₹ 9,275.7 Cr
1.69%
CRISIL Hybrid 50+50 Moderate Index
INF277K010S4
5000.0
1000.0
500
Sailesh Jain, Akhil Mittal, Rahul Singh
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Tata Balanced Advantage Fund-Regular Plan-Growth | 21.59 | 12.72 | 13.27 |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments.
Company | Holdings (%) |
---|---|
Others | 18.82 |
Others | 5.49 |
Reliance Industries Ltd. | 4.3 |
HDFC Bank Ltd. | 3.82 |
State Bank of India | 3.25 |
ICICI Bank Ltd. | 3.14 |
Larsen & Toubro Ltd. | 3.06 |
Others | 2.74 |
Bharti Airtel Ltd. | 2.74 |
Axis Bank Ltd. | 2.42 |
Sector | Holdings (%) |
---|---|
Others | 31.59 |
Financial | 20.42 |
N/A | 13.4 |
Energy | 7.3 |
Sovereign | 4.71 |
Healthcare | 3.66 |
Materials | 3.27 |
Automobile | 3.21 |
Construction | 2.88 |
Communication | 2.6 |