Shriram Balanced Advantage Fund Direct Growth

hybrid

RETURNS (5 YEARS) 11.46%
RETURNS (5 YEARS) 11.46%
NAV ₹18.16
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-6.71%
3M
-9.31%
6M
-7.46%
1Y
3.47%
3Y
9.29%
5Y
11.46%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹64.58 Cr

    AUM Fund Size

  • 0.70%

    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

  • 6.34%
  • 5.31%
  • 4.73%
  • 4.73%
  • 3.94%
  • 3.91%
  • 3.82%
  • 3.76%
  • 3.69%
  • 3.6%
  • 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