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 30 Apr 2026. The fund's AUM is 9,128.04 crores, of which equity holdings constitute 65.63%.
| Name of the Sector | Holding Percentage |
|---|---|
| N/A | 38.75% |
| Financial | 32.70% |
| Others | 20.54% |
| Financial Services | 20.28% |
| Energy | 7.47% |
| Sovereign | 5.52% |
| Realty | 4.80% |
| Healthcare | 4.74% |
| Oil, Gas & Consumable Fuels | 4.50% |
| Technology | 3.84% |
| Telecommunication | 3.30% |
| Construction | 3.22% |
| Consumer Staples | 3.04% |
| Communication | 2.97% |
| Information Technology | 2.97% |
| Fast Moving Consumer Goods | 2.94% |
| Materials | 2.88% |
| Power | 2.69% |
| Automobile and Auto Components | 2.63% |
| Services | 2.47% |
| Construction Materials | 2.31% |
| Automobile | 2.03% |
| Metals & Mining | 1.69% |
| Capital Goods | 1.53% |
| Consumer Services | 1.14% |
| Insurance | 1.03% |
| Consumer Discretionary | 0.58% |
| Media, Entertainment & Publication | 0.24% |
| Unclassified | 0.21% |
| Chemicals | 0.04% |
| Consumer Durables | 0.03% |
| Others | -83.08% |