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Shriram Balanced Advantage Fund - Regular-IDCW

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

Current NAV

16.2528

1.26% (1D)

As on 12-06-2026

NAV History

Performance

Returns based on historical NAV data

PeriodReturnsType
1 Month+0.51%Absolute
3 Months+0.17%Absolute
6 Months-5.61%Absolute
1 Year-3.01%CAGR
3 Years+5.95%CAGR
5 Years+5.5%CAGR
* Returns above 1 year are annualized (CAGR). Below 1 year are absolute returns.

About Shriram Balanced Advantage Fund - Regular-IDCW

Shriram Balanced Advantage Fund - Regular-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 16.2528 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 -3.01% (CAGR). The 5-year annualized return stands at +5.5%.

Fund Details

  • Fund HouseShriram Mutual Fund
  • Scheme TypeOpen Ended Schemes
  • CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
  • Scheme Code147404
  • ISIN (Growth)INF680P01182
  • ISIN (Div.)INF680P01190

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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.