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 31 Oct 2025 . The fund's AUM is 8,516.95 crores, of which equity holdings constitute 65.50%.

Name of the EquityHolding Percentage
RELIANCE INDUSTRIES LTD. 4.58%
HDFC Bank Ltd 4.26%
ICICI BANK LTD. 3.44%
BHARTI AIRTEL LTD. 2.80%
LARSEN & TOUBRO LTD. 2.34%
Godrej Properties Ltd 1.78%
INFOSYS LTD. 1.60%
BAJAJ FINSERV LTD. 1.52%
STATE BANK OF INDIA 1.51%
SHREE CEMENT LTD. 1.49%
APOLLO HOSPITALS ENTERPRISE LTD. 1.49%
MAHINDRA & MAHINDRA LTD. 1.44%
HINDUSTAN UNILEVER LTD. 1.44%
POWER GRID CORPORATION OF INDIA LTD. 1.33%
TATA CONSULTANCY SERVICES LTD. 1.31%
FEDERAL BANK LTD. 1.24%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD. 1.19%
AMBUJA CEMENTS LTD. 1.16%
CUMMINS INDIA LTD. 1.15%
PB Fintech Ltd 1.12%
AXIS BANK LTD. 1.10%
NTPC LTD. 1.05%
ITC LTD. 1.02%
SUN PHARMACEUTICAL INDUSTRIES LTD. 0.97%
Dr. Lal PathLabs Ltd 0.95%
BHARAT PETROLEUM CORPORATION LTD. 0.94%
Max Financial Services Ltd 0.94%
HDFC Life Insurance Company Ltd 0.91%
TECH MAHINDRA LTD. 0.85%
KEC INTERNATIONAL LTD. 0.84%
Delhivery Ltd 0.82%
Max Healthcare Institute Ltd 0.82%
ICICI Lombard General Insurance Company Ltd 0.79%
HINDALCO INDUSTRIES LTD. 0.70%
PI Industries Ltd 0.70%
TATA STEEL LTD. 0.61%
PRESTIGE ESTATES PROJECTS LTD. 0.59%
Alkem Laboratories Ltd 0.58%
Polycab India Ltd 0.58%
Adani Transmission Ltd 0.53%
DABUR INDIA LTD. 0.51%
MULTI COMMODITY EXCHANGE OF INDIA LTD. 0.47%
INDUSIND BANK LTD. 0.46%
HCL TECHNOLOGIES LTD. 0.45%
TATA POWER CO.LTD. 0.45%
DLF LTD. 0.42%
EXIDE INDUSTRIES LTD. 0.41%
BHARAT ELECTRONICS LTD. 0.38%
Metropolis Healthcare Ltd 0.34%
PVR LTD. 0.28%
ULTRATECH CEMENT LTD. 0.27%
GRASIM INDUSTRIES LTD. 0.21%
ITC LTD. -0.08%
APOLLO HOSPITALS ENTERPRISE LTD. -0.18%
GRASIM INDUSTRIES LTD. -0.21%
POWER GRID CORPORATION OF INDIA LTD. -0.22%
ULTRATECH CEMENT LTD. -0.27%
HDFC Bank Ltd -0.30%
BHARAT ELECTRONICS LTD. -0.39%
EXIDE INDUSTRIES LTD. -0.41%
BHARTI AIRTEL LTD. -0.44%
HCL TECHNOLOGIES LTD. -0.45%
TATA POWER CO.LTD. -0.45%
INDUSIND BANK LTD. -0.46%
Polycab India Ltd -0.58%
STATE BANK OF INDIA -0.91%
ICICI BANK LTD. -1.29%