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 Dec 2025. The fund's AUM is 44.78 crores, of which equity holdings constitute 66.59%.
| Name of the Sector | Holding Percentage |
|---|---|
| Financial | 30.22% |
| N/A | 27.18% |
| Financial Services | 24.75% |
| Others | 9.22% |
| Oil, Gas & Consumable Fuels | 9.21% |
| Information Technology | 6.34% |
| Automobile | 5.45% |
| Fast Moving Consumer Goods | 5.42% |
| Automobile and Auto Components | 5.16% |
| Healthcare | 4.69% |
| Energy | 4.68% |
| Sovereign | 4.60% |
| Technology | 4.18% |
| Telecommunication | 3.73% |
| Consumer Staples | 3.22% |
| Materials | 3.07% |
| Capital Goods | 3.01% |
| Power | 2.53% |
| Construction | 2.01% |
| Communication | 1.80% |
| Consumer Discretionary | 1.68% |
| Services | 1.50% |
| Chemicals | 1.19% |
| Consumer Services | 1.16% |
| Construction Materials | 0.90% |
| Realty | 0.87% |
| Metals & Mining | 0.83% |
| Diversified | 0.53% |
| Media, Entertainment & Publication | 0.37% |
| Consumer Durables | 0.02% |
| Others | -69.52% |