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Shriram Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 28.83 | 12.01 | N/A | N/A |
| Average Rolling Returns(%) | 11.87 | 10.51 | N/A | N/A |
The Current NAV of Shriram Balanced Advantage Fund - Regular Plan - Growth is ₹16.80.
It is better to invest in a fund with a longer track record as Shriram Balanced Advantage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Shriram Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 2.30%
The process for redemption is
The AUM of Shriram Balanced Advantage Fund - Regular Plan - Growth is currently ₹46 Crores.
The Top three stocks are Reliance Industries, HDFC Bank and ICICI Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 35% of fund’s portfolio respectively.
Top three sectors of Shriram Balanced Advantage Fund - Regular Plan - Growth fund are Others, BFSI and Auto accounting for 57% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Shriram Balanced Advantage Fund - Regular Plan - Growth Fund is Hybrid - Dynamic Asset Allocation.
Deepak Ramaraju and Gargi Bhattacharyya Banerjee manage the Shriram Balanced Advantage Fund - Regular Plan - Growth Fund.
Shriram Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 38.35 and PB ratio is 7.25
The asset allocation of Shriram Balanced Advantage Fund - Regular Plan - Growth is Stocks : 66.18%, Debt : 35.15% and Gold : -1.29%
The minimum SIP amount for Shriram Balanced Advantage Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for Shriram Balanced Advantage Fund - Regular Plan - Growth is NIL for 12% of units and 1% for remaining units on or before 90 days, Nil after 90 days
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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