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Shriram Balanced Advantage Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Shriram Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹52 Cr

Lock In Period

N/A

Expense Ratio

2.43

Exit Load

If redeemed / switched-out within 90 days from the date of allotment :-For 12% of units: NilMore than 12% of units: 1% of applicable Net Asset Value (NAV)If redeemed/switched out after 90 days from the date of allotment: Nil.

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

Summary

Shriram Balanced Advantage Fund Growth NAV is ₹16.2558 as of 21 May, 2026. Shriram Balanced Advantage Fund Growth has delivered 21.61% returns since its launch. The minimum SIP investment amount in Shriram Balanced Advantage Fund Growth is ₹500. The AUM of Shriram Balanced Advantage Fund Growth is ₹52 Cr. The expense ratio of the fund is 2.43%, and its benchmark is CRISIL Hybrid 50 + 50 - Moderate Index. The current exit load of the fund is If redeemed / switched-out within 90 days from the date of allotment :-For 12% of units: NilMore than 12% of units: 1% of applicable Net Asset Value (NAV)If redeemed/switched out after 90 days from the date of allotment: Nil.. In the last 1M months, Shriram Balanced Advantage Fund Growth has delivered -1.90% returns.

Shriram Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.900.081.80
6M-5.881.4913.26
1Y-3.624.7725.12
3Y6.7416.0953.06

Portfolio Analysis

  • Equity: 74.88%
  • Debt: 25.12%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Ltd.6.26%
2. ICICI Bank Ltd.3.85%
3. Axis Bank Ltd.2.18%
4. Kotak Mahindra Bank Ltd.1.82%

1. Reliance Industries Ltd.5.57%
2. Bharat Petroleum Corporation Ltd.1.66%
3. Hindustan Petroleum Corporation Ltd.0.25%

1. Infosys Ltd.2.13%
2. HCL Technologies Ltd.1.84%
3. Tata Consultancy Services Ltd.1.19%

1. Sun Pharmaceutical Industries Ltd.2.40%
2. Cipla Ltd.0.79%
3. Ajanta Pharma Ltd.0.60%
4. Divi's Laboratories Ltd.0.58%
5. Cohance Lifesciences Ltd.0.31%

1. Bharti Airtel Ltd.3.87%

1. Mahindra & Mahindra Ltd.2.39%
2. Maruti Suzuki India Ltd.1.00%

1. State Bank of India3.18%

1. ITC Ltd.2.57%

1. Bajaj Finance Ltd.1.90%
2. Muthoot Finance Ltd.0.43%

1. Power Grid Corporation of India Ltd.1.26%
2. Kalpataru Projects International Ltd.0.71%

1. Bharat Electronics Ltd.1.66%

1. Bajaj Holdings & Investment Ltd.1.59%

1. Oil India Ltd.0.76%
2. Oil & Natural Gas Corporation Ltd.0.73%

1. Marico Ltd.1.47%

1. Eicher Motors Ltd.0.83%
2. TVS Motor Company Ltd.0.61%

1. Larsen & Toubro Ltd.1.24%

1. Eternal Ltd.1.01%
2. Swiggy Ltd.0.22%

1. InterGlobe Aviation Ltd.1.16%

1. SBI Life Insurance Company Ltd.0.87%
2. HDFC Life Insurance Company Ltd.0.27%

1. VARUN BEVERAGES LIMITED1.13%

1. NTPC Ltd.1.06%

1. Sapphire Foods India Ltd.0.75%
2. Samhi Hotels Ltd.0.31%

1. Ambuja Cements Ltd.1.05%

1. Rainbow Children's Medicare Ltd.0.88%
2. Krsnaa Diagnostics Ltd.0.13%

About Fund Shriram Balanced Advantage Fund Growth

Shriram Balanced Advantage Fund Growth managed by Shriram Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹52 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.43. Under the expert guidance of Prateek Nigudkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Prateek Nigudkar

Mr.Prateek Nigudkar is having 7 years experience in quantitative finance and thematic research.Prior experience with State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division). MS (Quantitative Finance) from Olin Business School, Washington University in St. Louis MO.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Motilal Oswal Balance Advantage Fund Growth1734.38 CR2.39
Shriram Balanced Advantage Fund Growth051.81 CR2.43
Baroda BNP Paribas Balanced Advantage Fund Growth54755.77 CR1.9
HDFC Balanced Advantage Fund - Growth4105377.65 CR1.34
Fund Name1Y3Y
This FundMotilal Oswal Balance Advantage Fund Growth-4.261515.5577
This FundShriram Balanced Advantage Fund Growth-3.619321.6107
This FundBaroda BNP Paribas Balanced Advantage Fund Growth5.437345.8728
This FundHDFC Balanced Advantage Fund - Growth-1.578750.3137

Shriram Balanced Advantage Fund Growth FAQs

Shriram Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Shriram Balanced Advantage Fund Growth is 2.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Shriram Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : -1.90%
  • 6 Months : -5.88%
  • 1 Year : -3.62%
  • 3 Years : 6.74%
Returns of Shriram Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 16.2558 as on May 20,2026. Since inception, the return has been 21.61%.

You can invest in Shriram Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Shriram Balanced Advantage Fund Growth is ₹52 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Shriram Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.