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Shriram Balanced Advantage Fund

Shriram Mutual FundDynamic Asset Allocation FundActiveAs of 2026-07-31

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Holdings

Broad portfolio

Top 10 weight

48%

Concentration

Strategy

Active

Portfolio style

Equity

68%

Asset allocation

Portfolio

35Sectors2Large positions16.2%Top: Banks9.7%Cash

Market-cap allocation

Large cap53%

Mid cap3%

Small cap10%

Asset allocation

Equity68%

Top holdings

TREPS_RED_03.08.2026CASH9.7%

8.54% REC LTD NCD RED 15-11-28 **DEBT5.8%

HDFC Bank Ltd.EQUITY5.0%

7.45% EXIM BOND SR Z01 NCD 12-04-2028 **DEBT4.8%

6.54% GOVT OF INDIA RED 17-01-2032DEBT4.6%

ICICI Bank Ltd.EQUITY4.2%

Reliance Industries Ltd.EQUITY4.1%

Net Receivables / (Payables)DERIVATIVE3.4%

BANK OF BARODA CD RED 04-02-2027 ** #DEBT3.3%

State Bank of IndiaEQUITY3.1%

Portfolio insights

Portfolio read

68% equity.
Large-cap exposure is 53%.
Largest equity sector is Banks at 16.2%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks16.2%

Automobiles5.3%

IT - Software5.3%

Pharmaceuticals & Biotechnology5.1%

Petroleum Products4.4%