Shriram Balanced Advantage Fund Direct Reinvestment Inc Dist cum Cap Wdrl

hybrid

RETURNS (5 YEARS) 10.87%
RETURNS (5 YEARS) 10.87%
NAV ₹17.62
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-2.43%
3M
-3.12%
6M
-9.60%
1Y
-2.44%
3Y
9.33%
5Y
10.87%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹60.31 Cr

    AUM Fund Size

  • 0.70%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 1.0% if redeemed within 0-90 days

    0% if redeemed after 90 days

    Exit Load

Top 10 Holdings

  • 6.83%
  • 5.46%
  • 4.65%
  • 4.2%
  • 3.84%
  • 3.73%
  • 3.72%
  • 3.69%
  • 3.61%
  • 3.57%
  • Gargi Banerjee

    Manager

  • Deepak Ramaraju

    Manager

  • Sudip More

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Moderate