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Tata India Innovation Fund- Direct Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
61
Jul 2026
Equity Holdings
₹1,304.03 Cr
Equity only, excl. debt & cash
AAUM
₹1,360.69 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.3%
Diversified
Top 10 Weight
32.5%
Diversified
Changes
62
4 new · 3 exits
Top Sector
Banks
18.9% 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 4 new additions and exited 3 stocks this month. The biggest new buy was Ather Energy Limited (Automobiles) at 1.53% weight. Thermax Limited was the biggest exit (Electrical Equipment), which was held at 2.14%. Among existing holdings, Adani Ports and Special Economic Zone Limited saw the biggest increase — now at 3.21% of the portfolio. Acutaas Chemicals Ltd was trimmed the most, now at 2.04%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 18.9%. ↓ 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 16.9% 17.9% +1.0%
Healthcare Services 12.8% 11.2% -1.6%
Pharmaceuticals & Biotechnology 8.2% 7.7% -0.4%
Automobiles 6.2% 6.8% +0.6%
Retailing 6.7% 6.7% 0.0%
Auto Components 6.4% 6.2% -0.2%
Telecom - Services 5.9% 4.5% -1.4%
Electrical Equipment 4.6% 4.2% -0.4%
IT - Software 5.6% 3.5% -2.0%
Petroleum Products 3.5% 3.4% -0.1%
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%
🟢
Biggest New Buy
Ather Energy Limited
1.53% weight · Automobiles
🔴
Biggest Exit
Thermax Limited
2.14% was held · Electrical Equipment
Biggest Add
Adani Ports and Special Economic Zone Limited
+1.14% · now 3.21%
Biggest Trim
Acutaas Chemicals Ltd
-0.88% · now 2.04%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + 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
Ather Energy Limited 23 funds
Ather Energy Limited
Invesco India Focused Fund
Samco Active Momentum Fund
Motilal Oswal Asset Management Company Limited + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Thermax Limited 20 funds
Thermax Limited
Tata Multicap Fund - Direct Plan - Growth
Groww BSE Power ETF FOF
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth + more
Tata Communications Limited 17 funds
Tata Communications Limited
Mirae Asset Multicap Fund - Direct Plan - Growth
LIC MF Mid Cap Fund-Direct Plan-Growth
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 4 New Entries 🔴 3 Exits ↑ 37 Increased ↓ 18 Decreased
#StockSectorWeight (Jul 2026)
1
Ather Energy Limited
₹20.87 Cr
Automobiles 1.53%
2
Torrent Pharmaceuticals Limited
₹14.35 Cr
Pharmaceuticals & Biotechnology 1.05%
3
Manipal Health Enterprises Ltd
₹12.83 Cr
Healthcare Services 0.94%
4
Adani Enterprises Limited
₹10.44 Cr
Metals & Minerals Trading 0.76%
#StockSectorLast Weight (Jun 2026)
1
Thermax Limited
₹29.68 Cr
Electrical Equipment 2.14%
2
Tata Communications Limited
₹19.60 Cr
Telecom - Services 1.41%
3
JB Chemicals & Pharmaceuticals Limited
₹19.36 Cr
Pharmaceuticals & Biotechnology 1.40%
#StockSectorJun 2026Jul 2026Change
1
Adani Ports and Special Economic Zone Limited
₹43.92 Cr
Transport Infrastructure 2.07% 3.21% +1.14%
2
HDFC Bank Limited
₹43.09 Cr
Banks 2.45% 3.15% +0.70%
3
Tech Mahindra Limited
₹36.66 Cr
IT - Software 2.25% 2.68% +0.43%
4
Firstsource Solutions Limited
₹22.16 Cr
Commercial Services & Supplies 1.21% 1.62% +0.41%
5
Dr. Lal Path Labs Limited
₹32.62 Cr
Healthcare Services 2.03% 2.38% +0.35%
6
Dixon Technologies (India) Limited
₹29.16 Cr
Consumer Durables 1.78% 2.13% +0.35%
7
Mahindra & Mahindra Limited
₹35.68 Cr
Automobiles 2.32% 2.61% +0.29%
8
ICICI Bank Limited
₹68.61 Cr
Banks 4.74% 5.01% +0.27%
9
Swiggy Limited
₹21.78 Cr
Retailing 1.32% 1.59% +0.27%
10
Karur Vysya Bank Limited
₹22.33 Cr
Banks 1.39% 1.63% +0.24%
#StockSectorJun 2026Jul 2026Change
1
Acutaas Chemicals Ltd
₹27.94 Cr
Pharmaceuticals & Biotechnology 2.92% 2.04% -0.88%
2
Hero MotoCorp Limited
₹21.54 Cr
Automobiles 2.25% 1.57% -0.68%
3
Metropolis Healthcare Limited
₹22.39 Cr
Healthcare Services 2.28% 1.64% -0.64%
4
Axis Bank Limited
₹42.54 Cr
Banks 3.36% 3.11% -0.25%
5
Eternal Limited
₹36.29 Cr
Retailing 2.86% 2.65% -0.21%
6
Vishal Mega Mart Limited
₹29.58 Cr
Retailing 2.35% 2.16% -0.19%
7
Bank of Baroda
₹19.41 Cr
Banks 1.57% 1.42% -0.15%
8
Aditya Birla Sun Life AMC Limited
₹14.10 Cr
Capital Markets 1.16% 1.03% -0.13%
9
Emmvee Photovoltaic Power Ltd
₹21.95 Cr
Electrical Equipment 1.71% 1.60% -0.11%
10
Syngene International Limited
₹10.70 Cr
Healthcare Services 0.88% 0.78% -0.10%

What Stocks Does This Fund Hold?

61 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹68.61 Cr
Banks
5.01%
2
₹48.00 Cr
Petroleum Products
3.51%
3
₹45.66 Cr
Healthcare Services
3.34%
4
₹44.28 Cr
Telecom - Services
3.24%
5
₹43.92 Cr
Transport Infrastructure
3.21%
6
₹43.09 Cr
Banks
3.15%
7
₹42.54 Cr
Banks
3.11%
8
₹36.66 Cr
IT - Software
2.68%
9
₹36.29 Cr
Retailing
2.65%
10
₹35.68 Cr
Automobiles
2.61%
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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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