Shriram Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 32 of 34

NAV · Direct-Growth

₹19.11-0.05-0.26%

As of 17 Aug 2026 · AMFI

NAV growth+2.1%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 6 of 7 years

Trails its Dynamic Asset Allocation / BAF category on 1Y, 3Y & 5Y.

1Y return

+2.6%

-5.5 vs cat

3Y CAGR

+8.1%

-3.3 vs cat

5Y CAGR

+7.7%

-1.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

10.8%

3Y std dev

Go deeper on Shriram Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Shriram Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Shriram Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Shriram Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Shriram. Long-run track record: about 7.7% CAGR over 5 years. 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

Showing Direct · Growth · INF680P01208

NAV (Direct-Growth)

₹19.1111

Last 1Y

+2.13%

Aug 25Min ₹17.64 · Max ₹19.55 · 246 ptsAug 26

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).

Recovered in 4 months· 9 Jul 2020

Feb 2025 — ongoing

-13.7%

Peak ₹20.17 on 27 Sept 2024 → trough ₹17.41 on 28 Feb 2025 (5 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.58%	-0.29%	36/ 41
1M	+0.85%	+1.22%	26/ 41
3M	+3.42%	+4.34%	32/ 41
6M	-1.06%	+4.84%	39/ 40
YTD	-1.93%	+4.40%	37/ 40
1Y	+2.57%	+8.04%	34/ 40
2Y	-1.24%	+4.90%	36/ 39
3Y	+8.12%	+11.41%	32/ 34
5Y	+7.74%	+9.45%	20/ 23
7Y	+9.81%	+11.16%	19/ 21

Available plans & options

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