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Mutual FundsShriram Balanced Advantage Fund Direct - Growth

S

Shriram Balanced Advantage Fund Direct - Growth

5 Year Absolute Returns

74.09%profit

NAV (₹) on 25 Jul 2025

18.7710

1 Day NAV Change

-0.10%

2

Morningstar

starstar

2

Value Research

starstar

About Fund

Shriram Balanced Advantage Fund Direct - Growth is a Hybrid mutual fund scheme launched on 05 Jul 2019. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹500.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type


SIP Amount


Investment Period

5Y

32.73 L

3.50%

35.78 L

6.77%

40.94 L

11.73%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

30,00,000

Returns

10,93,711 (36.46%)

Maturity Value

40,93,711

Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.


Direct vs Regular Returns

This FundExp. Ratio1M 3M 6M 1Y 3Y 5Y
Direct0.38%0.60%1.88%4.16%8.12%24.91%44.27%
Regular1.12%0.54%1.69%3.79%7.33%22.09%38.76%

Fund Details

Min. SIP Amount

500.00


Min. Lumpsum Amount

500.00


AUM (in Cr.)

62.78


Expense Ratio

0.77%


Lock-in Period

No Lock in Period


Inception Date

05 Jul 2019


Fund Age

6 Yrs


Benchmark

Nifty 50 Hybrid Composite Debt 50:50 Index


Scheme Type

Open Ended


Stamp Duty

0.005% (from July 1st 2020)


Exit Load

  • 1.00% If Redeemed/switched Out Within 90 Days From The Date Of Allotment.
  • for 12% Of Units Nil.

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund AUM History

ParametersJanFebMarAprMayJunJul
AUM (in Cr.)7,6667,5456,4988,7678,7729,5439,919
Change -29-122-1,0472,2695771376
Change %-0.37%-1.59%-13.88%34.92%0.06%8.79%3.94%

Fund Returns Vs Nifty 50

Name1 Month3 Month6 Month1 Year3 Year5 Year
This Fund0.18%2.18%4.43%-2.94%37.38%74.09%
Nifty 50-1.62%3.32%8.8%1.77%49.34%123.12%

*The above table contains absolute returns.


Historical Returns

Year
JanFebMarAprMayJunJulAugSepOctNovDec

2025

0.58%0.52%0.76%0.61%0.63%0.56%0.44%NANANANANA

2024

0.58%0.61%0.71%0.57%0.60%0.52%0.63%0.56%0.60%0.63%0.50%0.58%

2023

0.49%0.49%0.73%0.56%0.62%0.56%0.56%0.56%0.55%0.52%0.55%0.57%

2022

0.40%0.35%0.44%0.30%0.14%0.42%0.43%0.50%0.36%0.39%0.60%0.57%

2021

0.25%0.35%0.59%0.37%0.36%1.44%2.86%0.40%0.30%0.29%0.37%0.41%

2020

0.70%0.59%-0.28%-0.10%0.92%0.53%-0.74%0.97%0.49%0.65%0.60%0.39%

2019

0.76%0.61%0.87%-0.79%0.91%-0.90%0.94%0.84%-4.12%0.71%0.65%0.60%

2018

0.55%0.50%0.67%0.53%0.53%0.76%0.69%0.67%0.38%0.66%0.79%0.76%

2017

0.54%0.49%0.56%0.46%0.53%0.52%0.56%0.54%0.52%0.54%0.51%0.54%

2016

0.61%0.61%0.81%0.55%0.66%0.62%0.62%0.59%0.56%0.52%0.56%0.48%

2015

0.68%0.61%0.82%0.58%0.64%0.66%0.67%0.62%0.64%0.61%0.61%0.64%

2014

0.66%0.62%0.76%0.74%0.73%0.70%0.68%0.71%0.71%0.72%0.66%0.69%

2013

0.68%0.59%0.67%0.66%0.65%0.56%0.45%0.84%0.85%0.78%0.67%0.69%

Asset Allocation

AUM

₹62.78 Cr

Cash Holding

46.67%

Equity

1.00%

Cash

46.67%

Debt

53.05%

Other

0.28%


Sector Holdings

as of 15 Jul 2025

SectorsWeightage
Other100.00%

Stock Holdings

as of 15 Jul 2025

NameWeightage
Bank of India Ltd.

B

Bank of India Ltd.

