Shriram Balanced Advantage Fund Regular Plan Growth

Risk: Very High
₹ 17.83
NAV (Jul 26,2024)

The Shriram Balanced Advantage Fund - Regular Plan - Growth offers investors the opportunity to invest in a diversified portfolio that aims to deliver long-term capital appreciation. With an expense ratio of 2.6%, this fund is suitable for investors looking for a balanced investment option. The fund has a PE ratio of 38.88 and a PB ratio of 7.33. The minimum investment required is INR 5000, and there is no lock-in period. This scheme was established on July 5, 2019, and has an AUM of INR 45.48 crores.

Shriram Balanced Advantage Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Shriram Balanced Advantage Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    50.40
  • P/B Ratio
    UM_URBAN_MONEY

    9.61
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.11
  • Sortino
    UM_URBAN_MONEY

    0.14

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.30%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 52.27 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,322.02 (3.22%)₹ 10,941.62 (9.42%)₹ 12,488.12 (24.88%)₹ 14,239.41 (42.39%)₹ 17,802.49 (78.02%)
₹ 30,000₹ 30,966.06 (3.22%)₹ 32,824.86 (9.42%)₹ 37,464.36 (24.88%)₹ 42,718.23 (42.39%)₹ 53,407.47 (78.02%)
₹ 50,000₹ 51,610.1 (3.22%)₹ 54,708.1 (9.42%)₹ 62,440.6 (24.88%)₹ 71,197.05 (42.39%)₹ 89,012.45 (78.02%)
₹ 80,000₹ 82,576.16 (3.22%)₹ 87,532.96 (9.42%)₹ 99,904.96 (24.88%)₹ 1,13,915.28 (42.39%)₹ 1,42,419.92 (78.02%)
₹ 1,00,000₹ 1,03,220.2 (3.22%)₹ 1,09,416.2 (9.42%)₹ 1,24,881.2 (24.88%)₹ 1,42,394.1 (42.39%)₹ 1,78,024.9 (78.02%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Net Receivables Payables20.50%
  • HDFC Bank Ltd5.83%
  • LIC Housing Finance Ltd5.23%
  • REC Ltd4.82%
  • ICICI Bank Ltd4.13%
  • Reliance Industries Ltd4.09%
  • Government of India3.82%
  • Clearing Corporation of India Ltd3.54%
  • Mahindra & Mahindra Ltd2.50%
  • Bharti Airtel Ltd2.43%
  • ICICI PRUDENTIAL LIQUID DIRECT GROWTH2.24%
  • Axis Bank Ltd2.01%
  • Colgate Palmolive India Ltd2.00%
  • Bosch Ltd1.97%
  • Tata Consultancy Services Ltd1.93%
  • State Bank of India1.91%
  • DAYS TBILL RED1.90%
  • Power Grid Corporation of India Ltd1.90%
  • Zomato Ltd1.57%
  • Hindustan Aeronautics Ltd1.56%
  • Jio Financial Services Ltd1.52%
  • Indus Towers Ltd1.51%
  • Tata Motors Ltd DVR1.50%
  • Exide Industries Ltd1.50%
  • Torrent Pharmaceuticals Ltd1.50%
  • GlaxoSmithKline Pharmaceuticals Ltd1.48%
  • Siemens Ltd1.48%
  • Cummins India Ltd1.45%
  • Zydus Lifesciences Ltd1.40%
  • Tata Steel Ltd1.39%
  • Deepak Nitrite Ltd1.30%
  • NTPC Ltd1.28%
  • Bharat Electronics Ltd1.25%
  • Varun Beverages Ltd1.23%
  • Voltas Ltd1.23%
  • Trent Ltd1.22%
  • Bharat Petroleum Corporation Ltd1.19%
  • Sundaram Finance Ltd1.18%
  • JSW Infrastructure Ltd1.16%
  • Tata Power Company Ltd1.14%
  • Bajaj Auto Ltd1.07%
  • Grasim Industries Ltd1.03%
  • Dixon Technologies India Ltd1.02%
  • Oil India Ltd1.01%
  • ITD Cementation India Ltd0.99%
  • KEI Industries Ltd0.99%
  • Carborundum Universal Ltd0.94%
  • NCC Ltd0.78%
  • Zensar Technologies Ltd0.74%
  • Hindustan Petroleum Corporation Ltd0.28%
  • NIFTY-11.66%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

