TATA RESOURCES & ENERGY FUND

Tata Mutual FundThematicPortfolio as of 31 July 2026

TATA RESOURCES & ENERGY FUND holds 47 instruments (97.26% equity), led by UltraTech Cement Limited (5.86%), Adani Energy Solutions Limited (5.65%) and Tata Steel Limited (4.4%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
47
Equity Allocation
97.26%
AMC
Tata Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of TATA RESOURCES & ENERGY FUND, managed by Tata Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 47 instruments with an equity allocation of 97.26%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

TATA RESOURCES & ENERGY FUND's top 10 holdings account for 42.62% of its portfolio, more diversified than the Thematic category average of 50.4%. Materials is its largest sector exposure at 40.86% of net assets, spread across 6 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 2 positions, with Adani Energy Solutions Limited seeing the largest move (+1.27pp to 5.65%).

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 entry2 exits7 increased10 reduced

Biggest Weight Increases

StockWeightChange
Adani Energy Solutions Limited4.38% → 5.65%▲ +1.27
Reliance Industries Limited3.04% → 3.87%▲ +0.83
Ganesha Ecosphere Limited2.61% → 3.33%▲ +0.72
Sumitomo Chemical India Limited1.24% → 1.88%▲ +0.64
Tata Steel Limited4.14% → 4.4%▲ +0.26
Fujiyama Power Systems Limited1.27% → 1.43%▲ +0.16
Nuvoco Vistas Corporation Limited1.22% → 1.33%▲ +0.11

Biggest Weight Reductions

StockWeightChange
Adani Power Limited4.11% → 3.72%▼ -0.39
NTPC Limited3.67% → 3.42%▼ -0.25
Coal India Limited1.94% → 1.75%▼ -0.19
Mahanagar Gas Limited1.94% → 1.77%▼ -0.17
INOX India Limited2.16% → 2.01%▼ -0.15
NHPC Limited2.09% → 1.94%▼ -0.15
Vedanta Aluminium Metal Limited4.45% → 4.31%▼ -0.14
Navin Fluorine International Limited2.26% → 2.13%▼ -0.13
Tata Power Company Limited1.69% → 1.59%▼ -0.1
Aarti Industries Limited1.35% → 1.25%▼ -0.1

Top Holdings — Weight Trend

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

Feb: 7.02%, Mar: 6.47%, Apr: 6.04%, May: 5.82%, Jun: 5.79%, Jul: 5.86%
5.86%
Feb: 2.26%, Mar: 2.27%, Apr: 2.82%, May: 4.38%, Jun: 4.38%, Jul: 5.65%
5.65%
Feb: 5.04%, Mar: 4.95%, Apr: 4.72%, May: 4.52%, Jun: 4.14%, Jul: 4.4%
4.4%
Feb: –, Mar: –, Apr: –, May: –, Jun: 4.45%, Jul: 4.31%
4.31%
Feb: 4.36%, Mar: 3.79%, Apr: 3.64%, May: 4.54%, Jun: 4.34%, Jul: 4.26%
4.26%

Full Portfolio (47 holdings)

#HoldingSector% to NAV
1UltraTech Cement LimitedMaterials5.86%
2Adani Energy Solutions LimitedUtilities5.65%
3Tata Steel LimitedMaterials4.4%
4Vedanta Aluminium Metal LimitedDiversified4.31%
5Ambuja Cements LimitedMaterials4.26%
6Reliance Industries LimitedEnergy3.87%
7Oil & Natural Gas Corporation LimitedEnergy3.75%
8Adani Power LimitedUtilities3.72%
9NTPC LimitedUtilities3.42%
10Bharat Petroleum Corporation LimitedEnergy3.38%
11Ganesha Ecosphere LimitedConsumer Discretionary3.33%
12JINDAL STEEL LIMITEDMaterials2.79%
13JSW Steel LimitedMaterials2.68%
14DEE Development Engineers LimitedIndustrials2.39%
15(I) TREPStreps2.25%
16Navin Fluorine International LimitedMaterials2.13%
17INOX India LimitedIndustrials2.01%
18NHPC LimitedUtilities1.94%
19Sumitomo Chemical India LimitedMaterials1.88%
20West Coast Paper Mills LimitedMaterials1.84%
21Hindustan Petroleum Corporation LimitedEnergy1.78%
22Mahanagar Gas LimitedUtilities1.77%
23MOIL LimitedMaterials1.77%
24Coal India LimitedEnergy1.75%
25Tata Power Company LimitedUtilities1.59%
26Grasim Industries LimitedMaterials1.53%
27NMDC LimitedMaterials1.5%
28UPL LimitedMaterials1.49%
29Fujiyama Power Systems LimitedIndustrials1.43%
30CESC LimitedUtilities1.4%
31RHI MAGNESITA INDIA LIMITEDIndustrials1.37%
32Hindalco Industries LimitedMaterials1.34%
33Nuvoco Vistas Corporation LimitedMaterials1.33%
34Castrol India LimitedEnergy1.3%
35INDO-MIM LTDIndustrials1.26%
36Aarti Industries LimitedMaterials1.25%
37Power Grid Corporation of India LimitedUtilities1.2%
38Hindustan Zinc LimitedMaterials1.14%
39Indian Oil Corporation LimitedEnergy1.08%
40Ellenbarrie Industrial Gases LimitedMaterials1.05%
41Oil India LimitedEnergy1.03%
42SHREE CEMENT LIMITEDMaterials0.95%
43APL Apollo Tubes LimitedIndustrials0.95%
44Jindal Stainless LimitedMaterials0.91%
45SRF LimitedMaterials0.76%
46Ratnamani Metals & Tubes LimitedIndustrials0.72%
47CASH / NET CURRENT ASSETother0.49%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, UltraTech Cement Limited is 5.86% of TATA RESOURCES & ENERGY FUND's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Adani Energy Solutions Limited is 5.65% of TATA RESOURCES & ENERGY FUND's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Tata Steel Limited is 4.4% of TATA RESOURCES & ENERGY FUND's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Vedanta Aluminium Metal Limited is 4.31% of TATA RESOURCES & ENERGY FUND's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Ambuja Cements Limited is 4.26% of TATA RESOURCES & ENERGY 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.