4.99%
National Bank For Agriculture And Rural Development

N

National Bank For Agriculture And Rural Development

4.57%
PFCL 7.75% 2026 SR 248A

P

PFCL 7.75% 2026 SR 248A

3.56%
Torrent Electricals Limited (27/08/2025) **

T

Torrent Electricals Limited (27/08/2025) **

3.00%
Axis Bank Limited

A

Axis Bank Limited

2.97%
HDFC Bank Ltd.

H

HDFC Bank Ltd.

2.75%
GOI TBILL 182D-04/09/25

G

GOI TBILL 182D-04/09/25

2.50%
Vedanta Limited

V

Vedanta Limited

2.44%
HDFC Bank Limited

H

HDFC Bank Limited

2.22%
LIQUID GOLD SERIES 10

L

LIQUID GOLD SERIES 10

2.07%
National Bank For Agriculture And Rural Development

N

National Bank For Agriculture And Rural Development

2.04%
Small Industries Development Bank Of India

S

Small Industries Development Bank Of India

2.03%
Triparty Repo

T

Triparty Repo

2.03%
GOI TBILL 182D-18/09/25

G

GOI TBILL 182D-18/09/25

2.00%
PFL 9.15% JUN 2027

P

PFL 9.15% JUN 2027

1.96%
Interise TRust

I

Interise TRust

1.87%
Rec Limited

R

Rec Limited

1.86%
ICICI Bank Ltd.

I

ICICI Bank Ltd.

1.53%
Au Small Finance Bank Limited

A

Au Small Finance Bank Limited

1.49%
Credila Financial Services Limited

C

Credila Financial Services Limited

1.48%
Canara Bank

C

Canara Bank

1.46%
Hdb Financial Services Limited

H

Hdb Financial Services Limited

1.38%
PFL 9.30%  2027

P

PFL 9.30% 2027

1.31%
Rec Limited

R

Rec Limited

1.27%
Indostar Capital Finance Limited

I

Indostar Capital Finance Limited

1.26%
L&T Metro Rail (Hyderabad) Limited

L

L&T Metro Rail (Hyderabad) Limited

1.26%
Net Current Assets

N

Net Current Assets

1.24%
Small Industries Development Bank Of India

S

Small Industries Development Bank Of India

1.02%
Nuvama Wealth Finance Limited

N

Nuvama Wealth Finance Limited

1.02%
57KA26

5

57KA26

1.01%
Rec Limited

R

Rec Limited

1.01%
Indusind Bank Limited

I

Indusind Bank Limited

1.00%
Reliance Jio Infocomm Ltd.

R

Reliance Jio Infocomm Ltd.

1.00%
SK Finance Limited

S

SK Finance Limited

1.00%
Canara Bank

C

Canara Bank

0.99%
Axis Bank Ltd.

A

Axis Bank Ltd.

