Shriram Multi Asset Allocation Fund Direct Growth

Hybrid
Multi Asset Allocation
Very High Risk
1M
All
NAV: 01 Dec 2023₹10.71
Min. SIP amount₹1,000
RatingNA
Fund size₹91.81Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Multi Asset Allocation
Absolute returns
1M3M6MAll
Fund returns5.1%NANA4.3%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Holdings (61)

NameSectorInstrumentAssets
NAMutual Fund11.1%
Reserve Bank of India
FinancialT-Bills10.6%
FinancialEquity3.2%
ConstructionEquity2.7%
FinancialEquity2.7%
EnergyEquity2.5%
AutomobileEquity2.4%
FinancialEquity2.3%
EnergyEquity2.2%
Consumer StaplesEquity2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.37%

Inclusive of GST

Exit load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000

Fund management

Gargi Bhattacharyya Banerjee
Aug 2023 - Present
View details

Education
Ms. Banerjee is Master of Business Management in Finance and Bachelor of Science with Economics (Hon) from University of Calcutta.
Experience
Prior to joining Shriram Asset Management Co. Ltd she has worked with Zacks Research Pvt Ltd as Research Head and Shriram Insight Share Brokers Ltd
Also manages these schemes

Deepak Ramaraju
Aug 2023 - Present
View details

Education
Mr. Ramaraju has done B.E.(Chemical Engineering).
Experience
Prior to joining Shriram Mutual Fund, he has worked with Sanlam Group of South Africa as a part of their global equity research team and GE India Technology Center as a researcher and co-inventor.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East), Mumbai 400059
Phone
033-23373012 / 9339787128
Launch Date
05 Dec 1994
E-mail
NA
Website
Shriram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

Shriram Multi Asset Allocation Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 4.5.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK MAHINDRA |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  BANDHAN |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  IDBI |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ |  BAJAJ