Tata Aggressive Hybrid Fund- Regular Plan - Periodic Payout of IDCW Option

Tata Aggressive Hybrid Fund- Regular Plan - Periodic Payout of IDCW Option - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 73.97%Others: 26.03%

Market Cap

Large Cap: 52.09%Small Cap: 11.24%Mid Cap: 8.12%Equity: 2.52%

Number of stocks

96

Top 10 Holdings

64.20% of portfolio

Market Cap of Equity

Large Cap
52.09%
Small Cap
11.24%
Mid Cap
8.12%
Equity
2.52%

Companies Allocation of Equity

Bharti Airtel Ltd9.89%
Reliance Industries Ltd9.81%
Larsen & Toubro Ltd7.18%
RBL Bank Ltd5.86%
HDFC Bank Ltd5.69%
UltraTech Cement Ltd5.42%
ICICI Bank Ltd5.23%
Infosys Ltd5.13%
ITC Ltd5.11%
Kotak Mahindra Bank Ltd4.89%

Sector Allocation of Equity

Communication Services5.52%
Energy4.91%
Industrials7.72%
Financial Services18.00%
Basic Materials6.69%
Technology4.87%
Consumer Defensive9.47%
Consumer Cyclical8.11%
Healthcare4.86%
Real Estate0.85%
Utilities1.55%
Equity1.41%

SIP Amount

Monthly SIP Date

Tata Aggressive Hybrid Fund- Regular Plan - Periodic Payout of IDCW Option

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.