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MF_152051

Shriram Multi Asset Allocation Fund - Direct Growth

Hybrid Schemes - Multi Asset Allocation Fund

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End Amount
₹13,251.37
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.42%
MF_152051 Return
Benchmark CAGR
5.53%
Nifty 50
Inflation Adj. CAGR
5.35%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.74
Volatility vs Benchmark
Sharpe Ratio
0.41
Risk-Adjusted Return
Sortino Ratio
0.58
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 59% 20% 24%
60 days 60% 15% 15%
90 days 62% 13% 13%
180 days 55% 12% 8%
1Yr 44% 10% 5%
3Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Shriram Multi Asset Allocation Fund - Direct Growth Nifty 50
30 days -13.7% | -54.9% | 15.2% | 130.4% 26.6% | -57.8% | 9.2% | 149.4%
60 days -28.4% | -36.9% | 14.8% | 92.5% -23.0% | -42.0% | 8.0% | 91.2%
90 days -19.9% | -28.0% | 12.4% | 72.9% -25.0% | -32.9% | 9.4% | 59.8%
1 Year 0.0% | -5.0% | 7.8% | 30.3% -10.0% | -9.1% | 6.0% | 29.3%
3 Years 10.1% | 9.9% | 10.4% | 11.4% 7.7% | 5.4% | 6.5% | 7.7%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
June 3, 2024 June 27, 2024 24 days 7% Nifty 50: 6% 12828 11948 12862
July 15, 2024 Oct. 17, 2025 459 days 15% Nifty 50: 10% 13312 11272 13346
Jan. 29, 2026 Oct. 30, 2026 274 days 11% Nifty 50: 12% 14298 12709 13251