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Tata Mid Cap Fund - Direct Plan- Growth Option

Mid Cap Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
65
May 2026
Equity Holdings
₹5,620.55 Cr
Equity only, excl. debt & cash
Top 5 Weight
14.9%
Diversified
Top 10 Weight
27.8%
Diversified
Changes
63
7 new · 4 exits
Top Sector
Banks
11.9% of portfolio
📋 What Happened This Month Tata Mid Cap Fund made 7 new additions and exited 4 stocks this month. The biggest new buy was Premier Energies Limited (Electrical Equipment) at 1.64% weight. Balkrishna Industries Limited was the biggest exit (Auto Components), which was held at 0.97%. Among existing holdings, BSE Limited saw the biggest increase — now at 2.84% of the portfolio. UPL Limited was trimmed the most, now at 1.69%. Mankind Pharma Limited remains the top holding with Banks the dominant sector at 11.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 12.2% 12.2% +0.1%
Pharmaceuticals & Biotechnology 9.3% 9.0% -0.3%
Auto Components 7.4% 7.2% -0.1%
Insurance 4.9% 4.6% -0.3%
Finance 4.9% 4.4% -0.5%
Electrical Equipment 2.5% 4.3% +1.8%
Telecom - Services 4.7% 4.2% -0.6%
Fertilizers & Agrochemicals 4.0% 4.0% +0.0%
Agricultural Food & other Products 4.3% 4.0% -0.4%
IT - Software 3.7% 4.0% +0.2%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 12.2% 11.9% -0.4%
Pharmaceuticals & Biotechnology 9.0% 10.1% +1.1%
Auto Components 7.2% 7.4% +0.1%
Electrical Equipment 4.3% 5.9% +1.6%
Capital Markets 2.8% 5.2% +2.4%
Insurance 4.6% 4.7% +0.1%
Finance 4.4% 4.4% -0.1%
Telecom - Services 4.2% 4.2% +0.1%
IT - Software 4.0% 4.1% +0.1%
Agricultural Food & other Products 4.0% 4.0% +0.1%
🟢
Biggest New Buy
Premier Energies Limited
1.64% weight · Electrical Equipment
🔴
Biggest Exit
Balkrishna Industries Limited
0.97% was held · Auto Components
Biggest Add
BSE Limited
+0.89% · now 2.84%
Biggest Trim
UPL Limited
-0.94% · now 1.69%
🤝 Other funds also bought this month
Dixon Technologies (India) Limited 32 funds
Dixon Technologies (India) Limited
Motilal Oswal BSE Quality Index Fund
Helios Flexi Cap Fund - Direct Plan - Growth Option
Helios Mid Cap Fund - Direct Plan - Growth Option + more
Multi Commodity Exchange of India Limited 26 funds
Multi Commodity Exchange of India Limited
Axis Nifty Capital Markets Index Fund
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Adani Energy Solutions Limited 25 funds
Adani Energy Solutions Limited
quant Focused Fund - Growth Option-Direct Plan
Samco Large & Mid Cap Fund
quant ESG Integration Strategy Fund + more
PB Fintech Limited 23 funds
PB Fintech Limited
TRUSTMF MID CAP FUND -DIRECT -GROWTH
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan
JM Large and Midcap Fund + more
Premier Energies Limited 22 funds
Premier Energies Limited
quant ELSS Tax Saver Fund - Growth Option - Direct Plan
Motilal Oswal Special Opportunities Fund - Direct - Growth
Tata Aggressive Hybrid Fund -Direct Plan- Growth Option + more
Sona BLW Precision Forgings Limited 17 funds
Sona BLW Precision Forgings Limited
SBI Resurgent India Opportunities Scheme
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth + more
👋 Other funds also exited
Swiggy Limited 11 funds
Swiggy Limited
Baroda BNP Paribas Innovation Fund Direct plan - Growth Option
ITI Balanced Advantage Fund - Direct Plan - Growth Option
BARODA BNP PARIBAS India Consumption Fund - Direct Plan - Growth Option + more
Torrent Power Limited 4 funds
Torrent Power Limited
Tata Housing Opportunities Fund - Direct Plan - Growth
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth
