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  • Shriram Mutual Fund
  • Shriram Multi Asset Allocation Fund (Growth)
Shriram Mutual Fund

Shriram Multi Asset Allocation Fund (Growth)

HybridMulti Asset Allocation

12.556

NAV (May 23)

25.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.556

NAV (May 23)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
25.6%
6 Month CAGR
21%

Scheme Information

Investment Objective

The primary objective of the scheme is to generate long term capital appreciation with inflation beating returns by investing in Equity and Equity related securities,Debt and Money Market instruments,Gold/Silver ETFs,and REITs / InvITs. There is no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
2.3
Launched (1y ago)
Sep 08, 2023
AUM in Crores
136.514
ISIN
INF680P01414
Lock-in
No Lock-in
Benchmark
Nifty 50 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.48
Fund Managers

Gargi Banerjee

Fund Manager

Deepak Ramaraju

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Shriram Multi Asset Allocation Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-23

Top Stock Holdings

nippon india etf gold bees

13.3%
13.3%

clearing corporation of india ltd.

12.6%
12.6%

reliance industries ltd

7%
7%

icici bank ltd

6.5%
6.5%

net receivables / (payables)

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

20.5%
20.5%

industrials

13.7%
13.7%

consumer cyclical

9.8%
9.8%

energy

8.5%
8.5%

technology

4.6%
4.6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 34,733 cr

₹ 11,135 cr

₹ 9,107 cr

₹ 2,024 cr

₹ 2,173 cr

amc-img

About the AMC

Shriram Asset Management Co Ltd

Shriram Asset Management Co Ltd manages assets worth 563 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.amc-img
phone-img033-23373012
Fund NameScripbox Opinion
Till Date CAGR

18.8%

16.4%

15%

11.6%

19.5%

14.8%

19.5%

14.8%

15%

11.6%

Shriram Multi Asset Allocation Fund (G) Review

Shriram Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 25.6% over a period of 0 years. The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Deepak Ramaraju, Gargi Banerjee.

Nav of Shriram Multi Asset Allocation Fund (G) as of 5/23/2024 is ₹12.56 with the total AUM as of 5/24/2024 is ₹136.514. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram Multi Asset Allocation Fund (G) was launched on Sep 08, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Shriram Multi Asset Allocation Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Shriram Multi Asset Allocation Fund (G)?

Shriram Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Shriram Multi Asset Allocation Fund (G)?

You can invest in Shriram Multi Asset Allocation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Shriram Multi Asset Allocation Fund (G)?

The minimum sip amount for Shriram Multi Asset Allocation Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Shriram Multi Asset Allocation Fund (G) good to invest in?

As per Scripbox experts, Shriram Multi Asset Allocation Fund (G) is a Not Reviewed Yet fund. You can investShriram Multi Asset Allocation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Shriram Multi Asset Allocation Fund (G)?

The expense ratio of the Shriram Multi Asset Allocation Fund (G) is 2.3% for regular plan.