Tata Balanced Advantage Fund

Mutual Fund

By Rajendra Apr 19, 2023

Top 5 Holding

ICICI Bank Reliance HDFC Bank Larsen Toubro HDFC 3.23 3.18 2.67 2.34 2.20 Total - 13.62

Investment Strategy

Diversification across stocks/sectors Liquidity of stocks instruments play important role in risk management

Financial Service

20.94 6.58 5.39 4.57 4.48

Investment Strategy

Model Based- Allocations based on model to capture market trends extensively Macro Factors- Equity Allocation to Global correlation, Market Momentum & Volatility

Scheme Performance

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Investment Strategy

Focus- seeks to provide Capital appreciation, Regular income, downside protection through different asset classes

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 12,247 41,586 - 3.80% 9.57% - Monthly SIP of 1,000

– Fund will aim to provide an opportunity for reasonable returns with lower volatility.

Market Cap Exposure

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Mutual Fund

Tata Balanced Advantage Fund

Category

Inception

Benchmark

AUM - 6,472 Cr

Fund Manager

Rahul Singh

Tata Balance Advantage Fund

Top 5 Holding

Investment Strategy

Financial Service

FMCG

Information Technology

Top 5 Sector

Healthcare

Oil & Gas

Investment Strategy

Scheme Performance

Exit Load

Period

Returns

Tata Balance Advantage Fund

Investment Strategy

SIP Performance

Exit Load

Period

Value

Returns

Tata Balance Advantage Fund

Market Cap Exposure

Tata Balanced Advantage Fund