Shriram Balanced Advantage Dir IDCW-R

hybrid

RETURNS (5 YEARS) 11.23%
RETURNS (5 YEARS) 11.23%
NAV ₹18.64
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.09%
3M
0.33%
6M
6.85%
1Y
-5.83%
3Y
9.04%
5Y
11.23%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹57.60 Cr

    AUM Fund Size

  • 0.78%

    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

  • 7.56%
  • 5.92%
  • 4.49%
  • 4.17%
  • 4.08%
  • 3.9%
  • 3.68%
  • 3.49%
  • 3.46%
  • 2.82%
  • Deepak Ramaraju

    Manager

  • Sudip More

    Manager

  • Prateek Nigudkar

    Manager

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