Sector Allocation of the of Shriram Balanced Advantage Fund
Here is the most recent list of
holdings in sectors in the Shriram Balanced Advantage Fund's portfolio
as of 31 Jul 2025. The fund's AUM is 44.78 crores, of which equity holdings constitute 68.98%.
| Name of the Sector | Holding Percentage |
|---|---|
| N/A | 31.02% |
| Financial | 30.22% |
| Financial Services | 25.87% |
| Others | 9.22% |
| Oil, Gas & Consumable Fuels | 6.37% |
| Consumer Services | 6.16% |
| Information Technology | 5.79% |
| Automobile and Auto Components | 5.69% |
| Automobile | 5.45% |
| Telecommunication | 5.41% |
| Energy | 4.68% |
| Fast Moving Consumer Goods | 4.67% |
| Sovereign | 4.60% |
| Consumer Durables | 4.39% |
| Technology | 4.18% |
| Healthcare | 4.03% |
| Capital Goods | 3.99% |
| Consumer Staples | 3.22% |
| Materials | 3.07% |
| Power | 1.95% |
| Communication | 1.80% |
| Consumer Discretionary | 1.68% |
| Chemicals | 1.66% |
| Services | 1.10% |
| Construction | 1.05% |
| Metals & Mining | 1.03% |
| Realty | 0.87% |
| Diversified | 0.53% |
| Construction Materials | 0.37% |
| Others | -80.07% |