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Tata Flexi Cap Fund-Direct Plan-Growth

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
65
Aug 2026
Equity Holdings
₹3,436.93 Cr
Equity only, excl. debt & cash
AAUM
₹3,545.16 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.0%
Diversified
Top 10 Weight
35.3%
Diversified
Changes
68
8 new · 8 exits
Top Sector
Banks
20.7% 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 8 new additions and exited 8 stocks this month. The biggest new buy was Life Insurance Corporation Of India (Insurance) at 1.51% weight. Britannia Industries Limited was the biggest exit (Food Products), which was held at 1.79%. Among existing holdings, Axis Bank Limited saw the biggest increase — now at 3.87% of the portfolio. Samvardhana Motherson International Limited was trimmed the most, now at 0.96%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 20.7%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 20.1% 20.7% +0.6%
Insurance 4.2% 5.8% +1.6%
Petroleum Products 5.3% 5.3% 0.0%
Consumer Durables 4.7% 5.1% +0.4%
Telecom - Services 5.4% 5.1% -0.3%
IT - Software 5.1% 4.4% -0.7%
Pharmaceuticals & Biotechnology 3.2% 4.0% +0.7%
Cement & Cement Products 3.6% 3.5% -0.1%
Automobiles 3.4% 3.3% -0.1%
Construction 3.0% 3.3% +0.2%
🟢
Biggest New Buy
Life Insurance Corporation Of India
1.51% weight · Insurance
🔴
Biggest Exit
Britannia Industries Limited
1.79% was held · Food Products
Biggest Add
Axis Bank Limited
+0.37% · now 3.87%
Biggest Trim
Samvardhana Motherson International Limited
-0.46% · now 0.96%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Piramal Finance Ltd 41 funds
Piramal Finance Ltd
quant Quantamental Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Multi Cap Fund-Direct Plan Growth + more
Symbiotec Pharmalab Limited 40 funds
Symbiotec Pharmalab Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Edelweiss Large Cap Fund - Direct Plan-Growth option
TRUSTMF Large & Mid Cap Fund + more
Tenneco Clean Air India Limited 38 funds
Tenneco Clean Air India Limited
LIC MF Focused Fund-Direct Plan-Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Groww Multicap Fund - Direct - Growth + more
Shriram Pistons & Rings Limited 25 funds
Shriram Pistons & Rings Limited
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Edelweiss Business Cycle Fund - Direct Plan - Growth
SBI Automotive Opportunities Fund - Direct Plan - Growth + more
👋 Other funds also exited
Bharat Forge Limited 41 funds
Bharat Forge Limited
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Asian Paints Limited 37 funds
Asian Paints Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Motilal Oswal Contra Fund
Mirae Asset Great Consumer Fund + more
Britannia Industries Limited 37 funds
Britannia Industries Limited
Kotak Nifty MNC ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Kotak Nifty200 Quality 30 ETF + more
Oil India Limited 27 funds
Oil India Limited
Sundaram Multi-Factor Fund - Direct - Growth
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option
Kotak Active Momentum Fund - Direct Plan - Growth option + more
Hindustan Aeronautics Limited 26 funds
Hindustan Aeronautics Limited
Kotak BSE PSU Index Fund - Direct Plan - Growth
Kotak Nifty Next 50 ETF
Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option + more
