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Shriram Balanced Advantage Fund - Regular Growth

Fund House:
Shriram Mutual Fund
Category:
Hybrid: Dynamic Asset Allocation
Status:
Open Ended Schemes
Launch Date:
05-07-2019
ISIN Number:
INF680P01174
Minimum Investment:
5000
Minimum SIP:
2000
Total Assets: (29-11-2024):
57.91
Nav (20-12-2024)
17.1856
CAGR Since Inception:
10.44
Benchmark:
NIFTY 50 Hybrid Composite debt 50:50 Index
Expense Ratio (30-11-2024)::
2.36 %
Risko-Meter:
Very High
Exit Load:
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
Asset Class
Mixed Asset
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Shriram Balanced Advantage Fund - Regular Growth 11.46 12.62 10.5 10.48 0
Quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan 26.24 0 0 0 0
Axis Balanced Advantage Fund - Regular Plan - Growth 19.56 18.04 12.71 12.17 0
HDFC Balanced Advantage Fund - Growth Plan 19.43 23.16 23 19.85 13.75
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 18.34 0 0 0 0
Invesco India Balanced Advantage Fund - Growth 18.1 17.56 14.2 11.89 10.08
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option 17.3 17.19 13.58 15.81 0
Franklin India Balanced Advantage Fund- Growth 17 16.34 0 0 0
HSBC Balanced Advantage Fund - Regular Growth 16.76 16.28 12.05 11.04 8.54
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth 16.5 16.51 0 0 0
Fund Manager
Gargi Bhattacharyya Banerjee, Deepak Ramaraju:
Scheme Objective
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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Shriram Balanced Advantage Fund - Regular Growth NIFTY 50 TRI Hybrid: Dynamic Asset Allocation
CAGR since inception 10.44% 13.95% 11.51%
1 Year 11.46% 12.84% 14.89%
3 Year 10.50% 13.73% 11.95%
5 Year 10.48% 15.28% 12.36%
10 Year 0.00% 12.46% 9.78%
Nav / Index Value as on2024-12-22 57.91% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Debt 16.65
Mutual Funds 2.08
Cash & Cash Equivalents 14.78
Equity 66.49
Company Holding
SUN PHARMACEUTICAL INDUSTRIES LTD. 4.86
BHARTI AIRTEL LIMITED 4.43
RURAL ELECTRIFICATION CORPORATION LIMITED 4.34
DIXON TECHNOLOGIES (INDIA) LIMITED 4.22
TRENT LIMITED 3.81
MAHINDRA AND MAHINDRA LIMITED 3.59
ICICI BANK LIMITED 3.5
HCL TECHNOLOGIES LIMITED 3.38
VOLTAS LIMITED 3.37
LUPIN LIMITED 3.33
FAQ's of Shriram Balanced Advantage Fund - Regular Growth
How do I use the SIP Calculator to calculate Shriram Mutual Fund ?

To calculate the Shriram Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Shriram Balanced Advantage Fund - Regular Growth