Portfolio Holdings
As of 30 Jun 2026
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Tata Infrastructure Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Power
15.00%
Construction
13.62%
Industrial Products
11.91%
Cement & Cement Products
10.48%
Electrical Equipment
7.30%
Transport Infrastructure
6.72%
Transport Services
5.53%
Realty
4.99%
Auto Components
4.65%
Industrial Manufacturing
3.24%
Others
5.47%

All Holdings

Complete list of 50 stocks, grouped by sector. Filter by industry to focus.

50 holdings35.0% top 10 weight14 sectors
#Stock% of NAVValue (₹Cr)
Power 6 stocks15.00%
3NTPC LTD3.94%82.92
4ADANI ENERGY SOLUTIONS LTD3.70%77.87
7ADANI POWER LTD2.66%55.94
20POWER GRID CORPORATION OF INDIA LTD1.76%37.03
25TORRENT POWER LTD1.52%32.06
27TATA POWER COMPANY LTD1.42%29.88
Construction 7 stocks13.62%
1LARSEN & TOUBRO LTD6.90%144.97
23G R INFRAPROJECTS LTD1.65%34.61
31KALPATARU PROJECTS INTERNATIONAL LTD1.36%28.52
38PNC INFRATECH LTD1.13%23.75
39AFCONS INFRASTRUCTURE LTD1.11%23.34
43ISGEC HEAVY ENGINEERING LTD0.76%15.96
47KNR CONSTRUCTIONS LTD0.71%14.92
Industrial Products 9 stocks11.91%
12AIA ENGINEERING LTD2.10%44.23
15INOX INDIA LTD1.93%40.57
19GRINDWELL NORTON LTD1.82%38.28
24CUMMINS INDIA LTD1.65%34.62
30RATNAMANI METALS & TUBES LTD1.38%28.99
33TIMKEN INDIA LTD1.33%28.00
45KSB LTD0.76%16.08
46BANSAL WIRE INDUSTRIES LTD0.76%15.96
50ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)0.18%3.80
Cement & Cement Products 5 stocks10.48%
6THE RAMCO CEMENTS LTD3.08%64.72
8ULTRATECH CEMENT LTD2.53%53.23
14AMBUJA CEMENTS LTD2.01%42.19
17NUVOCO VISTAS CORPORATION LTD1.86%39.02
41ACC LTD1.00%20.97
Electrical Equipment 4 stocks7.30%
9BHARAT HEAVY ELECTRICALS LTD2.51%52.80
13ABB INDIA LTD2.06%43.24
29SIEMENS ENERGY INDIA LTD1.38%29.05
32SIEMENS LTD1.35%28.40
Transport Infrastructure 3 stocks6.72%
2ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD3.96%83.27
26JSW INFRASTRUCTURE LTD1.52%32.04
35GUJARAT PIPAVAV PORT LTD1.24%26.06
Transport Services 3 stocks5.53%
5INTERGLOBE AVIATION LTD3.57%75.16
36MAHINDRA LOGISTICS LTD1.20%25.19
44TCI EXPRESS LTD0.76%15.92
Realty 3 stocks4.99%
16DLF LTD1.89%39.68
21THE PHOENIX MILLS LTD1.69%35.46
28OBEROI REALTY LTD1.41%29.55
Auto Components 3 stocks4.65%
10ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD2.17%45.73
18SCHAEFFLER (I) LTD1.84%38.75
48SKF INDIA LTD0.64%13.38
Industrial Manufacturing 2 stocks3.24%
11DEE DEVELOPMENT ENGINEERS LTD2.14%45.04
40HONEYWELL AUTOMATION INDIA LTD1.10%23.09
Telecom - Services 1 stocks1.68%
22INDUS TOWERS LTD1.68%35.39
Chemicals & Petrochemicals 2 stocks1.34%
42LINDE INDIA LTD0.80%16.74
49ELLENBARRIE INDUSTRIAL GASES.0.54%11.32
Diversified 1 stocks1.28%
343M INDIA LTD1.28%26.88
Agricultural Food & other Products 1 stocks1.17%
37TRUALT BIOENERGY LTD1.17%24.61