Shriram Balanced Advantage Fund Direct Reinvestment Inc Dist cum Cap Wdrl

hybrid

RETURNS (5 YEARS) 14.61%
RETURNS (5 YEARS) 14.61%
NAV ₹19.57
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
2.93%
3M
4.80%
6M
5.50%
1Y
27.59%
3Y
13.18%
5Y
14.61%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹55.35 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

  • 7.36%
  • 4.97%
  • 4.64%
  • 4.6%
  • 3.95%
  • 3.89%
  • 3.54%
  • 3.06%
  • 2.94%
  • 2.4%
  • Gargi Banerjee

    Manager

  • Deepak Ramaraju

    Manager

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