TATA EQUITY SAVINGS FUND

Tata Mutual FundHybridPortfolio as of 31 January 2026

TATA EQUITY SAVINGS FUND holds 47 instruments (18.62% equity), led by HDFC Bank Limited (2.16%), ICICI Bank Limited (2.01%) and Reliance Industries Limited (1.7%), as of its 31 January 2026 SEBI-mandated monthly disclosure.

Holdings
47
Equity Allocation
18.62%
AMC
Tata Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of TATA EQUITY SAVINGS FUND, managed by Tata Mutual Fund, based on its monthly portfolio disclosure dated 31 January 2026. The fund holds 47 instruments with an equity allocation of 18.62%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

TATA EQUITY SAVINGS FUND's top 10 holdings account for 11.71% of its portfolio, more diversified than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 7.22% of net assets, spread across 11 sectors in total.

Top 10 Equity Holdings

Full Portfolio (47 holdings)

#HoldingSector% to NAV
17.10% Central Government Securitiesbond10.78%
2B) REPOtreps9.61%
3Tata Money Market Fund- Direct Plan- Growth Optionmf2.91%
4HDFC Bank LimitedFinancial Services2.16%
5Tata Short Term Bond Fund - Direct Plan - Growth Optionmf2.02%
6ICICI Bank LimitedFinancial Services2.01%
77.38% Central Government Securitiesbond1.8%
85.74% Government of India 2026bond1.76%
9Reliance Industries LimitedEnergy1.7%
10CASH / NET CURRENT ASSETother1.43%
11Persistent Systems LimitedInformation Technology1.26%
12Bharti Airtel LimitedTelecommunication0.95%
13Shriram Finance LimitedFinancial Services0.78%
14Larsen & Toubro LimitedIndustrials0.77%
15TVS Motor Company LimitedConsumer Discretionary0.73%
16Bajaj Finserv LimitedFinancial Services0.7%
17State Bank of IndiaFinancial Services0.65%
18Tata Consultancy Services LimitedInformation Technology0.6%
19NTPC LimitedUtilities0.56%
20UNO Minda LimitedConsumer Discretionary0.56%
21Cummins India LimitedIndustrials0.51%
22Central Depository Services (India) LimitedFinancial Services0.44%
23InterGlobe Aviation LimitedServices0.43%
24Hindustan Unilever LimitedConsumer Staples0.42%
25Ajanta Pharma LimitedHealthcare0.35%
26Sun Pharmaceutical Industries LimitedHealthcare0.33%
27Jindal Stainless LimitedMaterials0.3%
28UltraTech Cement LimitedMaterials0.29%
29Titan Company LimitedConsumer Discretionary0.29%
30PB Fintech LimitedFinancial Services0.26%
31REC LimitedFinancial Services0.25%
32Power Grid Corporation of India LimitedUtilities0.24%
33TITAGARH RAIL SYSTEMS LIMITEDIndustrials0.23%
34Dixon Technologies (India) LimitedConsumer Discretionary0.19%
35Siemens LimitedIndustrials0.18%
36ITC LimitedConsumer Staples0.18%
37Siemens Energy India LimitedIndustrials0.15%
38Tata Steel LimitedMaterials0.11%
39BHARTI AIRTEL - PARTLY PAIDTelecommunication0.07%
40KWALITY WALLS INDIA LTDConsumer Staples0.02%
41TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond0.01%
42Aurobindo Pharma LimitedHealthcare0%
43Ambuja Cements LimitedMaterials0%
44Axis Bank LimitedFinancial Services-0.01%
45Adani Ports and Special Economic Zone LimitedServices-0.01%
46Tata Motors Passenger Vehicles LimitedConsumer Discretionary-0.01%
47SBI Life Insurance Company LimitedFinancial Services-0.02%

Frequently Asked Questions

Yes. As of its 31 January 2026 disclosure, HDFC Bank Limited is 2.16% of TATA EQUITY SAVINGS FUND's net assets — its number 1 holding.
Yes. As of its 31 January 2026 disclosure, ICICI Bank Limited is 2.01% of TATA EQUITY SAVINGS FUND's net assets — its number 2 holding.
Yes. As of its 31 January 2026 disclosure, Reliance Industries Limited is 1.7% of TATA EQUITY SAVINGS FUND's net assets — its number 3 holding.
Yes. As of its 31 January 2026 disclosure, Persistent Systems Limited is 1.26% of TATA EQUITY SAVINGS FUND's net assets — its number 4 holding.
Yes. As of its 31 January 2026 disclosure, Bharti Airtel Limited is 0.95% of TATA EQUITY SAVINGS FUND's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Tata Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 January 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.