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  • Shriram Mutual Fund
  • Shriram Balanced Advantage Fund (Growth)
Shriram Mutual Fund

Shriram Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

16.8019

NAV (Apr 19)

NA
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.8019

NAV (Apr 19)

Fund Returns

Last 1Y
27.5%
Last 3Y
12.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
11.4%
6 Month CAGR
16.9%

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.

Expense Ratio
2.6
Launched (5y ago)
Jul 05, 2019
AUM in Crores
46.264
ISIN
INF680P01174
Lock-in
No Lock-in
Benchmark
Nifty 50 Hybrid Comp Debt 50:50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
7.8
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.825
Sharpe Ratio (5yr)
0
YTM
7.55
Fund Managers

Gargi Banerjee

Fund Manager

Deepak Ramaraju

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Shriram Balanced Advantage Fund (Growth)70%9,87,109 2,54,49712.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-04-19

Top Stock Holdings

clearing corporation of india ltd.

13.8%
13.8%

reliance industries ltd

7.9%
7.9%

net receivables / (payables)

7%
7%

rural electrification corporation limited

5.6%
5.6%

hdfc bank ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

20%
20%

consumer cyclical

14.1%
14.1%

energy

10%
10%

industrials

7.1%
7.1%

healthcare

5.5%
5.5%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,737 cr

₹ 33,502 cr

₹ 8,943 cr

₹ 3,417 cr

₹ 1,868 cr

amc-img

About the AMC

Shriram Asset Management Co Ltd

Shriram Asset Management Co Ltd manages assets worth 536 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
phone-img033-23373012
Fund NameScripbox Opinion
Till Date CAGR

17.1%

14.8%

14%

11.1%

18.2%

13.4%

18.2%

13.4%

14%

11.1%

Shriram 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 11.4% over a period of 4 years. The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Deepak Ramaraju, Gargi Banerjee.

Nav of Shriram Balanced Advantage Fund (G) as of 4/19/2024 is ₹16.80 with the total AUM as of 4/21/2024 is ₹46.264. 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)?

Shriram Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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 Not Reviewed Yet 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.