13-01-2026 11:31 Home | Feedback | Sitemap| Careers | Contact Us |FAQ | Investor Complaints Data | Investor Charter Stock-Broker | Investor DP
  You Are On:MUTUAL FUNDS
Mutual Fund
Fund Profile
Scheme Profile
Daily NAV
Historical NAV
Category Returns
Dividend Details
Fund Ranking
MF Activity
All Holding
Whats In / Out
MF Trends
MF Tools
Scheme Profile
AMC:  Category : Scheme :
Detailed Portfolio
Tata Balanced Adv Fund-Reg(G)
TypeInvestment InPercentage of NAVNo. of sharesValue(Rs in cr)
Domestic EquitiesRELIANCE INDUSTRIES LTD.4.78922955350464.1082
Domestic EquitiesHDFC BANK LTD.4.06883977936394.2930
Domestic EquitiesICICI BANK LTD.2.90752098125281.7572
Domestic EquitiesBHARTI AIRTEL LTD.2.73841260326265.3742
Domestic EquitiesSTATE BANK OF INDIA2.68132645500259.8410
Domestic EquitiesLARSEN & TOUBRO LTD.2.4237575177234.8735
Domestic EquitiesINFOSYS LTD.1.6415984746159.0759
Domestic EquitiesGODREJ PROPERTIES LTD.1.5942770770154.4931
Domestic EquitiesMAHINDRA & MAHINDRA LTD.1.5619408075151.3632
Domestic EquitiesSHRIRAM FINANCE LTD.1.54101498998149.3302
Domestic EquitiesBAJAJ FINSERV LTD.1.5177720984147.0735
Domestic EquitiesSHREE CEMENT LTD.1.431352193138.7029
Domestic EquitiesAPOLLO HOSPITALS ENTERPRISE LTD.1.4004192700135.7090
Domestic EquitiesHINDUSTAN UNILEVER LTD.1.3780576600133.5348
Domestic EquitiesADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.1.2287810100119.0685
Domestic EquitiesFEDERAL BANK LTD.1.22374439587118.5814
Domestic EquitiesCUMMINS INDIA LTD.1.2014262550116.4252
Domestic EquitiesTATA CONSULTANCY SERVICES LTD.1.2003362806116.3229
Domestic EquitiesPB FINTECH LTD.1.1730622658113.6724
Domestic EquitiesAMBUJA CEMENTS LTD.1.16662032000113.0503
Domestic EquitiesAXIS BANK LTD.1.1561882602112.0375
Domestic EquitiesTATA CAPITAL LTD1.13843227254110.3237
Domestic EquitiesBAJAJ FINANCE LTD.1.13091110540109.5881
Domestic EquitiesNTPC Ltd.1.04883084186101.6393
Domestic EquitiesMAX FINANCIAL SERVICES LTD.1.0424604261101.0204
Domestic EquitiesTECH MAHINDRA LTD.1.010661560097.9358
Domestic EquitiesSUN PHARMACEUTICAL INDUSTRIES LTD.1.003556550097.2490
Domestic EquitiesITC LTD.1.0025241060097.1472
Domestic EquitiesDR. LAL PATH LABS LTD.0.957362575092.7737
Domestic EquitiesHDFC LIFE INSURANCE CO. LTD.0.9507122869792.1338
Domestic EquitiesNIVA BUPA HEALTH INSURANCE COMPANY LTD.0.94991220906592.0564
Domestic EquitiesBHARAT PETROLEUM CORPORATION LTD.0.9238233127889.5211
Domestic EquitiesKEC INTERNATIONAL LTD.0.8356109741780.9784
Domestic EquitiesDELHIVERY LTD.0.8185196412979.3213
Domestic EquitiesICICI LOMBARD GENERAL INSURANCE CO. LTD.0.797839401877.3103
Domestic EquitiesMAX HEALTHCARE INSTITUTE LTD.0.764270863874.0598
Domestic EquitiesINVENTURUS KNOWLEDGE SOLUTIONS LTD.0.751943954472.8676
Domestic EquitiesTATA STEEL LTD.0.7229389000070.0511
Domestic EquitiesTENNECO CLEAN AIR INDIA LIMITED.0.6673127330364.6711
Domestic EquitiesVARUN BEVERAGES LTD.0.6151121681759.6058
Domestic EquitiesPRESTIGE ESTATES PROJECTS LTD.0.600536490058.1943
Domestic EquitiesALKEM LABORATORIES LTD.0.590710395257.2412
Domestic EquitiesPOLYCAB INDIA LTD.0.58187400056.3806
Domestic EquitiesMULTI COMMODITY EXCHANGE OF IND LTD.0.57805030056.0141
Domestic EquitiesMANKIND PHARMA LTD0.561024750054.3634
Domestic EquitiesADANI ENERGY SOLUTIONS LTD.0.559852800054.2441
Domestic EquitiesPOWER GRID CORPORATION OF INDIA LTD.0.5554203397953.8191
