Shriram Balanced Advantage Dir IDCW-R

hybrid

RETURNS (5 YEARS) 8.78%
RETURNS (5 YEARS) 8.78%
NAV ₹19.14
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.42%
3M
-1.47%
6M
2.28%
1Y
7.33%
3Y
10.14%
5Y
8.78%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹55.54 Cr

    AUM Fund Size

  • 1.00%

    Expense Ratio

  • ₹500.0

    Min SIP Amount

  • Moderately High

    Fund Risk

  • 1.0% if redeemed within 0-90 days

    0% if redeemed after 90 days

    Exit Load

Top 10 Holdings

  • 7.44%
  • 6.92%
  • 5.04%
  • 4.56%
  • 3.95%
  • 3.89%
  • 3.62%
  • 3.6%
  • 3.57%
  • 2.56%
  • Deepak Ramaraju

    Manager

  • Sudip More

    Manager

  • Prateek Nigudkar

    Manager

  • Amit Modani

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹500.0
Risk-o-meter
Moderately High