Home Shriram Mutual FundShriram Balanced Advantage Fund Regular - Idcw Payout
Hybrid Generate Income and create wealth
Dynamic Asset Allocation
Category Rank
Shriram Balanced Advantage Fund Regular - Idcw Payout
Rating
  • It portfolio quality is significantly below average and poor as comapred to other funds in the category
  • Its expense ratio is much higher than most other funds in the category
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
Shriram Balanced Advantage Fund Regular - Idcw Payout
NAV
14.3422
 (27/09/2023)
L 52Wk H
12.79
14.58
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Shriram Balanced Advantage Fund Regular - Idcw Payout

Hybrid
Dynamic Asset Allocation
Generate Income and create wealth
Rank Shriram Balanced Advantage Fund Regular - Idcw Payout
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
NAV
14.3422
 (27/09/2023)
Time to Invest
Shriram Balanced Advantage Fund Regular - Idcw Payout
Rating
  • It portfolio quality is significantly below average and poor as comapred to other funds in the category
  • Its expense ratio is much higher than most other funds in the category
L 52Wk H
12.79
14.58
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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
2.71%
3M
4.20%
6M
10.72%
Annualised
1Y
11.11%
3Y
10.79%
5Y
-
Historical NAV
NAV for scheme Shriram Balanced Advantage Fund - Regular-IDCW 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 - Idcw Payout

AUM

42.10 Cr
Shriram Balanced Advantage Fund Regular - Idcw Payout AUM is 98% 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 90D Nil after 90D
Lock In Period - NIL

Expense Ratio

2.6%

Turnover Ratio

408.90%

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