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Tata Nifty Realty Index Fund - Direct Plan - Growth

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
10
Aug 2026
Equity Holdings
₹63.72 Cr
Equity only, excl. debt & cash
AAUM
₹47.07 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
74.9%
High concentration
Top 10 Weight
99.9%
High concentration
Changes
10
0 new · 0 exits
Top Sector
Realty
96.7% of portfolio
Launch Date
08 Apr 2024
2 years old

AAUM (Average Assets Under Management) of ₹47.07 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 Among existing holdings, DLF Limited saw the biggest increase — now at 19.77% of the portfolio. Lodha Developers Limited was trimmed the most, now at 14.83%. DLF Limited remains the top holding with Realty the dominant sector at 96.7%. ↓ 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
Realty 96.7% 96.5% -0.2%
Paper, Forest & Jute Products 3.3% 3.3% 0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Realty 96.5% 96.7% +0.2%
Paper, Forest & Jute Products 3.3% 3.2% -0.2%
Biggest Add
DLF Limited
+0.86% · now 19.77%
Biggest Trim
Lodha Developers Limited
-0.60% · now 14.83%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 5 Increased ↓ 5 Decreased
#StockSectorJul 2026Aug 2026Change
1
DLF Limited
₹12.62 Cr
Realty 18.91% 19.77% +0.86%
2
Brigade Enterprises Limited
₹3.46 Cr
Realty 4.81% 5.42% +0.61%
3
Oberoi Realty Limited
₹6.26 Cr
Realty 9.62% 9.81% +0.19%
4
Prestige Estates Projects Limited
₹7.84 Cr
Realty 12.19% 12.29% +0.10%
5
The Phoenix Mills Limited
₹10.09 Cr
Realty 15.81% 15.82% +0.01%
#StockSectorJul 2026Aug 2026Change
1
Lodha Developers Limited
₹9.46 Cr
Realty 15.43% 14.83% -0.60%
2
Godrej Properties Limited
₹7.75 Cr
Realty 12.74% 12.15% -0.59%
3
Sobha Limited
₹1.59 Cr
Realty 2.73% 2.49% -0.24%
4
Anant Raj Limited
₹2.62 Cr
Realty 4.26% 4.11% -0.15%
5
Aditya Birla Real Estate Limited
₹2.02 Cr
Paper, Forest & Jute Products 3.32% 3.17% -0.15%

What Stocks Does This Fund Hold?

10 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹12.62 Cr
Realty
19.77%
2
₹10.09 Cr
Realty
15.82%
3
₹9.46 Cr
Realty
14.83%
4
₹7.84 Cr
Realty
12.29%
5
₹7.75 Cr
Realty
12.15%
6
₹6.26 Cr
Realty
9.81%
7
₹3.46 Cr
Realty
5.42%
8
₹2.62 Cr
Realty
4.11%
9
₹2.02 Cr
Paper, Forest & Jute Products
3.17%
10
₹1.59 Cr
Realty
2.49%
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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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