Shriram Balanced Advantage Fund - Regular Growth

The Shriram Balanced Advantage Fund - Regular Growth , a Dynamic Asset Allocation multi-cap fund   Open Ended Mutual Funds   from Shriram Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Shriram Balanced Advantage Fund - Regular Growth - Performance

The Shriram Balanced Advantage Fund - Regular Growth has set a great track record, delivering an impressive 1-year return of -4.81. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹50.3133 Cr. and the latest NAV declared is 16.4245 as on 2026-04-30.

Shriram Balanced Advantage Fund - Regular Growth - Investment Strategy

The Shriram Balanced Advantage Fund - Regular Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Shriram Balanced Advantage Fund - Regular Growth - Fees and Expenses

The Shriram Balanced Advantage Fund - Regular Growth has an expense ratio of 2.34 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

Shriram Balanced Advantage Fund - Regular Growth - SIP Planning

The Shriram Balanced Advantage Fund - Regular Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Shriram Balanced Advantage Fund - Regular Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Dynamic Asset Allocation provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Dynamic Asset Allocation Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.