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Shriram Balanced Advantage Fund - Direct- IDCW

Shriram Mutual FundOpen Ended SchemesHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

Current NAV

18.3088

1.26% (1D)

As on 12-06-2026

NAV History

Performance

Returns based on historical NAV data

PeriodReturnsType
1 Month+0.66%Absolute
3 Months+0.62%Absolute
6 Months-4.83%Absolute
1 Year-1.46%CAGR
3 Years+7.67%CAGR
5 Years+7.26%CAGR
* Returns above 1 year are annualized (CAGR). Below 1 year are absolute returns.

About Shriram Balanced Advantage Fund - Direct- IDCW

Shriram Balanced Advantage Fund - Direct- IDCW is managed by Shriram Mutual Fund. It is classified as a Open Ended Schemes scheme under the Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage category.

The fund's current Net Asset Value (NAV) is 18.3088 as of 12-06-2026. NAV represents the per-unit market value of the fund and is calculated at the end of each business day.

Over the past year, the fund has delivered a return of -1.46% (CAGR). The 5-year annualized return stands at +7.26%.

Fund Details

  • Fund HouseShriram Mutual Fund
  • Scheme TypeOpen Ended Schemes
  • CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
  • Scheme Code147403
  • ISIN (Growth)INF680P01216
  • ISIN (Div.)INF680P01224

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAV and returns shown are historical and do not guarantee future performance.