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Shriram Balanced Advantage Fund(IDCW)

IDCW
HybridDynamic Asset Allocation Fund
Small-size FundAssets Under Mgmt: ₹ 48 Cr
Very High RiskPrinciple investment will be at very high risk
13.500.01 (-0.10%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridDynamic Asset Allocation Fund
Small-size FundAssets Under Mgmt: ₹ 48 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
0.60
No LabelNo Label
37.32
No LabelNo Label
1.42
No LabelNo Label
0.74
No LabelNo Label
40.81
No LabelNo Label
1.69

About Dynamic Asset Allocation Fund

Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
NIL for 12% of units and 1% for remaining units on or before 365D Nil after 365D
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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Fund ManagerRead more 

Exp: 9yrs

 | 

#Funds: 7

Exp: 16yrs

 | 

#Funds: 7

Know More

AMC profile

Shriram AMC Limited was incorporated on 27th July, 1994, and received the Certificate of Commencement of Business on 5th December, 1994. The Company received permission from SEBI to act as the AMC of Shriram Mutual Fund on 21st November, 1994

  • No.of Schemes

    4

  • Total AUM

    ₹ 226.63 Cr.