Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
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.
| 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 |
Deepak Ramaraju
Fund Manager since Aug 2023 (3 years)
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:
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:
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:
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.
| Name | Sub Category | AUM | Absolute Returns - 1Y (%) | CAGR 3Y (%) | Expense Ratio (%) |
| Shriram Aggressive Hybrid Fund | Aggressive Hybrid Fund | 49.36 | 8.25 | 13.48 | 0.85 |
| Shriram ELSS Tax Saver Fund | Equity Linked Savings Scheme (ELSS) | 47.70 | 4.10 | 13.29 | 0.80 |
| Shriram Flexi Cap Fund | Flexi Cap Fund | 131.63 | 3.63 | 12.86 | 0.83 |
| Shriram Balanced Advantage Fund | Dynamic Asset Allocation Fund | 55.54 | 5.86 | 10.40 | 1.00 |
| Shriram Overnight Fund | Overnight Fund | 235.86 | 5.57 | 6.31 | 0.11 |
| Shriram Multi Asset Allocation Fund | Multi Asset Allocation Fund | 144.13 | 15.71 | - | 0.69 |
| Shriram Liquid Fund | Liquid Fund | 153.51 | 6.12 | - | 0.15 |
| Shriram Multi Sector Rotation Fund | Thematic Fund | 184.31 | -5.31 | - | 0.78 |
| Shriram Money Market Fund | Money Market Fund | 421.91 | - | - | - |
Note: The data is as of February 2026, with funds ranked by the highest 3-year CAGR among Shriram Mutual Fund schemes.
Shriram Aggressive Hybrid Fund is managed by Deepak Ramaraju, Prateek Nigudkar, Sudip More, and Amit Modani, and was launched on 29 November 2013. It is benchmarked against the S&P BSE 500 index. The scheme aims to achieve long-term capital growth along with regular income while maintaining lower volatility by investing in a balanced mix of diversified equity and equity-related instruments, as well as debt and money market securities. It has an expense ratio of 0.85%.
Shriram ELSS Tax Saver Fund is managed by Deepak Ramaraju and Prateek Nigudkar and was launched on 19 January 2019. It is benchmarked against the S&P BSE 500 index. The scheme aims to generate income and long-term capital growth by investing in a diversified portfolio mainly consisting of equity and equity-related securities, while also allowing investors to benefit from applicable income tax rebates. However, there is no assurance that the investment objective will be achieved, and the scheme does not guarantee any returns. It carries an expense ratio of 0.80%.
Shriram Flexi Cap Fund is managed by Deepak Ramaraju and Prateek Nigudkar and was launched on 21 September 2018. It is benchmarked against the S&P BSE 500 index. The scheme aims to achieve long-term capital appreciation by investing in an actively managed and diversified portfolio that mainly includes equity and equity-related securities across different sectors. However, there is no assurance that the investment objective will be met, and the scheme does not guarantee any returns. It has an expense ratio of 0.83%.
Shriram Balanced Advantage Fund is managed by Deepak Ramaraju, Prateek Nigudkar, Sudip More, and Amit Modani and was launched on 5 July 2019. It is benchmarked against the S&P BSE 500 index. The scheme aims to achieve capital appreciation over the long term while maintaining relatively lower volatility by investing in a mix of equities, arbitrage opportunities, derivative strategies, and debt and money market instruments. It has the highest expense ratio among the listed funds at 1.00%.
Shriram Overnight Fund is managed by Sudip More and Amit Modani and was launched on 26 August 2022. It is benchmarked against the S&P BSE 500 index. The scheme aims to generate returns aligned with low risk while maintaining a high level of liquidity by investing in debt and money market instruments with overnight maturity. However, there is no assurance that the investment objective will be achieved, and the scheme does not guarantee any returns. It has a relatively low expense ratio of 0.11%.
Shriram Multi Asset Allocation Fund is managed by Deepak Ramaraju, Prateek Nigudkar, Sudip More, and Amit Modani and was launched on 8 September 2023. It is benchmarked against the S&P BSE 500 index. The scheme aims to achieve long-term capital appreciation and deliver returns that outpace inflation by investing across a mix of equity and equity-related securities, debt and money market instruments, Gold and Silver ETFs, as well as REITs and InvITs. It has an expense ratio of 0.69%.
Shriram Liquid Fund is managed by Sudip More and Amit Modani and was launched on 4 November 2024. It is benchmarked against the S&P BSE 500 index. The scheme seeks to generate optimal returns while maintaining lower to moderate risk and high liquidity by investing primarily in debt and money market instruments, with the portfolio’s average maturity kept below 91 days. It carries a low expense ratio of 0.15%.
Shriram Multi Sector Rotation Fund is managed by Deepak Ramaraju and Prateek Nigudkar and was launched on 9 December 2024. It is benchmarked against the S&P BSE 500 index. The scheme aims to achieve long-term capital appreciation by using a quantamental investment approach that focuses on equities and equity derivatives in sectors showing strong earnings potential. Sector allocation and stock selection are guided by an in-house proprietary quantitative model, supported by fundamental analysis. It has an expense ratio of 0.78%.
Shriram Money Market Fund is an open-ended fund, allowing investors to purchase or redeem units on all business days at prices based on the Net Asset Value (NAV). Redemption proceeds are generally transferred within three business days from the date of the redemption request. If there is a delay beyond this period, the asset management company (AMC) is required to pay interest to investors at a rate of 15% per annum. The fund is managed by Amit Modani and Sudip Suresh More. It does not have an available expense ratio in the provided data.
