Bajaj Finserv Balanced Advantage Fund
Holdings
86
Broad portfolio
Top 10 weight
47%
Concentration
Strategy
Active
Portfolio style
Equity
88%
Asset allocation
Portfolio
26Sectors5Large positions18.7%Top: Banks0.0%Cash
Market-cap allocation
Large cap71%
Mid cap10%
Small cap4%
Asset allocation
Equity88%
Top holdings
Net Receivables / (Payables)DERIVATIVE6.9%
ICICI Bank LimitedEQUITY6.0%
Bharti Airtel LimitedEQUITY5.4%
Bajaj Finserv Money Market Fund-Direct Plan-GrowthMUTUAL_FUND5.4%
HDFC Bank LimitedEQUITY5.3%
Reliance Industries LimitedEQUITY4.3%
Bajaj Finance LimitedEQUITY3.9%
Bajaj Auto LimitedEQUITY3.4%
Bajaj Finserv Banking and PSU Fund Dr Pl GrMUTUAL_FUND3.3%
Divi's Laboratories LimitedEQUITY3.3%
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Portfolio read
- 88% equity.
- Large-cap exposure is 71%.
- Largest equity sector is Banks at 18.7%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks18.7%
Finance7.5%
Automobiles5.3%
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