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Tata Large Cap Fund -Direct Plan Growth Option

Large Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
44
Jul 2026
Equity Holdings
₹2,713.21 Cr
Equity only, excl. debt & cash
AAUM
₹2,471.19 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.3%
Moderate
Top 10 Weight
43.7%
Moderate
Changes
46
3 new · 3 exits
Top Sector
Banks
23.5% 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 3 new additions and exited 3 stocks this month. The biggest new buy was ITC Limited (Diversified FMCG) at 2.02% weight. The Indian Hotels Company Limited was the biggest exit (Leisure Services), which was held at 1.65%. Among existing holdings, Bajaj Finance Limited saw the biggest increase — now at 3.48% of the portfolio. Larsen & Toubro Limited was trimmed the most, now at 1.41%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 23.5%. ↓ 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 23.8% 24.3% +0.6%
Telecom - Services 7.2% 7.1% -0.2%
IT - Software 7.9% 7.0% -0.9%
Petroleum Products 6.3% 6.1% -0.2%
Power 6.3% 6.0% -0.3%
Capital Markets 5.5% 5.4% -0.1%
Pharmaceuticals & Biotechnology 4.8% 5.3% +0.5%
Cement & Cement Products 3.7% 3.6% -0.1%
Automobiles 3.5% 3.5% 0.0%
Finance 2.9% 3.1% +0.3%
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%
🟢
Biggest New Buy
ITC Limited
2.02% weight · Diversified FMCG
🔴
Biggest Exit
The Indian Hotels Company Limited
1.65% was held · Leisure Services
Biggest Add
Bajaj Finance Limited
+0.34% · now 3.48%
Biggest Trim
Larsen & Toubro Limited
-1.14% · now 1.41%
🤝 Other funds also bought this month
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
ITC Limited 20 funds
ITC Limited
HDFC Nifty50 Value 20 ETF
Mirae Asset Nifty Top 20 Equal Weight ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Cholamandalam Investment and Finance Company Ltd 16 funds
Cholamandalam Investment and Finance Company Ltd
Invesco India Focused Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
SBI Resurgent India Opportunities Scheme + more
👋 Other funds also exited
Bharat Petroleum Corporation Limited 35 funds
Bharat Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
Hindustan Zinc Limited 25 funds
Hindustan Zinc Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
SAMCO FLEXICAP FUND
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
The Indian Hotels Company Limited 24 funds
The Indian Hotels Company Limited
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF
LIC MF Mid Cap Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 3 Exits ↑ 16 Increased ↓ 24 Decreased
#StockSectorWeight (Jul 2026)
1
ITC Limited
₹56.20 Cr
Diversified FMCG 2.02%
2
Adani Enterprises Limited
₹52.19 Cr
Metals & Minerals Trading 1.87%
3
Cholamandalam Investment and Finance Company Ltd
₹27.75 Cr
Finance 1.00%
#StockSectorLast Weight (Jun 2026)
1
The Indian Hotels Company Limited
₹44.88 Cr
Leisure Services 1.65%
2
Hindustan Zinc Limited
₹37.32 Cr
Non - Ferrous Metals 1.37%
3
Bharat Petroleum Corporation Limited
₹30.36 Cr
Petroleum Products 1.12%
#StockSectorJun 2026Jul 2026Change
1
Bajaj Finance Limited
₹97.00 Cr
Finance 3.14% 3.48% +0.34%
2
Tata Consultancy Services Limited
₹71.41 Cr
IT - Software 2.25% 2.57% +0.32%
3
Mankind Pharma Limited
₹61.74 Cr
Pharmaceuticals & Biotechnology 1.92% 2.22% +0.30%
4
Infosys Limited
₹85.69 Cr
IT - Software 2.79% 3.08% +0.29%
5
Tech Mahindra Limited
₹62.75 Cr
IT - Software 1.96% 2.25% +0.29%
6
Solar Industries India Limited
₹45.98 Cr
Chemicals & Petrochemicals 1.37% 1.65% +0.28%
7
Bharti Airtel Limited
₹166.63 Cr
Telecom - Services 5.75% 5.99% +0.24%
8
Cipla Limited
₹33.87 Cr
Pharmaceuticals & Biotechnology 1.02% 1.22% +0.20%
9
ICICI Bank Limited
₹252.67 Cr
Banks 8.90% 9.08% +0.18%
10
Mahindra & Mahindra Limited
₹67.97 Cr
Automobiles 2.26% 2.44% +0.18%
#StockSectorJun 2026Jul 2026Change
1
Larsen & Toubro Limited
₹39.39 Cr
Construction 2.55% 1.41% -1.14%
2
HDFC Bank Limited
₹162.49 Cr
Banks 6.37% 5.84% -0.53%
3
Ambuja Cements Limited
₹38.90 Cr
Cement & Cement Products 1.86% 1.40% -0.46%
4
Nestle India Limited
₹30.19 Cr
Food Products 1.44% 1.08% -0.36%
5
Axis Bank Limited
₹76.23 Cr
Banks 3.07% 2.74% -0.33%
6
Adani Energy Solutions Limited
₹75.69 Cr
Power 2.89% 2.72% -0.17%
7
ICICI Prudential Asset Management Company Limited
₹51.04 Cr
Capital Markets 2.00% 1.83% -0.17%
8
InterGlobe Aviation Limited
₹58.43 Cr
Transport Services 2.23% 2.10% -0.13%
9
Adani Ports and Special Economic Zone Limited
₹37.32 Cr
Transport Infrastructure 1.46% 1.34% -0.12%
10
Billionbrains Garage Ventures Ltd
₹38.87 Cr
Capital Markets 1.49% 1.40% -0.09%

What Stocks Does This Fund Hold?

44 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹252.67 Cr
Banks
9.08%
2
₹166.63 Cr
Telecom - Services
5.99%
3
₹162.49 Cr
Banks
5.84%
4
₹137.32 Cr
Petroleum Products
4.93%
5
₹97.00 Cr
Finance
3.48%
6
₹85.69 Cr
IT - Software
3.08%
7
₹84.35 Cr
Banks
3.03%
8
₹78.06 Cr
Banks
2.80%
9
₹76.23 Cr
Banks
2.74%
10
₹75.69 Cr
Power
2.72%
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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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