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Shriram Balanced Advantage Fund - Direct Growth
13.01
27.78
14.21
-1.61
-0.80
1.31
6.64
13.85

  • Shriram Balanced Advantage Fund - Direct Growth

    • Hybrid .
    • Dynamic Asset Allocation or Balanced Advantage
  • NAV

    19.76

    as on 03 Oct 2024

  • ₹-0.23 (-1.15%)

    Last Change

  • 13.01%

    3Y CAGR returns

  • ₹ 1000

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.53%

    Expense Ratio
  • Rating

  • 57 Cr

    Fund Size

  • 5 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 03 Oct 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 27.78%
  • 13.01%
  • 14.21%
  • 13.85
By Holding By Sector By Asset
15.32%
7.15%
4.47%
3.95%
3.90%
65.21%
View all Holdings
  • 3.60Alpha
  • 2.19SD
  • 0.56Beta
  • 0.91Sharpe
  • 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
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.

Deepak Ramaraju

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moderate Moderate Moderately
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High
  • Fund Name
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  • AUM :
  • NA
  • Address :
  • NA
  • Contact :
  • NA
  • Email ID :
  • NA
  • Fund Name
  • AUM - ₹ 57
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FAQs

You can invest in Shriram Balanced Advantage Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Shriram Balanced Advantage Fund - Direct Growth in the search box.
  3. 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 Growth has delivered 14.25% since inception

The NAV of Shriram Balanced Advantage Fund - Direct Growth is ₹19.514 as of 03 Oct 2024

The expense ratio of Shriram Balanced Advantage Fund - Direct Growth is % as of 03 Oct 2024

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 Growth 48.81 CR as of 03 Oct 2024

The minimum SIP amount of Shriram Balanced Advantage Fund - Direct Growth is 1000

The top stock holdings of Shriram Balanced Advantage Fund - Direct Growth are

  1. Net CA & Others - 15.32%
  2. N A B A R D - 7.15%
  3. REC Ltd - 4.47%
  4. Infosys - 3.95%
  5. HDFC Bank - 3.90%

The top sectors Shriram Balanced Advantage Fund - Direct Growth has invested in are

  1. Debt - 15.59%
  2. Banks - 14.95%
  3. Cash & Others - 12.59%
  4. Automobiles - 8.02%
  5. Aerospace & Defense - 5.12%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Shriram Balanced Advantage Fund - Direct Growth 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 Growth based on your investment objective and risk tolerance

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