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Shriram Mutual Fund - Schemes, NAV & Returns
Shriram Mutual Fund offers one of India's most trusted and diversified investment platforms, with 43 active schemes spanning Equity, Debt, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their journey. Th... Read more
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Shriram Mutual Fund FAQ'S
The core objective of Shriram Mutual Fund is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of Equity, Debt, Hybrid schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
Shriram Mutual Fund features a diverse lineup of 43 active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is Shriram Money Market Fund Direct-Growth, which leads with Assets Under Management (AUM) of ₹316.86 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from Shriram Mutual Fund based on historical returns include:
- Shriram Liquid Fund Direct-Growth : Delivered 1.64% returns over a 3-month period.
- Shriram Liquid Fund Direct-Growth : Achieved 3.09% returns over a 6-month horizon.
- Shriram Multi Asset Allocation Fund Direct-Growth : Recorded 10.95% returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the Shriram Mutual Fund portfolio are:
- Shriram Overnight Fund Direct-Growth : Generated 5.85% returns over a 2-year period.
- Shriram Aggressive Hybrid Fund Direct-Growth : Posted 11.58% returns over a 3-year horizon.
- Shriram ELSS Tax Saver Fund Direct-Growth : Registered 10.05% returns over a 5-year period.
For long-term wealth accumulation over a 7 to 20-year horizon, the top-performing funds from Shriram Mutual Fund include:
- Shriram ELSS Tax Saver Fund Direct-Growth : Delivered 11.56% returns over 7 years.
- Shriram Aggressive Hybrid Fund Direct-Growth : Achieved 10.68% returns over a 10-year horizon.
Across the active lineup of Shriram Mutual Fund, the cost structure varies significantly depending on the scheme category:
- Highest Expense Ratio: Shriram Multi Sector Rotation Fund Regular-Growth features an expense ratio of 2.43%.
- Lowest Expense Ratio: Shriram Overnight Fund Direct-Growth offers a lower expense ratio of 0.05%.
