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AllocationDynamic Asset Allocation

Shriram Balanced Advantage Fund Direct Growth

3Y Annualised

9.94%

0.01% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

3.74%

0.01% 1D

Benchmark

HDFC NIFTY 500 Index Fund

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

7 years 4 months

NIFTY 50

6 years 5 months

FD

9 years 7 months

Fund info

Fund size

₹58.30 Cr

Min. SIP amount

₹1000

Min. Lumpsum amount

₹500

Exit load

0.01%

If redeemed / switched-out within 90 days from the date of allotment:- Upto 12% of units: Nil More than 12% of units: 1% of applicable Net Asset Value (NAV). If redeemed/switched-out after 90 days from the date of allotment: Nil

Risk Profile

Very High Risk

Fund Managers

KS
Kartik SoralFund Manager Since 21 Jan 2021
GB
Gargi BanerjeeFund Manager Since 5 Jul 2019

About Shriram Balanced Advantage Fund Direct Growth

Shriram Balanced Advantage Fund Direct Growth is a Allocation mutual fund scheme from Shriram Asset Management Co Ltd. This fund has been in existence for 5 years, having been launched on 2019-07-05. Shriram Balanced Advantage Fund Direct Growth has ₹58.30 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of Shriram Balanced Advantage Fund Direct Growth as of Tue Apr 01 2025 is ₹17.9184. The fund has an expense ratio of 0.7%, which is medium comparable to most other Allocation funds.

Shriram Balanced Advantage Fund Direct Growth returns for the last 1 year are -2.21%. Since launch, it has delivered 10.85% average annual returns.

The Shriram Balanced Advantage Fund Direct Growth has the majority of its money invested in null, Financial Services, Communication Services, Consumer Defensive, Consumer Cyclical sectors.

Top 5 Holdings of Shriram Balanced Advantage Fund Direct Growth.

  1. Nifty: 12.04%
  2. National Bank For Agriculture And Rural Development: 7.09%
  3. HDFC Bank Ltd: 5.56%
  4. Rural Electrification Corporation Limited: 4.38%
  5. Bharti Airtel Ltd: 3.81%

AMC Information

NameShriram Asset Management Co Ltd
Founding Date2019-07-05
Emailinfo@shriramamc.com
Phone+91 33 23373012
Websitewww.shriramamc.com
AddressShriram Asset Management Co. Ltd.,CK-6, 2nd Floor,,Sector II, Salt Lake City,

Tax Implications of Shriram Balanced Advantage Fund Direct Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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₹1,000+ cr

AUM

1+ Lac

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