Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Shriram Balanced Advantage Fund - Regular-IDCW
Shriram Mutual Fund · Managed by Amit Modani; Prateek Nigudkar; Sudip More; Hitesh Savanth
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
- Fund manager
- Amit Modani; Prateek Nigudkar; Sudip More; Hitesh Savanth
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 26%
- Volatility (3Y)
- 9.3%
- Rating (external)
- ★★☆☆☆as of 30 Jun 2026
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.
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