Domestic EquitiesDABUR INDIA LTD.0.5363103193351.9681
Domestic EquitiesINDUSIND BANK LTD.0.509157085049.3329
Domestic EquitiesTATA POWER COMPANY LTD.0.4283109330041.5017
Domestic EquitiesPI INDUSTRIES LTD.0.417112482640.4212
Domestic EquitiesEXIDE INDUSTRIES LTD.0.3929105120038.0745
Domestic EquitiesVISHAL MEGA MART LTD0.3740265788536.2456
Domestic EquitiesMETROPOLIS HEALTHCARE LTD.0.337516953732.7020
Domestic EquitiesHDB FINANCIAL SERVICES LTD0.302538295629.3172
Domestic EquitiesULTRATECH CEMENT LTD.0.27122230026.2783
Domestic EquitiesPVR INOX LTD.0.240822985223.3346
Domestic EquitiesGRASIM INDUSTRIES LTD.0.20957175020.2981
Domestic EquitiesICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.0.15505645815.0240
Domestic EquitiesCARTRADE TECH LTD.0.13694694313.2670
Domestic EquitiesBHARAT ELECTRONICS LTD.0.122829782511.9011
Domestic EquitiesKWALITY WALLS INDIA LTD0.07355766007.1268
Domestic EquitiesHCL TECHNOLOGIES LTD.0.002314000.2273
Domestic EquitiesACC LTD.0.00042500.0434
Total 65.6941 6366.2624
Corporate Debt** 06.77 % TATA COMMUNICATIONS LTD. - 07/08/20281.02421000099.2547
Corporate Debt** 08.30 % GODREJ PROPERTIES LTD. - 19/03/20270.7811750075.6939
Corporate Debt** 07.19 % JIO CREDIT LTD - 15/03/20280.7730750074.9123
Corporate Debt** 05.00 % GMR AIRPORTS LTD - 13/02/20270.5255500050.9240
Corporate Debt** 08.28 % GIC HOUSING FINANCE LTD. - 21/08/20260.5191500050.3032
Corporate Debt** 08.75 % PIRAMAL FINANCE LTD. - 29/10/20270.5167500050.0712
Corporate Debt** 07.06 % BROOKFIELD INDIA REAL ESTATE TRUST - 20/12/20300.5149500049.9022
Corporate Debt** 06.40 % JAMNAGAR UTILITIES & POWER PVT. LTD. - 29/09/20260.513950049.8012
Corporate Debt** 07.08 % JIO CREDIT LTD - 26/05/20280.5136500049.7712
Corporate Debt** 06.59 % POWER FINANCE CORPORATION - 15/10/20300.5072500049.1537
Corporate Debt** 08.40 % GODREJ PROPERTIES LTD. - 25/01/20280.4195400040.6550
Corporate Debt** 08.65 % BHARTI TELECOM LTD. - 05/11/20270.2629250025.4726
Corporate Debt** 07.44 % POWER FINANCE CORPORATION - 15/01/20300.2618250025.3723
Corporate Debt** 07.41 % POWER FINANCE CORPORATION - 25/02/20300.261625025.3505
Corporate Debt** 07.58 % POONAWALLA FINCORP LTD. - 08/09/20280.2581250025.0072
Corporate Debt** 07.49 % GIC HOUSING FINANCE LTD. - 24/02/20270.2580250025.0052
Corporate Debt** 07.60 % POONAWALLA FINCORP LTD. - 28/05/20270.2579250024.9903
Corporate Debt** 08.30 % TATA PROJECTS LTD. - 07/01/20280.2091200020.2648
Corporate Debt** INDIAN RAILWAYS FINANCE CORPORATION LTD. - 01/12/2035 - ZCB0.1349250013.0737
Corporate Debt** 07.13 % NHPC LTD. - 11/02/20280.05202505.0414
Corporate Debt** 08.05 % MUTHOOT FINANCE LTD. - 25/11/20270.05195005.0340
Corporate Debt** 07.14 % EXIM - 13/12/20290.02862752.7746
Total 8.6456 837.8292
Government SecuritiesGOI - 7.34% (22/04/2064) $$1.954719000000189.4285
Government SecuritiesGOI - 5.63% (12/04/2026) $$1.651616000000160.0517
Government SecuritiesGOI - 6.54% (17/01/2032)1.649416000000159.8403
Government SecuritiesGOI - 6.92% (18/11/2039)1.548515000000150.0660
Government SecuritiesGOI - 7.09% (05/08/2054) $$1.513315000000146.6547
Government SecuritiesSGS ANDHRA PRADESH 6.82% (04/06/2036)0.98881000000095.8237
Government SecuritiesGOI - 5.74% (15/11/2026) $$0.8265800000080.0944
Government SecuritiesGOI - 7.32% (13/11/2030) $$0.8037750000077.8855
Government SecuritiesGOI - 6.48% (06/10/2035)0.7672750000074.3519
