← Tata Mutual Fund

Tata Large & MId Cap Fund -Direct Plan- Growth Option

Mid Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
49
Aug 2026
Equity Holdings
₹7,260.37 Cr
Equity only, excl. debt & cash
AAUM
₹7,245.69 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
28.0%
Moderate
Top 10 Weight
46.5%
Moderate
Changes
47
0 new · 1 exits
Top Sector
Banks
24.3% of portfolio
Launch Date
01 Jan 2013
10+ year track record

AAUM (Average Assets Under Management) of ₹7,245.69 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 Large & MId Cap Fund exited 1 stock from its portfolio this month. Sundram Fasteners Limited was the biggest exit (Auto Components), which was held at 1.24%. Among existing holdings, Sudarshan Chemical Industries Limited saw the biggest increase — now at 1.78% of the portfolio. PI Industries Limited was trimmed the most, now at 3.27%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 24.3%. ↓ 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 23.8% 23.7% -0.1%
Finance 7.1% 7.6% +0.5%
Telecom - Services 6.3% 6.3% 0.0%
Beverages 6.3% 5.8% -0.5%
Auto Components 6.1% 5.6% -0.6%
Pharmaceuticals & Biotechnology 4.9% 5.1% +0.2%
Realty 4.0% 4.5% +0.5%
Cement & Cement Products 5.2% 4.4% -0.8%
Petroleum Products 3.8% 3.8% +0.0%
Fertilizers & Agrochemicals 3.4% 3.7% +0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 23.7% 24.3% +0.6%
Finance 7.6% 7.4% -0.2%
Telecom - Services 6.3% 6.1% -0.2%
Beverages 5.8% 5.5% -0.4%
Pharmaceuticals & Biotechnology 5.1% 5.4% +0.3%
Cement & Cement Products 4.4% 4.5% +0.1%
Realty 4.5% 4.5% -0.1%
Auto Components 5.6% 4.3% -1.2%
Petroleum Products 3.8% 3.8% +0.0%
Fertilizers & Agrochemicals 3.7% 3.3% -0.4%
🔴
Biggest Exit
Sundram Fasteners Limited
1.24% was held · Auto Components
Biggest Add
Sudarshan Chemical Industries Limited
+0.39% · now 1.78%
Biggest Trim
PI Industries Limited
-0.42% · now 3.27%
👋 Other funds also exited
Sundram Fasteners Limited 5 funds
Sundram Fasteners Limited
Kotak Transportation & Logistics Fund-Direct Growth
UTI - Master Equity Plan Unit Scheme
HDFC Manufacturing Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🔴 1 Exit ↑ 28 Increased ↓ 18 Decreased
#StockSectorLast Weight (Jul 2026)
1
Sundram Fasteners Limited
₹97.75 Cr
Auto Components 1.24%
#StockSectorJul 2026Aug 2026Change
1
Sudarshan Chemical Industries Limited
₹136.82 Cr
Chemicals & Petrochemicals 1.39% 1.78% +0.39%
2
State Bank of India
₹445.20 Cr
Banks 5.46% 5.80% +0.34%
3
Elantas Beck India Limited
₹109.39 Cr
Industrial Products 1.12% 1.42% +0.30%
4
Abbott India Limited
₹103.40 Cr
Pharmaceuticals & Biotechnology 1.11% 1.35% +0.24%
5
IDFC First Bank Limited
₹414.81 Cr
Banks 5.17% 5.40% +0.23%
6
Tega Industries Limited
₹190.36 Cr
Industrial Manufacturing 2.26% 2.48% +0.22%
7
PB Fintech Limited
₹103.17 Cr
Financial Technology (Fintech) 1.12% 1.34% +0.22%
8
The Ramco Cements Limited
₹140.73 Cr
Cement & Cement Products 1.64% 1.83% +0.19%
9
Devyani International Limited
₹72.20 Cr
Leisure Services 0.75% 0.94% +0.19%
10
QUESS CORP LIMITED
₹90.80 Cr
Commercial Services & Supplies 1.00% 1.18% +0.18%
#StockSectorJul 2026Aug 2026Change
1
PI Industries Limited
₹251.02 Cr
Fertilizers & Agrochemicals 3.69% 3.27% -0.42%
2
Godrej Industries Limited
₹198.05 Cr
Diversified 2.91% 2.58% -0.33%
3
Varun Beverages Limited
₹280.32 Cr
Beverages 3.92% 3.65% -0.27%
4
Mahindra & Mahindra Financial Services Limited
₹171.58 Cr
Finance 2.49% 2.23% -0.26%
5
Bharti Airtel Limited
₹303.89 Cr
Telecom - Services 4.19% 3.96% -0.23%
6
Adani Energy Solutions Limited
₹129.84 Cr
Power 1.91% 1.69% -0.22%
7
HDFC Bank Limited
₹609.74 Cr
Banks 8.14% 7.94% -0.20%
8
United Breweries Limited
₹138.47 Cr
Beverages 1.90% 1.80% -0.10%
9
Godrej Properties Limited
₹342.50 Cr
Realty 4.53% 4.46% -0.07%
10
ACC Limited
₹142.97 Cr
Cement & Cement Products 1.92% 1.86% -0.06%

What Stocks Does This Fund Hold?

49 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹609.74 Cr
Banks
7.94%
2
₹445.20 Cr
Banks
5.80%
3
₹414.81 Cr
Banks
5.40%
4
₹342.50 Cr
Realty
4.46%
5
₹334.28 Cr
Banks
4.35%
6
₹303.89 Cr
Telecom - Services
3.96%
7
₹296.59 Cr
Finance
3.86%
8
₹293.71 Cr
Petroleum Products
3.82%
9
₹280.32 Cr
Beverages
3.65%
10
₹251.02 Cr
Fertilizers & Agrochemicals
3.27%
🏆 Top stocks held by Mid Cap funds
See which stocks all active Mid 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.

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