Shriram Balanced Advantage Fund
NAV : ₹ 17.172 as of 29 December, 2025
Overview
₹ 57.99 Cr
Fund size
₹ 500
Min SIP
₹ 500
Lumpsum
14 June 2019
Launch date
Growth
Fund plan
Regular
Scheme type
1
Rating by Value Research
Return Calculator
₹ 5,000
Over the past
Total Investment of ₹3,00,000
Monthly SIP of ₹5,000 would have become ₹3,67,109 in 5 years with a gain of ₹67,109 (+18.28%)
Disclaimer: Past performance is not an indicator of future returns
Top Holdings
HDFC Bank Ltd. | 6.23% |
Reliance Industries Ltd. | 4.48% |
ICICI Bank Ltd. | 3.87% |
Bharti Airtel Ltd. | 3.70% |
State Bank of India | 3.11% |
Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
2.42%
Stamp Duty
0.005%
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
0
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Peer Analysis
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Shriram Balanced Advantage Fund Managers
List of Shriram Mutual Fund's top performing schemes
11.27% | |
Fund House
Shriram Mutual Fund
Total AUM: 1108.03Cr
Shriram Asset Management Company Limited operates within the 'Shriram' Group, a conglomerate deeply entrenched in a wide array of financial services spanning commercial vehicles, life and general insurance, stock broking, consumer finance, chit funds, and financial product distribution. Holding a majority stake of 68.67% in the fund house, Shriram Credit Company Limited (SCCL) supervises various stock market activities conducted by the fund. As a subsidiary within the Shriram conglomerate, SCCL actively shapes the investment strategy of Shriram Mutual Funds.
Learn more about Shriram Mutual Fund
Kotak Securities Limited: AMFI-registered Mutual Fund Distributor
FAQ for Shriram Balanced Advantage Fund
Start SIP with just Rs.100
Start SIP with just Rs.100