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Shriram Balanced Advantage Fund Regular Growth

Returns (1yr)
-NA- %
Latest NAV
10.42

Investment Calculator

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Fund Information

as on 20th of February, 07:21 AM

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.

Fund Managers

  • profile-pic
    Gargi Banerjee
    profile-pic
    Rohit Gautam
  • expense-ratio
    Expense Ratio
    0.0
    benchmark
    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
  • Aum image
    AUM
    ₹ 42.97 Crores
    ISIN
    ISIN
    INF680P01174
  • Category Risk:

    Moderately High risk

Holding Information

as on 20th of February, 07:21 AM

Top Holding

Hdfc Bank Ltd
8%
Housing Development Finance Corp Ltd
7%
Reliance Industries Ltd
6%
Infosys Ltd
5%
Lic Housing Finance Limited
5%

Top Sectors

Financial Services
30%
Consumer Defensive
9%
Technology
8%
Energy
8%
Industrials
5%

Allocation

Equity
72%
Debt
21%
Others
1%

Investment Return Calculator

as on 20th of February, 07:21 AM
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  • Mutual Fund

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. Past performance is not an indicator of future returns.

Transaction

as on 20th of February, 07:21 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Shriram Balanced Advantage Fund Regular Growth is a Diversified Hybrid fund and has delivered an annualised return of -NA-% over a period of 1 year. The fund is managed by Shriram Asset Management Co Ltd. The fund managers names are Gargi Banerjee, Rohit Gautam.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.. The fund charges 0.0%.The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.