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 28 Feb 2025. The fund's AUM is 8,516.95 crores, of which equity holdings constitute 65.80%.
| Name of the Sector | Holding Percentage |
|---|---|
| N/A | 37.25% |
| Financial | 32.70% |
| Others | 20.54% |
| Financial Services | 20.18% |
| Energy | 7.47% |
| Information Technology | 7.45% |
| Sovereign | 5.52% |
| Oil, Gas & Consumable Fuels | 4.77% |
| Healthcare | 4.45% |
| Technology | 3.84% |
| Automobile and Auto Components | 3.69% |
| Fast Moving Consumer Goods | 3.19% |
| Consumer Staples | 3.04% |
| Communication | 2.97% |
| Power | 2.91% |
| Materials | 2.88% |
| Construction | 2.67% |
| Telecommunication | 2.29% |
| Capital Goods | 2.18% |
| Realty | 2.05% |
| Automobile | 2.03% |
| Construction Materials | 1.76% |
| Metals & Mining | 1.71% |
| Chemicals | 1.64% |
| Insurance | 1.03% |
| Services | 0.89% |
| Consumer Services | 0.71% |
| Consumer Discretionary | 0.58% |
| Unclassified | 0.21% |
| Media, Entertainment & Publication | 0.21% |
| Others | -82.81% |