Mutual Funds Holding Tata Capital Limited

Financial Services52 fundsISIN INE976I01016

As of 31 July 2026, 52 Indian mutual funds hold Tata Capital Limited (Financial Services), led by CANARA ROBECO BANKING AND FINANCIAL SERVICES FUND at 3.09% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 31 July 2026, 52 Indian mutual fund schemes disclose a holding in Tata Capital Limited (Financial Services). The table below lists every fund holding this stock along with its weight as a percentage of the fund's net assets (% to NAV), sorted from the highest conviction position downward.

Holding Analysis

Across the 52 funds holding Tata Capital Limited, the average position size is 0.97% of net assets. The highest-conviction holder is CANARA ROBECO BANKING AND FINANCIAL SERVICES FUND (Thematic), at 3.09%. Equity funds account for 26 of the 52 holders, with the rest spread across 2 other categories. Over the last month, 2 funds initiated a new position and 1 fund exited, with the largest weight change at CANARA ROBECO VALUE FUND (+0.55pp to 1.23%).

Fund Activity Last Month

How funds changed their Tata Capital Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

2 started a position1 exited6 increased1 reduced

New Positions

SBI Banking And Financial Services Fund at 0.03%
SBI ELSS Tax Saver Fund at 0.01%

Complete Exits

Motilal Oswal Large Cap Fund was 1.37%

Weight Increased

Fund	Weight	Change
CANARA ROBECO VALUE FUND	0.68% → 1.23%	▲ +0.55
Mahindra Manulife Aggressive Hybrid Fund	0.74% → 1.05%	▲ +0.31
Franklin India Flexi Cap Fund	0.79% → 1.03%	▲ +0.24
Mahindra Manulife Flexi Cap Fund	1.21% → 1.41%	▲ +0.2
Axis Balanced Advantage Fund	0.1% → 0.29%	▲ +0.19
Invesco India Financial Services Fund	0.83% → 0.93%	▲ +0.1

Weight Reduced

Fund	Weight	Change
Mahindra Manulife Banking & Financial Services Fund	1.87% → 1.6%	▼ -0.27