0.98%
Canara Bank

C

Canara Bank

0.98%
Punjab And Sind Bank

P

Punjab And Sind Bank

0.98%
IDBI Bank Limited

I

IDBI Bank Limited

0.97%
Union Bank Of India

U

Union Bank Of India

0.97%
Muthoot Fincorp Ltd**

M

Muthoot Fincorp Ltd**

0.96%
Export Import Bank Of India

E

Export Import Bank Of India

0.91%
LIQUID GOLD SERIES 8 DEC 2024

L

LIQUID GOLD SERIES 8 DEC 2024

0.82%
Nuvama Wealth And Investment Limited

N

Nuvama Wealth And Investment Limited

0.81%
Summit Digitel Infrastructure Limited

S

Summit Digitel Infrastructure Limited

0.77%
TRuhome Finance Limited

T

TRuhome Finance Limited

0.76%
Axis Bank Limited

A

Axis Bank Limited

0.75%
HDFC Bank Limited

H

HDFC Bank Limited

0.75%
Bharti Telecom Limited

B

Bharti Telecom Limited

0.74%
HDFC Bank Limited

H

HDFC Bank Limited

0.74%
Canara Bank

C

Canara Bank

0.74%
Axis Bank Limited

A

Axis Bank Limited

0.73%
Manappuram Finance Limited

M

Manappuram Finance Limited

0.66%
Small Industries Development Bank Of India

S

Small Industries Development Bank Of India

0.66%
INDIA UNIVERSAL TRUST AL2

I

INDIA UNIVERSAL TRUST AL2

0.66%
08.29 RJ Sdl 2025jul

0

08.29 RJ Sdl 2025jul

0.61%
Small Industries Development Bank Of India

S

Small Industries Development Bank Of India

0.56%
Power Finance Corporation Limited

P

Power Finance Corporation Limited

0.56%
08.15 Tn SDL 2025

0

08.15 Tn SDL 2025

0.52%
06.90 OIL SPL 2026

0

06.90 OIL SPL 2026

0.51%
NIRMA

N

NIRMA

0.51%
LIC Housing Finance Ltd

L

LIC Housing Finance Ltd

0.51%
Can Fin Homes Limited

C

Can Fin Homes Limited

0.51%
08.29 MH Sdl 2025

0

08.29 MH Sdl 2025

0.51%
Rec Limited

R

Rec Limited

0.50%
Indusind Bank Limited

I

Indusind Bank Limited

0.50%
Axis Bank Limited

A

Axis Bank Limited

0.50%
The Federal Bank Limited

T

The Federal Bank Limited

0.49%
HDFC Bank Limited

H

HDFC Bank Limited

0.49%
Export-Import Bank Of India

E

Export-Import Bank Of India

0.49%
SEC RE NCD 8.85% SR I

S

SEC RE NCD 8.85% SR I

0.46%
INDIA UNIVERSAL TRUST AL1

I

INDIA UNIVERSAL TRUST AL1

0.42%
MFL 8.97% 2027

M

MFL 8.97% 2027

0.41%
Indigrid Infrastructure Trust

I

Indigrid Infrastructure Trust

0.40%
BCIPL

B

BCIPL

0.38%
08.19 RJ UDAY 2026

0

08.19 RJ UDAY 2026

0.36%
Muthoot Finance Limited

M

Muthoot Finance Limited

0.36%
745IGT26

7

745IGT26

0.35%
Vedanta Limited

V

Vedanta Limited

0.34%
TSIIC 9.35% 2028 SR I- B

T

TSIIC 9.35% 2028 SR I- B

0.31%
TSI 9.35% 27 SR I-A

T

TSI 9.35% 27 SR I-A

0.31%
Corporate Debt Market Development Fund Class A2

C

Corporate Debt Market Development Fund Class A2

0.27%
Small Industries Development Bank Of India

S

Small Industries Development Bank Of India

0.26%
Samvardhana Motherson International Limited

S

Samvardhana Motherson International Limited

0.25%
Small Industries Development Bank Of India

S

Small Industries Development Bank Of India

0.25%
TRuhome Finance Limited

T

TRuhome Finance Limited

0.25%
BCIPL

B

BCIPL

0.25%
Rec Limited

R

Rec Limited

0.25%
National Bank For Agriculture And Rural Development

N

National Bank For Agriculture And Rural Development

0.25%
Tata Capital Housing Finance Limited

T

Tata Capital Housing Finance Limited

0.25%
182 DTB 17072025

1

182 DTB 17072025

0.25%
364 DTB 24072025

3

364 DTB 24072025

0.25%
Bank of India Ltd.

B

Bank of India Ltd.

0.25%
Highways Infrastructure Trust

H

Highways Infrastructure Trust

0.25%
Bank Of Baroda

B

Bank Of Baroda

0.24%
08.16 PN Sdl 2025

0

08.16 PN Sdl 2025

0.20%
08.39 RJ UDAY 2026

0

08.39 RJ UDAY 2026

0.18%
08.21 HR UDAY 2026

0

08.21 HR UDAY 2026

0.18%
08.18 HR UDAY 2026

0

08.18 HR UDAY 2026

0.15%
08.16 HR Sdl 2025

0

08.16 HR Sdl 2025

0.15%
08.23 GJ Sdl 2025

0

08.23 GJ Sdl 2025

0.15%
SK Finance Limited

S

SK Finance Limited

0.14%
SANSAR TRUST SEP 2023 IX

S

SANSAR TRUST SEP 2023 IX

0.14%
08.21 UP UDAY 2026

0

08.21 UP UDAY 2026

0.10%
Axis Bank Limited

A

Axis Bank Limited

0.10%
INDIGO 023

I

INDIGO 023

0.06%
ICICI Home Finance Company Limited

I

ICICI Home Finance Company Limited

0.05%
National Bank For Agriculture And Rural Development

N

National Bank For Agriculture And Rural Development

0.05%
HDFC Bank Limited

H

HDFC Bank Limited

0.05%
Cash Margin - Ccil

C

Cash Margin - Ccil

0.01%
Hdb Financial Services Limited

H

Hdb Financial Services Limited

0.01%
Interest Rate Swaps Pay Fix Receive Floating (18/02/2027) (Fv 5000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (18/02/2027) (Fv 5000 Lacs)

