₹ 48.29 Cr
2.3%
NIFTY 50 Hybrid Composite debt 50:50 Index
INF680P01174
5000.0
1000.0
2000
Gargi Bhattacharyya Banerjee, Deepak Ramaraju
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Shriram Balanced Advantage Fund - Regular Growth | 26.93 | 12.38 | - |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme seeks 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.
Company | Holdings (%) |
---|---|
Others | 13.19 |
Others | 8.28 |
Reliance Industries Ltd. | 6.65 |
ICICI Bank Ltd. | 6.16 |
8.54% REC Ltd. 15/11/2028 | 5.35 |
HDFC Bank Ltd. | 4.9 |
Larsen & Toubro Ltd. | 4.51 |
9.22% LIC Housing Finance Ltd. 16/10/2024 | 4.37 |
6.54% GOI 17/01/2032 | 4.06 |
JIO Financial Services Ltd. | 3.0 |
Sector | Holdings (%) |
---|---|
Financial | 26.07 |
Others | 21.47 |
Energy | 13.33 |
Automobile | 8.18 |
Construction | 6.33 |
Capital Goods | 5.4 |
Technology | 4.24 |
Sovereign | 4.06 |
Metals & Mining | 3.96 |
Unclassified | 2.39 |