Tata Nifty Capital Markets Index Fund
Tata Mutual Fund
Index fund Passive As of 2026-05-31
Holdings
18
Concentrated
Top 10 weight
84%
Concentration
Strategy
Index
Passive exposure
Equity
100%
Asset allocation
Portfolio
1Sectors
4Large positions
99.7%Top: Capital Markets
0.3%Cash
Market-cap allocation
Large cap15%
Mid cap40%
Small cap23%
Asset allocation
Equity100%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 100% equity.
- Passive index strategy; portfolio differences should primarily reflect index tracking and cash management.
- Largest equity sector is Capital Markets at 99.7% of the portfolio.
Watchpoints
- Compact 18-position portfolio; each large position can materially affect returns.
- Top 10 positions account for 84%, indicating high portfolio concentration.
- Sector concentration is elevated: Capital Markets represents 100%.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Similar index portfolios by equity allocation and concentration.
Mirae Asset Nifty Financial Services ETF22 holdings · 84% top 10
Tata Nifty Financial Services Index Fund21 holdings · 84% top 10
BHARAT 22 ETF24 holdings · 84% top 10
SBI Nifty Bank Index Fund15 holdings · 84% top 10
IB51-Groww Nifty Capital Markets ETF18 holdings · 84% top 10
Edelweiss BSE Internet Economy Index Fund22 holdings · 83% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
99.7%