LoadingMutual fund
Tata Mutual Fund · Equity
1 holding left out of the change counts because a corporate action blocks a quantity comparison.
Added
Largest addition
The Ramco Cements Ltd.
shares +26.4% · Construction Materials
+₹48.9 cr
Fund Quality
Weaknesses: More concentrated than most category peers.
Change since 30 Jun 2026: Performance +7.4, Downside protection +3.9, Consistency −1.5 points.
Provisional: some supporting dimensions have no usable data yet, so this rating rests mainly on returns, consistency and downside protection.
Increasing Capital Goods exposure while reducing Healthcare.
Sector allocation, Feb 2026 → Aug 2026
New position
Augmont Enterprises Limited
0.6% of the portfolio
+₹79.2 cr
Reduced
Largest reduction
Saregama India Ltd
shares −70.1% · Media Entertainment & Publication
−₹37.9 cr
Upgrade the plan to view this stock.The Ramco Cements Ltd.RAMCOCEM
Construction MaterialsUpgrade the plan to view this stock.Tega Industries Ltd.TEGA
Capital GoodsThese holdings stay out of the change counts. A merger, demerger, or a corporate action without a usable ratio means the share change cannot be read as a buy or sell.
Upgrade the plan to view this stock.Kirloskar Pneumatic Company LimitedKIRLPNU
Capital GoodsStocks this fund has persistently increased or reduced across its recent disclosures.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.
Upgrade the plan to view this stock.Sudarshan Chemical Industries LimitedSUDARSCHEM | Chemicals | +₹126 cr0.0% shares | 4.99M | 4.8% | +₹632 cr | Unchanged |
Upgrade the plan to view this stock.Kirloskar Pneumatic Company LimitedKIRLPNU | Capital Goods | —— | 8.40M | 4.6% | +₹600 cr | Not comparable |
Upgrade the plan to view this stock.Usha Martin Ltd.USHAMART | Capital Goods | +₹3.5 cr0.0% shares | 11.61M | 4.4% | +₹579 cr | Unchanged |
Upgrade the plan to view this stock.IDFC First Bank Ltd.IDFCFIRSTB | Financial Services | +₹7.7 cr0.0% shares | 59.77M | 3.9% | +₹514 cr | Unchanged |
Upgrade the plan to view this stock.Godrej Industries Ltd.GODREJIND | Diversified | −₹72.3 cr0.0% shares | 3.95M | 3.4% | +₹448 cr | Unchanged |
Upgrade the plan to view this stock.Tega Industries Ltd.TEGA | Capital Goods | +₹33.6 cr+2.0% shares | 2.60M | 3.1% | +₹412 cr | Increased |
Upgrade the plan to view this stock.Wockhardt Ltd.WOCKPHARMA | Healthcare | −₹16.0 cr0.0% shares | 2.10M | 3.0% | +₹396 cr | Unchanged |
Upgrade the plan to view this stock.Cello World LimitedCELLO | Consumer Durables | +₹9.1 cr0.0% shares | 10.12M | 2.7% | +₹356 cr | Unchanged |
Upgrade the plan to view this stock.Quess Corp LimitedQUESS | Services | +₹45.3 cr0.0% shares | 9.21M | 2.7% | +₹352 cr | Unchanged |
Upgrade the plan to view this stock.Cartrade Tech Ltd.CARTRADE | Consumer Services | +₹28.8 cr0.0% shares | 1.06M | 2.4% | +₹317 cr | Unchanged |
Upgrade the plan to view this stock.Balrampur Chini Mills Ltd.BALRAMCHIN | Fast Moving Consumer Goods | +₹45.7 cr0.0% shares | 4.26M | 2.3% | +₹295 cr | Unchanged |
Upgrade the plan to view this stock.BASF India LimitedBASF | Chemicals | +₹11.8 cr0.0% shares | 763.05K | 2.2% | +₹289 cr | Unchanged |
Upgrade the plan to view this stock.C.E. Info Systems Ltd.MAPMYINDIA | Information Technology | −₹47.1 cr0.0% shares | 2.80M | 2.2% | +₹284 cr | Unchanged |
