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Tata Mid Cap Fund - Direct Plan- Growth Option

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
64
Jul 2026
Equity Holdings
₹5,957.32 Cr
Equity only, excl. debt & cash
AAUM
₹5,377.43 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.8%
Diversified
Top 10 Weight
27.3%
Diversified
Changes
67
4 new · 6 exits
Top Sector
Banks
11.0% of portfolio
Launch Date
15 Jun 1994
10+ year track record

AAUM (Average Assets Under Management) of ₹5,377.43 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 Mid Cap Fund made 4 new additions and exited 6 stocks this month. The biggest new buy was Dr. Reddy's Laboratories Limited (Pharmaceuticals & Biotechnology) at 1.57% weight. ICICI Lombard General Insurance Company Limited was the biggest exit (Insurance), which was held at 1.78%. Among existing holdings, Multi Commodity Exchange of India Limited saw the biggest increase — now at 1.97% of the portfolio. Indian Bank was trimmed the most, now at 1.58%. Mankind Pharma Limited remains the top holding with Banks the dominant sector at 11.0%. ↓ 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 11.9% 12.3% +0.4%
Pharmaceuticals & Biotechnology 10.1% 8.6% -1.4%
Auto Components 7.4% 7.9% +0.5%
Electrical Equipment 5.9% 7.0% +1.1%
Capital Markets 5.2% 5.2% +0.0%
Insurance 4.7% 4.5% -0.2%
Finance 4.4% 4.5% +0.1%
IT - Software 4.1% 4.3% +0.2%
Telecom - Services 4.2% 4.1% -0.1%
Financial Technology (Fintech) 3.2% 3.8% +0.6%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 12.3% 11.0% -1.2%
Pharmaceuticals & Biotechnology 8.6% 9.0% +0.4%
Auto Components 7.9% 8.1% +0.2%
Electrical Equipment 7.0% 6.6% -0.4%
Capital Markets 5.2% 5.8% +0.6%
IT - Software 4.3% 4.8% +0.5%
Telecom - Services 4.1% 4.6% +0.5%
Chemicals & Petrochemicals 3.3% 4.4% +1.1%
Finance 4.5% 4.3% -0.2%
Financial Technology (Fintech) 3.8% 4.0% +0.2%
🟢
Biggest New Buy
Dr. Reddy's Laboratories Limited
1.57% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
ICICI Lombard General Insurance Company Limited
1.78% was held · Insurance
Biggest Add
Multi Commodity Exchange of India Limited
+0.88% · now 1.97%
Biggest Trim
Indian Bank
-0.97% · now 1.58%
🤝 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
Dr. Reddy's Laboratories Limited 24 funds
Dr. Reddy's Laboratories Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
Motilal Oswal Asset Management Company Limited
ICICI Prudential Balanced Hybrid Fund + more
Solar Industries India Limited 23 funds
Solar Industries India Limited
ITI Focused Equity Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fnd + more
Hero MotoCorp Limited 19 funds
Hero MotoCorp Limited
HDFC Nifty Auto Index Fund
DSP Nifty Midcap 150 Qlty 50 Index Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
👋 Other funds also exited
Eternal Limited 45 funds
Eternal Limited
Groww Nifty India Internet ETF FOF
Motilal Oswal Business Cycle Fund - Direct Plan- Growth
Invesco India Large & Mid Cap Fund - Direct Plan - Growth + more
Adani Ports and Special Economic Zone Limited 38 funds
Adani Ports and Special Economic Zone Limited
Mirae Asset Nifty India Infrastructure & Logistics ETF
Axis Quant Fund - Direct Plan - Growth
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth + more
ICICI Lombard General Insurance Company Limited 32 funds
ICICI Lombard General Insurance Company Limited
Edelweiss BSE Capital Markets & Insurance ETF - Growth
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth
Tata Banking And Financial Services Fund-Direct Plan-Growth + more
