Get access to more insightful information
By signing up to Upstox today
Shriram Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
05 Jul 2019
6.2 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹18.83
-0.2532% (0.00)
AUM
₹58 Cr
Expense ratio
0.78%
Benchmark
Nifty 50 Hybrid Comp Debt 50:50
Fund Plan
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 90D
1%
If units sold after 90D
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Energy
Technology
Industrials
Consumer Cyclical
Fund House
Shriram
Inc: 29 Nov 2013 • Total AUM: ₹981 Cr • Rank #45Shriram Mutual Fund, started in 1994, has Shriram Credit Company Limited as its sponsors. The fund house is headed by YS Chakravarti as the CEO. As of 31 March 2024, it has an AUM of ₹546 Cr.
Fund Managers
Prateek Nigudkar
Experience: 2.73 yrs • Total AUM: 5,516 Cr
Deepak Ramaraju
Experience: 3.09 yrs • Total AUM: 5,516 Cr
Sudip More
Experience: yrs • Total AUM: 5,516 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.