- Mutual Funds
- Shriram Mutual Fund
- Shriram Balanced Advantage Fund (Growth)
Shriram Balanced Advantage Fund (Growth)
₹ 12.5883
NAV (May 19)
Neutral
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.
Track Record
3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.
Relative Size
49 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
Scripbox Recommended Hybrid Funds
Want the large cap equity funds that are right for your long term equity investment needs?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.5883
NAV (May 19)
Fund Returns
Last 1Y | 4.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.3% |
6 Month CAGR | -4% |
Scheme Information
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.
Expense Ratio | 2.6 |
Launched (3y ago) | Jul 05, 2019 |
AUM in Crores | 48.960 |
ISIN | INF680P01174 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 Hybrid Comp Debt 50:50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
treps - 02may2022
14.6%cash,cash equivalents and net current assets
13.3%reliance industries ltd
6.1%hdfc bank ltd
5.1%icici bank ltd
4.3%
Allocation by Sector
financial services
22.9%consumer defensive
8%consumer cyclical
6.2%energy
6.1%healthcare
5.8%Comparison with Hybrid Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 24,648 cr | |||
₹ 24,648 cr | |||
₹ 24,648 cr | |||
₹ 24,648 cr | |||
₹ 24,648 cr |
About the AMC
Shriram Asset Management Co Ltd
Shriram Asset Management Co Ltd manages assets worth 214 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
11.2% | 10.4% | ||
8.9% | 9.3% | ||
8.6% | 7.9% | ||
- | 8.3% | ||
8.6% | 7.9% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsShriram Balanced Advantage Fund (G) Review
Shriram Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 8.3% over a period of 2 years. The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Gargi Banerjee, Kartik Soral.
Nav of Shriram Balanced Advantage Fund (G) as of 5/19/2022 is ₹12.59 with the total AUM as of 5/20/2022 is ₹48.96. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram Balanced Advantage Fund (G) was launched on Jul 05, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Shriram Balanced Advantage Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Shriram Balanced Advantage Fund (G)?
How to invest in Shriram Balanced Advantage Fund (G)?
You can invest in Shriram Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Shriram Balanced Advantage Fund (G)?
The minimum sip amount for Shriram Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Shriram Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, Shriram Balanced Advantage Fund (G) is a Neutral fund. You can investShriram Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Shriram Balanced Advantage Fund (G)?
The expense ratio of the Shriram Balanced Advantage Fund (G) is 2.6% for regular plan.