Tata Resources & Energy Fund
Tata Mutual Fund
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
50
Well diversified
Top 10 weight
41%
Concentration
Active share
84%
Highly Differentiated
Equity
90%
Asset allocation
Portfolio
17Sectors
1Large positions
19.4%Top: Power
5.0%Cash
Market-cap allocation
Large cap52%
Mid cap15%
Small cap23%
Asset allocation
Equity90%
Cash5%
Other5%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 90% equity, 5% cash.
- 50 disclosed positions across 17 classified equity sectors.
- Largest equity sector is Power at 19.4% of the portfolio.
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 Sectoral / Thematic.
JioBlackRock Sector Rotation Fund291 holdings · 33% top 10 · 36% AS
Bandhan Business Cycle Fund95 holdings · 35% top 10 · 65% AS
WhiteOak Capital Special Opportunities Fund91 holdings · 29% top 10 · 73% AS
UTI Quant Fund90 holdings · 35% top 10 · 66% AS
ICICI Prudential Manufacturing Fund86 holdings · 37% top 10 · 79% AS
Axis India Manufacturing Fund86 holdings · 34% top 10 · 73% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
19.4%
15.2%
11.3%
8.5%
5.7%
5.3%
3.5%
3.1%
3.0%
2.6%
2.2%
2.0%
2.0%
1.9%
Other 3 sectors4.7%
1.8%
1.7%
1.2%