← Tata Mutual Fund

Tata Ethical Fund -Direct Plan- Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
56
Aug 2026
Equity Holdings
₹3,701.93 Cr
Equity only, excl. debt & cash
AAUM
₹3,583.51 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.9%
Diversified
Top 10 Weight
36.3%
Diversified
Changes
51
0 new · 1 exits
Top Sector
IT - Software
27.4% of portfolio
Launch Date
01 Jan 2013
10+ year track record

AAUM (Average Assets Under Management) of ₹3,583.51 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 Ethical Fund exited 1 stock from its portfolio this month. Indraprastha Gas Limited was the biggest exit (Gas), which was held at 0.59%. Among existing holdings, Persistent Systems Limited saw the biggest increase — now at 1.62% of the portfolio. Hindustan Unilever Limited was trimmed the most, now at 2.90%. Infosys Limited remains the top holding with IT - Software the dominant sector at 27.4%. ↓ 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
IT - Software 23.4% 26.9% +3.5%
Pharmaceuticals & Biotechnology 12.2% 11.5% -0.7%
Auto Components 8.9% 8.9% +0.0%
Chemicals & Petrochemicals 6.2% 5.8% -0.4%
Consumer Durables 5.4% 5.3% -0.1%
Food Products 4.1% 4.2% +0.0%
Healthcare Services 3.6% 3.6% +0.1%
Industrial Products 3.7% 3.4% -0.3%
Diversified FMCG 3.3% 3.1% -0.2%
Personal Products 3.0% 3.0% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
IT - Software 26.9% 27.4% +0.4%
Pharmaceuticals & Biotechnology 11.5% 11.4% -0.1%
Auto Components 8.9% 9.2% +0.3%
Chemicals & Petrochemicals 5.8% 5.8% 0.0%
Consumer Durables 5.3% 5.2% -0.2%
Food Products 4.2% 4.1% -0.1%
Healthcare Services 3.6% 3.6% -0.1%
Industrial Products 3.4% 3.4% -0.1%
Electrical Equipment 2.7% 2.9% +0.2%
Diversified FMCG 3.1% 2.9% -0.2%
🔴
Biggest Exit
Indraprastha Gas Limited
0.59% was held · Gas
Biggest Add
Persistent Systems Limited
+0.30% · now 1.62%
Biggest Trim
Hindustan Unilever Limited
-0.19% · now 2.90%
👋 Other funds also exited
Indraprastha Gas Limited 7 funds
Indraprastha Gas Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Sundaram Value Fund Direct Plan - Growth
Tata Mid Cap Fund - Direct Plan- Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🔴 1 Exit ↑ 22 Increased ↓ 28 Decreased
#StockSectorLast Weight (Jul 2026)
1
Indraprastha Gas Limited
₹22.83 Cr
Gas 0.59%
#StockSectorJul 2026Aug 2026Change
1
Persistent Systems Limited
₹62.66 Cr
IT - Software 1.32% 1.62% +0.30%
2
Bharat Heavy Electricals Limited
₹112.88 Cr
Electrical Equipment 2.69% 2.92% +0.23%
3
Jindal Steel Limited
₹107.36 Cr
Ferrous Metals 2.57% 2.78% +0.21%
4
Cyient Limited
₹26.51 Cr
IT - Services 0.49% 0.69% +0.20%
5
Sundram Fasteners Limited
₹37.56 Cr
Auto Components 0.79% 0.97% +0.18%
6
IPCA Laboratories Limited
₹57.20 Cr
Pharmaceuticals & Biotechnology 1.31% 1.48% +0.17%
7
Samvardhana Motherson International Limited
₹55.47 Cr
Auto Components 1.27% 1.44% +0.17%
8
Gujarat Fluorochemicals Limited
₹65.24 Cr
Chemicals & Petrochemicals 1.57% 1.69% +0.12%
9
LTIMindtree Limited
₹86.26 Cr
IT - Software 2.14% 2.23% +0.09%
10
Tata Consultancy Services Limited
₹222.56 Cr
IT - Software 5.68% 5.76% +0.08%
#StockSectorJul 2026Aug 2026Change
1
Hindustan Unilever Limited
₹111.95 Cr
Diversified FMCG 3.09% 2.90% -0.19%
2
Crompton Greaves Consumer Electricals Limited
₹67.70 Cr
Consumer Durables 1.93% 1.75% -0.18%
3
Godrej Consumer Products Limited
₹34.70 Cr
Personal Products 1.07% 0.90% -0.17%
4
Alkem Laboratories Limited
₹80.02 Cr
Pharmaceuticals & Biotechnology 2.23% 2.07% -0.16%
5
Cummins India Limited
₹63.98 Cr
Industrial Products 1.79% 1.66% -0.13%
6
Colgate Palmolive (India) Limited
₹44.98 Cr
Personal Products 1.27% 1.16% -0.11%
7
Fortis Healthcare Limited
₹90.69 Cr
Healthcare Services 2.45% 2.35% -0.10%
8
Cipla Limited
₹89.48 Cr
Pharmaceuticals & Biotechnology 2.42% 2.32% -0.10%
9
Motherson Sumi Wiring India Limited
₹35.32 Cr
Auto Components 1.01% 0.91% -0.10%
10
UltraTech Cement Limited
₹94.04 Cr
Cement & Cement Products 2.53% 2.44% -0.09%

What Stocks Does This Fund Hold?

56 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹280.10 Cr
IT - Software
7.25%
2
₹222.56 Cr
IT - Software
5.76%
3
₹144.08 Cr
IT - Software
3.73%
4
₹122.30 Cr
IT - Software
3.17%
5
₹114.29 Cr
Pharmaceuticals & Biotechnology
2.96%
6
₹112.88 Cr
Electrical Equipment
2.92%
7
₹111.95 Cr
Diversified FMCG
2.90%
8
₹107.36 Cr
Ferrous Metals
2.78%
9
₹94.04 Cr
Cement & Cement Products
2.44%
10
₹93.24 Cr
Chemicals & Petrochemicals
2.42%
🏆 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.