Upgrade the plan to view this stock.The Ramco Cements Ltd.RAMCOCEM | Construction Materials | +₹48.9 cr+26.4% shares | 3.20M | 2.1% | +₹281 cr | Increased |
Upgrade the plan to view this stock.Time Technoplast LimitedTIMETECHNO | Capital Goods | −₹30.4 cr0.0% shares | 14.20M | 2.0% | +₹266 cr | Unchanged |
Upgrade the plan to view this stock.Carborundum Universal Ltd.CARBORUNIV | Capital Goods | +₹10.2 cr0.0% shares | 2.39M | 2.0% | +₹264 cr | Unchanged |
Upgrade the plan to view this stock.Graphite India Ltd.GRAPHITE | Capital Goods | +₹14.8 cr−1.0% shares | 3.72M | 2.0% | +₹261 cr | Reduced |
Upgrade the plan to view this stock.Network People Services Technologies LimitedNPST | Information Technology | +₹22.2 cr0.0% shares | 1.53M | 2.0% | +₹256 cr | Unchanged |
Upgrade the plan to view this stock.Anant Raj Ltd.ANANTRAJ | Realty | −₹8.4 cr0.0% shares | 4.10M | 1.9% | +₹248 cr | Unchanged |
Upgrade the plan to view this stock.DCB Bank LimitedDCBBANK | Financial Services | +₹36.4 cr0.0% shares | 11.34M | 1.9% | +₹247 cr | Unchanged |
Upgrade the plan to view this stock.Elantas Beck India LimitedELANTAS | Chemicals | +₹46.8 cr0.0% shares | 209.26K | 1.9% | +₹243 cr | Unchanged |
Upgrade the plan to view this stock.ACME Solar Holdings Ltd.ACMESOLAR | Power | +₹23.3 cr0.0% shares | 5.91M | 1.8% | +₹238 cr | Unchanged |
Upgrade the plan to view this stock.Redington Ltd.REDINGTON | Services | +₹23.3 cr0.0% shares | 6.47M | 1.8% | +₹231 cr | Unchanged |
Upgrade the plan to view this stock.Wonderla Holidays LimitedWONDERLA | Consumer Services | +₹25.6 cr0.0% shares | 4.30M | 1.8% | +₹231 cr | Unchanged |
Upgrade the plan to view this stock.ASK Automotive LimitedASKAUTOLTD | Automobile and Auto Components | +₹41.6 cr0.0% shares | 3.16M | 1.6% | +₹208 cr | Unchanged |
Upgrade the plan to view this stock.Greenply Industries LimitedGREENPLY | Chemicals | +₹3.8 cr0.0% shares | 7.00M | 1.6% | +₹203 cr | Unchanged |
Upgrade the plan to view this stock.Shoppers Stop LimitedSHOPERSTOP | Consumer Services | −₹3.0 cr0.0% shares | 5.27M | 1.6% | +₹202 cr | Unchanged |
Upgrade the plan to view this stock.Sundaram Clayton LimitedSUNCLAY | Capital Goods | +₹8.0 cr0.0% shares | 1.54M | 1.5% | +₹200 cr | Unchanged |
Upgrade the plan to view this stock.Kirloskar Ferrous Industries LimitedKIRLFER | Capital Goods | −₹9.8 cr0.0% shares | 4.19M | 1.4% | +₹190 cr | Unchanged |
Upgrade the plan to view this stock.Ksb LimitedKSB | Capital Goods | −₹11.3 cr0.0% shares | 2.32M | 1.4% | +₹187 cr | Unchanged |
Upgrade the plan to view this stock.Samhi Hotels LimitedSAMHI | Consumer Services | −₹28.0 cr0.0% shares | 11.91M | 1.4% | +₹186 cr | Unchanged |
Upgrade the plan to view this stock.Gujarat Pipavav Port LimitedGPPL | Services | +₹18.8 cr0.0% shares | 10.86M | 1.4% | +₹182 cr | Unchanged |
Upgrade the plan to view this stock.Krsnaa Diagnostics LimitedKRSNAA | Healthcare | +₹6.8 cr0.0% shares | 2.61M | 1.1% | +₹144 cr | Unchanged |
Upgrade the plan to view this stock.VIP Industries LimitedVIPIND | Consumer Services | +₹3.5 cr0.0% shares | 4.69M | 1.1% | +₹144 cr | Unchanged |
Upgrade the plan to view this stock.PCBL Chemical Ltd.PCBL | Chemicals | −₹36.8 L0.0% shares | 4.33M | 1.1% | +₹137 cr | Unchanged |
