Shriram Balanced Advantage Fund Direct Growth

hybrid

RETURNS (5 YEARS) 12.76%
RETURNS (5 YEARS) 12.76%
NAV ₹18.65
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-0.50%
3M
5.56%
6M
-3.70%
1Y
-3.28%
3Y
12.61%
5Y
12.76%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹60.70 Cr

    AUM Fund Size

  • 0.77%

    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

  • 7.08%
  • 4.22%
  • 4.13%
  • 4.1%
  • 4.08%
  • 4.08%
  • 4.07%
  • 4.05%
  • 3.98%
  • 3.91%
  • 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