Home>Mutual Funds>Shriram Mutual Fund>Shriram Balanced Advantage Fund Regular Growth
shareSHARE

Shriram Balanced Advantage Fund Regular Growth-0.44%

14.32%
1 Year Return
Hybrid
Dynamic Asset Allocation
6M
1Y
All

Fund Details

Shriram Balanced Advantage Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.60%
NAV₹11.95 (25 Jan 2021)
Fund Started05 Jul 2019
Fund Size43 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.3%
-
-
13.2%
Category Average
11.3%
6.5%
9.4%
-
Rank Within Category
6
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Would have become
0
with 14.3% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec10.1%
Housing Development Finance Corpn. Ltd.FinancialEquity9.9%
Reliance Industries Ltd.EnergyEquity6.7%
HDFC Bank Ltd.FinancialEquity5.2%
LIC Housing Finance Ltd.FinancialDebenture5.2%
Bharti Airtel Ltd.CommunicationEquity3.6%
Tata Consultancy Services Ltd.TechnologyEquity3.3%
Infosys Ltd.TechnologyEquity3.0%
LIC Housing Finance Ltd.FinancialDebenture2.9%
Hindustan Unilever Ltd.FMCGEquity2.4%
See All

Fund Managers

Rohit Kumar Gautam
keyboard_arrow_down

Shriram Balanced Advantage Fund Regular Growth Details

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.

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

Compare Funds

Shriram Balanced Advantage Fund Regular Growth
VS
search

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,
Similar Funds