Shriram Balanced Advantage Fund Direct Reinvestment Inc Dist cum Cap Wdrl

hybrid

RETURNS (5 YEARS) 14.23%
RETURNS (5 YEARS) 14.23%
NAV ₹19.50
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.76%
3M
3.66%
6M
10.34%
1Y
26.99%
3Y
14.45%
5Y
14.23%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹52.27 Cr

    AUM Fund Size

  • 0.60%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 1.0% if redeemed within 0-90 days

    0% if redeemed after 90 days

    Exit Load

Top 10 Holdings

  • 4.82%
  • 4.13%
  • 4.09%
  • 4.09%
  • 3.87%
  • 3.82%
  • 2.5%
  • 2.43%
  • 2.24%
  • 2.01%
  • Gargi Banerjee

    Manager

  • Deepak Ramaraju

    Manager

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