₹ 941.43 Cr
2.33%
CRISIL Hybrid 35+65 Aggressive
5000.0
1000.0
500
Mr. Akhil Mittal, Mr. Rahul Singh, Mr. Sailesh Jain and Mr. Sonam Udasi
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
TATA Balanced Advantage Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option | 21.38 | 12.93 | 13.25 |
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 | 19.29 |
Others | 5.23 |
Reliance Industries Ltd. | 4.49 |
HDFC Bank Ltd. | 3.79 |
Others | 3.73 |
State Bank of India | 3.3 |
ICICI Bank Ltd. | 3.28 |
Larsen & Toubro Ltd. | 3.05 |
Bharti Airtel Ltd. | 2.69 |
Axis Bank Ltd. | 2.47 |
Sector | Holdings (%) |
---|---|
Others | 32.36 |
Financial | 20.06 |
N/A | 10.95 |
Energy | 7.85 |
Sovereign | 4.78 |
Technology | 3.6 |
Healthcare | 3.52 |
Automobile | 3.17 |
Materials | 2.94 |
Construction | 2.79 |