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Tata India Innovation Fund- Direct Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
60
Aug 2026
Equity Holdings
₹1,252.41 Cr
Equity only, excl. debt & cash
AAUM
₹1,360.69 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.9%
Diversified
Top 10 Weight
32.4%
Diversified
Changes
60
3 new · 4 exits
Top Sector
Banks
19.5% of portfolio
Launch Date
11 Nov 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,360.69 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 India Innovation Fund made 3 new additions and exited 4 stocks this month. The biggest new buy was Shriram Pistons & Rings Limited (Auto Components) at 0.72% weight. Apollo Hospitals Enterprise Limited was the biggest exit (Healthcare Services), which was held at 3.34%. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 3.82% of the portfolio. Acutaas Chemicals Ltd was trimmed the most, now at 1.41%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 19.5%. ↓ 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 17.9% 18.9% +0.9%
Healthcare Services 11.2% 12.0% +0.8%
Automobiles 6.8% 8.0% +1.2%
Pharmaceuticals & Biotechnology 7.7% 6.7% -1.0%
Retailing 6.7% 6.6% -0.1%
Auto Components 6.2% 6.4% +0.2%
IT - Software 3.5% 4.1% +0.6%
Consumer Durables 3.4% 3.8% +0.4%
Petroleum Products 3.4% 3.5% +0.1%
Telecom - Services 4.5% 3.2% -1.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 18.9% 19.5% +0.6%
Healthcare Services 12.0% 9.7% -2.3%
Auto Components 6.4% 7.8% +1.4%
Retailing 6.6% 6.8% +0.3%
Automobiles 8.0% 6.8% -1.1%
Pharmaceuticals & Biotechnology 6.7% 6.4% -0.3%
IT - Software 4.1% 4.5% +0.4%
Consumer Durables 3.8% 4.0% +0.1%
Petroleum Products 3.5% 3.5% 0.0%
Transport Infrastructure 3.2% 3.1% -0.2%
🟢
Biggest New Buy
Shriram Pistons & Rings Limited
0.72% weight · Auto Components
🔴
Biggest Exit
Apollo Hospitals Enterprise Limited
3.34% was held · Healthcare Services
Biggest Add
HDFC Bank Limited
+0.67% · now 3.82%
Biggest Trim
Acutaas Chemicals Ltd
-0.63% · now 1.41%
🤝 Other funds also bought this month
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
Rainbow Childrens Medicare Limited 16 funds
Rainbow Childrens Medicare Limited
ICICI Prudential Healthcare Fund
Shriram Flexi Cap Fund
Shriram ELSS Tax Saver Fund + more
Zensar Technologies Limited 10 funds
Zensar Technologies Limited
NJ Value Fund
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN + more
👋 Other funds also exited
Hero MotoCorp Limited 44 funds
Hero MotoCorp Limited
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Consumption Fund - Direct plan - Growth Option
Kotak Special Opportunities Fund - Direct Plan - Growth Option + more
Apollo Hospitals Enterprise Limited 42 funds
Apollo Hospitals Enterprise Limited
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more
Dabur India Limited 14 funds
Dabur India Limited
KOTAK NIFTY MIDCAP 50 INDEX FUND-DIRECT PLAN- GROWTH
Kotak Nifty Midcap 50 ETF
Tata Business Cycle Fund-Direct Plan-Growth + more
Ujjivan Small Finance Bank Limited 13 funds
Ujjivan Small Finance Bank Limited
ITI Balanced Advantage Fund - Direct Plan - Growth Option
Kotak Banking & Financial Services Fund - Direct Plan - Growth
Motilal Oswal Multi Cap Fund-Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 4 Exits ↑ 41 Increased ↓ 12 Decreased
#StockSectorWeight (Aug 2026)
1
Shriram Pistons & Rings Limited
₹9.68 Cr
Auto Components 0.72%
2
Zensar Technologies Limited
₹4.47 Cr
IT - Software 0.33%
3
Rainbow Childrens Medicare Limited
₹5.53 L
Healthcare Services 0.00%
#StockSectorLast Weight (Jul 2026)
1
Apollo Hospitals Enterprise Limited
₹45.66 Cr
Healthcare Services 3.34%
2
Hero MotoCorp Limited
₹21.54 Cr
Automobiles 1.57%
3
Dabur India Limited
₹20.02 Cr
Personal Products 1.46%
4
Ujjivan Small Finance Bank Limited
₹9.43 Cr
Banks 0.69%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹51.47 Cr
Banks 3.15% 3.82% +0.67%
2
Ather Energy Limited
₹28.44 Cr
Automobiles 1.53% 2.11% +0.58%
3
PB Fintech Limited
₹33.68 Cr
Financial Technology (Fintech) 2.10% 2.50% +0.40%
4
Manipal Health Enterprises Ltd
₹16.59 Cr
Healthcare Services 0.94% 1.23% +0.29%
5
Aster DM Healthcare Limited
₹14.79 Cr
Healthcare Services 0.81% 1.10% +0.29%
6
TBO Tek Limited
₹24.33 Cr
Leisure Services 1.56% 1.81% +0.25%
7
Axis Bank Limited
₹44.98 Cr
Banks 3.11% 3.34% +0.23%
8
Samvardhana Motherson International Limited
₹24.11 Cr
Auto Components 1.56% 1.79% +0.23%
9
Dixon Technologies (India) Limited
₹30.82 Cr
Consumer Durables 2.13% 2.29% +0.16%
10
Craftsman Automation Limited
₹15.74 Cr
Auto Components 1.01% 1.17% +0.16%
#StockSectorJul 2026Aug 2026Change
1
Acutaas Chemicals Ltd
₹18.96 Cr
Pharmaceuticals & Biotechnology 2.04% 1.41% -0.63%
2
Bharti Airtel Limited
₹40.69 Cr
Telecom - Services 3.24% 3.02% -0.22%
3
Adani Energy Solutions Limited
₹17.68 Cr
Power 1.50% 1.31% -0.19%
4
Firstsource Solutions Limited
₹19.42 Cr
Commercial Services & Supplies 1.62% 1.44% -0.18%
5
Adani Ports and Special Economic Zone Limited
₹41.24 Cr
Transport Infrastructure 3.21% 3.06% -0.15%
6
Maruti Suzuki India Limited
₹29.13 Cr
Automobiles 2.24% 2.16% -0.08%
7
Voltas Limited
₹11.94 Cr
Consumer Durables 0.97% 0.89% -0.08%
8
Cummins India Limited
₹12.76 Cr
Industrial Products 1.01% 0.95% -0.06%
9
Mahindra & Mahindra Limited
₹34.46 Cr
Automobiles 2.61% 2.56% -0.05%
10
Reliance Industries Limited
₹46.87 Cr
Petroleum Products 3.51% 3.48% -0.03%

What Stocks Does This Fund Hold?

60 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹69.50 Cr
Banks
5.16%
2
₹51.47 Cr
Banks
3.82%
3
₹46.87 Cr
Petroleum Products
3.48%
4
₹44.98 Cr
Banks
3.34%
5
₹41.24 Cr
Transport Infrastructure
3.06%
6
₹40.69 Cr
Telecom - Services
3.02%
7
₹37.73 Cr
Retailing
2.80%
8
₹36.14 Cr
IT - Software
2.69%
9
₹34.46 Cr
Automobiles
2.56%
10
₹33.68 Cr
Financial Technology (Fintech)
2.50%
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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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