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Shriram Balanced Advantage Fund - Direct Plan - Growth
Side-by-side metrics
Metric#147406
SchemeShriram Balanced Advantage Fund - Direct Plan - Growth
HouseShriram Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹18.9095
1M return-1.58%
3M return3.05%
6M return1.03%
1Y return1.83%
3Y CAGR7.18%
5Y CAGR6.94%
Inception CAGR9.31%
σ 1Y (annualized)8.68%
σ 3Y (annualized)10.20%
Max drawdown (all)-14.64%
Sharpe 1Y (rf=6%)-0.48
Sharpe 3Y (rf=6%)0.11