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40545
6011
Shriram Balanced Advantage Fund - Direct (G)
7.49
1.55
8.12
1.13
1.52
1.51
0.06
9.51
7
1.48
8.12
Shriram Balanced Advantage Fund - Direct (G)
1.48
8.12
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    19.02

    29 Jul 2026

  • 0.74%

     1 Day

  • 7.49%

    3Y CAGR returns

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  • ₹ 1000

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.75%

    Expense Ratio

  • 1

     Rating

  • 43 Cr

    Fund Size

  • 7 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 29 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 1.55%
  • 7.49%
  • 8.12%
  • 9.51

Scheme Allocation

By Holding By Sector By Asset
9.17%
6.63%
5.85%
5.21%
4.83%
68.31%
View All

Advance Ratio

  • 1.73Alpha
  • 3.14SD
  • 0.68Beta
  • 0.23Sharpe

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

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

  • Fund Name
View all schemes

More Funds from Shriram Mutual Fund

6011
  • Fund Name
  • AUM - ₹ 47

AMC Contact Details

  • Address :
  • 511-512, Meadows, Sahar Plaza, J. B. Nagar, Andheri (East), Mumbai - 400059.
    • Contact :
    • +91022-23373012
    • Email ID :
    • customercare@shriramamc.co.in
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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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

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Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

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