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Tata Large Cap Fund -Direct Plan Growth Option

Large Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
45
Aug 2026
Equity Holdings
₹2,696.77 Cr
Equity only, excl. debt & cash
AAUM
₹2,471.19 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
28.5%
Moderate
Top 10 Weight
43.7%
Moderate
Changes
48
4 new · 3 exits
Top Sector
Banks
23.9% of portfolio
Launch Date
01 Jan 2013
10+ year track record

AAUM (Average Assets Under Management) of ₹2,471.19 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 Cap Fund made 4 new additions and exited 3 stocks this month. The biggest new buy was Max Healthcare Institute Limited (Healthcare Services) at 2.26% weight. ITC Limited was the biggest exit (Diversified FMCG), which was held at 2.02%. Among existing holdings, Samvardhana Motherson International Limited saw the biggest increase — now at 2.99% of the portfolio. HDFC Asset Management Company Limited was trimmed the most, now at 1.42%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 23.9%. ↓ 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 24.3% 23.5% -0.8%
IT - Software 7.0% 7.9% +0.9%
Telecom - Services 7.1% 7.3% +0.2%
Pharmaceuticals & Biotechnology 5.3% 5.9% +0.6%
Power 6.0% 5.7% -0.3%
Capital Markets 5.4% 5.1% -0.3%
Petroleum Products 6.1% 4.9% -1.2%
Finance 3.1% 4.5% +1.3%
Diversified FMCG 1.9% 3.9% +2.0%
Automobiles 3.5% 3.8% +0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 23.5% 23.9% +0.4%
IT - Software 7.9% 8.0% +0.1%
Telecom - Services 7.3% 6.8% -0.4%
Pharmaceuticals & Biotechnology 5.9% 6.2% +0.3%
Power 5.7% 5.2% -0.5%
Petroleum Products 4.9% 4.9% -0.1%
Finance 4.5% 4.3% -0.2%
Capital Markets 5.1% 4.3% -0.9%
Automobiles 3.8% 3.7% -0.1%
Auto Components 2.6% 3.0% +0.4%
🟢
Biggest New Buy
Max Healthcare Institute Limited
2.26% weight · Healthcare Services
🔴
Biggest Exit
ITC Limited
2.02% was held · Diversified FMCG
Biggest Add
Samvardhana Motherson International Limited
+0.36% · now 2.99%
Biggest Trim
HDFC Asset Management Company Limited
-0.46% · now 1.42%
🤝 Other funds also bought this month
PB Fintech Limited 37 funds
PB Fintech Limited
Mirae Asset BSE Select IPO ETF
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Max Healthcare Institute Limited 27 funds
Max Healthcare Institute Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Midcap Fund - Direct Plan - Growth Option
Mirae Asset Nifty 500 Healthcare ETF + more
Asian Paints Limited 26 funds
Asian Paints Limited
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Mirae Asset Nifty50 Equal Weight ETF + more
Urban Company Ltd. 9 funds
Urban Company Ltd.
SBI Flexicap Fund - DIRECT PLAN - Growth Option
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH
JM Aggressive Hybrid Fund + more
👋 Other funds also exited
ITC Limited 52 funds
ITC Limited
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
Kotak Nifty India Consumption ETF
Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option + more
Nestle India Limited 31 funds
Nestle India Limited
Kotak Nifty MNC ETF
WhiteOak Capital Quality Equity Fund Direct Plan Growth
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more
Adani Ports and Special Economic Zone Limited 30 funds
Adani Ports and Special Economic Zone Limited
Kotak Transportation & Logistics Fund-Direct Growth
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 3 Exits ↑ 22 Increased ↓ 19 Decreased
#StockSectorWeight (Aug 2026)
1
Max Healthcare Institute Limited
₹62.53 Cr
Healthcare Services 2.26%
2
PB Fintech Limited
₹30.00 Cr
Financial Technology (Fintech) 1.09%
3
Asian Paints Limited
₹26.54 Cr
Consumer Durables 0.96%
4
Urban Company Ltd.
₹16.71 Cr
Retailing 0.60%
#StockSectorLast Weight (Jul 2026)
1
ITC Limited
₹56.20 Cr
Diversified FMCG 2.02%
2
Adani Ports and Special Economic Zone Limited
₹37.32 Cr
Transport Infrastructure 1.34%
3
Nestle India Limited
₹30.19 Cr
Food Products 1.08%
#StockSectorJul 2026Aug 2026Change
1
Samvardhana Motherson International Limited
₹82.78 Cr
Auto Components 2.63% 2.99% +0.36%
2
Cipla Limited
₹41.14 Cr
Pharmaceuticals & Biotechnology 1.22% 1.49% +0.27%
3
Cyient Limited
₹23.50 Cr
IT - Services 0.61% 0.85% +0.24%
4
Kotak Mahindra Bank Limited
₹83.88 Cr
Banks 2.80% 3.03% +0.23%
5
ICICI Bank Limited
₹255.95 Cr
Banks 9.08% 9.26% +0.18%
6
Axis Bank Limited
₹80.60 Cr
Banks 2.74% 2.92% +0.18%
7
Solar Industries India Limited
₹50.27 Cr
Chemicals & Petrochemicals 1.65% 1.82% +0.17%
8
Eternal Limited
₹49.22 Cr
Retailing 1.63% 1.78% +0.15%
9
Westlife Development Ltd
₹34.44 Cr
Leisure Services 1.10% 1.25% +0.15%
10
Bharat Heavy Electricals Limited
₹44.27 Cr
Electrical Equipment 1.46% 1.60% +0.14%
#StockSectorJul 2026Aug 2026Change
1
HDFC Asset Management Company Limited
₹39.33 Cr
Capital Markets 1.88% 1.42% -0.46%
2
Bharti Airtel Limited
₹153.11 Cr
Telecom - Services 5.99% 5.54% -0.45%
3
ICICI Prudential Asset Management Company Limited
₹39.79 Cr
Capital Markets 1.83% 1.44% -0.39%
4
Adani Energy Solutions Limited
₹65.20 Cr
Power 2.72% 2.36% -0.36%
5
HDFC Bank Limited
₹153.99 Cr
Banks 5.84% 5.57% -0.27%
6
Bajaj Finance Limited
₹89.85 Cr
Finance 3.48% 3.25% -0.23%
7
Hindustan Unilever Limited
₹48.16 Cr
Diversified FMCG 1.85% 1.74% -0.11%
8
Ambuja Cements Limited
₹36.10 Cr
Cement & Cement Products 1.40% 1.31% -0.09%
9
Power Grid Corporation of India Limited
₹35.14 Cr
Power 1.36% 1.27% -0.09%
10
Reliance Industries Limited
₹134.09 Cr
Petroleum Products 4.93% 4.85% -0.08%

What Stocks Does This Fund Hold?

45 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹255.95 Cr
Banks
9.26%
2
₹153.99 Cr
Banks
5.57%
3
₹153.11 Cr
Telecom - Services
5.54%
4
₹134.09 Cr
Petroleum Products
4.85%
5
₹89.85 Cr
Finance
3.25%
6
₹87.03 Cr
Banks
3.15%
7
₹85.97 Cr
IT - Software
3.11%
8
₹83.88 Cr
Banks
3.03%
9
₹82.78 Cr
Auto Components
2.99%
10
₹80.60 Cr
Banks
2.92%
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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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