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40545
6011
Shriram Balanced Advantage Fund - Direct (G)
7.44
0.95
7.13
3.55
6.76
1.30
4.91
9.46
7
1.41
7.13
Shriram Balanced Advantage Fund - Direct (G)
1.41
7.13
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    19.45

    11 Nov 2026

  • 0.75%

     1 Day

  • 7.44%

    3Y CAGR returns

  • ₹ 1000

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.9%

    Expense Ratio

  • 1

     Rating

  • 41 Cr

    Fund Size

  • 7 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 11 Nov 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 0.95%
  • 7.44%
  • 7.13%
  • 9.46
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
10.26%
6.14%
4.86%
4.81%
4.77%
69.16%
View All

Advance Ratio

  • 0.47Alpha
  • 3.20SD
  • 0.68Beta
  • 0.06Sharpe

Exit Load & Tax Implication

  • Exit Load
  • If redeemed / switched-out within 90 days from the date of allotment:- Upto 12% of units : Nil More than 12% of units: 1% of applicable Net Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

The primary objective of the Scheme is to generate capital appreciation with relatively lower volatility over a longer tenure of time. The Scheme will accordingly invest in equities, arbitrage opportunities, derivative strategies and debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Managers

Prateek Nigudkar

Risk-o-meter

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moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Shriram Mutual Fund

6011
  • Fund Name

AMC Contact Details

  • Address :
  • 862, 6th Floor, Building No. 8, Solitaire Corporate Park, J.B. Nagar, Andheri (East), Mumbai-400093.
    • Contact :
    • +91022-23373012
    • Email ID :
    • customercare@shriramamc.co.in

Mutual Fund by Category

Equity Debt Hybrid

Large Cap

  • Fund Name
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Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

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