Tata Retirement Savings Fund-Conservative Plan
Tata Mutual Fund
As of 2026-05-31
Holdings
59
Well diversified
Top 10 weight
72%
Concentration
Strategy data
N/A
Not reported
Equity
37%
Asset allocation
Portfolio
26Sectors
7Large positions
4.3%Top: Capital Markets
3.3%Cash
Market-cap allocation
Large cap14%
Mid cap6%
Small cap6%
Asset allocation
Equity37%
Debt59%
Cash3%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 37% equity, 59% debt, 3% cash.
- 59 disclosed positions across 26 classified equity sectors.
- Largest equity sector is Capital Markets at 4.3% of the portfolio.
Watchpoints
- Top 10 positions account for 72%, indicating high portfolio concentration.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Comparable funds require category or compatible portfolio metadata.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
4.3%
2.7%
1.8%
1.6%
1.6%
1.5%
1.3%
1.3%
1.1%
1.1%
1.1%
1.0%
1.0%
0.9%
Other 12 sectors6.2%
0.8%
0.8%
0.8%
0.7%
0.6%
0.6%
0.4%
0.4%
0.3%
0.3%
0.3%
0.3%