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 28 Feb 2025. The fund's AUM is 44.78 crores, of which equity holdings constitute 64.96%.

Name of the SectorHolding Percentage
N/A 35.04%
Financial 30.22%
Financial Services 21.50%
Capital Goods 13.88%
Automobile and Auto Components 10.11%
Others 9.22%
Information Technology 8.19%
Consumer Services 6.16%
Fast Moving Consumer Goods 5.60%
Automobile 5.45%
Energy 4.68%
Sovereign 4.60%
Consumer Durables 4.39%
Technology 4.18%
Telecommunication 3.81%
Consumer Staples 3.22%
Materials 3.07%
Healthcare 2.38%
Metals & Mining 2.16%
Construction 1.95%
Communication 1.80%
Consumer Discretionary 1.68%
Realty 0.87%
Diversified 0.53%
Others -84.69%