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Tata Multi Asset Allocation Fund

Tata Mutual Fund Multi Asset Allocation Active Stock Picker As of 2026-05-31
Holdings
107
Well diversified
Top 10 weight
37%
Concentration
Active share
57%
Active Stock Picker
Equity
67%
Asset allocation

Portfolio

29Sectors 2Large positions 15.7%Top: Banks 5.3%Cash

Market-cap allocation

Large cap40%
Mid cap11%
Small cap13%

Asset allocation

Equity67%
Debt5%
Cash5%
Gold12%
Other2%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 67% equity, 5% debt, 5% cash, 12% gold, 8% silver.
  • 107 disclosed positions across 29 classified equity sectors.
  • Largest equity sector is Banks at 15.7% of the portfolio.
  • Top 10 positions account for 37%, 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

Other funds in Multi Asset Allocation.

ICICI Prudential Multi-Asset Fund235 holdings · 40% top 10 · 61% AS
WhiteOak Capital Multi Asset Allocation Fund183 holdings · 41% top 10 · 58% AS
Nippon India Multi Asset Allocation Fund171 holdings · 35% top 10 · 62% AS
Mirae Asset Multi Asset Allocation Fund158 holdings · 38% top 10 · 59% AS
Bandhan Multi Asset Allocation Fund150 holdings · 40% top 10 · 56% AS
UTI Multi Asset Allocation Fund140 holdings · 36% top 10 · 68% AS

Sector exposure

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

Banks15.7%
Petroleum Products4.5%
Telecom - Services3.5%
Automobiles3.5%
Healthcare Services3.4%
Insurance3.3%
Power3.0%
Construction2.8%
Finance2.7%
Ferrous Metals2.3%
Industrial Products2.2%
Cement & Cement Products2.0%
IT - Software2.0%
Financial Technology (Fintech)1.8%
Other 15 sectors12.0%