Shriram Balanced Advantage Fund Direct Reinvestment Inc Dist cum Cap Wdrl

hybrid

RETURNS (5 YEARS) 9.38%
RETURNS (5 YEARS) 9.38%
NAV ₹19.12
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-0.14%
3M
2.94%
6M
1.68%
1Y
2.06%
3Y
11.08%
5Y
9.38%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹57.66 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

  • 7.17%
  • 7.11%
  • 5.46%
  • 4.4%
  • 3.77%
  • 3.75%
  • 3.73%
  • 3.57%
  • 3.13%
  • 2.87%
  • 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