Upgrade the plan to view this stock.Hirect LimitedHIRECT | Capital Goods | −₹12.6 cr0.0% shares | 1.09M | 1.0% | +₹133 cr | Unchanged |
Upgrade the plan to view this stock.CIE Automotive India Ltd.CIEINDIA | Automobile and Auto Components | −₹5.7 cr0.0% shares | 3.23M | 1.0% | +₹126 cr | Unchanged |
Upgrade the plan to view this stock.Gokaldas Exports LimitedGOKEX | Consumer Services | −₹5.1 cr0.0% shares | 1.50M | 0.9% | +₹117 cr | Unchanged |
Upgrade the plan to view this stock.Sundrop Brands LimitedSUNDROP | Fast Moving Consumer Goods | −₹95.4 L0.0% shares | 1.78M | 0.9% | +₹118 cr | Unchanged |
Upgrade the plan to view this stock.Smartworks Coworking Spaces LimitedSMARTWORKS | Services | +₹14.5 cr0.0% shares | 2.17M | 0.9% | +₹117 cr | Unchanged |
Upgrade the plan to view this stock.Finolex Cables Ltd.FINCABLES | Capital Goods | +₹23.4 cr0.0% shares | 900.70K | 0.9% | +₹112 cr | Unchanged |
Upgrade the plan to view this stock.Bluspring Enterprises LimitedBLUSPRING | Services | +₹8.8 cr0.0% shares | 8.36M | 0.8% | +₹106 cr | Unchanged |
Upgrade the plan to view this stock.Honda India Power Products LimitedHONDAPOWER | Capital Goods | −₹4.0 cr0.0% shares | 521.01K | 0.8% | +₹105 cr | Unchanged |
Upgrade the plan to view this stock.Keystone Realtors LimitedRUSTOMJEE | Realty | −₹5.7 cr0.0% shares | 2.73M | 0.8% | +₹104 cr | Unchanged |
Upgrade the plan to view this stock.MM Forgings LimitedMMFL | Capital Goods | +₹16.3 cr0.0% shares | 1.58M | 0.8% | +₹102 cr | Unchanged |
JSW Dulux Ltd.JSWDULUX | Consumer Durables | +₹6.5 cr0.0% shares | 287.48K | 0.7% | +₹91.0 cr | Unchanged |
Upgrade the plan to view this stock.Vardhman Special Steels LimitedVSSL | Metals & Mining | +₹12.2 cr0.0% shares | 2.38M | 0.7% | +₹84.7 cr | Unchanged |
Upgrade the plan to view this stock.Augmont Enterprises LimitedAUGMONT | Consumer Services | +₹79.2 cr— | 872.00K | 0.6% | +₹79.2 cr | New |
Upgrade the plan to view this stock.Ramco Industries LimitedRAMCOIND | Construction | +₹37.7 L0.0% shares | 2.28M | 0.6% | +₹74.8 cr | Unchanged |
Upgrade the plan to view this stock.Transport Corporation of India LimitedTCI | Services | −₹4.9 cr0.0% shares | 782.33K | 0.5% | +₹67.9 cr | Unchanged |
Upgrade the plan to view this stock.Hikal LimitedHIKAL | Healthcare | −₹6.6 cr0.0% shares | 3.30M | 0.5% | +₹66.5 cr | Unchanged |
Upgrade the plan to view this stock.Eveready Industries India LimitedEVEREADY | Capital Goods | −₹2.3 cr0.0% shares | 1.77M | 0.5% | +₹58.5 cr | Unchanged |
Upgrade the plan to view this stock.Ganesha Ecosphere LimitedGANECOS | Consumer Services | −₹9.4 cr0.0% shares | 578.70K | 0.5% | +₹59.1 cr | Unchanged |
Upgrade the plan to view this stock.Sri Lotus Developers and Realty LimitedLOTUSDEV | Construction | −₹4.8 cr0.0% shares | 2.78M | 0.4% | +₹50.8 cr | Unchanged |
Upgrade the plan to view this stock.Eureka Forbes LimitedEUREKAFORB | Consumer Durables | −₹2.1 cr0.0% shares | 1.12M | 0.4% | +₹48.2 cr | Unchanged |
Upgrade the plan to view this stock.Digitide Solutions LimitedDIGITIDE | Services | −₹1.9 cr0.0% shares | 4.80M | 0.4% | +₹46.7 cr | Unchanged |
Upgrade the plan to view this stock.NATCO Pharma Ltd.NATCOPHARM | Healthcare | −₹4.1 cr0.0% shares | 549.06K | 0.3% | +₹46.2 cr | Unchanged |