13.02%

Franklin India Balanced Advantage Fund - Regular Plan - GrowthFranklin India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.96%

PGIM India Balanced Advantage Fund - Regular Plan - GrowthPGIM India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.89%

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.71%

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.51%

Samco Dynamic Asset Allocation Fund - Regular Plan - GrowthSamco Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

11.01%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderately High

10.71%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

8.86%

Mirae Asset Balanced Advantage Fund - Regular Plan - GrowthMirae Asset Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

8.83%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

4.50%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Dynamic Asset Allocation Fund - Regular Plan - GrowthQuant Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

53.07%

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

29.87%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

25.35%

Franklin India Balanced Advantage Fund - Regular Plan - GrowthFranklin India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

24.88%

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

22.35%

Mirae Asset Balanced Advantage Fund - Regular Plan - GrowthMirae Asset Balanced Advantage Fund - Regular Plan - Growth

HYBRID

High

21.03%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderately High

19.70%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

17.98%

PGIM India Balanced Advantage Fund - Regular Plan - GrowthPGIM India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

15.86%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

12.19%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

12.86%

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

12.62%

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

10.58%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

10.42%

PGIM India Balanced Advantage Fund - Regular Plan - GrowthPGIM India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

10.34%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderately High

9.80%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

7.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

14.35%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

12.37%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderately High

11.14%

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

10.72%

Sundaram Balanced Advantage Fund - GrowthSundaram Balanced Advantage Fund - Growth

HYBRID

High

8.47%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

7.51%

Show all Funds

Fund Managers

DR

Mr. Deepak RamarajuSenior Fund Manager

Mr. Deepak Ramaraju comes with a diverse experience of over 20 years. He is a chemical engineer by academic background. Prior to joining Shriram Asset Management Company Ltd., Mr. Deepak was advising Sanlam Group of South Africa on their India focused fund and was part of their global equity research team. He has been associated with equity markets for the past 16 years and prior to that Mr. Deepak was a researcher and co inventor at GE India Technology Center, Bangalore with 10 patents as co-inventor to his credit.

GB

Mr. Gargi Bhattacharyya BanerjeeFund Manager

Mr. Gargi Bhattacharyya Banerjee has an experience of over 16 years in her professional career.She joined as Research Manager in Shriram Asset Management Company Limited in November 2012. Prior to joining Shriram Asset Management Company Limited, she has held the key positions (Research Head) with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.

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Compare with similar Funds

Shriram Balanced Advantage Fund - Regular Plan - Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth

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Mirae Asset Balanced Advantage Fund - Regular Plan - Growth

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Franklin India Balanced Advantage Fund - Regular Plan - Growth

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Quant Dynamic Asset Allocation Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the Shriram Balanced Advantage Fund - Regular Plan - Growth?

The Shriram Balanced Advantage Fund - Regular Plan - Growth is a very high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Shriram Balanced Advantage Fund - Regular Plan - Growth as of Jul 26,2024?

The current NAV of the Shriram Balanced Advantage Fund - Regular Plan - Growth as of Jul 26,2024 is INR 17.83.

What are the returns generated by the Shriram Balanced Advantage Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Shriram Balanced Advantage Fund - Regular Plan - Growth has provided returns of 29.02% in the past year, 12.60% over 3 years, and $5yearret over 5 years.

What is the expense ratio associated with the Shriram Balanced Advantage Fund - Regular Plan - Growth?

The Shriram Balanced Advantage Fund - Regular Plan - Growth has a 2.3% expense ratio.

What is the minimum investment amount required for the Shriram Balanced Advantage Fund - Regular Plan - Growth?

The minimum investment amount for the Shriram Balanced Advantage Fund - Regular Plan - Growth is INR 5000.

Is there a systematic investment plan (SIP) available for the Shriram Balanced Advantage Fund - Regular Plan - Growth?

Yes, SIP is available for Shriram Balanced Advantage Fund - Regular Plan - Growth from INR 5000 per month.

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