Government SecuritiesSGS ANDHRA PRADESH 7.70% (06/12/2029)0.5319500000051.5475
Government SecuritiesGOI - 7.10% (08/04/2034) $$0.5307500000051.4308
Government SecuritiesSGS MAHARASHTRA 7.32% (31/05/2032)0.5201500000050.4026
Government SecuritiesSDL HIMACHAL PRADESH 6.36% (29/07/2028)0.5150500000049.9090
Government SecuritiesSDL KARNATAKA 6.58% (03/06/2030)0.5109500000049.5075
Government SecuritiesSDL TAMILNADU 7.11% (31/07/2029)0.4713450000045.6679
Government SecuritiesGOI - 7.18% (14/08/2033) $$0.3726350000036.1114
Government SecuritiesSDL TAMILNADU 6.53% (06/01/2031)0.2522250000024.4407
Government SecuritiesSDL GUJARAT 8.53% (20/11/2028)0.2180200000021.1257
Government SecuritiesSGS ANDHRA PRADESH 7.29% (15/01/2030)0.2092200000020.2746
Government SecuritiesSDL MAHARASHTRA 7.60% (15/04/2030)0.1590150000015.4097
Government SecuritiesSDL GUJARAT 6.90% (31/03/2030)0.1551150000015.0333
Government SecuritiesSDL HARYANA 7.86% (27/12/2027)0.05315000005.1493
Government SecuritiesGOI - 6.97% (06/09/2026) $$0.05215000005.0450
Government SecuritiesSDL TAMILNADU 6.95% (07/07/2031)0.05125000004.9662
Government SecuritiesSGS MAHARASHTRA 7.03% (25/06/2038)0.0046458000.4430
Government SecuritiesSGS KARNATAKA 7.73% (03/01/2035)0.0016149000.1522
Government SecuritiesSGS UTTAR PRADESH 7.70% (22/11/2035)0.000434000.0346
Government SecuritiesGOI - 5.77% (03/08/2030)0.000217000.0166
Total 16.3131 1580.8643
Cash & Cash Equivalents and Net AssetsD) REPO2.6548 257.2703
Cash & Cash Equivalents and Net AssetsCASH / NET CURRENT ASSET1.0172 98.5739
Total 3.6720 355.8442
PTC & Securitized Debt** 08.60 % SANSAR JAN 2025 TRUST - 25/10/20280.464945000000045.0495
PTC & Securitized Debt** 08.20 % INDIA UNIVERSAL TRUST AL1 - 20/09/20300.43794642.4341
PTC & Securitized Debt** 08.85 % SANSAR JUNE 2024 TRUST - 25/08/20270.3896100000000037.7600
PTC & Securitized Debt** 08.17 % INDIA UNIVERSAL TRUST AL2 - 21/11/20300.069276.7022
PTC & Securitized Debt** 08.03 % INDIA UNIVERSAL TRUST AL2 - 21/10/20260.0588165.6988
Total 1.4204 137.6446
Domestic Mutual Funds UnitsTATA CORPORATE BOND FUND0.56644224831454.8928
Total 0.5664 54.8928
Preference SharesTVS MOTOR COMPANY LTD. (PREFERENCE SHARE) EX DT - 25/08/20250.013412757961.2995
Total 0.0134 1.2995
Commercial Paper** - BAHADUR CHAND INVESTMENTS PVT. LTD. - CP - 04/03/20260.254950024.6973
Commercial Paper** - KOTAK MAHINDRA PRIME LTD. - CP - 05/06/20260.250850024.3061
Total 0.5057 49.0034
REITs & InvITsBROOKFIELD INDIA REAL ESTATE TRUST1.41754142469137.3643
REITs & InvITsNEXUS SELECT TRUST0.9623602487593.2590
REITs & InvITsALTIUS TELECOM INFRASTRUCTURE TRUST0.7894500000076.5000
Total 3.1692 307.1233
 

Attention Investors : Prevent Unauthorised transactions in your account. Update your mobile numbers/email IDs with your stock brokers / DP and Exchanges / Depository. Receive information of your transactions directly from Exchanges / Depository on your mobile/email at the end of the day .......... Issued in the interest of investors

KYC is one time exercise while dealing in securities markets – once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.

“No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application from to authorize your bank to make payment in case of allotment. No worries for refund as the money remains in investor’s account.’

Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.