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Tata Flexi Cap Fund-Direct Plan-Growth

Flexi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
65
Jul 2026
Equity Holdings
₹3,473.52 Cr
Equity only, excl. debt & cash
AAUM
₹3,545.16 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
23.9%
Diversified
Top 10 Weight
35.3%
Diversified
Changes
64
7 new · 2 exits
Top Sector
Banks
20.1% of portfolio
Launch Date
17 Aug 2018
8 years old

AAUM (Average Assets Under Management) of ₹3,545.16 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 Flexi Cap Fund made 7 new additions and exited 2 stocks this month. The biggest new buy was Adani Enterprises Limited (Metals & Minerals Trading) at 1.41% weight. Sona BLW Precision Forgings Limited was the biggest exit (Auto Components), which was held at 1.83%. Among existing holdings, Mphasis Limited saw the biggest increase — now at 1.30% of the portfolio. Bajaj Finserv Limited was trimmed the most, now at 0.77%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 20.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 19.0% 20.5% +1.5%
Petroleum Products 5.0% 5.2% +0.3%
Telecom - Services 5.2% 5.2% +0.1%
Auto Components 5.1% 5.1% 0.0%
Consumer Durables 5.5% 5.0% -0.5%
Finance 5.0% 5.0% 0.0%
IT - Software 5.2% 4.7% -0.5%
Insurance 4.6% 4.4% -0.2%
Cement & Cement Products 4.6% 4.1% -0.5%
Construction 3.4% 3.2% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 20.5% 20.1% -0.4%
Telecom - Services 5.2% 5.4% +0.1%
Petroleum Products 5.2% 5.3% +0.1%
IT - Software 4.7% 5.1% +0.4%
Consumer Durables 5.0% 4.7% -0.2%
Insurance 4.4% 4.2% -0.1%
Finance 5.0% 4.0% -0.9%
Cement & Cement Products 4.1% 3.6% -0.5%
Automobiles 2.6% 3.4% +0.9%
Pharmaceuticals & Biotechnology 3.1% 3.2% +0.1%
🟢
Biggest New Buy
Adani Enterprises Limited
1.41% weight · Metals & Minerals Trading
🔴
Biggest Exit
Sona BLW Precision Forgings Limited
1.83% was held · Auto Components
Biggest Add
Mphasis Limited
+0.41% · now 1.30%
Biggest Trim
Bajaj Finserv Limited
-1.11% · now 0.77%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Manipal Health Enterprises Ltd 43 funds
Manipal Health Enterprises Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Multi Asset Allocation Fund
DSP Healthcare Fund - Direct Plan - Growth + more
Biocon Limited 40 funds
Biocon Limited
Motilal Oswal Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option + more
Kusumgar Limited 28 funds
Kusumgar Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth + more
Hero MotoCorp Limited 19 funds
Hero MotoCorp Limited
HDFC Nifty Auto Index Fund
DSP Nifty Midcap 150 Qlty 50 Index Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
👋 Other funds also exited
Sona BLW Precision Forgings Limited 18 funds
Sona BLW Precision Forgings Limited
Groww Nifty EV & New Age Automotive ETF FOF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Metro Brands Limited 3 funds
Metro Brands Limited
LIC MF Mid Cap Fund-Direct Plan-Growth
BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option
Canara Robeco Mid Cap Fund- Direct Plan- Growth Option

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 2 Exits ↑ 26 Increased ↓ 29 Decreased
#StockSectorWeight (Jul 2026)
1
Adani Enterprises Limited
₹52.19 Cr
Metals & Minerals Trading 1.41%
2
SBI Funds Management Limited
₹33.60 Cr
Capital Markets 0.91%
3
Hero MotoCorp Limited
₹32.32 Cr
Automobiles 0.87%
4
CESC Limited
₹23.57 Cr
Power 0.64%
5
Manipal Health Enterprises Ltd
₹22.21 Cr
Healthcare Services 0.60%
6
Biocon Limited
₹16.01 Cr
Pharmaceuticals & Biotechnology 0.43%
7
Kusumgar Limited
₹7.46 Cr
Textiles & Apparels 0.20%
#StockSectorLast Weight (Jun 2026)
1
Sona BLW Precision Forgings Limited
₹66.71 Cr
Auto Components 1.83%
2
Metro Brands Limited
₹16.44 Cr
Consumer Durables 0.45%
#StockSectorJun 2026Jul 2026Change
1
Mphasis Limited
₹48.02 Cr
IT - Software 0.89% 1.30% +0.41%
2
Bayer Cropscience Limited
₹16.35 Cr
Fertilizers & Agrochemicals 0.03% 0.44% +0.41%
3
Bajaj Electricals Limited
₹48.15 Cr
Consumer Durables 1.01% 1.30% +0.29%
4
SBI Cards and Payment Services Limited
₹57.88 Cr
Finance 1.38% 1.56% +0.18%
5
Bharti Airtel Limited
₹147.11 Cr
Telecom - Services 3.80% 3.97% +0.17%
6
Abbott India Limited
₹54.01 Cr
Pharmaceuticals & Biotechnology 1.29% 1.46% +0.17%
7
Healthcare Global Enterprises Limited
₹31.90 Cr
Healthcare Services 0.69% 0.86% +0.17%
8
ICICI Bank Limited
₹229.83 Cr
Banks 6.05% 6.20% +0.15%
9
IndusInd Bank Limited
₹64.29 Cr
Banks 1.61% 1.74% +0.13%
10
Swiggy Limited
₹30.62 Cr
Retailing 0.71% 0.83% +0.12%
#StockSectorJun 2026Jul 2026Change
1
Bajaj Finserv Limited
₹28.41 Cr
Finance 1.88% 0.77% -1.11%
2
Samvardhana Motherson International Limited
₹52.76 Cr
Auto Components 2.11% 1.42% -0.69%
3
Ambuja Cements Limited
₹59.64 Cr
Cement & Cement Products 2.19% 1.61% -0.58%
4
The Phoenix Mills Limited
₹51.56 Cr
Realty 1.88% 1.39% -0.49%
5
Sun Pharmaceutical Industries Limited
₹49.76 Cr
Pharmaceuticals & Biotechnology 1.80% 1.34% -0.46%
6
Axis Bank Limited
₹129.71 Cr
Banks 3.79% 3.50% -0.29%
7
HDFC Bank Limited
₹219.73 Cr
Banks 6.14% 5.93% -0.21%
8
Adani Ports and Special Economic Zone Limited
₹30.54 Cr
Transport Infrastructure 1.03% 0.82% -0.21%
9
Oil India Limited
₹18.34 Cr
Oil 0.70% 0.50% -0.20%
10
Larsen & Toubro Limited
₹90.00 Cr
Construction 2.60% 2.43% -0.17%

What Stocks Does This Fund Hold?

65 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹229.83 Cr
Banks
6.20%
2
₹219.73 Cr
Banks
5.93%
3
₹160.91 Cr
Petroleum Products
4.34%
4
₹147.11 Cr
Telecom - Services
3.97%
5
₹129.71 Cr
Banks
3.50%
6
₹93.66 Cr
Automobiles
2.53%
7
₹91.32 Cr
Power
2.46%
8
₹90.00 Cr
Construction
2.43%
9
₹78.10 Cr
Insurance
2.11%
10
₹66.35 Cr
Food Products
1.79%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap 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.

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