Shriram Balanced Advantage Fund (IDCW)
Shriram Balanced Advantage Fund (IDCW) Overview
Holdings Distribution
Top Holdings
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Shriram Balanced Advantage Fund (IDCW) | -2.81% | 6.59% | 6.34% |
| Capitalmind Multi Asset Allocation Fund-Dir (IDCW) | N/A | N/A | N/A |
| Capitalmind Multi Asset Allocation Fund-Dir (G) | N/A | N/A | N/A |
| Helios Arbitrage Fund - Direct (G) | N/A | N/A | N/A |
| Helios Arbitrage Fund - Regular (G) | N/A | N/A | N/A |
| Helios Arbitrage Fund - Direct (IDCW) | N/A | N/A | N/A |
Scheme Information
Shriram Balanced Advantage Fund (IDCW) was launched on 14/06/2019. The fund manages ₹52 Cr in assets. Its current expense ratio is 2.43%.
Fund Manager: Prateek Nigudkar
Returns Calculator
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FAQs on Shriram Balanced Advantage Fund (IDCW)
The current expense ratio of Shriram Balanced Advantage Fund (IDCW) is 2.43%.
The AUM of Shriram Balanced Advantage Fund (IDCW) is ₹52 crore.
Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.
Yes, Shriram Balanced Advantage Fund (IDCW) allows both SIP and lump sum investments.
The latest NAV is ₹16.29.
Minimum SIP starts from ₹1,000.
Redemption can be done via AMC website or your investment platform.
