Shriram Balanced Advantage Fund - Direct Growth
-
NAV
19.05
as on 20 Dec 2024
-
₹-0.32 (-1.66%)
Last Change
-
12.53%
3Y CAGR returns
-
₹ 1000
Min SIP -
₹ 5000
Min Lumpsum -
0.53%
Expense Ratio -
58 Cr
Fund Size -
5 Years
Fund Age
Returns and Ranks ( as on 20 Dec 2024 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 13.52%
- 12.53%
- 12.56%
- 12.51
- 1.53Alpha
- 2.46SD
- 0.61Beta
- 0.55Sharpe
- Exit Load
- 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 Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil
Deepak Ramaraju
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size (Cr.) - ₹ 58
- Fund Size (Cr.) - ₹ 95,570
- Fund Size (Cr.) - ₹ 926
- Fund Size (Cr.) - ₹ 8,850
- Fund Size (Cr.) - ₹ 1,523
- AUM :
- NA
- Address :
- NA
- Contact :
- NA
- Email ID :
- NA
- Fund Name
-
- Equity
- Flexi Cap Fund
- AUM - ₹ 141
-
- Equity
- ELSS
- AUM - ₹ 54
-
- Hybrid
- Aggressive Hybrid Fund
- AUM - ₹ 49
-
- Debt
- Overnight Fund
- AUM - ₹ 270
-
- Hybrid
- Multi Asset Allocation
- AUM - ₹ 160
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 35,313
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 36,587
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 63,938
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 2,403
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 495
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
You can invest in Shriram Balanced Advantage Fund - Direct Growth in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Shriram Balanced Advantage Fund - Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Shriram Balanced Advantage Fund - Direct Growth has delivered 14.25% since inception
The NAV of Shriram Balanced Advantage Fund - Direct Growth is ₹19.514 as of 20 Dec 2024
The expense ratio of Shriram Balanced Advantage Fund - Direct Growth is % as of 20 Dec 2024
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Shriram Balanced Advantage Fund - Direct Growth 48.81 CR as of 20 Dec 2024
The minimum SIP amount of Shriram Balanced Advantage Fund - Direct Growth is 1000
The top stock holdings of Shriram Balanced Advantage Fund - Direct Growth are
- Net CA & Others - 21.08%
- N A B A R D - 7.02%
- Sun Pharma.Inds. - 4.86%
- Bharti Airtel - 4.43%
- REC Ltd - 4.34%
The top sectors Shriram Balanced Advantage Fund - Direct Growth has invested in are
- Debt - 15.59%
- Banks - 14.95%
- Cash & Others - 12.59%
- Automobiles - 8.02%
- Aerospace & Defense - 5.12%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Shriram Balanced Advantage Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Shriram Balanced Advantage Fund - Direct Growth based on your investment objective and risk tolerance