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    • Shriram Balanced Advantage Fund (Growth)
    Shriram Mutual Fund

    Shriram Balanced Advantage Fund (Growth)

    HybridDynamic Asset Allocation Or Balanced Advantage

    13.1444

    NAV (Sep 23)

    13.1%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

    However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.

    Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.

    This makes their performance difficult to assess.

    With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    47 Cr. Negligible within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Consistently poor. The historical performance of the fund has been consistently poor

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    13.1444

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    24.4%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    13.1%
    6 Month CAGR
    9.3%
    info-icon-blue

    Scheme Information

    Investment 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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.6
    Launched (2y ago)
    Jul 05, 2019
    AUM in Crores
    46.987
    ISIN
    INF680P01174
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Gargi Banerjee

    Fund Manager

    user-avatar

    Kartik Soral

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    Shriram Asset Management Co Ltd

    Shriram Asset Management Co Ltd manages assets worth 221 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.

    amc-img

  • tel-amc-about
    033-23373012
  • mail-amc-about
    info@shriramamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    %

    19%

    12.7%

    11.6%

    14%

    14%

    %

    13.1%

    14%

    14%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Shriram Balanced Advantage Fund (G)

    About Shriram Balanced Advantage Fund (G)

    Shriram Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 13.1% over a period of 2 years. . The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Gargi Banerjee, Kartik Soral

    Shriram Balanced Advantage Fund (G) Investment 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. . However, there is no assurance that the objective of the scheme will be realized.

    Shriram Balanced Advantage Fund (G) NAV,AUM,Risk

    The Shriram Balanced Advantage Fund (G) fund was launched on Jul 05, 2019. The NAV (Net Asset Value) of this Dynamic Asset Allocation Or Balanced Advantage Hybrid fund as of 2021-09-23 is ₹13.14. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹46.987. The category risk of the Shriram Balanced Advantage Fund (G) fund is Very High Risk. The fund charges 2.6 % as expense ratio.

    Shriram Balanced Advantage Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 70.9% in this asset class. The top three holdings of the fund are , treps - 01sep2021 , cash,cash equivalents and net current assets , reliance industries ltd , housing development finance corp ltd , hdfc bank ltd , lic housing finance limited , icici bank ltd , tata consultancy services ltd , kotak mahindra bank ltd , infosys ltd , larsen & toubro ltd , hindustan unilever ltd , bharti airtel ltd , itc ltd , sbi life insurance company limited , axis bank ltd , state bank of india , hdfc life insurance company limited , hcl technologies ltd , ultratech cement ltd , gail (india) ltd , bajaj auto ltd , narayana hrudayalaya ltd , shree cement ltd , dabur india ltd , icici prudential life insurance company limited , tata steel ltd , oil & natural gas corp ltd , titan co ltd , bajaj finance ltd , bharat electronics ltd , asian paints ltd , ipca laboratories ltd , pi industries ltd , maruti suzuki india ltd , laurus labs ltd , voltas ltd , nestle india ltd , sun pharmaceuticals industries ltd , marico ltd , pidilite industries ltd , godrej consumer products ltd , ntpc ltd , britannia industries ltd , cera sanitaryware ltd , abbott india ltd , divi's laboratories ltd , navin fluorine international ltd , dr reddy's laboratories ltd , tata motors ltd , varun beverages ltd , apollo tyres ltd , kajaria ceramics ltd , jsw steel ltd , indian railway catering and tourism corp ltd , acc ltd , bharat petroleum corp ltd , j.b. chemicals & pharmaceuticals ltd , ashok leyland ltd , vip industries ltd , ajanta pharma ltd , sanofi india ltd , indian oil corp ltd , supreme industries ltd , cipla ltd , havells india ltd

    Shriram Balanced Advantage Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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