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Shriram Balanced Advantage Fund

Shriram Mutual Fund Dynamic Asset Allocation Fund Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
73
Well diversified
Top 10 weight
46%
Concentration
Active share
60%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

40Sectors 16High-conviction bets 17%Top sector wt. -Cash

Market-cap allocation

Large cap57%
Mid cap4%
Small cap9%

Asset allocation

Asset mix not available.

Top holdings

7.7% National Bank for Agriculture & Rural Development **DEBT
8.4%
Net Receivables / (Payables)CASH_EQUIVALENT
8.0%
HDFC Bank Ltd.EQUITY
6.2%
Reliance Industries Ltd.EQUITY
5.3%
8.54% REC Ltd. **DEBT
4.9%
7.45% Export Import Bank of India **DEBT
4.1%
6.54% Government of IndiaDEBT
4.0%
ICICI Bank Ltd.EQUITY
4.0%
Bharti Airtel Ltd.EQUITY
3.9%
State Bank of IndiaEQUITY
2.9%

AI Smart summary

Pros

  • Well-diversified across 73 holdings.

Cons

  • Concentrated in Banks - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

HDFC Balanced Advantage Fund312 holdings · 52% AS
Kotak Balanced Advantage Fund206 holdings · 53% AS
ICICI Prudential Balanced Advantage Fund203 holdings · 52% AS
Axis Balanced Advantage Fund158 holdings · 53% AS
NIPPON INDIA BALANCED ADVANTAGE FUND148 holdings · 55% AS
NJ Balanced Advantage Fund144 holdings · 68% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks17.3%
CRISIL AAA11.0%
ICRA AAA8.4%
Petroleum Products5.6%
IT - Software5.2%
Pharmaceuticals & Biotechnology4.8%
Automobiles4.8%
Finance4.3%
SOVEREIGN4.0%
Telecom - Services3.9%
Diversified FMCG2.4%
Power2.2%
Construction2.1%
Agricultural Food & other Products2.1%