Portfolio Holdings
As of 31 Jan 2026
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Tata Focused Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
19.29%
Cement & Cement Products
7.74%
Healthcare Services
6.64%
Insurance
6.30%
IT - Software
6.17%
Pharmaceuticals & Biotechnology
6.05%
Power
5.99%
Construction
5.90%
Petroleum Products
4.77%
Transport Infrastructure
4.03%
Auto Components
3.54%
Automobiles
3.35%
Textiles & Apparels
2.69%
Finance
2.26%
Realty
2.23%
Others
6.29%

All Holdings

Complete list of 29 stocks, grouped by sector. Filter by industry to focus.

29 holdings48.1% top 10 weight20 sectors
#Stock% of NAVValue (₹Cr)
Banks 3 stocks19.29%
1HDFC BANK LTD.7.59%136.47
2ICICI BANK LTD.5.99%107.68
3AXIS BANK LTD.5.71%102.57
Cement & Cement Products 2 stocks7.74%
8ULTRATECH CEMENT LTD.3.96%71.11
9AMBUJA CEMENTS LTD.3.78%68.02
Healthcare Services 2 stocks6.64%
10METROPOLIS HEALTHCARE LTD.3.73%67.02
16HEALTHCARE GLOBAL ENTERPRISES LTD.2.91%52.32
Insurance 2 stocks6.30%
12SBI LIFE INSURANCE COMPANY LTD.3.63%65.25
19HDFC LIFE INSURANCE CO. LTD.2.67%47.93
IT - Software 2 stocks6.17%
11TECH MAHINDRA LTD.3.68%66.24
20INFOSYS LTD.2.49%44.69
Pharmaceuticals & Biotechnology 2 stocks6.05%
15SUN PHARMACEUTICAL INDUSTRIES LTD.3.34%60.02
17ALKEM LABORATORIES LTD.2.71%48.76
Power 2 stocks5.99%
5NTPC Ltd.4.30%77.38
25ADANI POWER LTD.1.69%30.46
Construction 2 stocks5.90%
6LARSEN & TOUBRO LTD.4.26%76.63
26PNC INFRATECH LTD.1.64%29.54
Petroleum Products 1 stocks4.77%
4RELIANCE INDUSTRIES LTD.4.77%85.74
Transport Infrastructure 1 stocks4.03%
7ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.4.03%72.37
Auto Components 1 stocks3.54%
13SAMVARDHANA MOTHERSON INTERNATIONAL LTD.3.54%63.73
Automobiles 1 stocks3.35%
14MAHINDRA & MAHINDRA LTD.3.35%60.18
Textiles & Apparels 1 stocks2.69%
18PAGE INDUSTRIES LTD.2.69%48.37
Finance 1 stocks2.26%
21POWER FINANCE CORPORATION LTD.2.26%40.69
Realty 1 stocks2.23%
22GODREJ PROPERTIES LTD.2.23%40.11
Telecom - Services 1 stocks1.98%
23TATA COMMUNICATIONS LTD.1.98%35.57
Leisure Services 1 stocks1.94%
24JUBILANT FOODWORKS LTD.1.94%34.79
Commercial Services & Supplies 1 stocks1.48%
27FIRSTSOURCE SOLUTIONS LTD.1.48%26.62
Ferrous Metals 1 stocks0.79%
28JINDAL STEEL LTD.0.79%14.15
Diversified FMCG 1 stocks0.10%
29KWALITY WALLS INDIA LTD0.10%1.73