TATA FOCUSED FUND

Tata Mutual FundEquityPortfolio as of 31 July 2026

TATA FOCUSED FUND holds 30 instruments (93.61% equity), led by ICICI Bank Limited (7.47%), HDFC Bank Limited (7.09%) and Axis Bank Limited (5.73%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
30
Equity Allocation
93.61%
AMC
Tata Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of TATA FOCUSED FUND, managed by Tata Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 30 instruments with an equity allocation of 93.61%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

TATA FOCUSED FUND's top 10 holdings account for 50.16% of its portfolio, more concentrated than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 29.06% of net assets, spread across 11 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 1 position, with Samvardhana Motherson International Limited seeing the largest move (-1.29pp to 3.28%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

1 new entry1 exit10 increased9 reduced

Biggest Weight Increases

StockWeightChange
Hindustan Unilever Limited2.09% → 2.99%▲ +0.9
Infosys Limited3.26% → 4.15%▲ +0.89
Mahindra & Mahindra Limited3.59% → 4.1%▲ +0.51
Havells India Limited2.97% → 3.4%▲ +0.43
Godrej Properties Limited2.84% → 3.15%▲ +0.31
Swiggy Limited1.45% → 1.7%▲ +0.25
Bharti Airtel Limited4.3% → 4.5%▲ +0.2
Healthcare Global Enterprises Limited3.59% → 3.78%▲ +0.19
SBI Life Insurance Company Limited3.89% → 4.08%▲ +0.19
ICICI Bank Limited7.28% → 7.47%▲ +0.19

Biggest Weight Reductions

StockWeightChange
Samvardhana Motherson International Limited4.57% → 3.28%▼ -1.29
Page Industries Limited2.51% → 1.8%▼ -0.71
Sun Pharmaceutical Industries Limited2.39% → 1.78%▼ -0.61
Metropolis Healthcare Limited2.61% → 2.23%▼ -0.38
HDFC Bank Limited7.46% → 7.09%▼ -0.37
Tata Communications Limited2.22% → 1.95%▼ -0.27
Larsen & Toubro Limited3.27% → 3.06%▼ -0.21
HDFC Life Insurance Company Limited2.81% → 2.63%▼ -0.18
Axis Bank Limited5.89% → 5.73%▼ -0.16

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 6.44%, Mar: 6.87%, Apr: 6.75%, May: 6.63%, Jun: 7.28%, Jul: 7.47%
7.47%
Feb: 7.5%, Mar: 7.36%, Apr: 7.13%, May: 6.94%, Jun: 7.46%, Jul: 7.09%
7.09%
Feb: 5.54%, Mar: 5.48%, Apr: 5.49%, May: 5.61%, Jun: 5.89%, Jul: 5.73%
5.73%
Feb: 4.95%, Mar: 5.42%, Apr: 5.29%, May: 4.83%, Jun: 4.95%, Jul: 4.91%
4.91%
Feb: 2.08%, Mar: 3.34%, Apr: 3.63%, May: 3.55%, Jun: 4.3%, Jul: 4.5%
4.5%

Full Portfolio (30 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services7.47%
2HDFC Bank LimitedFinancial Services7.09%
3Axis Bank LimitedFinancial Services5.73%
4Reliance Industries LimitedEnergy4.91%
5Bharti Airtel LimitedTelecommunication4.5%
6NTPC LimitedUtilities4.33%
7CASH / NET CURRENT ASSETother4.18%
8Infosys LimitedInformation Technology4.15%
9Mahindra & Mahindra LimitedConsumer Discretionary4.1%
10SBI Life Insurance Company LimitedFinancial Services4.08%
11UltraTech Cement LimitedMaterials3.8%
12Healthcare Global Enterprises LimitedHealthcare3.78%
13Havells India LimitedConsumer Discretionary3.4%
14Samvardhana Motherson International LimitedConsumer Discretionary3.28%
15Ambuja Cements LimitedMaterials3.26%
16Godrej Properties LimitedReal Estate3.15%
17Larsen & Toubro LimitedIndustrials3.06%
18Hindustan Unilever LimitedConsumer Staples2.99%
19HDFC Life Insurance Company LimitedFinancial Services2.63%
20JINDAL STEEL LIMITEDMaterials2.49%
21Metropolis Healthcare LimitedHealthcare2.23%
22PNC Infratech LimitedIndustrials2.16%
23(I) TREPStreps2.1%
24SBI FUNDS MANAGEMENT LTDFinancial Services2.06%
25Tata Communications LimitedTelecommunication1.95%
26Page Industries LimitedConsumer Discretionary1.8%
27Sun Pharmaceutical Industries LimitedHealthcare1.78%
28Graphite India LimitedIndustrials1.73%
29Swiggy LimitedConsumer Discretionary1.7%
30J) REPOtreps0.11%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 7.47% of TATA FOCUSED FUND's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 7.09% of TATA FOCUSED FUND's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Axis Bank Limited is 5.73% of TATA FOCUSED FUND's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 4.91% of TATA FOCUSED FUND's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 4.5% of TATA FOCUSED 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 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.