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Tata Large & Mid Cap Fund

Tata Mutual Fund Large & Mid Cap Fund Highly Differentiated As of 2026-05-31
Holdings
53
Well diversified
Top 10 weight
46%
Concentration
Active share
74%
Highly Differentiated
Equity
95%
Asset allocation

Portfolio

26Sectors 2Large positions 22.3%Top: Banks 5.2%Cash

Market-cap allocation

Large cap40%
Mid cap36%
Small cap18%

Asset allocation

Equity95%
Cash5%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 95% equity, 5% cash.
  • 53 disclosed positions across 26 classified equity sectors.
  • Largest equity sector is Banks at 22.3% 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 Large & Mid Cap Fund.

HDFC Large and Mid Cap Fund238 holdings · 20% top 10 · 43% AS
Bandhan Large & Mid Cap Fund129 holdings · 26% top 10 · 56% AS
Whiteoak Capital Large & Mid Cap Fund124 holdings · 31% top 10 · 55% AS
Axis Large & Mid Cap Fund105 holdings · 25% top 10 · 50% AS
ITI Large & Mid Cap Fund99 holdings · 20% top 10 · 56% AS
Nippon India Vision Large & Midcap Fund97 holdings · 27% top 10 · 53% AS

Sector exposure

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

Banks22.3%
Finance7.3%
Telecom - Services6.8%
Beverages6.5%
Auto Components5.9%
Cement & Cement Products5.5%
Pharmaceuticals & Biotechnology5.1%
Petroleum Products3.9%
Realty3.9%
Fertilizers & Agrochemicals3.8%
Chemicals & Petrochemicals3.6%
Industrial Manufacturing2.7%
Power2.7%
Diversified2.5%
Other 12 sectors12.4%