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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹55 Cr
Lock In Period
N/A
Expense Ratio
2.34
Benchmark
CRISIL Hybrid 50 + 50 - Moderate Index
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.
Summary
Latest details for Shriram Balanced Advantage Fund Growth include a ₹16.0497 NAV as of Mar 16,2026 and returns since inception of 22.58%. Minimum investments start at SIP ₹500. The Shriram Balanced Advantage Fund Growth AUM is ₹55 Cr, with a lock-in of N/A years, expense ratio of 2.34%, and benchmark CRISIL Hybrid 50 + 50 - Moderate Index. Exit load 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 growth review for 1M Month/Year, the fund recorded -5.66% returns, against a category average of -1.37% and a category best of 1.80%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.66 | -1.37 | 1.80 |
| 6M | -4.42 | 1.26 | 13.26 |
| 1Y | 1.46 | 6.13 | 25.12 |
| 3Y | 7.02 | 14.98 | 57.82 |
Portfolio Analysis
- Equity: 72.73%
- Debt: 27.28%
- Others
As on: 2026-02-28
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About Fund
Shriram Balanced Advantage Fund Growth managed by Shriram Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹55 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.34. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMotilal Oswal Balance Advantage Fund Growth | 1 | 768.93 CR | 2.34 |
| This FundSBI Dynamic Asset Allocation Fund Growth | 2 | 644.04 CR | 2.02 |
| This FundShriram Balanced Advantage Fund Growth | 0 | 54.78 CR | 2.34 |
| This FundAxis Balanced Advantage Fund Growth | 3 | 3799.23 CR | 1.91 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 107589.67 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Balance Advantage Fund Growth | -2.4932 | 13.6097 |
| This FundSBI Dynamic Asset Allocation Fund Growth | 25.1151 | 22.2407 |
| This FundShriram Balanced Advantage Fund Growth | 1.4581 | 22.5831 |
| This FundAxis Balanced Advantage Fund Growth | 4.8618 | 46.6714 |
| This FundHDFC Balanced Advantage Fund - Growth | 5.5621 | 54.9825 |
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 2.34. 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 : -5.66%
- 6 Months : -4.42%
- 1 Year : 1.46%
- 3 Years : 7.02%
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 ₹55 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.
Min Inv Amount: ₹500