Equity Holdings of Tata Balanced Advantage Fund

Here is the most recent list of equity holdings in the Tata Balanced Advantage Fund's portfolio as of 30 Apr 2026 . The fund's AUM is 9,128.04 crores, of which equity holdings constitute 65.63%.

Name of the EquityHolding Percentage
RELIANCE INDUSTRIES LTD. 4.93%
HDFC Bank Ltd 4.90%
BHARTI AIRTEL LTD. 2.92%
LARSEN & TOUBRO LTD. 2.55%
ICICI BANK LTD. 2.04%
APOLLO HOSPITALS ENTERPRISE LTD. 1.64%
Godrej Properties Ltd 1.55%
CUMMINS INDIA LTD. 1.54%
STATE BANK OF INDIA 1.52%
MAHINDRA & MAHINDRA LTD. 1.49%
HINDUSTAN UNILEVER LTD. 1.47%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD. 1.47%
BAJAJ FINSERV LTD. 1.40%
NTPC LTD. 1.37%
SHREE CEMENT LTD. 1.32%
TATA STEEL LTD. 1.30%
FEDERAL BANK LTD. 1.29%
INFOSYS LTD. 1.27%
AXIS BANK LTD. 1.23%
PB Fintech Ltd 1.21%
SUN PHARMACEUTICAL INDUSTRIES LTD. 1.13%
Max Financial Services Ltd 1.05%
Dr. Lal PathLabs Ltd 1.01%
Delhivery Ltd 1.00%
AMBUJA CEMENTS LTD. 0.99%
ITC LTD. 0.94%
TECH MAHINDRA LTD. 0.90%
HDFC Life Insurance Company Ltd 0.79%
BHARAT PETROLEUM CORPORATION LTD. 0.77%
ICICI Lombard General Insurance Company Ltd 0.76%
PRESTIGE ESTATES PROJECTS LTD. 0.75%
Adani Transmission Ltd 0.72%
KEC INTERNATIONAL LTD. 0.67%
TATA POWER CO.LTD. 0.58%
Alkem Laboratories Ltd 0.56%
DABUR INDIA LTD. 0.50%
Polycab India Ltd 0.42%
INDUSIND BANK LTD. 0.41%
EXIDE INDUSTRIES LTD. 0.41%
Metropolis Healthcare Ltd 0.40%
Vedanta Limited 0.39%
POWER GRID CORPORATION OF INDIA LTD. 0.38%
CarTrade Tech Ltd 0.37%
GRASIM INDUSTRIES LTD. 0.29%
BANK OF BARODA 0.29%
BHARAT ELECTRONICS LTD. 0.14%
PI Industries Ltd 0.04%
TVS MOTOR COMPANY LTD. 0.02%
UNO Minda Ltd 0.02%
AJANTA PHARMA LTD. 0.01%
POWER GRID CORPORATION OF INDIA LTD. -0.02%
ICICI BANK LTD. -0.15%
BHARAT ELECTRONICS LTD. -0.15%
MAHINDRA & MAHINDRA LTD. -0.21%
HINDUSTAN UNILEVER LTD. -0.26%
GRASIM INDUSTRIES LTD. -0.29%
POWER GRID CORPORATION OF INDIA LTD. -0.34%
INDUSIND BANK LTD. -0.41%
EXIDE INDUSTRIES LTD. -0.41%
Polycab India Ltd -0.42%
BHARTI AIRTEL LTD. -0.50%
ITC LTD. -0.66%
RELIANCE INDUSTRIES LTD. -1.20%
HDFC Bank Ltd -1.57%