Shriram Balanced Advantage Fund Direct Growth

hybrid

RETURNS (5 YEARS) 10.75%
RETURNS (5 YEARS) 10.75%
NAV ₹19.42
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.25%
3M
3.42%
6M
3.76%
1Y
5.24%
3Y
10.87%
5Y
10.75%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹57.66 Cr

    AUM Fund Size

  • 1.00%

    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

  • 7.11%
  • 6.14%
  • 4.55%
  • 4.37%
  • 4.2%
  • 3.77%
  • 3.72%
  • 3.55%
  • 3.04%
  • 2.99%
  • Deepak Ramaraju

    Manager

  • Sudip More

    Manager

  • Prateek Nigudkar

    Manager

  • Amit Modani

    Manager

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