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Tata Multicap Fund - Direct Plan - Growth

Multi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
80
Jul 2026
Equity Holdings
₹3,392.26 Cr
Equity only, excl. debt & cash
AAUM
₹3,251.36 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.8%
Diversified
Top 10 Weight
25.9%
Diversified
Changes
79
5 new · 4 exits
Top Sector
Banks
19.4% of portfolio
Launch Date
16 Jan 2023
3 years old

AAUM (Average Assets Under Management) of ₹3,251.36 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 Multicap Fund made 5 new additions and exited 4 stocks this month. The biggest new buy was Adani Enterprises Limited (Metals & Minerals Trading) at 0.88% weight. Thermax Limited was the biggest exit (Electrical Equipment), which was held at 1.96%. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 5.39% of the portfolio. Apollo Hospitals Enterprise Limited was trimmed the most, now at 2.15%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 19.4%. ↓ 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 17.4% 19.8% +2.4%
Healthcare Services 9.7% 8.5% -1.2%
Finance 6.6% 6.6% 0.0%
Auto Components 6.1% 6.3% +0.3%
Industrial Products 5.9% 5.9% +0.1%
Consumer Durables 2.9% 5.5% +2.6%
Automobiles 2.8% 3.8% +1.0%
Beverages 2.0% 3.7% +1.7%
Retailing 3.6% 3.7% +0.1%
Power 4.3% 3.5% -0.7%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 19.8% 19.4% -0.3%
Healthcare Services 8.5% 8.3% -0.2%
Finance 6.6% 6.9% +0.3%
Auto Components 6.3% 6.7% +0.3%
Consumer Durables 5.5% 5.5% +0.1%
Industrial Products 5.9% 5.3% -0.6%
Automobiles 3.8% 4.7% +0.9%
Beverages 3.7% 3.8% +0.1%
Power 3.5% 3.5% 0.0%
Transport Infrastructure 2.6% 3.4% +0.7%
🟢
Biggest New Buy
Adani Enterprises Limited
0.88% weight · Metals & Minerals Trading
🔴
Biggest Exit
Thermax Limited
1.96% was held · Electrical Equipment
Biggest Add
HDFC Bank Limited
+1.12% · now 5.39%
Biggest Trim
Apollo Hospitals Enterprise Limited
-0.61% · now 2.15%
🤝 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
Ather Energy Limited 23 funds
Ather Energy Limited
Invesco India Focused Fund
Samco Active Momentum Fund
Motilal Oswal Asset Management Company Limited + more
Pfizer Limited 5 funds
Pfizer Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
PGIM India Small Cap Fund - Direct Plan- Growth Option + more
Aadhar Housing Finance Limited 4 funds
Aadhar Housing Finance Limited
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Tata Banking And Financial Services Fund-Direct Plan-Growth
Baroda BNP Paribas Banking & Financial Services Fund + more
Rainbow Childrens Medicare Limited 3 funds
Rainbow Childrens Medicare Limited
WhiteOak Capital Pharma and Healthcare Fund
Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option
Navi Nifty 500 Multicap 50:25:25 Index
👋 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
Jindal Steel Limited 32 funds
Jindal Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth
Samco Large Cap Fund + more
NMDC Limited 27 funds
NMDC Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH + more
Thermax Limited 20 funds
Thermax Limited
Tata India Innovation Fund- Direct Growth
Groww BSE Power ETF FOF
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 4 Exits ↑ 34 Increased ↓ 36 Decreased
#StockSectorWeight (Jul 2026)
1
Adani Enterprises Limited
₹31.32 Cr
Metals & Minerals Trading 0.88%
2
Ather Energy Limited
₹27.90 Cr
Automobiles 0.79%
3
Aadhar Housing Finance Limited
₹17.22 Cr
Finance 0.49%
4
Pfizer Limited
₹5.53 Cr
Pharmaceuticals & Biotechnology 0.16%
5
Rainbow Childrens Medicare Limited
₹3.27 Cr
Healthcare Services 0.09%
#StockSectorLast Weight (Jun 2026)
1
Thermax Limited
₹67.78 Cr
Electrical Equipment 1.96%
2
Eternal Limited
₹42.34 Cr
Retailing 1.23%
3
Jindal Steel Limited
₹21.23 Cr
Ferrous Metals 0.61%
4
NMDC Limited
₹12.77 Cr
Minerals & Mining 0.37%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹190.78 Cr
Banks 4.27% 5.39% +1.12%
2
Adani Ports and Special Economic Zone Limited
₹118.76 Cr
Transport Infrastructure 2.62% 3.35% +0.73%
3
The Indian Hotels Company Limited
₹37.26 Cr
Leisure Services 0.41% 1.05% +0.64%
4
Firstsource Solutions Limited
₹51.84 Cr
Commercial Services & Supplies 1.13% 1.46% +0.33%
5
Dixon Technologies (India) Limited
₹64.40 Cr
Consumer Durables 1.58% 1.82% +0.24%
6
Dr. Lal Path Labs Limited
₹64.73 Cr
Healthcare Services 1.62% 1.83% +0.21%
7
United Spirits Limited
₹60.70 Cr
Beverages 1.56% 1.71% +0.15%
8
Coforge Limited
₹42.48 Cr
IT - Software 1.05% 1.20% +0.15%
9
Mahindra & Mahindra Limited
₹66.27 Cr
Automobiles 1.73% 1.87% +0.14%
10
ZF Commercial Vehicle Control Systems India Limited
₹23.66 Cr
Auto Components 0.54% 0.67% +0.13%
#StockSectorJun 2026Jul 2026Change
1
Apollo Hospitals Enterprise Limited
₹76.06 Cr
Healthcare Services 2.76% 2.15% -0.61%
2
The Federal Bank Limited
₹46.65 Cr
Banks 1.72% 1.32% -0.40%
3
Bandhan Bank Limited
₹52.24 Cr
Banks 1.77% 1.47% -0.30%
4
Kirloskar Pneumatic Co Ltd
₹31.04 Cr
Industrial Products 1.18% 0.88% -0.30%
5
Axis Bank Limited
₹73.77 Cr
Banks 2.34% 2.08% -0.26%
6
Titan Company Limited
₹37.37 Cr
Consumer Durables 1.30% 1.05% -0.25%
7
Indian Bank
₹46.01 Cr
Banks 1.54% 1.30% -0.24%
8
Bharti Airtel Limited
₹69.02 Cr
Telecom - Services 2.14% 1.95% -0.19%
9
Aditya Birla Sun Life AMC Limited
₹33.24 Cr
Capital Markets 1.10% 0.94% -0.16%
10
Bank of Baroda
₹35.96 Cr
Banks 1.17% 1.02% -0.15%

What Stocks Does This Fund Hold?

80 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹190.78 Cr
Banks
5.39%
2
₹118.76 Cr
Transport Infrastructure
3.35%
3
₹91.55 Cr
Petroleum Products
2.58%
4
₹80.74 Cr
Power
2.28%
5
₹76.06 Cr
Healthcare Services
2.15%
6
₹73.92 Cr
Banks
2.09%
7
₹73.77 Cr
Banks
2.08%
8
₹71.17 Cr
Automobiles
2.01%
9
₹70.50 Cr
Finance
1.99%
10
₹69.02 Cr
Telecom - Services
1.95%
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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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