Tata Balanced Advantage Fund
Tata Mutual Fund
Dynamic Asset Allocation Fund Active Stock Picker As of 2026-05-31
Holdings
130
Well diversified
Top 10 weight
25%
Concentration
Active share
61%
Active Stock Picker
Equity
78%
Asset allocation
Portfolio
26Sectors
0Large positions
10.5%Top: Banks
3.1%Cash
Market-cap allocation
Large cap46%
Mid cap11%
Small cap8%
Asset allocation
Equity78%
Debt14%
Cash3%
Other3%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 78% equity, 14% debt, 3% cash.
- 130 disclosed positions across 26 classified equity sectors.
- Largest equity sector is Banks at 10.5% of the portfolio.
- Top 10 positions account for 25%, indicating relatively distributed position weights.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
HDFC Balanced Advantage Fund314 holdings · 31% top 10 · 52% AS
Kotak Balanced Advantage Fund207 holdings · 34% top 10 · 53% AS
ICICI Prudential Balanced Advantage Fund206 holdings · 35% top 10 · 52% AS
Axis Balanced Advantage Fund157 holdings · 40% top 10 · 53% AS
Nippon India Balanced Advantage Fund152 holdings · 30% top 10 · 55% AS
WhiteOak Capital Balanced Advantage Fund143 holdings · 36% top 10 · 59% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
10.5%
5.5%
5.4%
4.9%
4.0%
3.9%
3.6%
3.2%
3.1%
2.6%
2.4%
2.2%
1.9%
1.8%
Other 12 sectors13.1%
1.8%
1.7%
1.6%
1.4%
1.3%
1.2%
1.0%
1.0%
0.8%
0.5%
0.5%
0.1%