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.
No single fund can achieve what a plan can. Learn why
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%
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.
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.
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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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.
