Shriram Balanced Advantage Fund Direct Growth

hybrid

RETURNS (5 YEARS) 8.04%
RETURNS (5 YEARS) 8.04%
NAV ₹18.35
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-4.98%
3M
-5.37%
6M
-2.29%
1Y
4.50%
3Y
9.19%
5Y
8.04%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹54.78 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

  • 7.6%
  • 6.75%
  • 5.1%
  • 4.66%
  • 4.07%
  • 3.7%
  • 3.7%
  • 3.65%
  • 3.38%
  • 2.48%
  • 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