Shriram Balanced Advantage Fund Direct Growth
Start investing with ₹100
-
NAV
19.31
11 Dec 2025
-
0.24%
1 Day
-
9.75%
3Y CAGR returns
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-
₹ 1000
Min SIP -
₹ 5000
Min Lumpsum -
1.002%
Expense Ratio -
58 Cr
Fund Size -
6 Years
Fund Age
Fund Comparison
Investment Period : 5 Years
Returns and Ranks ( as on 11 Dec 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -0.23%
- 9.75%
- 9.95%
- 10.72
- 1.11Alpha
- 2.70SD
- 0.67Beta
- 0.61Sharpe
- 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.
Prateek Nigudkar
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size (Cr.) - ₹ 107,971
- Fund Size (Cr.) - ₹ 69,868
- Fund Size (Cr.) - ₹ 8,800
- Fund Size (Cr.) - ₹ 3,690
- Fund Name
-
- Hybrid
- Aggressive Hybrid Fund
- AUM - ₹ 50
-
- Equity
- ELSS
- AUM - ₹ 50
-
- Equity
- Flexi Cap Fund
- AUM - ₹ 138
- AUM - ₹ 58
-
- Debt
- Overnight Fund
- AUM - ₹ 171
-
- Hybrid
- Multi Asset Allocation
- AUM - ₹ 137
- Address :
- NA
-
- Contact :
- NA
-
- Email ID :
- NA
Large Cap
- Fund Name
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 48,871
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 6,934
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,863
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,686
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,104
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
Other Calculators
FAQs
You can invest in Shriram Balanced Advantage Fund - Direct (G) 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 (G) 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"
Shriram Balanced Advantage Fund - Direct (G) has delivered 14.25% since inception
The NAV of Shriram Balanced Advantage Fund - Direct (G) is ₹19.514 as of 11 Dec 2025
The expense ratio of Shriram Balanced Advantage Fund - Direct (G) is % as of 11 Dec 2025
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
The AUM of Shriram Balanced Advantage Fund - Direct (G) 48.81 CR as of 11 Dec 2025
The minimum SIP amount of Shriram Balanced Advantage Fund - Direct (G) is 1000
The top stock holdings of Shriram Balanced Advantage Fund - Direct (G) are
- N A B A R D - 7.11%
- HDFC Bank - 6.23%
- C C I - 5.78%
- Net CA & Others - 5.76%
- Reliance Industr - 4.48%
The top sectors Shriram Balanced Advantage Fund - Direct (G) has invested in are
- Debt - 15.59%
- Banks - 14.95%
- Cash & Others - 12.59%
- Automobiles - 8.02%
- Aerospace & Defense - 5.12%
- Step 1: Visit the fund house 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 (G) in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Shriram Balanced Advantage Fund - Direct (G) based on your investment objective and risk tolerance