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

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
17.15%
Finance
12.75%
Power
8.31%
Capital Markets
6.36%
Consumable Fuels
4.93%
Telecom - Services
4.52%
Petroleum Products
3.90%
Retailing
3.73%
Diversified FMCG
3.53%
Automobiles
3.39%
Beverages
3.11%
Aerospace & Defense
2.18%
IT - Software
2.14%
Consumer Durables
2.09%
Oil
2.07%
Others
13.70%

All Holdings

Complete list of 38 stocks, grouped by sector. Filter by industry to focus.

38 holdings48.5% top 10 weight26 sectors
#Stock% of NAVValue (₹Cr)
Banks 4 stocks17.15%
1ICICI BANK LTD8.90%742.61
11KOTAK MAHINDRA BANK LTD3.39%282.42
12HDFC BANK LTD3.15%262.84
22FEDERAL BANK LTD1.71%142.58
Finance 3 stocks12.75%
2SHRIRAM FINANCE LTD6.30%525.24
5MUTHOOT FINANCE LTD4.53%377.66
19POWER FINANCE CORPORATION LTD1.92%160.39
Power 4 stocks8.31%
9NTPC LTD3.46%288.89
14POWER GRID CORPORATION OF INDIA LTD2.50%208.71
24ADANI POWER LTD1.45%120.84
36ADANI ENERGY SOLUTIONS LTD0.90%75.17
Capital Markets 2 stocks6.36%
3MOTILAL OSWAL FINANCIAL SERVICE LTD5.01%417.81
26HDFC ASSET MANAGEMENT COMPANY LTD1.35%112.23
Consumable Fuels 1 stocks4.93%
4COAL INDIA LTD4.93%410.95
Telecom - Services 1 stocks4.52%
6INDUS TOWERS LTD4.52%377.21
Petroleum Products 1 stocks3.90%
7BHARAT PETROLEUM CORPORATION LTD3.90%325.10
Retailing 2 stocks3.73%
16ETERNAL LTD2.17%180.99
23CARTRADE TECH LTD1.56%130.27
Diversified FMCG 1 stocks3.53%
8ITC LTD3.53%294.41
Automobiles 1 stocks3.39%
10HERO MOTOCORP LTD3.39%282.94
Beverages 1 stocks3.11%
13RADICO KHAITAN LTD3.11%259.22
Aerospace & Defense 1 stocks2.18%
15HINDUSTAN AERONAUTICS LTD2.18%182.04
IT - Software 2 stocks2.14%
28INFOSYS LTD1.20%99.94
34TATA CONSULTANCY SERVICES LTD0.94%78.28
Consumer Durables 2 stocks2.09%
18DIXON TECHNOLOGIES (INDIA) LTD1.93%160.92
38PNGS REVA DIAMOND JEWELLERY LTD0.16%13.69
Oil 1 stocks2.07%
17OIL INDIA LTD2.07%172.62
Auto Components 1 stocks1.92%
20CEAT LTD1.92%159.85
Non - Ferrous Metals 1 stocks1.84%
21HINDUSTAN ZINC LTD1.84%153.55
Financial Technology (Fintech) 1 stocks1.41%
25PB FINTECH LTD1.41%117.26
Gas 1 stocks1.30%
27PETRONET LNG LTD1.30%108.67
Entertainment 1 stocks1.20%
29SUN TV NETWORK LTD1.20%100.27
Construction 1 stocks1.18%
30ENGINEERS INDIA LTD1.18%98.10
Fertilizers & Agrochemicals 1 stocks1.15%
31COROMANDEL INTERNATIONAL LTD1.15%95.64
Realty 1 stocks1.10%
32PRESTIGE ESTATES PROJECTS LTD1.10%91.53
Diversified Metals 1 stocks1.03%
33VEDANTA LTD1.03%85.91
Pharmaceuticals & Biotechnology 1 stocks0.92%
35NATCO PHARMA LTD0.92%76.83
Industrial Products 1 stocks0.65%
37TIME TECHNOPLAST LTD0.65%53.99