Shriram Balanced Advantage Fund Direct Reinvestment Inc Dist cum Cap Wdrl

hybrid

RETURNS (5 YEARS) 11.15%
RETURNS (5 YEARS) 11.15%
NAV ₹18.47
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-2.63%
3M
0.56%
6M
2.33%
1Y
-2.89%
3Y
9.83%
5Y
11.15%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹59.02 Cr

    AUM Fund Size

  • 0.78%

    Expense Ratio

  • ₹1000

    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

  • 7.35%
  • 6.43%
  • 5.07%
  • 4.37%
  • 4.36%
  • 3.97%
  • 3.75%
  • 3.58%
  • 3.45%
  • 3.36%
  • Gargi Banerjee

    Manager

  • Deepak Ramaraju

    Manager

  • Sudip More

    Manager

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