Shriram Mutual Funds
Led by Shriram Group, Shriram Asset Management Company Ltd is a key player in the financial services sector. Incorporated in 1994, the company acts as the investment manager for Shriram Mutual Fund. Shriram Mutual Fund house offers a range of products tailored for both experienced and new investors. They deal in four categories of funds: equity, debt, hybrid and tax saver funds. Shriram Mutual Fund aims to create balanced portfolios and promote long-term wealth growth. The fun house combines quantitative and fundamental factors for its equity portfolio to ensure flexibility and capitalize on market trends.
8 funds
Shriram Aggresive Hybrid Fund
Hybrid • Aggressive • Direct Growth3Y CAGR
12.96%
Expense ratio
0.85%
Returns vs category
Risk vs category
Shriram ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
12.43%
Expense ratio
0.8%
Returns vs category
Risk vs category
Shriram Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
12.32%
Expense ratio
0.83%
Returns vs category
Risk vs category
Shriram Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
10.25%
Expense ratio
0.78%
Returns vs category
Risk vs category
Shriram Overnight Fund
Fixed Income • Overnight • Direct Growth3Y CAGR
6.41%
Expense ratio
0.11%
Returns on Maturity
Credit Rating
Shriram Liquid Fund
Fixed Income • Liquid • Direct Growth3Y CAGR
0.00%
Expense ratio
0.12%
Returns on Maturity
Credit Rating
Shriram Multi Asset Allocation Fund
Hybrid • Multi Asset • Direct Growth3Y CAGR
0.00%
Expense ratio
0.55%
Returns vs category
N/A
Risk vs category
N/A
Shriram Multi Sector Rotation Fund
Equity • Other • Direct Growth3Y CAGR
0.00%
Expense ratio
0.58%
Returns vs category
N/A
Risk vs category
N/A
About
AMC Summary
As of January 2025, Shriram Mutual Funds reported Assets Under Management (AUM) of Rs 929 crore. The age of the AMC is 30 years. It has nine mutual fund schemes.
About Shriram Mutual Fund
A key player in the financial services sector, the fund house is managed by Shriram Asset Management Company Ltd.
With a portfolio of nine strategically designed schemes, Shriram Mutual Fund caters to a wide range of risk profiles and financial goals. The fund house serves more than 40,000 investors and has over Rs 929 crore assets under management. The AMC is sponsored by Shriram Credit Company Ltd. of the Shriram Group.
Shriram Mutual Fund Key Information
Here are some of the key information on Shriram Mutual Fund:
• Mutual fund name: Shriram Mutual Fund • Founding date: July, 1994 • Headquarters: Mumbai • Trustee: Shriram Board of Trustees • Chairman: Ramamirtham Thiagaraja • MD and CEO: Kartik Jain
How to invest in Shriram Mutual Fund
Investing in Shriram Mutual Fund is a straightforward process and can be done through both online and offline modes. Here’s how you can get started:
Offline process
To invest offline, visit the nearest Shriram Mutual Fund branch or an authorised distributor. Fill the investment application form and submit it along with the necessary documents.
Online process
• Always ensure that you are KYC-compliant before proceeding. This is done by submitting PAN, Aadhaar or any other Government-issued ID along with proof of residence. • Go to the main page of Shriram Mutual Fund or log into an authorized partner’s site and begin the registration process. • Visit the Shriram Mutual Fund website or any authorized partner platform to register. • There are various mutual fund schemes available, choose the one that fits your financial objectives the most. • Decide whether you want to make a one-time lump sum payment or set up a Systematic Investment Plan (SIP) which provides for regular contributions. • Invest your money via net banking, UPI, or any other payment mechanism available to you. • Once your investment is processed, you can track your portfolio through the online platform and make additional investments or redemptions as required.
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Frequently Asked Questions
How can I get the Shriram Mutual Fund statement?
You can get your Shriram Mutual Fund statement by visiting their official website or through your registered email. Alternatively, you can request it via the CAMS or fintech portals using your PAN and registered email ID. To get the statement through the website, you will need details such as your name, PAN card, and folio number.
How much time does it take to redeem Shriram Mutual Fund?
Shriram Mutual Fund redemption usually takes T+1 to T+3 business days depending on the fund type.
How to increase the SIP amount in Shriram Mutual Fund?
To raise your SIP, log into the Shriram Mutual Fund portal via your investment platform and alter the amount on the current SIP plan to the desired value.
How to redeem Shriram Mutual Funds online?
Log into your account on your investment platform or the Shriram Mutual Fund website to redeem. Select the chosen scheme for redemption and put the redemption request into motion.
How to start Shriram Mutual Fund SIP online?
To set up a SIP online, go to the Shriram Mutual Fund site or any authorised platform, pick the scheme of your choice, complete KYC, decide on SIP amount and period, and set up auto debit with the bank.
Should I invest in the Shriram Mutual Fund scheme?
Shriram Mutual Fund has a variety of schemes to suit profiles and financial goals. The decision to invest or not depends on the investors’ risk tolerance and financial objectives.
What are the redemption charges of Shriram Mutual Fund?
Redemption charges vary based on the mutual fund type being redeemed. Usually, exit load as well as applicable taxes may be charged.
What determines the taxes on mutual fund returns?
Equity funds are taxed at 12.5% for long-term capital gains (after the initial exemption till Rs 1.25 lakh) and 20% for short-term gains, while debt funds are taxed based on your income tax slab.
What is the best Shriram Mutual Fund?
The fund choice is unique to each individual based on a personal evaluation of investment objectives, appetite for risk, and duration of investment.