0.01%
Interest Rate Swaps Pay Fix Receive Floating (18/02/2027) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (18/02/2027) (Fv 10000 Lacs)

0.01%
Interest Rate Swaps Pay Fix Receive Floating (01/12/2026) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (01/12/2026) (Fv 10000 Lacs)

0.01%
Interest Rate Swaps Pay Fix Receive Floating (26/03/2026) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (26/03/2026) (Fv 10000 Lacs)

0.01%
Interest Rate Swaps Pay Fix Receive Floating (18/02/2026) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (18/02/2026) (Fv 10000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (27/02/2026) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (27/02/2026) (Fv 10000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (06/03/2026) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (06/03/2026) (Fv 10000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (13/03/2026) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (13/03/2026) (Fv 10000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (22/09/2025) (Fv 25000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (22/09/2025) (Fv 25000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (17/09/2025) (Fv 20000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (17/09/2025) (Fv 20000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (25/09/2025) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (25/09/2025) (Fv 10000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (05/08/2025) (Fv 15000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (05/08/2025) (Fv 15000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (11/08/2025) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (11/08/2025) (Fv 10000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (30/04/2027) (Fv 12500 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (30/04/2027) (Fv 12500 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (15/06/2027) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (15/06/2027) (Fv 10000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (28/11/2025) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (28/11/2025) (Fv 10000 Lacs)

0.00%
Interest Rate Swaps Pay Fix Receive Floating (14/07/2027) (Fv 10000 Lacs)

I

Interest Rate Swaps Pay Fix Receive Floating (14/07/2027) (Fv 10000 Lacs)

0.00%
Cash

C

Cash

0.00%
NTPC Ltd.

N

NTPC Ltd.

0.00%
Aadhar Housing Finance Limited

A

Aadhar Housing Finance Limited

0.00%
SIP Logo

Start SIP with as Low as ₹100.


Fund Comparison


Fund Managers

Gargi Bhattacharyya Banerjee

Name

Gargi Bhattacharyya Banerjee

Qualification

MBM, B.Sc with Economics (H) from University of Calcutta.

Deepak Ramaraju

Name

Deepak Ramaraju

Qualification

NA

Sudip Suresh More

Name

Sudip Suresh More

Qualification

B.E. (EXTC), MMS (Finance) and FRM


Fund 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.


Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High


AMC Information

Shriram Mutual Fund

Funds Managed

8

Assets Managed (₹ Cr)

₹ 1,033.39

Contact Details

Registered Address

locate

511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East),Mumbai - 400059.


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FAQs

Shriram Balanced Advantage Fund was launched on 05 Jul 2019.
The current NAV of Shriram Balanced Advantage Fund is ₹18.7710 as of 25 Jul 2025.
The latest value of AUM of Shriram Balanced Advantage Fund is ₹62.78 crores as of 25 Jul 2025.
The return on investment of Shriram Balanced Advantage Fund is:
  • In the past 1Y: -2.94%
  • In the past 3Y: 11.17%
  • In the past 5Y: 11.73%
The expense ratio of Shriram Balanced Advantage Fund is 0.77%.
The exit load of Shriram Balanced Advantage Fund is as follows:
1.00% If Redeemed/switched Out Within 90 Days From The Date Of Allotment.|nil|for 12% Of Units Nil.
The portfolio of Shriram Balanced Advantage Fund includes:

    Top 3 sectoral holdings include:
    1. Others: 100.11%
    On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Shriram Balanced Advantage Fund is Very High.
    The fund manager of Shriram Balanced Advantage Fund is Gargi Bhattacharyya Banerjee, Deepak Ramaraju, Sudip Suresh More.
    If you wish to invest in Shriram Balanced Advantage Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹500.
    You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Shriram Balanced Advantage Fund:
    • Open Demat Account on Dhan if you don't have one.
    • Analyze the fund performance.
    • Invest via SIP or Lumpsum.
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