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 31 Oct 2025. The fund's AUM is 7,169.01 crores, of which equity holdings constitute 94.62%.

Name of the SectorHolding Percentage
Financial Services 38.60%
Financial 30.67%
Energy 12.08%
Materials 11.85%
Fast Moving Consumer Goods 10.35%
Oil, Gas & Consumable Fuels 9.55%
Consumer Staples 9.09%
Automobile 8.78%
Information Technology 6.90%
Automobile and Auto Components 6.59%
Technology 5.49%
N/A 5.38%
Capital Goods 4.91%
Consumer Services 4.72%
Services 4.50%
Power 4.50%
Others 4.16%
Telecommunication 2.21%
Healthcare 1.30%
Media, Entertainment & Publication 1.23%
Construction Materials 1.09%
Metals & Mining 0.85%
Construction 0.85%
Textiles 0.83%
Diversified 0.80%
Realty 0.72%
Chemicals 0.60%
Consumer Durables 0.14%
Others -88.74%