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Shriram Balanced Advantage Fund (G)

Scheme Information


Asset Management Company (AMC) Shriram Asset Management Company Limited
Asset Class Type Hybrid
Inception Date Jul 5, 2019
Benchmark CRISIL Hybrid 35+65 - Aggressive Index
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.
Fund Manager Kartik Soral
AUM (In Crores) 41.62
Equity: 68.6014%
Debt: 21.3965%
Others: 10.0021%
Exit Load NIL for 12% of units and 1% for remaining units on or before 365 days
Minimum Investment Amount First Investment: 5000
Expense Ratio 2.6
Average Maturity 3007.60 Days
Modified Duration 2058.60 Days
Yield to Maturity 7.29%

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