Tata Balanced Advantage Fund

Mutual Fund

By Rajendra Sep 13, 2022

Tata Balanced Advantage Fund

Thick Brush Stroke BAF Jan 28, 2019 Nifty Hybrid 50:50 Scribbled Arrow

Investment Strategy

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

Investment Strategy

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

Investment Strategy

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

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

Top 5 Holding

Indian Hotel Bharat Electronic Cholamandalam Inv. Hindustan Aeronautics Max Healthcare 4.89 4.66 4.37 4.23 3.91 Total - 22.06

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 30 Aug. 2022 1 Year 3 Year 5 Year 12,475 44,175 - 7.46% 13.78% - Monthly SIP of 1,000

Market Cap Exposure

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tata balanced advantage fund