ICICI Prudential Commodities Fund - Direct Plan - Growth Option + more
Balkrishna Industries Limited 3 funds
Balkrishna Industries Limited
ITI Bharat Consumption Fund - Direct Plan - Growth
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth
Carborundum Universal Limited 2 funds
Carborundum Universal Limited
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan
CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 7 New Entries 🔴 4 Exits ↑ 16 Increased ↓ 36 Decreased
#StockSectorWeight (May 2026)
1
Premier Energies Limited
₹93.98 Cr
Electrical Equipment 1.64%
2
Abbott India Limited
₹87.49 Cr
Pharmaceuticals & Biotechnology 1.53%
3
Adani Energy Solutions Limited
₹85.63 Cr
Power 1.49%
4
Dixon Technologies (India) Limited
₹69.84 Cr
Consumer Durables 1.22%
5
Sona BLW Precision Forgings Limited
₹66.82 Cr
Auto Components 1.17%
6
PB Fintech Limited
₹59.59 Cr
Financial Technology (Fintech) 1.04%
7
Multi Commodity Exchange of India Limited
₹51.70 Cr
Capital Markets 0.90%
#StockSectorLast Weight (Apr 2026)
1
Balkrishna Industries Limited
₹54.42 Cr
Auto Components 0.97%
2
Carborundum Universal Limited
₹38.07 Cr
Industrial Products 0.68%
3
Torrent Power Limited
₹34.72 Cr
Power 0.62%
4
Swiggy Limited
₹27.03 Cr
Retailing 0.48%
#StockSectorApr 2026May 2026Change
1
BSE Limited
₹162.61 Cr
Capital Markets 1.95% 2.84% +0.89%
2
Billionbrains Garage Ventures Ltd
₹83.20 Cr
Capital Markets 0.85% 1.45% +0.60%
3
Cummins India Limited
₹105.86 Cr
Industrial Products 1.69% 1.85% +0.16%
4
Indus Towers Limited
₹137.04 Cr
Telecom - Services 2.27% 2.39% +0.12%
5
Mankind Pharma Limited
₹190.05 Cr
Pharmaceuticals & Biotechnology 3.21% 3.32% +0.11%
6
Hexaware Technologies Limited
₹57.39 Cr
IT - Software 0.90% 1.00% +0.10%
7
Bharat Heavy Electricals Limited
₹171.62 Cr
Electrical Equipment 2.90% 2.99% +0.09%
8
Marico Limited
₹143.80 Cr
Agricultural Food & other Products 2.42% 2.51% +0.09%
9
Adani Ports and Special Economic Zone Limited
₹90.23 Cr
Transport Infrastructure 1.48% 1.57% +0.09%
10
Max Financial Services Limited
₹159.03 Cr
Insurance 2.69% 2.77% +0.08%
#StockSectorApr 2026May 2026Change
1
UPL Limited
₹96.72 Cr
Fertilizers & Agrochemicals 2.63% 1.69% -0.94%
2
PI Industries Limited
₹55.50 Cr
Fertilizers & Agrochemicals 1.36% 0.97% -0.39%
3
Lupin Limited
₹62.77 Cr
Pharmaceuticals & Biotechnology 1.48% 1.10% -0.38%
4
Voltas Limited
₹74.74 Cr
Consumer Durables 1.53% 1.30% -0.23%
5
Navin Fluorine International Limited
₹49.90 Cr
Chemicals & Petrochemicals 1.10% 0.87% -0.23%
6
Glenmark Pharmaceuticals Limited
₹136.49 Cr
Pharmaceuticals & Biotechnology 2.58% 2.38% -0.20%
7
Jubilant Foodworks Limited
₹76.95 Cr
Leisure Services 1.54% 1.34% -0.20%
8
Thermax Limited
₹70.62 Cr
Electrical Equipment 1.40% 1.23% -0.17%
9
AU Small Finance Bank Limited
₹147.71 Cr
Banks 2.72% 2.58% -0.14%
10
Indian Bank
₹152.89 Cr
Banks 2.79% 2.67% -0.12%

What Stocks Does This Fund Hold?

65 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹190.05 Cr
Pharmaceuticals & Biotechnology
3.32%
2
₹173.37 Cr
Banks
3.02%
3
₹171.62 Cr
Electrical Equipment
2.99%
4
₹162.61 Cr
Capital Markets
2.84%
5
₹159.03 Cr
Insurance
2.77%
6
₹155.44 Cr
Banks
2.71%
7
₹152.89 Cr
Banks
2.67%
8
₹147.71 Cr
Banks
2.58%
9
₹143.80 Cr
Agricultural Food & other Products
2.51%
10
₹137.04 Cr
Telecom - Services
2.39%
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🏦 Tata Mutual Fund — Portfolio & Holdings
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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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