Shriram Balanced Advantage Fund Direct Growth

hybrid

RETURNS (5 YEARS) 10.99%
RETURNS (5 YEARS) 10.99%
NAV ₹18.93
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.30%
3M
-0.43%
6M
6.77%
1Y
-4.94%
3Y
10.65%
5Y
10.99%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹56.11 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

  • 7.26%
  • 6.08%
  • 4.64%
  • 4.21%
  • 4.07%
  • 3.89%
  • 3.8%
  • 3.62%
  • 3.56%
  • 2.91%
  • Deepak Ramaraju

    Manager

  • Sudip More

    Manager

  • Prateek Nigudkar

    Manager

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