NAV
₹19.0733
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +1.95%
- 3Y
- +7.51%
- 5Y
- +8.18%
- Since Inception
- +9.48%
SIP returns (XIRR)
- 1Y
- +2.42%
- 3Y
- +3.27%
- 5Y
- +6.53%
- Since Inception
- +8.28%
Returns calculated from 14 June 2019 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
Performance Comparison
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Fund Details
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Investment Objective
Shriram Balanced Advantage Fund · Direct · Growth by Shriram Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.
About This Fund
Shriram Balanced Advantage Fund · Direct · Growth is a Dynamic Asset Allocation mutual fund offered by Shriram Mutual Fund. The fund has been operational for over 7 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations