← Tata Mutual Fund

Tata Banking And Financial Services Fund-Direct Plan-Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
36
Aug 2026
Equity Holdings
₹3,293.31 Cr
Equity only, excl. debt & cash
AAUM
₹3,026.58 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
42.0%
High concentration
Top 10 Weight
60.9%
High concentration
Changes
36
3 new · 1 exits
Top Sector
Banks
51.2% of portfolio
Launch Date
04 Dec 2015
10+ year track record

AAUM (Average Assets Under Management) of ₹3,026.58 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Tata Banking And Financial Services Fund made 3 new additions and exited 1 stock this month. The biggest new buy was Bajaj Finance Limited (Finance) at 2.90% weight. Motilal Oswal Financial Services Limited was the biggest exit (Capital Markets), which was held at 0.40%. Among existing holdings, Piramal Finance Ltd saw the biggest increase — now at 2.16% of the portfolio. PNB Housing Finance Limited was trimmed the most, now at 2.43%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 51.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 48.6% 51.9% +3.3%
Finance 11.7% 16.9% +5.2%
Insurance 13.5% 10.5% -3.0%
Capital Markets 14.6% 9.5% -5.1%
Financial Technology (Fintech) 8.7% 6.2% -2.5%
N.A. 1.5% 1.7% +0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 51.9% 51.2% -0.7%
Finance 16.9% 19.7% +2.8%
Insurance 10.5% 10.5% +0.1%
Capital Markets 9.5% 9.5% 0.0%
Financial Technology (Fintech) 6.2% 7.2% +1.0%
N.A. 1.7% 1.6% -0.1%
🟢
Biggest New Buy
Bajaj Finance Limited
2.90% weight · Finance
🔴
Biggest Exit
Motilal Oswal Financial Services Limited
0.40% was held · Capital Markets
Biggest Add
Piramal Finance Ltd
+1.02% · now 2.16%
Biggest Trim
PNB Housing Finance Limited
-1.37% · now 2.43%
🤝 Other funds also bought this month
Bajaj Finance Limited 37 funds
Bajaj Finance Limited
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth
Groww Large Cap Fund + more
AU Small Finance Bank Limited 20 funds
AU Small Finance Bank Limited
DSP BSE MidSmall Private Banks ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Mirae Asset Nifty Bank ETF + more
Prudent Corporate Advisory Services Limited 4 funds
Prudent Corporate Advisory Services Limited
CANARA ROBECO AGGRESSIVE HYBRID FUND
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Sundaram Dynamic Asset Allocation Fund + more
👋 Other funds also exited
Motilal Oswal Financial Services Limited 18 funds
Motilal Oswal Financial Services Limited
Kotak Large & Midcap Fund - Direct- Growth
JM Large and Midcap Fund
ITI Large & Mid Cap Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 1 Exit ↑ 14 Increased ↓ 18 Decreased
#StockSectorWeight (Aug 2026)
1
Bajaj Finance Limited
₹95.76 Cr
Finance 2.90%
2
Prudent Corporate Advisory Services Limited
₹4.41 Cr
Capital Markets 0.13%
3
AU Small Finance Bank Limited
₹2.80 Cr
Banks 0.08%
#StockSectorLast Weight (Jul 2026)
1
Motilal Oswal Financial Services Limited
₹12.78 Cr
Capital Markets 0.40%
#StockSectorJul 2026Aug 2026Change
1
Piramal Finance Ltd
₹71.20 Cr
Finance 1.14% 2.16% +1.02%
2
Life Insurance Corporation Of India
₹50.54 Cr
Insurance 0.88% 1.53% +0.65%
3
PB Fintech Limited
₹151.31 Cr
Financial Technology (Fintech) 4.06% 4.58% +0.52%
4
One 97 Communications Limited
₹87.57 Cr
Financial Technology (Fintech) 2.15% 2.65% +0.50%
5
Cholamandalam Investment and Finance Company Ltd
₹32.88 Cr
Finance 0.51% 1.00% +0.49%
6
Multi Commodity Exchange of India Limited
₹77.01 Cr
Capital Markets 1.92% 2.33% +0.41%
7
RBL Bank Limited
₹46.78 Cr
Banks 1.03% 1.42% +0.39%
8
DCB Bank Limited
₹62.84 Cr
Banks 1.68% 1.90% +0.22%
9
Kotak Mahindra Bank Limited
₹172.37 Cr
Banks 5.04% 5.22% +0.18%
10
Karur Vysya Bank Limited
₹47.97 Cr
Banks 1.32% 1.45% +0.13%
#StockSectorJul 2026Aug 2026Change
1
PNB Housing Finance Limited
₹80.29 Cr
Finance 3.80% 2.43% -1.37%
2
HDFC Bank Limited
₹302.03 Cr
Banks 10.02% 9.15% -0.87%
3
SBI Life Insurance Company Limited
₹116.96 Cr
Insurance 3.98% 3.54% -0.44%
4
State Bank of India
₹290.65 Cr
Banks 9.15% 8.81% -0.34%
5
ICICI Bank Limited
₹348.96 Cr
Banks 10.83% 10.57% -0.26%
6
Star Health And Allied Insurance Company Limited
₹72.90 Cr
Insurance 2.43% 2.21% -0.22%
7
Axis Bank Limited
₹271.05 Cr
Banks 8.39% 8.21% -0.18%
8
Five Star Business Finance Limited
₹58.59 Cr
Finance 1.89% 1.77% -0.12%
9
OnEMI Technology Solutions Limited
₹51.60 Cr
N.A. 1.68% 1.56% -0.12%
10
HDFC Asset Management Company Limited
₹98.33 Cr
Capital Markets 3.08% 2.98% -0.10%

What Stocks Does This Fund Hold?

36 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹348.96 Cr
Banks
10.57%
2
₹302.03 Cr
Banks
9.15%
3
₹290.65 Cr
Banks
8.81%
4
₹271.05 Cr
Banks
8.21%
5
₹172.37 Cr
Banks
5.22%
6
₹162.49 Cr
Finance
4.92%
7
₹151.31 Cr
Financial Technology (Fintech)
4.58%
8
₹116.96 Cr
Insurance
3.54%
9
₹98.33 Cr
Capital Markets
2.98%
10
₹95.76 Cr
Finance
2.90%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Tata Mutual Fund — Portfolio & Holdings
See all funds managed by Tata Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

Found a discrepancy or have feedback? Contact Us — we read every message personally.