Tata Balanced Advantage Fund
Holdings
123
Broad portfolio
Top 10 weight
26%
Concentration
Strategy
Active
Portfolio style
Equity
72%
Asset allocation
Portfolio
28Sectors0Large positions10.2%Top: Banks0.0%Cash
Market-cap allocation
Large cap47%
Mid cap10%
Small cap7%
Asset allocation
Equity72%
Top holdings
RELIANCE INDUSTRIES LTDEQUITY4.7%
BHARTI AIRTEL LTDEQUITY3.2%
HDFC BANK LTDEQUITY3.0%
CASH / NET CURRENT ASSETDERIVATIVE2.6%
ICICI BANK LTDEQUITY2.5%
LARSEN & TOUBRO LTDEQUITY2.3%
GOI - 7.34% (22/04/2064) $$DEBT2.1%
APOLLO HOSPITALS ENTERPRISE LTDEQUITY2.0%
GODREJ PROPERTIES LTDEQUITY1.9%
GOI - 6.54% (17/01/2032) $$DEBT1.8%
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Portfolio read
- 72% equity.
- Large-cap exposure is 47%.
- Largest equity sector is Banks at 10.2%.
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.
Banks10.2%
Finance6.3%
Insurance3.9%
Realty3.9%
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