Shriram Balanced Advantage Fund
Direct · Growth ₹18.66
23 Apr 2026
NAV
11.8%
3Y CAGR
11.8%
5Y CAGR
11.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.70
Sharpe
-14.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.55 L | 12.0% | -17.2% | 43.0% |
| 3 Years | ₹36.00 L | ₹41.25 L | 11.1% | -0.5% | 20.2% |
| 5 Years | ₹60.00 L | ₹76.56 L | 11.1% | 4.4% | 17.0% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 12.0% | -0.6% | +12.6% |
| 3 Years | 11.1% | 10.9% | +0.2% |
| 5 Years | 11.1% | 11.0% | +0.1% |