Compare funds side-by-side

Pick up to 5 funds. We'll line up their prices from the same starting point (₹100) so you can see who did better.

Shriram Balanced Advantage Fund - Direct Plan - IDCW

Side-by-side metrics

Metric	#147403
Scheme	Shriram Balanced Advantage Fund - Direct Plan - IDCW
House	Shriram Mutual Fund
Category	Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV	₹18.7461
1M return	-1.58%
3M return	3.03%
6M return	0.98%
1Y return	1.68%
3Y CAGR	7.02%
5Y CAGR	6.80%
Inception CAGR	9.17%
σ 1Y (annualized)	8.68%
σ 3Y (annualized)	10.15%
Max drawdown (all)	-14.65%
Sharpe 1Y (rf=6%)	-0.50
Sharpe 3Y (rf=6%)	0.09