Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT

Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 94.42%Others: 5.58%

Market Cap

Mid Cap: 69.81%Large Cap: 8.59%Small Cap: 15.99%Equity: 0.03%

Number of stocks

65

Top 10 Holdings

50.80% of portfolio

Market Cap of Equity

Mid Cap
69.81%
Large Cap
8.59%
Small Cap
15.99%
Equity
0.03%

Companies Allocation of Equity

Max Financial Services Ltd6.63%
Alkem Laboratories Ltd5.63%
Cummins India Ltd5.27%
AU Small Finance Bank Ltd5.06%
UPL Ltd4.80%
Patanjali Foods Ltd4.78%
Jubilant Foodworks Ltd4.73%
Lupin Ltd4.64%
ICICI Lombard General Insurance Co Ltd4.64%
Indian Bank4.61%

Sector Allocation of Equity

Financial Services16.26%
Healthcare14.69%
Industrials19.74%
Basic Materials13.11%
Consumer Defensive2.39%
Consumer Cyclical13.37%
Communication Services3.26%
Technology4.09%
Real Estate3.98%
Energy1.51%
Utilities2.00%
Equity0.03%

SIP Amount

Monthly SIP Date

Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT

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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.