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Shriram Mutual Fund

AUM
₹1,090.36 cr.
No. of Schemes
18
AMC Age
31Yrs
Shriram Mutual Fund is a prominent fund house in India, known for its disciplined investment approach. The AMC has a strong focus on customer-centric Shriram Mutual Fund is a prominent fund house in India, known for its disciplined investment approach. The AMC has a strong focus on customer-centric services and offers several schemes to cater to varied investor needs.Read More

List of Top Shriram Mutual Fund Schemes

Fund Name
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Expenses Ratio
1y Return
3Y Returns
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Fund Size (in Cr)

About Shriram Mutual Fund

Shriram Asset Management Company Limited is a part of the ‘Shriram’ Group, which has a robust presence in the financial services related to commercial vehicles, life and general insurance, stock broking, consumer finance, chit funds and distribution of financial products. It was originally incorporated on April 10, 1980. The Company received permission from the Securities and Exchange Board of India (SEBI) to act as the Asset Management Company of Shriram Mutual Fund on November 21, 1994, vide registration no. MF/017/94/4.

Shriram Credit Company Limited (SCCL) owns 68.67% of the stake in the fund house and regulates various stock market operations undertaken by the fund. SCCL is a subsidiary that comes under the Shriram conglomerate and is responsible for the investment strategy of Shriram Mutual Funds.

Shriram Mutual Fund, which has an AUM of ₹302 crores, offers 6 schemes across several categories, including 2 equity, 1 debt, and 3 hybrid mutual funds. Learn in-depth about the Shriram MF plan, examine past performance data, make comparisons, and invest in the best Shriram Mutual Funds. Consider investing in mutual fund plans that match your investment goals, risk tolerance, and fund alternatives.

Shriram Mutual Funds Key Information

Founding date December 5, 1994
AMC Incorporation date July 27, 1994
Headquarters in Salt Lake, Kolkata
Name of the sponsors Shriram Credit Company Ltd.
Trustee organisation Board of Trustee
MD and CEO Mr Kartik Jain
Chief Investment Officer NA
Compliance Officer Mr. Ajay Ramesh Bhanushali

Shriram Mutual Fund Managers

DR

Deepak Ramaraju

Fund Manager since Aug 2023 (3 years)

How to Invest in Shriram Mutual Fund via Angel One?

Investing in the Shriram Mutual Fund is hassle-free through your Angel One account. You just have to follow these steps:

Step 1: Log in to your Angel One account using your registered mobile number. Validate the OTP and finally enter your MPIN.

Note: If you do not have a Demat account with Angel One, you can open one in a few minutes by fulfilling the KYC procedure and submitting the necessary documents.

Step 2: Determine the most-suited fund based on your needs and risk profile. You can evaluate each fund under the mutual fund section on the Angel One app. Things to consider at this stage are:

  1. Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
  2. Analyse the fund’s past performance, tax incidence, constituent sectors and stocks.
  3. Calculate the potential returns using the calculator.
  4. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
  5. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
  6. Consider the fund’s expense ratio to get an idea about the cost of investing in it.

Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in. At this stage, consider the following:

  1. Decide whether you want to invest in a lump sum or via monthly SIP
  2. Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking
  3. After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.

Documents Required To Invest in Shriram Mutual Fund

Investing in Shriram Mutual Funds through Angel One is a seamless, fully digital process, eliminating any hassles from your investment journey. To initiate the KYC process, you'll need to provide the following crucial documents:

  1. PAN Card Details (Mandatory)
  2. Personal Information, including your Full Name, Mobile Number, and Email Address.
  3. Address Proof – Aadhar Card is recommended, and both its front and back sides are necessary.
  4. Bank Account Details, along with a cancelled cheque, if required.
  5. Nominee details and FATCA Declarations

Angel One simplifies the KYC verification, providing swift and efficient access to Shriram Mutual Funds, whether you're a new or returning investor. Our user-friendly platform makes your financial goals easily achievable. Your KYC process will be completed in just 48-72 business hours, allowing you to embark on your mutual fund journey promptly.

