
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%
As of July 31, 2025
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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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.