Shriram Balanced Advantage Fund
Balanced advantage funds aim to provide the right balance between growth and stability to investors by dynamically managing equity and debt allocation based on market conditions.
Shriram Asset Management Company (AMC) is committed to offering investors the opportunity to achieve capital appreciation with a balance of stability and risk management. One of our flagship offerings, Shriram Balanced Advantage Fund, is designed to provide steady returns over a long investment horizon.
About Shriram Balanced Advantage Fund
Shriram Balanced Advantage Fund is an open-ended dynamic asset allocation fund suitable for investors with an investment horizon of 3+ years. It aims to generate capital appreciation along with income generation over the long-term.
With a minimum Systematic Investment Plan (SIP) amount of just ₹500, this fund can help investors achieve their long-term goals of planning for a dream vacation or buying a dream car.
The primary objective of our Balanced Advantage Fund is to deliver capital appreciation with relatively lower volatility over longer tenures. It does this by investing in a mix of stocks, arbitrage opportunities, derivatives, and various debt and money market instruments. This approach helps ensure that the fund can provide capital appreciation with less volatility.
The balanced advantage strategy is suitable for investors who want capital appreciation and income generation over long investment horizons, seek exposure to equity while managing risks via active allocation, and have a significantly high-risk appetite and ability to bear volatility.
By adaptively shifting between growth and stability assets, we aim to optimise investor returns across various market cycles.
Why Invest in Shriram Balanced
Advantage Fund?
Here are some key reasons to invest in this fund
Lower volatility
Steady returns
Diversified portfolio
Features & Benefits of Shriram Balanced
Advantage Fund Schemes
Various features and advantages of investment in Shriram Balanced Advantage Mutual Fund are:
Low Minimum Investment
You can start investing with as little as ₹500, making it accessible for all investors.
No Lock-in Period
The fund offers flexibility with no lock-in period, allowing you to redeem your investments whenever needed.
Dynamic Asset Allocation
The fund actively adjusts the equity and debt allocations based on market conditions, maximising returns while minimising risk.Ideal for Long-term Goals
With a recommended investment horizon of 3+ years, this fund is ideal for achieving long-term goals such as purchasing a dream car or going on a dream vacation.
Frequently Asked Questions
What is the NAV of Shriram Balanced Advantage Fund regular growth?
The latest NAV of Shriram Balanced Advantage Fund’s regular growth plan is ₹15.67 (as of March 5, 2025).
Is it a good time to invest in Shriram Balanced Advantage Fund?
Yes, this leading balanced advantage fund remains a good investment for long-term investors seeking capital growth alongside volatility management. However, evaluate current markets and your goals first.
Is Shriram Balanced Advantage Fund tax free?
No, Shriram Balanced Advantage Fund is taxable like most mutual funds. Therefore, before investing, it is advised to consult a tax advisor regarding tax-related aspects.
What is the average return of Shriram Balanced Advantage Fund?
The one-year returns for Shriram Balanced Advantage Fund stands at -7.16.
What is the difference between Shriram Balanced Advantage Fund and dynamic asset allocation Funds?
Shriram Balanced Advantage Fund may have a more diversified approach, including arbitrage opportunities & derivatives, giving it an edge in risk management compared to traditional dynamic asset allocation funds.