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Tata Retirement Savings Fund-Progressive Plan

Tata Mutual Fund As of 2026-05-31
Compare Run analysis
Holdings
55
Well diversified
Top 10 weight
38%
Concentration
Strategy data
N/A
Not reported
Equity
94%
Asset allocation

Portfolio

28Sectors 1Large positions 14.4%Top: Capital Markets 5.6%Cash

Market-cap allocation

Large cap47%
Mid cap23%
Small cap18%

Asset allocation

Equity94%
Cash6%
Other1%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 94% equity, 6% cash.
  • 55 disclosed positions across 28 classified equity sectors.
  • Largest equity sector is Capital Markets at 14.4% of the portfolio.
  • Top 10 positions account for 38%, indicating relatively distributed position weights.

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

Comparable funds require category or compatible portfolio metadata.

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Capital Markets14.4%
Banks9.9%
Industrial Products6.0%
Chemicals & Petrochemicals5.5%
Consumer Durables4.7%
Finance4.4%
Beverages4.0%
Petroleum Products4.0%
Food Products4.0%
Healthcare Services3.2%
Retailing3.2%
IT - Software3.2%
Electrical Equipment3.0%
Diversified FMCG2.5%
Other 14 sectors21.4%