Shriram Balanced Advantage Fund (IDCW)

Shriram Balanced Advantage Fund (IDCW)

Very HighEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹58 cr

Fund Size

₹5,000

Minimum Lumpsum

₹1,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
13.45%
8.36%
9.96%
9.97%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Shriram Balanced Advantage Fund (IDCW)
13.45%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
TREPS
16.5%
NetCAOthers
9.4%
Reliance Industr
5.97%
Infosys
5.18%
HDFC Bank
4.35%

Fund Manager

G
Gargi Bhattacharyya Banerjee
G
Gargi Bhattacharyya Banerjee
A
Alok Ranjan
R
Rohit Kumar Gautam
R
Rohit Kumar Gautam