Lupin Limited 32 funds
Lupin Limited
Mirae Asset Nifty 500 Healthcare ETF
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Tata Chemicals Limited 8 funds
Tata Chemicals Limited
Groww Nifty Smallcap250 ETF
Groww Nifty EV & New Age Automotive ETF FOF
Mirae Asset Nifty 500 Value 50 ETF + more
The Ramco Cements Limited 8 funds
The Ramco Cements Limited
Groww Nifty Smallcap250 ETF
Tata Resources & Energy Fund-Direct Plan-Growth
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 4 New Entries 🔴 6 Exits ↑ 26 Increased ↓ 31 Decreased
#StockSectorWeight (Jul 2026)
1
Dr. Reddy's Laboratories Limited
₹95.08 Cr
Pharmaceuticals & Biotechnology 1.57%
2
Hero MotoCorp Limited
₹80.79 Cr
Automobiles 1.33%
3
Solar Industries India Limited
₹64.37 Cr
Chemicals & Petrochemicals 1.06%
4
Adani Enterprises Limited
₹62.63 Cr
Metals & Minerals Trading 1.03%
#StockSectorLast Weight (Jun 2026)
1
ICICI Lombard General Insurance Company Limited
₹104.50 Cr
Insurance 1.78%
2
Adani Ports and Special Economic Zone Limited
₹90.51 Cr
Transport Infrastructure 1.54%
3
Lupin Limited
₹66.96 Cr
Pharmaceuticals & Biotechnology 1.14%
4
The Ramco Cements Limited
₹65.10 Cr
Cement & Cement Products 1.11%
5
Tata Chemicals Limited
₹36.55 Cr
Chemicals & Petrochemicals 0.62%
6
Eternal Limited
₹26.38 Cr
Retailing 0.45%
#StockSectorJun 2026Jul 2026Change
1
Multi Commodity Exchange of India Limited
₹119.20 Cr
Capital Markets 1.09% 1.97% +0.88%
2
Gujarat Fluorochemicals Limited
₹109.17 Cr
Chemicals & Petrochemicals 1.01% 1.80% +0.79%
3
Bharti Hexacom Limited
₹143.79 Cr
Telecom - Services 1.77% 2.37% +0.60%
4
Max Healthcare Institute Limited
₹109.85 Cr
Healthcare Services 1.44% 1.81% +0.37%
5
Persistent Systems Limited
₹110.98 Cr
IT - Software 1.47% 1.83% +0.36%
6
One 97 Communications Limited
₹147.73 Cr
Financial Technology (Fintech) 2.14% 2.44% +0.30%
7
Sona BLW Precision Forgings Limited
₹110.40 Cr
Auto Components 1.52% 1.82% +0.30%
8
Marico Limited
₹165.42 Cr
Agricultural Food & other Products 2.49% 2.73% +0.24%
9
Abbott India Limited
₹120.68 Cr
Pharmaceuticals & Biotechnology 1.77% 1.99% +0.22%
10
Dixon Technologies (India) Limited
₹85.14 Cr
Consumer Durables 1.23% 1.41% +0.18%
#StockSectorJun 2026Jul 2026Change
1
Indian Bank
₹95.87 Cr
Banks 2.55% 1.58% -0.97%
2
The Federal Bank Limited
₹179.43 Cr
Banks 3.37% 2.96% -0.41%
3
Thermax Limited
₹61.03 Cr
Electrical Equipment 1.25% 1.01% -0.24%
4
BSE Limited
₹143.00 Cr
Capital Markets 2.58% 2.36% -0.22%
5
Mankind Pharma Limited
₹197.57 Cr
Pharmaceuticals & Biotechnology 3.47% 3.26% -0.21%
6
Indraprastha Gas Limited
₹49.12 Cr
Gas 1.01% 0.81% -0.20%
7
Mahindra Logistics Limited
₹29.61 Cr
Transport Services 0.66% 0.49% -0.17%
8
Cummins India Limited
₹60.71 Cr
Industrial Products 1.16% 1.00% -0.16%
9
Bharat Heavy Electricals Limited
₹183.89 Cr
Electrical Equipment 3.19% 3.04% -0.15%
10
HDB Financial Services Limited
₹70.53 Cr
Finance 1.31% 1.16% -0.15%

What Stocks Does This Fund Hold?

64 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹197.57 Cr
Pharmaceuticals & Biotechnology
3.26%
2
₹183.89 Cr
Electrical Equipment
3.04%
3
₹179.43 Cr
Banks
2.96%
4
₹172.12 Cr
Banks
2.84%
5
₹165.42 Cr
Agricultural Food & other Products
2.73%
6
₹164.89 Cr
Insurance
2.72%
7
₹157.10 Cr
Banks
2.59%
8
₹147.73 Cr
Financial Technology (Fintech)
2.44%
9
₹143.79 Cr
Telecom - Services
2.37%
10
₹143.00 Cr
Capital Markets
2.36%
🏆 Top stocks held by Mid Cap funds
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🏦 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.

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