Shriram Balanced Advantage Fund Direct Growth+0.13%

9.49%
1 Year Return
Hybrid
Dynamic Asset Allocation
6M
1Y
All

Fund Details

Shriram Balanced Advantage Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.60%
NAV11.29 (23 Oct 2020)
Fund Started05 Jul 2019
Fund Size40 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Shriram Balanced Advantage Fund Direct Growth
9.5%
NA
NA
9.7%
Category Average
6.2%
4.3%
6.5%
-
Rank within category
9
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 9.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec10.6%
    Reliance Industries Ltd.EnergyEquity9.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.0%
    LIC Housing Finance Ltd.FinancialDebenture5.4%
    Bharti Airtel Ltd.CommunicationEquity3.2%
    Tata Consultancy Services Ltd.TechnologyEquity3.0%
    LIC Housing Finance Ltd.FinancialDebenture3.0%
    ICICI Bank Ltd.FinancialEquity2.7%
    Infosys Ltd.TechnologyEquity2.6%
    Housing Development Finance Corpn. Ltd.FinancialDebenture2.4%
    See All

    Fund Managers

    addRohit Kumar Gautam
    Education
    Mr. Gautam has done B.Tech (IIT Bombay) and PGDM (IIM Ahmedabad)
    Experience
    Prior to joining Shriram Asset Management Company Limited, he has worked with APRRUS Foods and Beverages Pvt. Ltd., Firestar International Pvt. Ltd., Pythhos Technology Pvt. Ltd./ Boston Analytics, Hangout Adventures where he had held various key positions in Research & Analysis, Corporate Strategy & Planning Professional.
    Funds Managed

    Shriram Balanced Advantage Fund Direct Growth Details

    Shriram Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Shriram Mutual Fund. This scheme was made available to investors on 05 Jul 2019. Kartik Soral is the Current Fund Manager of Shriram Balanced Advantage Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹40 Cr and the Latest NAV as of 23 Oct 2020 is ₹11.29.

    The Shriram Balanced Advantage Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

    Investment Objective

    The scheme seeks 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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Shriram Mutual Fund

    Address
    CK-6, 2nd Floor, Sector II, Salt Lake City, Kolkata - 700091
    Phone
    033-23373012
    Launch Date
    05 Dec 1994
    Website
    NA
    Shriram Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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