Shriram Balanced Advantage Fund - Regular - IDCW
NAV
₹16.0171
as of 2026-10-13
Price History (NAV)
Performance Metrics (3 Year)
3Y CAGR
4%
Category avg 5.4%
Fund size
₹160 L
Assets under management
Sharpe
-0.07
Risk-adjusted return (3Y)
Max drawdown
4.7%
Peak-to-trough decline (3Y)
Beta
N/A
Market sensitivity (3Y)
SIP / returns estimator
Estimation is based on the past performance of this fund
Total Corpus After 7 Year(s)
@12.0% p.a. returns
₹4.20 L
+₹2.40 L
Fund FAQs
Frequently asked questions about Shriram Balanced Advantage Fund - Regular - IDCW
Answers use the latest facts on this page and Qonfido’s peer-group tiers. They are research aids, not personalised investment advice. How ratings work
What is the NAV of Shriram Balanced Advantage Fund - Regular - IDCW today?
As of 2026-10-13, the NAV of Shriram Balanced Advantage Fund - Regular - IDCW shown on Qonfido is ₹16.0171. Mutual fund NAVs are typically published for each market day; always check the as-of date before acting.
Is Shriram Balanced Advantage Fund - Regular - IDCW a good fund?
Qonfido currently places Shriram Balanced Advantage Fund - Regular - IDCW in the Watch tier within the Dynamic Asset Allocation / Balanced Advantage Fund peer group. Watch tier flags weaker consistency or risk-adjusted outcomes versus peers—review carefully. This is a peer-group research signal—not a buy recommendation, suitability assessment, or guarantee of future returns. See Qonfido’s fund rating methodology for how tiers are built and their limits.
Is Shriram Balanced Advantage Fund - Regular - IDCW a good fit for me?
Whether Shriram Balanced Advantage Fund - Regular - IDCW is a good fit depends on your goals, risk tolerance, time horizon, tax situation, and the rest of your portfolio—not on a single fund page. Qonfido does not provide personalised SEBI-registered investment advice here. Use AI Fund Discovery to explore alternatives, or consult a licensed advisor for suitability.
What is the 3-year return of Shriram Balanced Advantage Fund - Regular - IDCW?
The 3-year CAGR shown for Shriram Balanced Advantage Fund - Regular - IDCW on Qonfido is 3.7% (category average about 5.4% for Dynamic Asset Allocation / Balanced Advantage Fund where available). Past performance is not indicative of future results and does not mean the fund is suitable for you.
Which category does Shriram Balanced Advantage Fund - Regular - IDCW belong to?
Shriram Balanced Advantage Fund - Regular - IDCW is a Dynamic Asset Allocation / Balanced Advantage Fund scheme from Shriram Mutual Fund. You can compare Qonfido-rated peers on the Best Balanced Advantage funds category (/best-balanced-advantage-funds) and on the Dynamic Asset Allocation / Balanced Advantage Fund category page.
How can I explore Shriram Balanced Advantage Fund - Regular - IDCW further on Qonfido?
Reported fund size (AUM) for Shriram Balanced Advantage Fund - Regular - IDCW is about ₹160 L. AUM is context only and does not predict returns. On Qonfido you can review the fact card, open related best-fund categories, try the SIP calculator with this scheme, or ask AI Fund Discovery for peer comparisons—still as research support, not personalised advice.
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Explore Shriram Mutual Fund
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