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Tata Nifty Financial Services Index Fund

Tata Mutual Fund Index fund Passive As of 2026-05-31
Compare Run analysis
Holdings
21
Concentrated
Top 10 weight
84%
Concentration
Strategy
Index
Passive exposure
Equity
100%
Asset allocation

Portfolio

4Sectors 7Large positions 60.0%Top: Banks 0.2%Cash

Market-cap allocation

Large cap79%
Mid cap10%
Small cap1%

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 Banks at 60.0% of the portfolio.
  • Large-cap exposure is 79%.

Watchpoints

  • Compact 21-position portfolio; each large position can materially affect returns.
  • Top 10 positions account for 84%, indicating high portfolio concentration.
  • Sector concentration is elevated: Banks represents 60%.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Similar index portfolios by equity allocation and concentration.

Tata Nifty Capital Markets Index Fund18 holdings · 84% top 10
Mirae Asset Nifty Financial Services ETF22 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.

Banks60.0%
Finance26.5%
Insurance7.6%
Capital Markets5.6%