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Tata Small Cap Fund

Tata Mutual Fund Small Cap Fund Highly Differentiated As of 2026-05-31
Holdings
66
Well diversified
Top 10 weight
39%
Concentration
Active share
89%
Highly Differentiated
Equity
92%
Asset allocation

Portfolio

27Sectors 2Large positions 20.3%Top: Industrial Products 8.5%Cash

Market-cap allocation

Mid cap7%
Small cap84%

Asset allocation

Equity92%
Cash8%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 92% equity, 8% cash.
  • 66 disclosed positions across 27 classified equity sectors.
  • Largest equity sector is Industrial Products at 20.3% of the portfolio.
  • Top 10 positions account for 39%, indicating relatively distributed position weights.

Watchpoints

  • Small-cap exposure is 84%, which may increase volatility and liquidity risk.

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

Peer comparison

Other funds in Small Cap Fund.

Bandhan Small Cap Fund252 holdings · 28% top 10 · 72% AS
Nippon India Small Cap Fund251 holdings · 16% top 10 · 63% AS
ICICI Prudential Smallcap Fund144 holdings · 23% top 10 · 82% AS
Axis Small Cap Fund136 holdings · 28% top 10 · 60% AS
UTI Small Cap Fund104 holdings · 24% top 10 · 71% AS
Aditya Birla Sun Life Small Cap Fund92 holdings · 26% top 10 · 73% AS

Sector exposure

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

Industrial Products20.3%
Chemicals & Petrochemicals9.0%
Consumer Durables6.3%
Pharmaceuticals & Biotechnology5.4%
Banks5.4%
Auto Components5.0%
Industrial Manufacturing4.9%
Commercial Services & Supplies4.3%
Diversified3.8%
Leisure Services3.4%
Retailing3.2%
Realty3.1%
Agricultural Food & other Products2.0%
IT - Software2.0%
Other 13 sectors13.4%