Shriram Balanced Advantage Fund does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -0.33% | 1.03% |
| 2 Year Return | 13.57% | 10.99% |
| 3 Year Return | 23.81% | 29.11% |
| 4 Year Return | 47.84% | 41.83% |
| 5 Year Return | N/A | 51.19% |
| 6 Year Return | N/A | 76.99% |
| 7 Year Return | N/A | 95.33% |
| Expense Ratio | 2.09% | - |
AMC: SHRIRAM
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 14 Jun 2019
Fund Manager: Mr. Prateek Nigudkar
Minimum Purchase: ₹500
Exit Load: If redeemed / switched-out within 90 days from the date of allotment :- For 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.
Lock-in: 0
Risk: Moderate Risk
Shriram Balanced Advantage Fund is managed by SHRIRAM and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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