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Tata Focused Fund-Direct Plan-Growth

Focused Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
28
Aug 2026
Equity Holdings
₹1,658.12 Cr
Equity only, excl. debt & cash
AAUM
₹1,713.64 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.9%
Moderate
Top 10 Weight
51.8%
Moderate
Changes
28
2 new · 1 exits
Top Sector
Banks
20.9% of portfolio
Launch Date
15 Nov 2019
7 years old

AAUM (Average Assets Under Management) of ₹1,713.64 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 Focused Fund made 2 new additions and exited 1 stock this month. The biggest new buy was Life Insurance Corporation Of India (Insurance) at 2.10% weight. Ambuja Cements Limited was the biggest exit (Cement & Cement Products), which was held at 3.26%. Among existing holdings, UltraTech Cement Limited saw the biggest increase — now at 5.04% of the portfolio. Samvardhana Motherson International Limited was trimmed the most, now at 1.75%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 20.9%. ↓ 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 20.6% 20.3% -0.3%
Cement & Cement Products 6.9% 7.1% +0.2%
Insurance 6.7% 6.7% +0.0%
Telecom - Services 6.5% 6.5% -0.1%
Healthcare Services 6.2% 6.0% -0.2%
Construction 5.3% 5.2% -0.1%
Petroleum Products 5.0% 4.9% 0.0%
Power 4.4% 4.3% -0.1%
IT - Software 3.3% 4.2% +0.9%
Automobiles 3.6% 4.1% +0.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 20.3% 20.9% +0.6%
Insurance 6.7% 8.6% +1.9%
Telecom - Services 6.5% 6.2% -0.3%
Healthcare Services 6.0% 6.1% +0.1%
Construction 5.2% 5.4% +0.2%
Cement & Cement Products 7.1% 5.0% -2.0%
Petroleum Products 4.9% 4.9% 0.0%
Consumer Durables 3.4% 4.9% +1.5%
IT - Software 4.2% 4.3% +0.1%
Power 4.3% 4.2% -0.2%
🟢
Biggest New Buy
Life Insurance Corporation Of India
2.10% weight · Insurance
🔴
Biggest Exit
Ambuja Cements Limited
3.26% was held · Cement & Cement Products
Biggest Add
UltraTech Cement Limited
+1.24% · now 5.04%
Biggest Trim
Samvardhana Motherson International Limited
-1.53% · now 1.75%
🤝 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
Amber Enterprises India Limited 24 funds
Amber Enterprises India Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
WCMC-The Wealth Company Mid cap fund + more
👋 Other funds also exited
Ambuja Cements Limited 28 funds
Ambuja Cements Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Kotak Nifty MNC ETF
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 1 Exit ↑ 13 Increased ↓ 12 Decreased
#StockSectorWeight (Aug 2026)
1
Life Insurance Corporation Of India
₹36.89 Cr
Insurance 2.10%
2
Amber Enterprises India Limited
₹22.86 Cr
Consumer Durables 1.30%
#StockSectorLast Weight (Jul 2026)
1
Ambuja Cements Limited
₹58.40 Cr
Cement & Cement Products 3.26%
#StockSectorJul 2026Aug 2026Change
1
UltraTech Cement Limited
₹88.44 Cr
Cement & Cement Products 3.80% 5.04% +1.24%
2
Larsen & Toubro Limited
₹65.93 Cr
Construction 3.06% 3.76% +0.70%
3
Axis Bank Limited
₹108.55 Cr
Banks 5.73% 6.18% +0.45%
4
Healthcare Global Enterprises Limited
₹73.98 Cr
Healthcare Services 3.78% 4.22% +0.44%
5
SBI Funds Management Limited
₹42.74 Cr
Capital Markets 2.06% 2.43% +0.37%
6
Jindal Steel Limited
₹48.31 Cr
Ferrous Metals 2.49% 2.75% +0.26%
7
ICICI Bank Limited
₹135.54 Cr
Banks 7.47% 7.72% +0.25%
8
Havells India Limited
₹62.66 Cr
Consumer Durables 3.40% 3.57% +0.17%
9
Graphite India Limited
₹33.23 Cr
Industrial Products 1.73% 1.89% +0.16%
10
Infosys Limited
₹74.64 Cr
IT - Software 4.15% 4.25% +0.10%
#StockSectorJul 2026Aug 2026Change
1
Samvardhana Motherson International Limited
₹30.72 Cr
Auto Components 3.28% 1.75% -1.53%
2
PNC Infratech Limited
₹29.52 Cr
Construction 2.16% 1.68% -0.48%
3
Metropolis Healthcare Limited
₹33.78 Cr
Healthcare Services 2.23% 1.92% -0.31%
4
Bharti Airtel Limited
₹74.02 Cr
Telecom - Services 4.50% 4.22% -0.28%
5
SBI Life Insurance Company Limited
₹67.53 Cr
Insurance 4.08% 3.85% -0.23%
6
Page Industries Limited
₹28.64 Cr
Textiles & Apparels 1.80% 1.63% -0.17%
7
NTPC Limited
₹73.12 Cr
Power 4.33% 4.17% -0.16%
8
Hindustan Unilever Limited
₹50.17 Cr
Diversified FMCG 2.99% 2.86% -0.13%
9
HDFC Bank Limited
₹123.13 Cr
Banks 7.09% 7.02% -0.07%
10
Godrej Properties Limited
₹54.02 Cr
Realty 3.15% 3.08% -0.07%

What Stocks Does This Fund Hold?

28 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹135.54 Cr
Banks
7.72%
2
₹123.13 Cr
Banks
7.02%
3
₹108.55 Cr
Banks
6.18%
4
₹88.44 Cr
Cement & Cement Products
5.04%
5
₹85.93 Cr
Petroleum Products
4.90%
6
₹74.64 Cr
IT - Software
4.25%
7
₹73.98 Cr
Healthcare Services
4.22%
8
₹74.02 Cr
Telecom - Services
4.22%
9
₹73.12 Cr
Power
4.17%
10
₹70.92 Cr
Automobiles
4.04%
🏆 Top stocks held by Focused funds
See which stocks all active Focused 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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