Shriram Multi Asset Allocation Fund
Direct · Growth ₹13.42
19 Oct 2026
NAV
10.7%
3Y CAGR
10.0%
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.
10.34
Sharpe
-15.3%
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.
0.97%
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 | ₹12.32 L | 6.8% | -19.7% | 31.7% |
| 3 Years | ₹36.00 L | ₹39.89 L | 6.9% | 3.5% | 9.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.8% | 11.3% |
| 3 Years | 6.9% | 13.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.0% | 8.3% | -6.3% | 32.0% | 0.16 | 0.29 | 72% | — | — |
| 3 Years | 10.7% | 10.7% | 10.1% | 11.5% | 10.34 | — | 100% | — | — |
-15.3%
Max Drawdown
8 mo
Drawdown Duration
8 mo
Recovery Time
-4.0%
Avg Drawdown
Calmar Ratio by Duration
0.52
1Y
0.70
3Y