Equity Holdings of Shriram Balanced Advantage Fund

Here is the most recent list of equity holdings in the Shriram Balanced Advantage Fund's portfolio as of 31 Dec 2025 . The fund's AUM is 44.78 crores, of which equity holdings constitute 66.59%.

Name of the EquityHolding Percentage
HDFC Bank Ltd 7.11%
RELIANCE INDUSTRIES LTD. 5.46%
ICICI BANK LTD. 3.77%
BHARTI AIRTEL LTD. 3.73%
STATE BANK OF INDIA 3.13%
ITC LTD. 2.87%
HCL TECHNOLOGIES LTD. 2.53%
MAHINDRA & MAHINDRA LTD. 2.52%
INFOSYS LTD. 2.43%
BHARAT PETROLEUM CORPORATION LTD. 2.37%
KOTAK MAHINDRA BANK LTD. 2.09%
SUN PHARMACEUTICAL INDUSTRIES LTD. 2.00%
AXIS BANK LTD. 1.92%
POWER GRID CORPORATION OF INDIA LTD. 1.72%
BHARAT ELECTRONICS LTD. 1.66%
BAJAJ HOLDINGS & INVESTMENT LTD. 1.57%
LARSEN & TOUBRO LTD. 1.42%
TATA CONSULTANCY SERVICES LTD. 1.38%
MARICO LTD. 1.28%
MARUTI SUZUKI INDIA LTD. 1.12%
InterGlobe Aviation Ltd 1.07%
EICHER MOTORS LTD. 0.94%
AMBUJA CEMENTS LTD. 0.90%
NMDC LTD. 0.83%
NTPC LTD. 0.81%
CIPLA LTD. 0.78%
E.I.D.-PARRY (INDIA) LTD. 0.75%
KIRLOSKAR OIL ENGINES LTD. 0.65%
LIC HOUSING FINANCE LTD. 0.63%
OIL INDIA LTD. 0.59%
REC Ltd 0.58%
TVS MOTOR COMPANY LTD. 0.58%
Zomato Ltd 0.56%
DIVI'S LABORATORIES LTD. 0.51%
Rainbow Children's Medicare Ltd 0.49%
AJANTA PHARMA LTD. 0.48%
HINDUSTAN PETROLEUM CORPORATION LTD. 0.46%
KALPATARU POWER TRANSMISSION LTD. 0.45%
COROMANDEL INTERNATIONAL LTD. 0.44%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD. 0.43%
MUTHOOT FINANCE LTD. 0.43%
Max Financial Services Ltd 0.41%
SIEMENS LTD. 0.35%
Oil and Natural Gas Corporation Ltd 0.33%
HDFC Life Insurance Company Ltd 0.31%
LT FOODS LTD. 0.30%
MANAPPURAM FINANCE LTD. 0.27%
Suven Pharmaceuticals Ltd 0.20%
SBI Life Insurance Company Ltd 0.20%
Krsnaa Diagnostics Ltd 0.14%
Power Mech Projects Ltd 0.14%
Narayana Hrudayalaya Ltd 0.09%