Shriram Balanced Advantage Fund
1,000
Min SIP
5,000
Min Lumpsum
0.6 %
Expense Ratio
Rating
46
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 9.9% | 12.8% | - | 10.3% | ||||
| Category Average | 16% | 23.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ITC
Abbott India
HDFC Bank
Larsen & Toubro
Dr Reddy's Labs
Others
Advance Ratio
0.16
Alpha
2.16
SD
0.47
Beta
0.48
Sharpe
Exit Load
| Exit Load | If redeemed / switched-out within 365 days from the date of allotment:- Upto 12% of units held by the investor: Nil More than 12% of units held by the investor: 1% of applicable Net Asset Value (NAV) If redeemed/switched out after 365 days from the date of allotment: Nil |
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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
-
- 54,412
-
21%Fund Size - 54,412
-
27%Fund Size - 54,412
-
14.1%Fund Size - 54,412
-
- 8,906
-
13.6%Fund Size - 8,906
-
17.6%Fund Size - 8,906
-
12.5%Fund Size - 8,906
-
- 45,584
-
12.5%Fund Size - 45,584
-
16.8%Fund Size - 45,584
-
11.1%Fund Size - 45,584
-
- 6,711
-
12.5%Fund Size - 6,711
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16.6%Fund Size - 6,711
-
10.4%Fund Size - 6,711
-
- 6,357
-
13.8%Fund Size - 6,357
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16.6%Fund Size - 6,357
-
10.8%Fund Size - 6,357
AMC Contact Details
Shriram Mutual Fund
AUM:
282 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 ?
You can invest in Shriram Balanced Advantage Fund 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 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 ?
The NAV of Shriram Balanced Advantage Fund is ₹14.6 as of 08 June 2023.
How to redeem Shriram Balanced Advantage Fund 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?
The minimum SIP amount of Shriram Balanced Advantage Fund is ₹1000
What are the top sectors Shriram Balanced Advantage Fund has invested in??
The top sectors Shriram Balanced Advantage Fund has invested in are
- ITC - 3.29%
- Abbott India - 3%
- HDFC Bank - 2.8%
- Larsen & Toubro - 2.69%
- Dr Reddy's Labs - 2.63%
How much returns have Shriram Balanced Advantage Fund generated ?
The Shriram Balanced Advantage Fund has delivered 10.3% since inception
What is the expense ratio of Shriram Balanced Advantage Fund ?
The expense ratio of Shriram Balanced Advantage Fund is 0.6 % as of 08 June 2023.
What is the AUM of Shriram Balanced Advantage Fund?
The AUM of Shriram Balanced Advantage Fund is ₹282 Cr as of 08 June 2023
What are the top stock holdings of Shriram Balanced Advantage Fund?
The top stock holdings of Shriram Balanced Advantage Fund are
- ITC - 3.29%
- Abbott India - 3%
- HDFC Bank - 2.8%
- Larsen & Toubro - 2.69%
- Dr Reddy's Labs - 2.63%