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Shriram Balanced Advantage Fund (IDCW) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | Deepak Ramaraju

15 Apr 24 | 12:00 AM

16.84 -0.11 (-0.68%)

  • Underperforms

    26.70%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -1.03%

  • More Volatile

    0.50%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.04%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year Shriram Balanced Advantage Fund (IDCW), has underperformed its benchmark, Hybrid - Equity Oriented by -1.03% (CAGR difference)

26.70%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

17 Apr 2023

Risk

In last 1 year , the volatility of Shriram Balanced Advantage Fund (IDCW),is Higher than its benchmark, Hybrid - Equity Oriented by 0.04%

0.50%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 30 Stocks beating the benchmark 5 Stocks not beating the benchmark

View Stock Composition