Top Shriram Mutual Funds To Invest in

Scheme Category AUM (in ₹ Cr) 3-Yr Returns (%) 1 Yr Return (%)
Shriram Flexi Cap Fund Equity 129.66 10.57 -7.37394
Shriram Aggressive Hybrid Fund Hybrid 45.83 10.46551 0.003954
Shriram ELSS Tax Saver Fund Equity 47.53 10.35722 -6.04616
Shriram Balanced Advantage Fund Hybrid 60.31 9.283352 -2.51652
Shriram Overnight Fund Debt 208.14 0 6.581892
Shriram Multi Asset Allocation Fund Hybrid 146.26 0 -1.31242
  Note: The above data is as of February 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) among Shriram Mutual Funds over the past 3 years.

1. Shriram Flexi Cap Fund

The Shriram Flexi Cap Fund is an open-ended equity scheme that aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across various sectors.  The fund is managed by Mr. Deepak Ramaraju, Ms. Gargi Bhattacharyya Banerjee, and Mr. Sudip More and is benchmarked against the NIFTY 500 Total Return Index. The fund has no entry load, while an exit load of 1% applies to redemptions made within 1 year from the date of allotment.

2. Shriram Aggressive Hybrid Fund

The Shriram Aggressive Hybrid Fund is an open-ended hybrid scheme that seeks to provide long-term capital appreciation and income generation by investing predominantly in equity and equity-related instruments along with a portion in debt and money market instruments. The fund is managed by Mr. Deepak Ramaraju and Mr. Sudip Suresh More and is benchmarked against the CRISIL Hybrid 35+65 Aggressive Index. The fund has no entry load, while an exit load of 1% applies to redemptions made within 1 year from the date of allotment.

3. Shriram ELSS Tax Saver Fund

The Shriram ELSS Tax Saver Fund is an open-ended equity-linked savings scheme with a statutory lock-in period of 3 years, offering tax benefits under Section 80C of the Income Tax Act. The scheme aims to generate long-term capital appreciation by investing predominantly in equity and equity-related securities. The fund is managed by Mr. Deepak Ramaraju and is benchmarked against the NIFTY 500 Total Return Index. The fund has no entry load, and due to the lock-in period, no exit load is applicable.

4. Shriram Balanced Advantage Fund

The Shriram Balanced Advantage Fund is an open-ended dynamic asset allocation scheme that aims to provide long-term capital appreciation and income generation by dynamically adjusting its allocation between equity and debt instruments based on market conditions.  The fund is managed by Mr. Deepak Ramaraju for equity investments and Mr. Sudip Suresh More for debt investments and is benchmarked against the CRISIL Hybrid 50+50 Moderate Index. The fund has no entry load, while an exit load of 1% applies to redemptions made within 1 year from the date of allotment.

5. Shriram Overnight Fund

The Shriram Overnight Fund is an open-ended debt scheme that seeks to generate returns commensurate with low risk and high liquidity by investing in debt and money market instruments with overnight maturity.  The fund is managed by Mr. Sudip Suresh More and is benchmarked against the CRISIL Liquid Overnight Index. The fund has no entry load, and there is no exit load applicable for redemptions.

6. Shriram Multi Asset Allocation Fund

The Shriram Multi Asset Allocation Fund is an open-ended scheme investing in equity, debt, and Gold/Silver ETFs, aiming to generate long-term capital appreciation with inflation-beating returns.  The fund is managed by Mr. Sudip Suresh More and is benchmarked against a composite index comprising Nifty 50 TRI (70%), NIFTY Short Duration Debt Index (20%), Domestic prices of Gold (8%), and Domestic prices of Silver (2%). The fund has no entry load, while an exit load of 1% applies to redemptions made within 1 year from the date of allotment.

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