Shriram Balanced Advantage Fund – Direct Growth
1,000
Min SIP
5,000
Min Lumpsum
0.6 %
Expense Ratio
Rating
42
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.2% | 12.9% | - | 11% | ||||
| Category Average | 17.3% | 21.4% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.75
Alpha
2.09
SD
0.47
Beta
1.58
Sharpe
Exit Load
| 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 |
|---|
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
Deepak Ramaraju
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- 61,598
-
27.5%Fund Size - 61,598
-
31.2%Fund Size - 61,598
-
16.5%Fund Size - 61,598
-
- 9,394
-
14.8%Fund Size - 9,394
-
16.9%Fund Size - 9,394
-
13.6%Fund Size - 9,394
-
- 6,794
-
14.8%Fund Size - 6,794
-
16.6%Fund Size - 6,794
-
11.9%Fund Size - 6,794
-
- 49,102
-
13.5%Fund Size - 49,102
-
16.4%Fund Size - 49,102
-
12.2%Fund Size - 49,102
-
- 6,956
-
13.5%Fund Size - 6,956
-
16.2%Fund Size - 6,956
-
11.6%Fund Size - 6,956
AMC Contact Details
Shriram Mutual Fund
AUM:
275 Cr
Address:
511-512, Meadows, Sahar Plaza,
J. B. Nagar, Andheri (East),
Mumbai - 400059.
Contact:
033-23373012
Email ID:
info@shriramamc.com
Frequently Asked Questions
How to invest in Shriram Balanced Advantage Fund – Direct Growth ?
You can invest in Shriram Balanced Advantage Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Shriram Balanced Advantage Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Shriram Balanced Advantage Fund – Direct Growth ?
The NAV of Shriram Balanced Advantage Fund – Direct Growth is ₹15.5 as of 27 September 2023.
How to redeem Shriram Balanced Advantage Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Shriram Balanced Advantage Fund – Direct Growth?
The minimum SIP amount of Shriram Balanced Advantage Fund – Direct Growth is ₹1000
What are the top sectors Shriram Balanced Advantage Fund – Direct Growth has invested in?
The top sectors Shriram Balanced Advantage Fund – Direct Growth has invested in are
- Debt - 29.5%
- Banks - 20.86%
- IT-Software - 7.74%
- Finance - 6.13%
- Diversified FMCG - 5.49%
Can I make investments in both the SIP and Lump Sum schemes of Shriram Balanced Advantage Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Shriram Balanced Advantage Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Shriram Balanced Advantage Fund – Direct Growth generated ?
The Shriram Balanced Advantage Fund – Direct Growth has delivered 11% since inception
What is the expense ratio of Shriram Balanced Advantage Fund – Direct Growth ?
The expense ratio of Shriram Balanced Advantage Fund – Direct Growth is 0.6 % as of 27 September 2023.
What is the AUM of Shriram Balanced Advantage Fund – Direct Growth?
The AUM of Shriram Balanced Advantage Fund – Direct Growth is ₹275 Cr as of 27 September 2023
What are the top stock holdings of Shriram Balanced Advantage Fund – Direct Growth?
The top stock holdings of Shriram Balanced Advantage Fund – Direct Growth are
- HDFC Bank - 3.8%
- ICICI Bank - 3.33%
- Reliance Industr - 2.91%
- REC Ltd - 2.23%
- Larsen & Toubro - 2.18%
How can I redeem my investments in Shriram Balanced Advantage Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Shriram Balanced Advantage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Shriram Balanced Advantage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.