4%
1.2%
1.0%
0.9%
0.8%
0.6%
0.6%