← Tata Mutual Fund

Tata Value Fund -Direct Plan Growth Option

Value/Contra Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
39
Aug 2026
Equity Holdings
₹8,195.53 Cr
Equity only, excl. debt & cash
AAUM
₹8,141.77 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.5%
Moderate
Top 10 Weight
49.9%
Moderate
Changes
41
1 new · 3 exits
Top Sector
Banks
17.4% of portfolio
Launch Date
17 May 2004
10+ year track record

AAUM (Average Assets Under Management) of ₹8,141.77 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 Value Fund made 1 new addition and exited 3 stocks this month. The biggest new buy was Life Insurance Corporation Of India (Insurance) at 1.91% weight. Power Finance Corporation Limited was the biggest exit (Finance), which was held at 1.89%. Among existing holdings, Motilal Oswal Financial Services Limited saw the biggest increase — now at 5.30% of the portfolio. Prestige Estates Projects Limited was trimmed the most, now at 0.28%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 17.4%. ↓ 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 17.2% 17.1% 0.0%
Finance 12.8% 12.9% +0.1%
Power 8.3% 7.2% -1.1%
Capital Markets 6.4% 5.7% -0.6%
Consumable Fuels 4.9% 4.9% 0.0%
Telecom - Services 4.5% 4.5% 0.0%
Retailing 3.7% 4.2% +0.5%
Petroleum Products 3.9% 4.1% +0.2%
Automobiles 3.4% 3.8% +0.4%
IT - Software 2.1% 3.5% +1.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 17.1% 17.4% +0.3%
Finance 12.9% 10.9% -1.9%
Power 7.2% 6.5% -0.7%
Capital Markets 5.7% 5.3% -0.4%
Consumable Fuels 4.9% 4.9% -0.1%
Retailing 4.2% 4.5% +0.3%
Telecom - Services 4.5% 4.4% -0.1%
Petroleum Products 4.1% 4.1% +0.0%
Automobiles 3.8% 3.6% -0.2%
Non - Ferrous Metals 2.9% 3.1% +0.2%
🟢
Biggest New Buy
Life Insurance Corporation Of India
1.91% weight · Insurance
🔴
Biggest Exit
Power Finance Corporation Limited
1.89% was held · Finance
Biggest Add
Motilal Oswal Financial Services Limited
+0.88% · now 5.30%
Biggest Trim
Prestige Estates Projects Limited
-0.83% · now 0.28%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
👋 Other funds also exited
Power Finance Corporation Limited 51 funds
Power Finance Corporation Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
Kotak Multicap Fund-Direct Plan-Growth + more
HCL Technologies Limited 38 funds
HCL Technologies Limited
Kotak Nifty IT ETF
Mirae Asset Nifty Top 20 Equal Weight ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more
HDFC Asset Management Company Limited 28 funds
HDFC Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Kotak Nifty200 Quality 30 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 3 Exits ↑ 16 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
Life Insurance Corporation Of India
₹165.53 Cr
Insurance 1.91%
#StockSectorLast Weight (Jul 2026)
1
Power Finance Corporation Limited
₹160.40 Cr
Finance 1.89%
2
HDFC Asset Management Company Limited
₹110.65 Cr
Capital Markets 1.30%
3
HCL Technologies Limited
₹93.34 Cr
IT - Software 1.10%
#StockSectorJul 2026Aug 2026Change
1
Motilal Oswal Financial Services Limited
₹458.98 Cr
Capital Markets 4.42% 5.30% +0.88%
2
Kotak Mahindra Bank Limited
₹366.14 Cr
Banks 3.72% 4.23% +0.51%
3
JK Tyre & Industries Limited
₹66.56 Cr
Auto Components 0.43% 0.77% +0.34%
4
Shriram Finance Limited
₹559.39 Cr
Finance 6.21% 6.46% +0.25%
5
Hindustan Zinc Limited
₹267.95 Cr
Non - Ferrous Metals 2.86% 3.10% +0.24%
6
PB Fintech Limited
₹135.00 Cr
Financial Technology (Fintech) 1.36% 1.56% +0.20%
7
Eternal Limited
₹245.09 Cr
Retailing 2.66% 2.83% +0.17%
8
Engineers India Limited
₹106.76 Cr
Construction 1.07% 1.23% +0.16%
9
CarTrade Tech Limited
₹144.71 Cr
Retailing 1.55% 1.67% +0.12%
10
Oil India Limited
₹200.02 Cr
Oil 2.24% 2.31% +0.07%
#StockSectorJul 2026Aug 2026Change
1
Prestige Estates Projects Limited
₹24.50 Cr
Realty 1.11% 0.28% -0.83%
2
Hindustan Aeronautics Limited
₹151.25 Cr
Aerospace & Defense 2.27% 1.75% -0.52%
3
ITC Limited
₹262.14 Cr
Diversified FMCG 3.39% 3.03% -0.36%
4
Muthoot Finance Limited
₹385.96 Cr
Finance 4.76% 4.46% -0.30%
5
NTPC Limited
₹265.19 Cr
Power 3.31% 3.06% -0.25%
6
Power Grid Corporation of India Limited
₹192.13 Cr
Power 2.44% 2.22% -0.22%
7
Adani Energy Solutions Limited
₹104.95 Cr
Power 1.43% 1.21% -0.22%
8
Natco Pharma Limited
₹58.91 Cr
Pharmaceuticals & Biotechnology 0.89% 0.68% -0.21%
9
Hero MotoCorp Limited
₹311.18 Cr
Automobiles 3.77% 3.60% -0.17%
10
HDFC Bank Limited
₹174.20 Cr
Banks 2.16% 2.01% -0.15%

What Stocks Does This Fund Hold?

39 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹811.33 Cr
Banks
9.37%
2
₹559.39 Cr
Finance
6.46%
3
₹458.98 Cr
Capital Markets
5.30%
4
₹421.43 Cr
Consumable Fuels
4.87%
5
₹385.96 Cr
Finance
4.46%
6
₹381.41 Cr
Telecom - Services
4.41%
7
₹366.14 Cr
Banks
4.23%
8
₹355.81 Cr
Petroleum Products
4.11%
9
₹311.18 Cr
Automobiles
3.60%
10
₹267.95 Cr
Non - Ferrous Metals
3.10%
🏆 Top stocks held by Value/Contra funds
See which stocks all active Value/Contra fund managers are buying — ranked by total value invested
🏦 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.