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

Plan: OPEN | Option: Dividend | Deepak Ramaraju

12 May 25 | 12:00 AM

16.61 0.24 (1.46%)

  • Underperforms

    -2.48%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -11.28%

  • More Volatile

    0.79%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.04%

  • Inconsistent

    2/12

    Months

    Has underperformed Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Shriram Balanced Advantage Fund (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Shriram Balanced Advantage Fund (IDCW), has Underperformed its benchmark, Hybrid - Equity Oriented by -11.27% (CAGR difference)

-2.48%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

13 May 2024

Risk

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

0.79%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 22 Stocks beating the benchmark 10 Stocks not beating the benchmark

View Stock Composition