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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹50 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 ₹16.3092 NAV as of Apr 24,2026 and returns since inception of 24.48%. Minimum investments start at SIP ₹500. The Shriram Balanced Advantage Fund Growth AUM is ₹50 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 4.94% returns, against a category average of 1.30% and a category best of 9.44%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.941.309.44
6M-3.721.6813.26
1Y-0.944.9125.12
3Y7.5713.3960.50

Portfolio Analysis

  • Equity: 72.71%
  • Debt: 27.29%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.6.06%
2. ICICI Bank Ltd.3.93%
3. Axis Bank Ltd.2.06%
4. Kotak Mahindra Bank Ltd.1.92%

1. Reliance Industries Ltd.5.39%
2. Bharat Petroleum Corporation Ltd.1.65%
3. Hindustan Petroleum Corporation Ltd.0.28%

1. Infosys Ltd.2.32%
2. HCL Technologies Ltd.2.12%
3. Tata Consultancy Services Ltd.1.17%

1. Sun Pharmaceutical Industries Ltd.2.46%
2. Cipla Ltd.0.76%
3. Ajanta Pharma Ltd.0.55%
4. Divi's Laboratories Ltd.0.54%
5. Cohance Lifesciences Ltd.0.20%

1. Bharti Airtel Ltd.3.77%

1. Mahindra & Mahindra Ltd.2.35%
2. Maruti Suzuki India Ltd.0.95%

1. State Bank of India3.00%

1. ITC Ltd.2.42%

1. Power Grid Corporation of India Ltd.1.70%
2. Kalpataru Projects International Ltd.0.62%

1. Bajaj Finance Ltd.1.67%
2. Muthoot Finance Ltd.0.41%
3. Manappuram Finance Ltd.0.16%

1. Bharat Electronics Ltd.1.68%

1. Marico Ltd.1.44%

1. Oil India Ltd.0.76%
2. Oil & Natural Gas Corporation Ltd.0.66%

1. Eicher Motors Ltd.0.79%
2. TVS Motor Company Ltd.0.60%

1. Bajaj Holdings & Investment Ltd.1.39%

1. Eternal Ltd.0.96%
2. Swiggy Ltd.0.22%

1. Larsen & Toubro Ltd.1.15%

1. NTPC Ltd.1.11%

1. InterGlobe Aviation Ltd.1.10%

About Fund

Shriram Balanced Advantage Fund Growth managed by Shriram Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹50 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.

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
This FundMotilal Oswal Balance Advantage Fund Growth1701.81 CR2.37
This FundSBI Dynamic Asset Allocation Fund Growth2644.04 CR2.02
This FundShriram Balanced Advantage Fund Growth050.31 CR2.34
This FundAxis Balanced Advantage Fund Growth33557.6 CR1.9
This FundHDFC Balanced Advantage Fund - Growth598457.75 CR1.36
Fund Name1Y3Y
This FundMotilal Oswal Balance Advantage Fund Growth-0.954221.7255
This FundSBI Dynamic Asset Allocation Fund Growth25.115122.2407
This FundShriram Balanced Advantage Fund Growth-0.943824.483
This FundAxis Balanced Advantage Fund Growth2.474548.6277
This FundHDFC Balanced Advantage Fund - Growth2.77857.6025

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 : 4.94%
  • 6 Months : -3.72%
  • 1 Year : -0.94%
  • 3 Years : 7.57%
Returns of Shriram Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 16.3092 as on Apr 24,2026. Since inception, the return has been 24.48%.

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 ₹50 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