Hybrid | Dynamic Asset Allocation
3Y Returns
11.57%
Min SIP
₹1000
Min Lumpsum
₹5000
Expense Ratio
0.6%
Fund Size
₹44 Cr
Inception Date
05-Jul-19
Fund Manager
Deepak Ramaraju
Exit Load
NIL for 12% of units and 1% for remaining units on or before 90D, Nil after 90D.
Overall Fund Zi Tag
Asset Allocation
Equity
67.52%
Debt & Others
32.48%
Market Cap Allocation
Large Cap
55.10%
Mid Cap
8.01%
Small Cap
4.41%
Other Cap
32.48%
Investment 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.
Fund House Detail
AMC Name
Shriram Asset Management Company Limited
Scheme Document
https://www.shriramamc.com/DownloadsFundwise.aspxAddress
Wockhardt Towers, 2nd Floor, East Wing,C-2, G Block,Bandra Kurla Complex, Bandra (East),Mumbai - 400 051
Shriram Balanced Advantage Fund Direct - Growth
1Y
23.52%
3Y
11.57%
5Y
12.71%
Hdfc Balanced Advantage Fund - Direct Plan - Growth Option
1Y
32.88%
3Y
21.99%
5Y
20.83%
Hdfc Asset Allocator Fof Direct Growth
1Y
25.87%
3Y
15.96%
5Y
NA
Bank Of India Balanced Advantage Fund - Direct Plan Growth
1Y
23.73%
3Y
15.04%
5Y
12.39%
Hdfc Dynamic Pe Ratio Fund Of Funds - Direct Plan - Growth (Erstwhile Morgan Stanley Multi Asset Fund)
1Y
21.55%
3Y
14.97%
5Y
16.48%
Aditya Birla Sun Life Asset Allocator Fof Scheme Direct Plan Growth Option
1Y
30.7%
3Y
14.63%
5Y
17.42%
Franklin India Dynamic Asset Allocation Fund Of Funds - Direct Growth
1Y
21.84%
3Y
14.57%
5Y
14.21%
Sbi Balanced Advantage Fund - Direct Plan - Growth
1Y
24.09%
3Y
14.19%
5Y
NA
Invesco India Balanced Advantage Fund - Direct Plan Growth
1Y
27.72%
3Y
13.89%
5Y
13.23%
Baroda Bnp Paribas Balanced Advantage Fund - Direct Growth
1Y
27.46%
3Y
13.89%
5Y
17.4%
Axis Balanced Advantage Fund Direct Plan Growth
1Y
30.49%
3Y
13.33%
5Y
13.71%
Nippon India Balanced Advantage Fund Direct Plan Growth Plan - Growth Option Growth
1Y
24.69%
3Y
13.02%
5Y
14.36%
Motilal Oswal Balance Advantage Fund - Direct Growth
1Y
19.22%
3Y
13.01%
5Y
12.06%
Icici Prudential Balanced Advantage Fund - Direct Plan - Growth
1Y
21.55%
3Y
12.99%
5Y
13.86%
Tata Balanced Advantage Fund Direct Plan Growth
1Y
21.76%
3Y
12.83%
5Y
15.07%
Edelweiss Balanced Advantage Fund - Direct Plan Growth Option
1Y
26.19%
3Y
12.72%
5Y
16.62%
Kotak Balanced Advantage Fund -Direct Plan - Growth
1Y
23.02%
3Y
12.32%
5Y
13.58%
Aditya Birla Sun Life Balanced Advantage Fund - Growth Direct
1Y
24.04%
3Y
12.3%
5Y
14.14%
Pgim India Balanced Advantage Fund - Direct Plan - Growth
1Y
21.87%
3Y
11.23%
5Y
NA
Dsp Dynamic Asset Allocation Fund - Dir - Growth
1Y
23.21%
3Y
11.1%
5Y
11.91%
Iti Balanced Advantage Fund- Direct Plan- Growth
1Y
25.26%
3Y
10.63%
5Y
NA
Union Balanced Advantage Fund Direct Plan - Growth
1Y
20.35%
3Y
10.36%
5Y
13.02%
Bandhan Balanced Advantage Fund Direct Plan - Growth
1Y
21.34%
3Y
10.23%
5Y
12.48%
Hsbc Balanced Advantage Fund Direct Plan - Growth
1Y
NA
3Y
0.87%
5Y
5.62%
Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth
1Y
28.07%
3Y
NA
5Y
NA
Mirae Asset Balanced Advantage Fund Direct Plan - Growth
1Y
21.56%
3Y
NA
5Y
NA
Franklin India Balanced Advantage Fund -Direct Plan-Growth
1Y
25.22%
3Y
NA
5Y
NA
Quant Dynamic Asset Allocation Fund - Direct Plan Growth
1Y
45.24%
3Y
NA
5Y
NA
360 One Balanced Hybrid Fund - Direct Plan - Growth
1Y
25.51%
3Y
NA
5Y
NA
Samco Dynamic Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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