Sector Allocation of the of Tata Value Fund

Here is the most recent list of holdings in sectors in the Tata Value Fund's portfolio as of 30 Apr 2026. The fund's AUM is 8,591.54 crores, of which equity holdings constitute 94.63%.

Name of the SectorHolding Percentage
Financial Services 35.46%
Financial 30.67%
Energy 12.08%
Oil, Gas & Consumable Fuels 11.92%
Materials 11.85%
Consumer Staples 9.09%
Automobile 8.78%
Power 7.85%
N/A 7.45%
Fast Moving Consumer Goods 7.18%
Technology 5.49%
Automobile and Auto Components 5.31%
Telecommunication 4.60%
Services 4.50%
Others 4.16%
Information Technology 3.33%
Consumer Services 3.14%
Consumer Durables 2.49%
Metals & Mining 2.41%
Capital Goods 2.38%
Media, Entertainment & Publication 1.37%
Construction 1.15%
Chemicals 1.10%
Healthcare 1.05%
Realty 0.96%
Construction Materials 0.85%
Textiles 0.83%
Diversified 0.80%
Others -88.25%