← Tata Mutual Fund

Tata Focused Fund-Direct Plan-Growth

Focused Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
27
Jul 2026
Equity Holdings
₹1,677.01 Cr
Equity only, excl. debt & cash
AAUM
₹1,713.64 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.7%
Moderate
Top 10 Weight
50.2%
Moderate
Changes
28
1 new · 1 exits
Top Sector
Banks
20.3% 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 1 new addition and exited 1 stock this month. The biggest new buy was SBI Funds Management Limited (Capital Markets) at 2.06% weight. Adani Ports and Special Economic Zone Limited was the biggest exit (Transport Infrastructure), which was held at 2.42%. Among existing holdings, Hindustan Unilever Limited saw the biggest increase — now at 2.99% of the portfolio. Samvardhana Motherson International Limited was trimmed the most, now at 3.28%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 20.3%. ↓ 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 19.2% 20.6% +1.5%
Cement & Cement Products 7.1% 6.9% -0.2%
Insurance 6.6% 6.7% +0.1%
Telecom - Services 7.5% 6.5% -0.9%
Healthcare Services 7.2% 6.2% -1.0%
Construction 5.3% 5.3% +0.0%
Petroleum Products 4.8% 5.0% +0.1%
Auto Components 4.5% 4.6% +0.1%
Power 4.8% 4.4% -0.4%
Automobiles 3.6% 3.6% +0.0%
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%
🟢
Biggest New Buy
SBI Funds Management Limited
2.06% weight · Capital Markets
🔴
Biggest Exit
Adani Ports and Special Economic Zone Limited
2.42% was held · Transport Infrastructure
Biggest Add
Hindustan Unilever Limited
+0.90% · now 2.99%
Biggest Trim
Samvardhana Motherson International Limited
-1.29% · now 3.28%
🤝 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
👋 Other funds also exited
Adani Ports and Special Economic Zone Limited 38 funds
Adani Ports and Special Economic Zone Limited
Mirae Asset Nifty India Infrastructure & Logistics ETF
Axis Quant Fund - Direct Plan - Growth
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 1 Exit ↑ 15 Increased ↓ 11 Decreased
#StockSectorWeight (Jul 2026)
1
SBI Funds Management Limited
₹36.82 Cr
Capital Markets 2.06%
#StockSectorLast Weight (Jun 2026)
1
Adani Ports and Special Economic Zone Limited
₹42.54 Cr
Transport Infrastructure 2.42%
#StockSectorJun 2026Jul 2026Change
1
Hindustan Unilever Limited
₹53.58 Cr
Diversified FMCG 2.09% 2.99% +0.90%
2
Infosys Limited
₹74.40 Cr
IT - Software 3.26% 4.15% +0.89%
3
Mahindra & Mahindra Limited
₹73.44 Cr
Automobiles 3.59% 4.10% +0.51%
4
Havells India Limited
₹60.97 Cr
Consumer Durables 2.97% 3.40% +0.43%
5
Godrej Properties Limited
₹56.46 Cr
Realty 2.84% 3.15% +0.31%
6
Swiggy Limited
₹30.48 Cr
Retailing 1.45% 1.70% +0.25%
7
Bharti Airtel Limited
₹80.56 Cr
Telecom - Services 4.30% 4.50% +0.20%
8
ICICI Bank Limited
₹133.81 Cr
Banks 7.28% 7.47% +0.19%
9
SBI Life Insurance Company Limited
₹73.02 Cr
Insurance 3.89% 4.08% +0.19%
10
Healthcare Global Enterprises Limited
₹67.71 Cr
Healthcare Services 3.59% 3.78% +0.19%
#StockSectorJun 2026Jul 2026Change
1
Samvardhana Motherson International Limited
₹58.79 Cr
Auto Components 4.57% 3.28% -1.29%
2
Page Industries Limited
₹32.30 Cr
Textiles & Apparels 2.51% 1.80% -0.71%
3
Sun Pharmaceutical Industries Limited
₹31.85 Cr
Pharmaceuticals & Biotechnology 2.39% 1.78% -0.61%
4
Metropolis Healthcare Limited
₹40.03 Cr
Healthcare Services 2.61% 2.23% -0.38%
5
HDFC Bank Limited
₹126.93 Cr
Banks 7.46% 7.09% -0.37%
6
Tata Communications Limited
₹34.87 Cr
Telecom - Services 2.22% 1.95% -0.27%
7
Larsen & Toubro Limited
₹54.75 Cr
Construction 3.27% 3.06% -0.21%
8
HDFC Life Insurance Company Limited
₹47.16 Cr
Insurance 2.81% 2.63% -0.18%
9
Axis Bank Limited
₹102.66 Cr
Banks 5.89% 5.73% -0.16%
10
NTPC Limited
₹77.56 Cr
Power 4.40% 4.33% -0.07%

What Stocks Does This Fund Hold?

27 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹133.81 Cr
Banks
7.47%
2
₹126.93 Cr
Banks
7.09%
3
₹102.66 Cr
Banks
5.73%
4
₹88.00 Cr
Petroleum Products
4.91%
5
₹80.56 Cr
Telecom - Services
4.50%
6
₹77.56 Cr
Power
4.33%
7
₹74.40 Cr
IT - Software
4.15%
8
₹73.44 Cr
Automobiles
4.10%
9
₹73.02 Cr
Insurance
4.08%
10
₹68.13 Cr
Cement & Cement Products
3.80%
🏆 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.

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