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MF_147406

Shriram Balanced Advantage Fund - Direct Growth

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

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End Amount
₹18,301.05
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.62%
MF_147406 Return
Benchmark CAGR
11.22%
Nifty 50
Inflation Adj. CAGR
3.50%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.48
Volatility vs Benchmark
Sharpe Ratio
0.32
Risk-Adjusted Return
Sortino Ratio
0.45
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 44% 15% 40%
60 days 40% 12% 26%
90 days 39% 12% 21%
180 days 40% 10% 15%
1Yr 38% 3% 11%
3Yr 1% 0% 4%
5Yr 1% 0% 5%
7Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Shriram Balanced Advantage Fund - Direct Growth Nifty 50
30 days 0.9% | -51.8% | 11.7% | 89.8% 26.6% | -62.9% | 14.2% | 207.3%
60 days -21.1% | -36.2% | 10.4% | 69.3% -23.0% | -51.7% | 15.8% | 140.8%
90 days -18.6% | -28.4% | 12.0% | 58.9% -25.0% | -64.9% | 16.3% | 121.0%
1 Year -5.0% | -5.3% | 8.4% | 30.9% -10.0% | -5.7% | 11.1% | 62.0%
3 Years 6.0% | 6.0% | 11.3% | 14.7% 7.7% | 7.0% | 15.2% | 27.0%
5 Years 5.9% | 5.9% | 11.2% | 14.8% 6.4% | 6.1% | 16.2% | 23.7%
7 Years 8.4% | 8.4% | 9.5% | 10.0% 11.2% | 11.1% | 12.7% | 13.8%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 13, 2020 July 9, 2020 147 days 15% Nifty 50: 37% 10621 9066 10623
Oct. 18, 2021 Aug. 5, 2022 291 days 6% Nifty 50: 16% 13959 13077 13971
Sept. 13, 2022 Nov. 25, 2022 73 days 6% Nifty 50: 7% 14457 13600 14480
Dec. 1, 2022 June 7, 2023 188 days 5% Nifty 50: 10% 14682 13880 14732
June 3, 2024 July 3, 2024 30 days 6% Nifty 50: 6% 19420 18161 19490
Sept. 27, 2024 Oct. 30, 2026 763 days 14% Nifty 50: 15% 20146 17394 18301