Shriram Balanced Advantage Fund Regular Growth
AllocationDynamic Asset Allocation
17.19
-0.01(-0.03%)
NAV as on 15 Dec, 2025
CAGR
8.07%
- AUM (Crs.)58.00
- Expense Ratio2.42 %
- Sharpe Ratio / Category Average0.18 / 0.73
- Standard Deviation / Category Average9.46 / 7.69
- Beta / Category Average1.17 / 1.03
- Portfolio Turnover / Category Average391.58 / 184.74
- Top 5 Stocks Wt.29.38
- Top 10 Stocks Wt.48.59
- Top 3 Sectors Wt.38.26
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryDeepak Ramaraju, Prateek Nigudkar, Sudip More, Amit Modani
- Launch Date05 Jul, 2019
- BenchmarkS&P BSE 500
Objective
The primary objective of the Scheme is to generate capital appreciation with relatively lower volatility over a longer tenure of time. The Scheme will accordingly invest in equities, arbitrage opportunities, derivative strategies and debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Riskometer
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