Shriram Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Shriram Balanced Advantage Fund Growth Fund Overview
SIP ₹500 & Lump. ₹500
₹43 Cr
N/A
2.57
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.
CRISIL Hybrid 50 + 50 - Moderate Index
Shriram Balanced Advantage Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.43 | 0.58 | 3.64 |
| 6M | -1.21 | 2.67 | 13.26 |
| 1Y | 1.12 | 5.56 | 25.12 |
| 3Y | 6.37 | 13.86 | 47.60 |
Portfolio Analysis
- Equity: 74.16%
- Debt: 25.84%
- Others
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 ₹43 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.57. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Motilal Oswal Balance Advantage Fund Growth | 1 | 732 CR | 2.39 |
| Shriram Balanced Advantage Fund Growth | 0 | 42 CR | 2.57 |
| ICICI Prudential Balanced Advantage Fund Growth | 5 | 72,486 CR | 1.57 |
| HDFC Balanced Advantage Fund - Growth | 4 | 106,456 CR | 1.29 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Balance Advantage Fund Growth | -2.0281 | 8.696 |
| This FundShriram Balanced Advantage Fund Growth | 1.1178 | 20.3408 |
| This FundICICI Prudential Balanced Advantage Fund Growth | 8.6095 | 41.3324 |
| This FundHDFC Balanced Advantage Fund - Growth | 3.1138 | 44.9719 |
Shriram Balanced Advantage Fund Growth FAQs
- 1 Month : 1.43%
- 6 Months : -1.21%
- 1 Year : 1.12%
- 3 Years : 6.37%