Upgrade the plan to view this stock.Automotive Axles LimitedAUTOAXLES | Automobile and Auto Components | −₹1.0 cr0.0% shares | 143.39K | 0.2% | +₹24.8 cr | Unchanged |
Upgrade the plan to view this stock.Allcargo Global LimitedAGL | Services | +₹2.7 cr0.0% shares | 17.11M | 0.2% | +₹23.7 cr | Unchanged |
Upgrade the plan to view this stock.Allcargo Logistics LimitedALLCARGO | Services | +₹6.7 cr0.0% shares | 17.11M | 0.2% | +₹20.5 cr | Unchanged |
Upgrade the plan to view this stock.Saregama India LtdSAREGAMA | Media Entertainment & Publication | −₹37.9 cr−70.1% shares | 299.14K | 0.1% | +₹14.4 cr | Reduced |
Upgrade the plan to view this stock.Rallis India LimitedRALLIS | Chemicals | −₹53.8 L0.0% shares | 540.35K | 0.1% | +₹11.2 cr | Unchanged |
Upgrade the plan to view this stock.Alivus Life Sciences LimitedALIVUS | Healthcare | −₹22.8 cr−73.9% shares | 75.00K | 0.1% | +₹10.5 cr | Reduced |
Upgrade the plan to view this stock.Transindia Real Estate LimitedTREL | Realty | +₹83.0 L0.0% shares | 3.10M | 0.1% | +₹8.3 cr | Unchanged |
Allocation change, Feb 2026 → Aug 2026, the same range as Capital Rotation.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Over the last 6 months, the fund's largest allocation increase was in Capital Goods (+2.1 pp), while Healthcare saw the largest allocation reduction (−0.9 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Power +0.5 pp · Chemicals +0.5 pp · Consumer Services +0.4 pp · Automobile and Auto Components −0.2 pp · Information Technology −0.1 pp
Stable: Metals & Mining +0.1 pp · Construction −0.0 pp
See which holdings gained or lost exposure within the selected sector.
Within Capital Goods, Hirect Limited (new position) and Tega Industries Ltd. saw the largest disclosed position increases, while R R Kabel Ltd. (exit) and Graphite India Ltd. were the largest position reductions.
Ribbon width is the notional size of each disclosed share change: shares added or removed, valued at the Aug 2026 reference price. Ribbons join each holding to the sector, not to other holdings; disclosures do not show which sale funded which purchase.
Allocation change is the percentage-point change in each sector's share of the disclosed portfolio, and can move with prices as well as trades. Position changes compare corporate-action adjusted share quantities at the two disclosures; a change under 0.5% of the existing holding counts as unchanged. Holdings without a sector classification are grouped as Unclassified.
Stocks this fund has persistently increased or reduced across its recent disclosures.
1 holding shows persistent accumulation1 show persistent reduction59 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
Upgrade the plan to view this stock.The Ramco Cements Ltd.RAMCOCEM
Construction MaterialsIncreased in 5 of 7 comparable transitions
3 consecutive increasesEntered Jan 2026Portfolio weight 2.1%
Upgrade the plan to view this stock.R R Kabel Ltd.RRKABEL
Capital GoodsReduced in 4 of 8 comparable transitions
3 consecutive reductionsExited May 2026
Conviction signal based on persistent disclosed position changes. Bars show each stock's disclosed share quantity scaled to its own first holding in the range (not portfolio weight), adjusted for splits and bonuses. A move under 0.5% of the existing holding counts as stable.