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 30 Apr 2026. The fund's AUM is 51.81 crores, of which equity holdings constitute 74.96%.

Name of the SectorHolding Percentage
Financial 30.22%
N/A 25.11%
Financial Services 24.43%
Others 9.22%
Oil, Gas & Consumable Fuels 9.18%
Fast Moving Consumer Goods 6.29%
Healthcare 5.69%
Automobile 5.45%
Information Technology 5.32%
Automobile and Auto Components 5.14%
Energy 4.68%
Sovereign 4.60%
Technology 4.18%
Telecommunication 3.87%
Capital Goods 3.27%
Consumer Staples 3.22%
Materials 3.07%
Power 2.32%
Consumer Services 2.29%
Construction 2.12%
Services 1.92%
Communication 1.80%
Consumer Discretionary 1.68%
Construction Materials 1.05%
Chemicals 1.01%
Realty 0.87%
Diversified 0.53%
Metals & Mining 0.53%
Media, Entertainment & Publication 0.43%
Consumer Durables 0.03%
Others -69.52%