Shriram Multi Asset Allocation Fund Direct growth

Hybrid • Multi Asset • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Multi Asset

Direct growth

Launched On
08 Sep 2023
2 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹12.85
-0.335% (0.00)
AUM
₹137 Cr
Expense ratio
0.55%
Benchmark
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 3Y

As per tax slab

Units held more than 3Y

20%

Exit Load

If units sold before 90D

1%

If units sold after 90D

0%

Distribution

Market capital

What's in this fund?

Credit Rating
Sectors
Holdings
Financial Services

Financial Services

32.77%
Energy

Energy

11.13%
Consumer Cyclical

Consumer Cyclical

10.69%
Technology

Technology

9.96%
Healthcare

Healthcare

8.10%

Fund House

Shriram

Shriram

Inc: 29 Nov 2013 • Total AUM: ₹981 Cr • Rank #45
Shriram Mutual Fund, started in 1994, has Shriram Credit Company Limited as its sponsors. The fund house is headed by YS Chakravarti as the CEO. As of 31 March 2024, it has an AUM of ₹546 Cr.

Fund Managers

Prateek Nigudkar

Experience: 2.73 yrs • Total AUM: 5,516 Cr

Deepak Ramaraju

Experience: 3.09 yrs • Total AUM: 5,516 Cr

Sudip More

Experience: yrs • Total AUM: 5,516 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.