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  • Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A)

Formerly Shriram Balanced Advantage Reg DP

Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A)

Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A)

HybridDynamic Asset Allocation Or Balanced Advantage

12.3994

NAV (Jul 22)

11.1%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

47 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

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderately High risk

Expense Ratio
2.6 %
Launched (2y ago)
Jul 05, 2019
AUM in Crores
₹ 47
ISIN
INF680P01182
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Gargi Banerjee

Fund Manager

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Kartik Soral

Fund Manager

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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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

LIC MF Equity Hybrid Fund (G)

LIC MF Equity Hybrid Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

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About the AMC

Shriram Asset Management Co Ltd

Shriram Asset Management Co Ltd manages assets worth 212 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.

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  • tel-amc-about
    033-23373012
  • mail-amc-about
    info@shriramamc.com
  • Shriram Long Term Equity Fund (G)

    Shriram Long Term Equity Fund (G)

    Tax Saving

    ₹ 39 Cr

    Fund Size

    14.80%

    Till Date CAGR

    Till Date CAGR

    Shriram Hybrid Equity Fund (G)

    Shriram Hybrid Equity Fund (G)

    Aggressive Hybrid

    ₹ 60 Cr

    Fund Size

    9.90%

    5 Year CAGR

    5 Y CAGR

    Shriram Flexi Cap Fund (G)

    Shriram Flexi Cap Fund (G)

    Diversified

    ₹ 65 Cr

    Fund Size

    11.10%

    Till Date CAGR

    Till Date CAGR

    Shriram Balanced Advantage Fund (G)

    Shriram Balanced Advantage Fund (G)

    Dynamic Asset Allocation Or Balanced Advantage

    ₹ 46 Cr

    Fund Size

    11.10%

    Till Date CAGR

    Till Date CAGR

    Shriram Flexi Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Shriram Flexi Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Diversified

    ₹ 65 Cr

    Fund Size

    11.10%

    Till Date CAGR

    Till Date CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    About Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of 11.1% over a period of 2 years .The fund was previously known as Shriram Balanced Advantage Reg DP.The fund is managed by Shriram Asset Management Co Ltd.The fund managers are Gargi Banerjee, Kartik Soral

    Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A) 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 of Income Distribution cum capital withdrawal (PIDCW-A) NAV,AUM,Risk

    The Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Jul 05, 2019. The NAV (Net Asset Value) of this dynamic asset allocation or balanced advantage hybrid as of 2021-07-22 is ₹ 12.3994. The total AUM (Asset Under Management) of the fund as of 2021-07-23 is ₹ 46.591. The category risk of the Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund is Moderately High risk. The fund charges 2.6 % as expense ratio.

    Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 69.7% in this asset class. The top three holdings of the fund are lic housing finance limited,reliance industries ltd shs dematerialised and housing development finance corp ltd

    Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A) 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 of Income Distribution cum capital withdrawal (PIDCW-A) 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 CRISIL Hybrid 35+65 - Agg TR INR

    Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A) Review

    Shriram Balanced Advantage Fund of Income Distribution cum capital withdrawal (PIDCW-A) 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 of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 1 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

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