Home› Funds› Shriram Balanced Advantage Fund - Direct- IDCW

Shriram Balanced Advantage Fund - Direct- IDCW

Shriram · Balanced Advantage
Moderate
₹18.62
Current NAV
04 Nov 2026
-2.3%
1Y Return
6.3%
3Y CAGR
6.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.58%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.28).
  • Very large asset base (AUM: ₹23,830 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.28
Sharpe Ratio
0.88
Beta
0.28
Alpha
1.64
Sortino
Fund Details
Fund House Shriram
Category Balanced Advantage
AUM ₹23830 Cr
Expense Ratio 0.58%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Balanced Advantage
The Wealth Company Balanced Advantage Fund - Direct Growth
The Wealth Company Balanced Advantage
₹9.78 19.6%
The Wealth Company Balanced Advantage Fund - Regular Growth
The Wealth Company Balanced Advantage
₹9.64 17.4%
The Wealth Company Balanced Advantage Fund - Regular IDCW
The Wealth Company Balanced Advantage
₹9.64 13.6%
Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Nippon India
₹9.68 11.6%