Shriram Balanced Advantage Fund - Regular Growth

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return7.3%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.6%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees40.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

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