Shriram Balanced Advantage Fund Direct Reinvestment Inc Dist cum Cap Wdrl

hybrid

RETURNS (5 YEARS) 12.87%
RETURNS (5 YEARS) 12.87%
NAV ₹18.13
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
2.87%
3M
0.15%
6M
-2.61%
1Y
-0.80%
3Y
10.82%
5Y
12.87%

Fund Essentials

  • 05 Jan 2019

    Fund Started

  • ₹60.80 Cr

    AUM Fund Size

  • 0.70%

    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

  • 6.98%
  • 5.95%
  • 5.92%
  • 5.84%
  • 4.39%
  • 4.32%
  • 3.4%
  • 3.4%
  • 3.24%
  • 3.05%
  • Gargi Banerjee

    Manager

  • Deepak Ramaraju

    Manager

  • Sudip More

    Manager

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