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

Plan: OPEN | Option: Dividend | Deepak Ramaraju

20 Dec 24 | 12:00 AM

17.21 -0.44 (-2.47%)

  • Underperforms

    11.59%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -6.66%

  • More Volatile

    0.77%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.12%

  • Inconsistent

    3/12

    Months

    Has underperformed 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 -6.66% (CAGR difference)

11.59%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of Shriram Balanced Advantage Fund (IDCW),is Higher than its benchmark, Hybrid - Equity Oriented by 0.12%

0.77%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% 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, 21 Stocks beating the benchmark 0 Stocks not beating the benchmark

View Stock Composition