Tata NIFTY SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund
Tata Mutual Fund
Index fund Passive As of 2026-05-31
Holdings
28
Concentrated
Top 10 weight
68%
Concentration
Strategy
Index
Passive exposure
Equity
37%
Asset allocation
Portfolio
N/ASectors
9Large positions
N/ATop sector
4.3%Cash
Market-cap allocation
Cap allocation not available for this fund.
Asset allocation
Equity37%
Debt59%
Cash4%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 37% equity, 59% debt, 4% cash.
- Passive index strategy; portfolio differences should primarily reflect index tracking and cash management.
Watchpoints
- Top 10 positions account for 68%, indicating high portfolio concentration.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Similar index portfolios by equity allocation and concentration.
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60 - 40 Index Fund38 holdings · 68% top 10
Kotak Crisil-Ibx Financial Services 3-6 Months Debt Index Fund20 holdings · 74% top 10
Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund23 holdings · 82% top 10
Bank of India Multi Asset Allocation Fund66 holdings · 50% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
Sector exposure appears once holdings data is connected.