Shriram Balanced Advantage Fund - Direct - Growth
Hybrid Schemes by Shriram Asset Management Co. Ltd.
3Y Returns (CAGR)
6.16%
Expense Ratio
0.94%
as of 01/08/2026
AUM
₹3.47 Cr
Qtr End: Jun 26
NAV
₹18.485
as of 16/10/2026
3Y Returns (CAGR)
6.16%
Expense Ratio
0.94%
as of 01/08/2026
AUM
₹3.47 Cr
Qtr End: Jun 26
NAV
₹18.485
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.26% | -8.75% | 7.73% |
| 6M | -1.62% | -3.21% | 8.05% |
| 1Y | -3.79% | -3.79% | 9.33% |
| 3Y | 19.65% | 6.16% | 10.26% |
| 5Y | 33.73% | 5.99% | 9.28% |
Scheme Details
- Launch Date
- 14/06/2019
- Fund Age
- 7.3 years
- Minimum Investment
- ₹500
- Fund House
- Shriram Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Dynamic Asset Allocation or Balanced Advantage (Hybrid Scheme)
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