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Shriram Balanced Advantage Fund
HybridDynamic Asset Allocation
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Risk
Very High
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Rating
1.0
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Min SIP Amount
₹500
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Expense Ratio
2.57
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NAV
₹18.66
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Fund Started
14 Jun 2019
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Fund Size
₹40.96 Cr
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Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
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1 Year
-4.83%
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3 Year
4.56%
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5 Year
4.39%
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Equity
69.35%
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Cash
8.92%
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Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.97% |
ICICI Bank Ltd. | 4.09% |
Reliance Industries Ltd. | 3.99% |
State Bank of India | 3.06% |
Bharti Airtel Ltd. | 2.85% |
Mahindra & Mahindra Ltd. | 2.50% |
Sun Pharmaceutical Industries Ltd. | 2.39% |
ITC Ltd. | 2.30% |
Axis Bank Ltd. | 2.27% |
Infosys Ltd. | 1.97% |
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Name
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Start Date
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Description
The scheme seeks 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.
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Launch Date
14 Jun 2019
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