Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Shriram Balanced Advantage Fund - Direct Plan - IDCW
3Y ago₹1.23 L
5Y ago₹1.39 L
Every metric, side-by-side
marks the winner per row.
| Metric | Shriram Balanced Advantage Fund… |
|---|---|
| Fund house | Shriram Mutual Fund |
| Category | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage |
| Plan | Direct |
| Latest NAV | ₹18.7461 |
| Assets managed (AUM) | — |
| 1M return | -1.58% |
| 6M return | 0.98% |
| 1Y return | 1.68% |
| 3Y CAGR | 7.02% |
| 5Y CAGR | 6.80% |
| Since inception CAGR | 9.17% |
| Bumpiness · 3Y (annualised σ) | 10.15 |
| Worst drop ever | -14.65% |
| Sharpe · 3Y (rf=6%) | 0.09 |