What is the 5-year rolling return of Shriram Balanced Advantage Fund?

Across 563 overlapping 5-year holding periods between 12 July 2019 and 16 October 2026, the Direct plan of Shriram Balanced Advantage Fund returned an average of 10.81% a year, with a median of 11.20%. The best 5-year stretch returned 15.18% a year and the worst returned 5.59%.

Has Shriram Balanced Advantage Fund ever lost money over 5 years?

No. Every one of the 563 5-year holding periods in this fund's history ended in profit. The weakest returned 5.59% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Shriram Balanced Advantage Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 10.81% a year on the Direct plan against 8.79% on the Regular plan, a difference of 2.01% a year.

What is the 1-year rolling return of Shriram Balanced Advantage Fund?

Across 1,547 overlapping 1-year holding periods between 12 July 2019 and 16 October 2026, the Direct plan of Shriram Balanced Advantage Fund returned an average of 10.84% a year, with a median of 8.53%. The best 1-year stretch returned 37.13% a year and the worst returned -7.69%.

What is the 3-year rolling return of Shriram Balanced Advantage Fund?

Across 1,056 overlapping 3-year holding periods between 12 July 2019 and 16 October 2026, the Direct plan of Shriram Balanced Advantage Fund returned an average of 11.26% a year, with a median of 11.28%. The best 3-year stretch returned 15.39% a year and the worst returned 5.26%.

What is the 7-year rolling return of Shriram Balanced Advantage Fund?

Shriram Balanced Advantage Fund has 67 windows at the 7-year holding period, because its NAV record begins on 12 July 2019. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Shriram Mutual Fund

Shriram Balanced Advantage Fund — rolling returns

Balanced Advantage · NAV data as of 16 October 2026

1,790 daily NAV records since 12 July 2019

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 563 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Another fund

Index or category average

Direct plan · showing data from 12 July 2019 to 16 October 2026

Average rolling return

10.81%

Windows computed

563

Median return

11.20%

Standard deviation

2.52%

Best 5-year window

15.18%a year

Invested 17 Sept 2019 · exited 17 Sept 2024

Worst 5-year window

5.59%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (563 of 563)
Above 8%: 80.8% (455 of 563)
Above 12%: 35.7% (201 of 563)
Above 15%: 0.7% (4 of 563)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 114 of 563 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Shriram Balanced Advantage Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	10.84%	11.26%	10.81%	9.42%	—
Median	8.53%	11.28%	11.20%	9.52%	—
Minimum	-7.69%	5.26%	5.59%	8.65%	—
Maximum	37.13%	15.39%	15.18%	10.00%	—
Std deviation	10.67%	2.07%	2.52%	0.42%	—
Consistency
Above 0%	83.06%	100.00%	100.00%	100.00%	—
Above 8%	52.36%	92.33%	80.82%	100.00%	—
Above 12%	36.52%	38.45%	35.70%	0.00%	—
Above 15%	31.22%	0.76%	0.71%	0.00%	—
Coverage
Windows computed	1,547	1,056	563	67	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 2.01% a year more than Regular.

5-year rolling returns for Shriram Balanced Advantage Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	10.81%	8.79%
Best window	15.18%from 17 Sept 2019	13.05%from 17 Sept 2019
Worst window	5.59%from 14 Oct 2021	3.70%from 14 Oct 2021
Windows computed	563	563

Common questions about Shriram Balanced Advantage Fund

What is the 5-year rolling return of Shriram Balanced Advantage Fund?: Across 563 overlapping 5-year holding periods between 12 July 2019 and 16 October 2026, the Direct plan of Shriram Balanced Advantage Fund returned an average of 10.81% a year, with a median of 11.20%. The best 5-year stretch returned 15.18% a year and the worst returned 5.59%.
Has Shriram Balanced Advantage Fund ever lost money over 5 years?: No. Every one of the 563 5-year holding periods in this fund's history ended in profit. The weakest returned 5.59% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Shriram Balanced Advantage Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 10.81% a year on the Direct plan against 8.79% on the Regular plan, a difference of 2.01% a year.
What is the 1-year rolling return of Shriram Balanced Advantage Fund?: Across 1,547 overlapping 1-year holding periods between 12 July 2019 and 16 October 2026, the Direct plan of Shriram Balanced Advantage Fund returned an average of 10.84% a year, with a median of 8.53%. The best 1-year stretch returned 37.13% a year and the worst returned -7.69%.
What is the 3-year rolling return of Shriram Balanced Advantage Fund?: Across 1,056 overlapping 3-year holding periods between 12 July 2019 and 16 October 2026, the Direct plan of Shriram Balanced Advantage Fund returned an average of 11.26% a year, with a median of 11.28%. The best 3-year stretch returned 15.39% a year and the worst returned 5.26%.
What is the 7-year rolling return of Shriram Balanced Advantage Fund?: Shriram Balanced Advantage Fund has 67 windows at the 7-year holding period, because its NAV record begins on 12 July 2019. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other Balanced Advantage funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.