
Shriram Balanced Advantage Fund Direct Reinvestment Inc Dist cum Cap Wdrl
hybrid
RETURNS (5 YEARS)
12.87%
RETURNS (5 YEARS)
12.87%
NAV
₹18.13
Sub-Type
dynamic asset allocation
Rating
- Overview
- Holdings
- Manager
Returns
Timeframe
Fund(%)
1M
2.87%
3M
0.15%
6M
-2.61%
1Y
-0.80%
3Y
10.82%
5Y
12.87%
Fund Essentials
-
05 Jan 2019
Fund Started
-
₹60.80 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
- 6.98%
- 5.95%
- 5.92%
- 5.84%
- 4.39%
- 4.32%
- 3.4%
- 3.4%
- 3.24%
- 3.05%
-
Gargi Banerjee
Manager
-
Deepak Ramaraju
Manager
-
Sudip More
Manager