Funds Holding Tata Capital Limited

#	Fund	AMC	Category	% to NAV
1	CANARA ROBECO BANKING AND FINANCIAL SERVICES FUND	Canara Robeco Mutual Fund	Thematic	3.09%
2	Baroda BNP Paribas Business Conglomerates Fund	Baroda BNP Paribas Mutual Fund	Thematic	2.67%
3	Aditya Birla Sun Life Conglomerate Fund	Aditya Birla Sun Life Mutual Fund	Thematic	2.45%
4	Aditya Birla Sun Life Banking And Financial Services Fund	Aditya Birla Sun Life Mutual Fund	Thematic	2.27%
5	Baroda BNP Paribas Large Cap Fund	Baroda BNP Paribas Mutual Fund	Equity	1.87%
6	Mahindra Manulife Banking & Financial Services Fund	Mahindra Manulife Mutual Fund	Thematic	1.6%
7	Baroda BNP Paribas ELSS Tax Saver Fund	Baroda BNP Paribas Mutual Fund	Equity	1.59%
8	HDFC Value Fund	HDFC Mutual Fund	Equity	1.44%
9	Mahindra Manulife Flexi Cap Fund	Mahindra Manulife Mutual Fund	Equity	1.41%
10	HDFC Banking & Financial Services Fund	HDFC Mutual Fund	Thematic	1.34%
11	TATA BALANCED ADVANTAGE FUND	Tata Mutual Fund	Hybrid	1.34%
12	Mahindra Manulife ELSS Tax Saver Fund	Mahindra Manulife Mutual Fund	Equity	1.33%
13	CANARA ROBECO VALUE FUND	Canara Robeco Mutual Fund	Equity	1.23%
14	DSP ELSS Tax Saver Fund	DSP Mutual Fund	Equity	1.22%
15	Franklin India Multi Asset Allocation Fund	Franklin Templeton Mutual Fund	Hybrid	1.19%
16	Baroda BNP Paribas Business Cycle Fund	Baroda BNP Paribas Mutual Fund	Thematic	1.17%
17	Franklin Asian Equity Fund	Franklin Templeton Mutual Fund	Equity	1.17%
18	Franklin India ELSS Tax Saver Fund	Franklin Templeton Mutual Fund	Equity	1.15%
19	Sundaram Multi Cap Fund	Sundaram Mutual Fund	Equity	1.1%
20	Mahindra Manulife Large Cap Fund	Mahindra Manulife Mutual Fund	Equity	1.09%
21	Mahindra Manulife Aggressive Hybrid Fund	Mahindra Manulife Mutual Fund	Hybrid	1.05%
22	DSP Large & Mid Cap Fund	DSP Mutual Fund	Equity	1.04%
23	Franklin India Flexi Cap Fund	Franklin Templeton Mutual Fund	Equity	1.03%
24	HDFC Multi Cap Fund	HDFC Mutual Fund	Equity	1.03%
25	Invesco India Financial Services Fund	Invesco Mutual Fund	Thematic	0.93%
26	Sundaram Mid Cap Fund	Sundaram Mutual Fund	Equity	0.89%
27	WhiteOak Capital Large Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.89%
28	DSP Banking & Financial Services Fund	DSP Mutual Fund	Thematic	0.87%
29	Taurus Large Cap Fund	Taurus Mutual Fund	Equity	0.86%
30	WhiteOak Capital Large & Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.83%
31	Baroda BNP Paribas Multi Asset Fund	Baroda BNP Paribas Mutual Fund	Hybrid	0.76%
32	TATA MULTI ASSET ALLOCATION FUND	Tata Mutual Fund	Hybrid	0.75%
33	Baroda BNP Paribas Aggressive Hybrid Fund	Baroda BNP Paribas Mutual Fund	Hybrid	0.74%
34	HDFC Large Cap Fund	HDFC Mutual Fund	Equity	0.74%
35	DSP Dynamic Asset Allocation Fund	DSP Mutual Fund	Hybrid	0.71%
36	WhiteOak Capital Banking & Financial Services Fund	WhiteOak Capital Mutual Fund	Thematic	0.7%
37	Kotak Aggressive Hybrid Fund	Kotak Mahindra Mutual Fund	Hybrid	0.62%
38	CANARA ROBECO CONSERVATIVE HYBRID FUND	Canara Robeco Mutual Fund	Hybrid	0.55%
39	PGIM INDIA LARGE CAP FUND	PGIM India Mutual Fund	Equity	0.53%
40	Axis Large & Mid Cap Fund	Axis Mutual Fund	Equity	0.44%
41	WhiteOak Capital Flexi Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.44%
42	WhiteOak Capital Special Opportunities Fund	WhiteOak Capital Mutual Fund	Thematic	0.44%
43	Aditya Birla Sun Life Balanced Advantage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.35%
44	Nippon India Flexi Cap Fund	Nippon India Mutual Fund	Equity	0.32%
45	Axis Balanced Advantage Fund	Axis Mutual Fund	Hybrid	0.29%
46	Aditya Birla Sun Life Equity Hybrid '95 Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.24%
47	Axis Flexi Cap Fund	Axis Mutual Fund	Equity	0.18%
48	Kotak Balanced Advantage Fund	Kotak Mahindra Mutual Fund	Hybrid	0.13%
49	Parag Parikh Large Cap Fund	PPFAS Mutual Fund	Equity	0.13%
50	JioBlackRock Sector Rotation Fund	Jio BlackRock Mutual Fund	Thematic	0.09%
51	SBI Banking And Financial Services Fund	SBI Mutual Fund	Thematic	0.03%
52	SBI ELSS Tax Saver Fund	SBI Mutual Fund	Equity	0.01%

Want to interpret these weights? Read How to Read a Mutual Fund's Monthly Portfolio Disclosure, or look up terms like % to NAV and conviction in the glossary.

Source: SEBI-mandated monthly portfolio disclosures by Indian AMCs. Percentages are of each fund's net assets on its latest disclosure date. For information only, not investment advice.