Sector Allocation of the of Tata Balanced Advantage Fund
Here is the most recent list of
holdings in sectors in the Tata Balanced Advantage Fund's portfolio
as of 31 Jan 2024. The fund's AUM is 8,516.95 crores, of which equity holdings constitute 45.29%.
| Name of the Sector | Holding Percentage |
|---|---|
| Financial | 26.02% |
| Others | 22.99% |
| Energy | 9.09% |
| Sovereign | 6.18% |
| N/A | 5.88% |
| Technology | 3.99% |
| Healthcare | 3.93% |
| Construction | 3.71% |
| Capital Goods | 3.48% |
| Materials | 3.15% |
| Communication | 3.03% |
| Automobile | 2.61% |
| Consumer Staples | 2.16% |
| Services | 1.68% |
| Chemicals | 1.09% |
| Insurance | 1.03% |
| Metals & Mining | 0.80% |
| Consumer Discretionary | 0.21% |
| Unclassified | 0.21% |
| Others | -1.24% |