Overview
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₹18.57
▲ 0.03
(0.18%)
Funds in the same category by AUM
You can invest in Shriram Balanced Advantage Fund - Direct (G) through a lump sum investment or a monthly SIP. The minimum lump sum investment is ₹5,000 and the minimum SIP amount is ₹1,000.
The latest NAV of Shriram Balanced Advantage Fund - Direct (G) is ₹18.57.
Shriram Balanced Advantage Fund - Direct (G) manages assets worth ₹42.93 Cr.
The expense ratio of Shriram Balanced Advantage Fund - Direct (G) is 0.94%.
The exit load applicable on Shriram Balanced Advantage Fund - Direct (G) is If redeemed / switched-out within 90 days from the date of allotment:- Upto 12% of units : Nil More than 12% of units: 1% of applicable Net Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil..
As per the riskometer, Shriram Balanced Advantage Fund - Direct (G) carries Very High risk.
Shriram Balanced Advantage Fund - Direct (G) is managed by Shriram Mutual Fund.
Shriram Balanced Advantage Fund - Direct (G) belongs to the Dynamic Asset Allocation Fund or Balanced Advantage Fund category.
Shriram Balanced Advantage Fund - Direct (G) is benchmarked against the CRISIL Hybrid 50+50 - Moderate Index.
Shriram Balanced Advantage Fund - Direct (G) has no lock-in period, so units can be redeemed at any time subject to the applicable exit load.
Shriram Balanced Advantage Fund - Direct (G) was launched on 05 Jul 2019.
After the initial investment, you can invest in Shriram Balanced Advantage Fund - Direct (G) in further multiples of ₹1,000.
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.
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.
05 Jul 2019
₹42.93 Cr
₹18.57
₹1,000
₹5,000
Very High
0.94%
1.93
0.68
0.27
3.13
0.83
-0.01
105.67
If redeemed / switched-out within 90 days from the date of allotment:- Upto 12% of units : Nil More than 12% of units: 1% of applicable Net Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil.
This fund has Very High risk.
Returns over a year are annualised (per year, compounded).
Calendar year return from the first period shown through each year.
Funds in the same category by AUM