Shriram Balanced Advantage Fund Regular - Growth

Hybrid Generate Income and create wealth
Dynamic Asset Allocation
Category Rank
Shriram Balanced Advantage Fund Regular -  Growth
Rating
Fund
Time to Invest
Shriram Balanced Advantage Fund Regular -  Growth
NAV
12.6747
(17/05/2022)
L 52Wk H
12.01
13.36
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Shriram Balanced Advantage Fund Regular - Growth

Hybrid
Dynamic Asset Allocation
Generate Income and create wealth
Rank Shriram Balanced Advantage Fund Regular -  Growth
Fund
NAV
12.6747
(17/05/2022)
Time to Invest
Shriram Balanced Advantage Fund Regular -  Growth
Rating
L 52Wk H
12.01
13.36
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
-2.24%
3M
-2.19%
6M
-3.67%
Annualised
1Y
5.34%
3Y
-
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

Shriram Balanced Advantage Fund Regular -  Growth

AUM

48.96 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

740.80%