In plain English
Shriram Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Shriram. Worst historical drawdown: -15% in Mar 2020, recovered in 4 months.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
NAV (Direct-Growth)
₹18.7644
Last 1Y
-1.99%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Mar 2020
-14.6%Peak ₹10.63 on 13 Feb 2020 → trough ₹9.07 on 23 Mar 2020 (1 months down).
Feb 2025 — ongoing
-13.7%Peak ₹20.17 on 27 Sept 2024 → trough ₹17.41 on 28 Feb 2025 (5 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Available plans & options
- DirectGrowthShriram Balanced Advantage Fund - Direct GrowthINF680P01208
- DirectIDCW ReinvestmentShriram Balanced Advantage Fund - Direct- IDCWINF680P01216
- RegularGrowthShriram Balanced Advantage Fund - Regular GrowthINF680P01174
- RegularIDCW ReinvestmentShriram Balanced Advantage Fund - Regular-IDCWINF680P01182
Enrichment pending for this scheme
Detailed performance, risk and holdings data will appear within 30 days. Our enrichment cron processes new schemes monthly. The latest NAV from AMFI is already accurate above.
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