Investment Objective
The primary objective of the Scheme is 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.However there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. .
Category
- Hybrid - Dynamic Asset Allocation
Benchmark
- NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns
Absolute
1M
1.52%
3M
2.25%
6M
-0.63%
Annualised
1Y
6.49%
3Y
11.82%
5Y
-
Historical NAV
NAV for scheme Shriram Balanced Advantage Fund - Regular Growth
is
Growth of 10,000
An investment of 10000 for
in this scheme would have grown to Rs.
Risk of the fund
AUM
46.60 Cr
Shriram Balanced Advantage Fund Regular - Growth AUM is 97% lower than other schemes in the category
Load
Entry Load - NIL
Exit Load - NIL for 12% of units and 1% for remaining units on or before 365D Nil after 365D
Lock In Period - NIL
Expense Ratio
2.6%
Turnover Ratio
410.10%
