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

Shriram Balanced Advantage Fund - Regular-IDCW

Shriram · Balanced Advantage
Moderate
₹16.42
Current NAV
04 Nov 2026
-3.9%
1Y Return
4.6%
3Y CAGR
4.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.58).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
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
1.58
Sharpe Ratio
0.88
Beta
-0.92
Alpha
2.02
Sortino
Fund Details
Fund House Shriram
Category Balanced Advantage
AUM ₹2630 Cr
Expense Ratio 1.68%
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%