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Star Portfolios

Tata Mutual Fund - Tata Hybrid Equity Fund

Institution · data to Mar 2025

Disclosed value

₹1,042 Cr

Mar 2025 closes

At current prices

Current holdings

3

Tracked since

Jun 2018

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Mar 2025)

+0.23pp₹766 Cr
-0.06pp₹200 Cr
-0.12pp₹76 Cr

Portfolio Summary

Mar 2025

As of Mar 2025, Tata Mutual Fund - Tata Hybrid Equity Fund — an institution tracked through public shareholding filings — disclosed 3 holdings in Indian listed companies worth ₹1,042 crore. The same holdings-at-filing-value basis put it at ₹983 crore in Dec 2024 (+6%). Solomo carries these filings back to Jun 2018.

Largest disclosed positions in Mar 2025: P I Industries Ltd (PIIND1.52% of the company, ₹766 crore); Gujarat Pipavav Port Ltd (GPPL2.98% of the company, ₹200 crore); SpiceJet Ltd (SPICEJET1.21% of the company, ₹76 crore).

Changes in the Mar 2025 filings: Stake raised in P I Industries Ltd (+0.23 pp). Stake reduced in SpiceJet Ltd (−0.12 pp). No longer disclosed after the previous quarter: Granules India Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
Mar 2025₹1,042 Cr+6%
Dec 2024₹983 Cr+1100.5%
Sep 2024₹82 Cr-
Mar 2024₹1,158 Cr+651.9%
Dec 2023₹154 Cr+15.7%
Sep 2023₹133 Cr−0.3%
Jun 2023₹134 Cr+11.1%
Mar 2023₹120 Cr−77.8%
All star portfolios 11 further positions appear in earlier filings but not in Mar 2025.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.