Wipro Limited 18 funds
Wipro Limited
Kotak Nifty IT ETF
Kotak NIFTY 100 Low Volatility 30 Index Fund - Direct plan - Growth option
Kotak Nifty 100 Low Volatility 30 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 8 New Entries 🔴 8 Exits ↑ 30 Increased ↓ 22 Decreased
#StockSectorWeight (Aug 2026)
1
Life Insurance Corporation Of India
₹55.28 Cr
Insurance 1.51%
2
Tenneco Clean Air India Limited
₹41.13 Cr
Auto Components 1.12%
3
NMDC Limited
₹37.49 Cr
Minerals & Mining 1.02%
4
Piramal Finance Ltd
₹35.89 Cr
Finance 0.98%
5
Amber Enterprises India Limited
₹34.29 Cr
Consumer Durables 0.94%
6
Shriram Pistons & Rings Limited
₹19.36 Cr
Auto Components 0.53%
7
Symbiotec Pharmalab Limited
₹15.62 Cr
Pharmaceuticals & Biotechnology 0.43%
8
Dhoot Transmission Ltd
₹14.26 Cr
Automobile and Auto Components 0.39%
#StockSectorLast Weight (Jul 2026)
1
Britannia Industries Limited
₹66.35 Cr
Food Products 1.79%
2
SBI Cards and Payment Services Limited
₹57.88 Cr
Finance 1.56%
3
Bharat Forge Limited
₹42.46 Cr
Auto Components 1.15%
4
Wipro Limited
₹32.51 Cr
IT - Software 0.88%
5
Hindustan Aeronautics Limited
₹23.23 Cr
Aerospace & Defense 0.63%
6
Asian Paints Limited
₹21.98 Cr
Consumer Durables 0.59%
7
Oil India Limited
₹18.34 Cr
Oil 0.50%
8
Gokaldas Exports Limited
₹1.18 Cr
Textiles & Apparels 0.03%
#StockSectorJul 2026Aug 2026Change
1
Axis Bank Limited
₹141.70 Cr
Banks 3.50% 3.87% +0.37%
2
Biocon Limited
₹26.37 Cr
Pharmaceuticals & Biotechnology 0.43% 0.72% +0.29%
3
SBI Funds Management Limited
₹42.46 Cr
Capital Markets 0.91% 1.16% +0.25%
4
Larsen & Toubro Limited
₹97.28 Cr
Construction 2.43% 2.66% +0.23%
5
Go Digit General Insurance Limited
₹26.30 Cr
Insurance 0.52% 0.72% +0.20%
6
Manipal Health Enterprises Ltd
₹28.72 Cr
Healthcare Services 0.60% 0.78% +0.18%
7
ICICI Bank Limited
₹232.80 Cr
Banks 6.20% 6.36% +0.16%
8
Kotak Mahindra Bank Limited
₹63.55 Cr
Banks 1.60% 1.73% +0.13%
9
Pidilite Industries Limited
₹66.14 Cr
Chemicals & Petrochemicals 1.70% 1.81% +0.11%
10
Infosys Limited
₹54.23 Cr
IT - Software 1.37% 1.48% +0.11%
#StockSectorJul 2026Aug 2026Change
1
Samvardhana Motherson International Limited
₹35.16 Cr
Auto Components 1.42% 0.96% -0.46%
2
PNB Housing Finance Limited
₹46.52 Cr
Finance 1.71% 1.27% -0.44%
3
Bharti Airtel Limited
₹135.17 Cr
Telecom - Services 3.97% 3.69% -0.28%
4
Godrej Consumer Products Limited
₹51.37 Cr
Personal Products 1.59% 1.40% -0.19%
5
SBI Life Insurance Company Limited
₹72.23 Cr
Insurance 2.11% 1.97% -0.14%
6
ITC Limited
₹56.21 Cr
Diversified FMCG 1.67% 1.53% -0.14%
7
NTPC Limited
₹86.10 Cr
Power 2.46% 2.35% -0.11%
8
Dabur India Limited
₹44.24 Cr
Personal Products 1.32% 1.21% -0.11%
9
Greenpanel Industries Limited
₹19.05 Cr
Consumer Durables 0.63% 0.52% -0.11%
10
HDFC Bank Limited
₹213.55 Cr
Banks 5.93% 5.83% -0.10%

What Stocks Does This Fund Hold?

65 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹232.80 Cr
Banks
6.36%
2
₹213.55 Cr
Banks
5.83%
3
₹157.12 Cr
Petroleum Products
4.29%
4
₹141.70 Cr
Banks
3.87%
5
₹135.17 Cr
Telecom - Services
3.69%
6
₹97.28 Cr
Construction
2.66%
7
₹89.14 Cr
Automobiles
2.43%
8
₹86.10 Cr
Power
2.35%
9
₹72.23 Cr
Insurance
1.97%
10
₹66.14 Cr
Chemicals & Petrochemicals
1.81%
🏆 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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