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Tata Large Cap Fund

Tata Mutual Fund Large Cap Fund Balanced Approach As of 2026-05-31
Holdings
45
Concentrated
Top 10 weight
45%
Concentration
Active share
43%
Balanced Approach
Equity
98%
Asset allocation

Portfolio

23Sectors 4Large positions 23.8%Top: Banks 2.4%Cash

Market-cap allocation

Large cap83%
Mid cap6%
Small cap5%

Asset allocation

Equity98%
Cash2%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 98% equity, 2% cash.
  • 45 disclosed positions across 23 classified equity sectors.
  • Largest equity sector is Banks at 23.8% of the portfolio.
  • Large-cap exposure is 83%.

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 Cap Fund.

Parag Parikh Large Cap Fund108 holdings · 42% top 10 · 21% AS
Mirae Asset Large Cap Fund83 holdings · 47% top 10 · 35% AS
Aditya Birla Sun Life Large Cap Fund82 holdings · 44% top 10 · 34% AS
Edelweiss Large Cap Fund79 holdings · 42% top 10 · 32% AS
BANDHAN Large Cap Fund75 holdings · 46% top 10 · 36% AS

Sector exposure

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

Banks23.8%
IT - Software7.9%
Telecom - Services7.2%
Power6.3%
Petroleum Products6.3%
Capital Markets5.5%
Pharmaceuticals & Biotechnology4.8%
Cement & Cement Products3.7%
Construction3.5%
Automobiles3.5%
Electrical Equipment2.9%
Finance2.9%
Food Products2.7%
Auto Components2.6%
Other 9 sectors13.9%