Hybrid · Dynamic Asset Allocation or Balanced Advantage

Shriram Balanced Advantage Fund

Shriram Mutual Fund

Benchmark

CRISIL Hybrid 50+50 - Moderate Index

Riskometer

Very High

Size

₹41 cr

Allotted

Not on record

Holdings as of

Not on record

Shriram Balanced Advantage Fund is a dynamic asset allocation or balanced advantage fund of Shriram Mutual Fund with ₹41 cr under management. It is ahead of its benchmark (CRISIL Hybrid 50+50 - Moderate Index) in 0 of 3 periods. Its direct plan charges 0.90% a year.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Shriram Balanced Advantage Fund invested in?

Mix not on record

Has Shriram Balanced Advantage Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Hybrid 50+50 - Moderate Index, in 0 of 3 periods in AMFI's figures; −3.25% over the last year against −1.49%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−2.17%	−3.60%	—
3 months	−3.14%	−5.03%	—
6 months	−2.25%	−1.83%	—
1 year	−3.25%	−4.06%	+0.81 pts
3 years	+5.42%	+9.27%	−3.85 pts
5 years	+5.59%	+8.00%	−2.41 pts
10 years	—	+12.69%	—
Since start from 12 Jul 2019	+8.64%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 14 Oct 2026

Ahead of its benchmark (CRISIL Hybrid 50+50 - Moderate Index) in 0 of 3 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−3.25%	−4.94%	−1.49%	−1.76	🔒
3y	+5.41%	+3.54%	+7.66%	−2.25	🔒
5y	+5.59%	+3.70%	+6.66%	−1.07	🔒
10y	—	—	—	—	—

Ahead in points a year · its rank among Dynamic Asset Allocation or Balanced Advantage funds, and how steady the lead is, in the app

Value of 100, month-end

Jul 2019 to 14 Oct 2026

Fund 184Nifty 500 TRI 262

₹100 put in at the start of Jul 2019 would be ₹184 on 14 Oct 2026, against ₹262 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Shriram Balanced Advantage Fund cost?

0.90% a year on the direct plan, 2.57% on the regular plan; 4 of 16 funds in its category charge less.

Direct plan

0.90% a year

Category median 0.99%

Regular plan

2.57% a year

Category median 2.38%

Gap

1.67 points

for the same holdings

4 of 16 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Shriram Balanced Advantage Fund?

ManagersNot on record

Benchmark as filedNot on record

Exit load

Not on record

Questions people ask

What is the expense ratio of Shriram Balanced Advantage Fund?

0.90% a year on the direct plan and 2.57% on the regular plan (expense report, Oct 2026).

How has Shriram Balanced Advantage Fund done?

Its direct plan returned +5.41% a year over 3 years against +7.66% for its benchmark, CRISIL Hybrid 50+50 - Moderate Index, as of 14 Oct 2026.