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
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 200 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.
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
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of 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.
Relative 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 Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
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Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
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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 10.4% over a period of 2 years ..The fund is managed by Shriram Asset Management Co Ltd.The fund managers are Alok Ranjan, Gargi Banerjee, Rohit Gautam
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 as of 2021-04-19 is ₹ 11.9415. The total AUM (Asset Under Management) of the fund as of 2021-04-20 is ₹ 44.035. The category risk of the Shriram Balanced Advantage Fund (G) fund is 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 63.9% in this asset class. The top three holdings of the fund are lic housing finance limited,housing development finance corp ltd and reliance industries ltd shs dematerialised
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.
Shriram Balanced Advantage Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to
Shriram Balanced Advantage Fund (G) Review
Shriram Balanced Advantage Fund (G) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Shriram Balanced Advantage Fund (G) has a score of 2 out of 5.
Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.
