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

Shriram Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

12.5883

NAV (May 19)

8.3%
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

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

Invest in this fund

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 Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

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 (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

Kartik Soral

Fund Manager

Gargi Banerjee

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-05-19

Top Stock Holdings

treps - 02may2022

14.6%
14.6%

cash,cash equivalents and net current assets

13.3%
13.3%

reliance industries ltd

6.1%
6.1%

hdfc bank ltd

5.1%
5.1%

icici bank ltd

4.3%
4.3%
See all holdings
allocation by market cap

Allocation by Sector

financial services

22.9%
22.9%

consumer defensive

8%
8%

consumer cyclical

6.2%
6.2%

energy

6.1%
6.1%

healthcare

5.8%
5.8%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 24,648 cr

5

₹ 24,648 cr

5

₹ 24,648 cr

5

₹ 24,648 cr

5

₹ 24,648 cr

5

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.

amc-img

  • 033-23373012
  • info@shriramamc.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 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)?

    Shriram Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid stocks 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 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.