|Min SIP Amount||₹1000|
|NAV||₹11.95 (25 Jan 2021)|
|Fund Started||05 Jul 2019|
|Fund Size||₹43 Cr|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||9.9%|
|Reliance Industries Ltd.||Energy||Equity||6.7%|
|HDFC Bank Ltd.||Financial||Equity||5.2%|
|LIC Housing Finance Ltd.||Financial||Debenture||5.2%|
|Bharti Airtel Ltd.||Communication||Equity||3.6%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.3%|
|LIC Housing Finance Ltd.||Financial||Debenture||2.9%|
|Hindustan Unilever Ltd.||FMCG||Equity||2.4%|
Shriram Balanced Advantage Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Shriram Mutual Fund. This scheme was made available to investors on 05 Jul 2019. Gargi Bhattacharyya Banerjee is the Current Fund Manager of Shriram Balanced Advantage Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹43 Cr and the Latest NAV as of 25 Jan 2021 is ₹11.95.
The Shriram Balanced Advantage Fund Regular 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.
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.