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Tata Mid Cap Fund - Direct Plan- Growth Option

Mid Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
61
Aug 2026
Equity Holdings
₹6,166.77 Cr
Equity only, excl. debt & cash
AAUM
₹5,377.43 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.5%
Diversified
Top 10 Weight
29.0%
Diversified
Changes
64
1 new · 4 exits
Top Sector
Banks
11.3% 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 1 new addition and exited 4 stocks this month. The biggest new buy was Grasim Industries Limited (Cement & Cement Products) at 1.33% weight. Indraprastha Gas Limited was the biggest exit (Gas), which was held at 0.81%. Among existing holdings, L&T Finance Limited saw the biggest increase — now at 2.83% of the portfolio. BSE Limited was trimmed the most, now at 1.58%. Bharat Heavy Electricals Limited remains the top holding with Banks the dominant sector at 11.3%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 11.0% 11.3% +0.2%
Pharmaceuticals & Biotechnology 9.0% 9.1% +0.1%
Auto Components 8.1% 8.4% +0.2%
Electrical Equipment 6.6% 6.6% +0.0%
Capital Markets 5.8% 5.7% -0.1%
Finance 4.3% 4.9% +0.7%
Financial Technology (Fintech) 4.0% 4.8% +0.8%
IT - Software 4.8% 4.7% -0.1%
Telecom - Services 4.6% 4.7% +0.1%
Chemicals & Petrochemicals 4.4% 4.6% +0.2%
🟢
Biggest New Buy
Grasim Industries Limited
1.33% weight · Cement & Cement Products
🔴
Biggest Exit
Indraprastha Gas Limited
0.81% was held · Gas
Biggest Add
L&T Finance Limited
+0.77% · now 2.83%
Biggest Trim
BSE Limited
-0.78% · now 1.58%
🤝 Other funds also bought this month
Grasim Industries Limited 26 funds
Grasim Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
👋 Other funds also exited
Indraprastha Gas Limited 7 funds
Indraprastha Gas Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Sundaram Value Fund Direct Plan - Growth
Tata Ethical Fund -Direct Plan- Growth Option + more
Metro Brands Limited 6 funds
Metro Brands Limited
Kotak Midcap Fund - Direct Plan - Growth
LIC MF Multi Asset Allocation Fund-Direct Plan-Growth
Kotak Services Fund - Direct - Growth + more
SKF INDIA INDUSTRIAL LTD 4 funds
SKF INDIA INDUSTRIAL LTD
HDFC Hybrid Equity Fund
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
Mirae Asset Large & Midcap Fund - Direct Plan - Growth + more
Mahindra Logistics Limited 3 funds
Mahindra Logistics Limited
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
Kotak Transportation & Logistics Fund-Direct Growth
WhiteOak Capital Special Opportunities Fund - Direct Growth

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 4 Exits ↑ 28 Increased ↓ 31 Decreased
#StockSectorWeight (Aug 2026)
1
Grasim Industries Limited
₹83.06 Cr
Cement & Cement Products 1.33%
#StockSectorLast Weight (Jul 2026)
1
Indraprastha Gas Limited
₹49.12 Cr
Gas 0.81%
2
Metro Brands Limited
₹42.03 Cr
Consumer Durables 0.69%
3
Mahindra Logistics Limited
₹29.61 Cr
Transport Services 0.49%
4
SKF INDIA INDUSTRIAL LTD
₹28.77 Cr
Industrial Products 0.48%
#StockSectorJul 2026Aug 2026Change
1
L&T Finance Limited
₹176.55 Cr
Finance 2.06% 2.83% +0.77%
2
Multi Commodity Exchange of India Limited
₹170.00 Cr
Capital Markets 1.97% 2.72% +0.75%
3
Max Healthcare Institute Limited
₹156.32 Cr
Healthcare Services 1.81% 2.50% +0.69%
4
One 97 Communications Limited
₹188.88 Cr
Financial Technology (Fintech) 2.44% 3.03% +0.59%
5
Max Financial Services Limited
₹188.77 Cr
Insurance 2.72% 3.03% +0.31%
6
IndusInd Bank Limited
₹193.15 Cr
Banks 2.84% 3.10% +0.26%
7
PB Fintech Limited
₹112.50 Cr
Financial Technology (Fintech) 1.59% 1.80% +0.21%
8
Bosch Limited
₹73.95 Cr
Auto Components 1.00% 1.19% +0.19%
9
Glenmark Pharmaceuticals Limited
₹148.80 Cr
Pharmaceuticals & Biotechnology 2.21% 2.38% +0.17%
10
Bharat Heavy Electricals Limited
₹200.00 Cr
Electrical Equipment 3.04% 3.20% +0.16%
#StockSectorJul 2026Aug 2026Change
1
BSE Limited
₹98.46 Cr
Capital Markets 2.36% 1.58% -0.78%
2
Cummins India Limited
₹40.84 Cr
Industrial Products 1.00% 0.65% -0.35%
3
Adani Energy Solutions Limited
₹80.20 Cr
Power 1.54% 1.29% -0.25%
4
Marico Limited
₹155.80 Cr
Agricultural Food & other Products 2.73% 2.50% -0.23%
5
Voltas Limited
₹71.66 Cr
Consumer Durables 1.32% 1.15% -0.17%
6
Mankind Pharma Limited
₹193.54 Cr
Pharmaceuticals & Biotechnology 3.26% 3.10% -0.16%
7
UPL Limited
₹84.34 Cr
Fertilizers & Agrochemicals 1.50% 1.35% -0.15%
8
PI Industries Limited
₹47.40 Cr
Fertilizers & Agrochemicals 0.91% 0.76% -0.15%
9
Bharat Forge Limited
₹115.77 Cr
Auto Components 2.00% 1.86% -0.14%
10
JK Cement Limited
₹121.02 Cr
Cement & Cement Products 2.07% 1.94% -0.13%

What Stocks Does This Fund Hold?

61 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹200.00 Cr
Electrical Equipment
3.20%
2
₹193.54 Cr
Pharmaceuticals & Biotechnology
3.10%
3
₹193.15 Cr
Banks
3.10%
4
₹188.88 Cr
Financial Technology (Fintech)
3.03%
5
₹188.77 Cr
Insurance
3.03%
6
₹178.35 Cr
Banks
2.86%
7
₹176.55 Cr
Finance
2.83%
8
₹170.00 Cr
Capital Markets
2.72%
9
₹162.93 Cr
Banks
2.61%
10
₹157.64 Cr
Telecom - Services
2.53%
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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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