Mutual Fund

tata balanced advantage fund

By Rajendra

Sep 13, 2022

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Tata Balanced Advantage Fund

Category 

BAF

Inception

Jan 28, 2019

Benchmark

Nifty Hybrid 50:50

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AUM  - 5,711 Cr

Fund Manager

Rahul Singh

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

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,475

44,175

-

Returns

7.46%

13.78%

-

Monthly SIP of 1,000

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Market Cap Exposure

Large Cap

Mid Cap

85.81%

11.27%

Tata Balanced Advantage Fund

Small Cap

2.91%