Past NAV Performance
Invest Now
Fund Details
| Risk | High Risk | Minimum SIP Amount | ₹ 0.0 |
| NAV | 16.9664 ( 27-Nov-2024) | Minimum Investment | ₹ 5000.0 |
SIP Calculator
I want to invest per month
₹
For how many years?
Estimated Value
₹
as per Historical Returns
with
return
Peer Performance
| Fund | 3 Yr Return | 5 Yr Return |
 Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular - Growth |
16.69 % | 19.18 % |
 HDFC Childrens Gift Fund |
16.67 % | 18.60 % |
 Shriram Balanced Advantage Fund - Regular - Growth |
9.48 % | 10.23 % |
| HDFC Prudence Fund - Growth |
0.00 % | 0.00 % |
 PGIM India Balanced Advantage Fund - Regular - Growth |
9.65 % | 0.00 % |
Additional Details
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.
Basic Details
| Fund House | Shriram Mutual Fund |
| Inception Date | 05 Jul 2019 |
| Fund Category | Balanced |
| Fund Type | Open Ended |
| Investment Plan | Growth |
| Risk Category | High Risk | AUM | ₹46.066Cr |
Investment Details
| Minimum Investment | ₹5000.0 |
| Minimum Addl Investment | ₹1000.0 |
| SIP Allowed | Y |
| Min SIP amount | ₹0.0 |
| Exit Load | if redeemed bet. 0 day to 365 day exit load is 1% |
Contact Details
| Fund Manager | Alok Ranjan,Gargi Bhattacharyya Banerjee,Kartik Soral,Kartik Soral,Rohit Kumar Gautam |
