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 Dec 2025. The fund's AUM is 8,516.95 crores, of which equity holdings constitute 65.70%.
| Name of the Sector | Holding Percentage |
|---|---|
| N/A | 38.13% |
| Financial | 32.70% |
| Financial Services | 20.66% |
| Others | 20.54% |
| Energy | 7.47% |
| Oil, Gas & Consumable Fuels | 5.71% |
| Sovereign | 5.52% |
| Healthcare | 4.88% |
| Information Technology | 4.60% |
| Realty | 4.57% |
| Technology | 3.84% |
| Fast Moving Consumer Goods | 3.47% |
| Construction | 3.26% |
| Telecommunication | 3.18% |
| Consumer Staples | 3.04% |
| Communication | 2.97% |
| Materials | 2.88% |
| Construction Materials | 2.60% |
| Automobile and Auto Components | 2.23% |
| Services | 2.05% |
| Automobile | 2.03% |
| Power | 1.96% |
| Capital Goods | 1.19% |
| Insurance | 1.03% |
| Metals & Mining | 0.72% |
| Consumer Discretionary | 0.58% |
| Consumer Services | 0.51% |
| Media, Entertainment & Publication | 0.24% |
| Unclassified | 0.21% |
| Chemicals | 0.04% |
| Consumer Durables | 0.03% |
| Others | -82.84% |