Shriram Mutual Fund
AUM
₹ - Cr
Funds Managed
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AMC Age
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Shriram Funds
NAV
AUM
Rating
3Y Returns
5Y Returns
Exp. Ratio
| Scheme Name | NAV | AUM (Cr.) | Rating | 1Y Returns | 3Y Returns | 5Y Returns | Exp. Ratio |
|---|---|---|---|---|---|---|---|
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Shriram Mutual Funds Overview
Founded on 27 July 1994, Shriram Asset Management Company Limited is a key part of the Shriram Group. Since then, it has consistently delivered competitive returns, instilling confidence in its investors. The AMC is proudly sponsored by Shriram Credit Company Limited (SCCL), formerly Swastik Credit Company Limited.
The board of directors of the company, comprising of Mr. Ramamurthy Vaidyanathan, Mr. Gaurav Makarand Patankar, Mr. Kartik Jain, Mr. Dhruv Mehta, Mrs. Subhasri Sriram, Mrs. Jayashree Mahesh, Mr. Marc Scott Irizarry, and Mr. Prem Haroomal Samtani, brings a wealth of experience and expertise to the table. The Shriram Mutual fund is trusted by over 27000 investors and has Asset Under Management worth Rs. 536 Crore+ as of March 31, 2024.
The AMC provides various types of funds to its investors, including ELSS funds, equity funds, debt funds, and hybrid funds. Here are some of the top Shriram mutual funds:
- Equity funds:Shriram Flexi Cap Fund Direct - Growth and Shriram Long Term Equity Fund Direct - Growth
- Debt Funds: Shriram Overnight Fund Direct - Growth
- Hybrid funds: Shriram Hybrid Equity Fund Direct - Growth
Investors can choose between these fund types based on investment goals and return expectations. Shriram MF's fund managers employ risk-managed return strategies to ensure that they invest in securities that have stood the test of time. As a result, they ensure that the investors receive competitive returns on their investments. This is the reason behind the fund’s success over the years and its current extensive investor base.
The Shriram mutual fund has several advantages over other AMCs that make it a preferred choice for investors. Let us look at some of these advantages:
- Professionally Managed Funds: The Shriram MF is professionally managed by experienced and skilled professionals who employ efficient risk management strategies to provide competitive returns to investors. They invest money after thoroughly analyzing the performance of different securities over the years to ensure they make reliable investments.
- Tax Benefits: Several investors look for an investment option that helps them save tax while also getting a competitive return. This is where investing in the ELSS mutual fund in Shriram mutual fund proves beneficial. As per Section 80C of the Income Tax Act, the investors can get a tax return of up to Rs. 1.5 lakhs by investing in this fund type.
- Balanced and Diversified Portfolio: The fund managers of the Shriram mutual fund company build diversified portfolios for investors by investing in different asset classes. This helps them mitigate risks in case an asset class does not perform well. Additionally, they balance the portfolio to further ensure that the investors can benefit from the growth potential of securities while simultaneously minimizing risks with investments in reliable securities.
- Ease and Convenience: The best Shriram mutual fund provides convenience to investors by professionally managing their funds. This is a relatively easier way of investing compared with independent investing. Investors also get access to more securities since their funds are combined with those of others to invest in several securities.
The investments in the Shriram mutual fund are managed by experienced and skilled fund managers who use tried-and-tested investment strategies that work in all market conditions. This is why investors trust their funds with Shriram mutual fund managers. Additionally, this AMC diversifies and balances the portfolio to invest in different asset classes to mitigate risks.
While these are strategic and investment ways of keeping the funds secure, the AMC also complies with the rules and regulations set by SEBI to protect investors' interests.
Over the years, Shriram funds have given competitive returns. For instance, Shriram Flexi Cap Fund Direct-Growth provides its investors with a one-year return of 44.01 %, a three-year return of 19.79 %, and a five-year return of 17.12 %. Another debt fund, Shriram Overnight Fund Direct-Growth, provides its investors with a 6.79 % one-year return.
While this AMC helps investors get competitive returns, they must still analyze the fund before investing. This will help them understand the fund's performance better and assess whether it satisfies their needs. Investors should also remember that returns are influenced by market fluctuations and global events. Therefore, it becomes even more important to analyze the fund perforce to judge whether the securities invested in have delivered returns despite the market conditions.
Making an informed investment decision in AMC is crucial to ensure peace of mind and to have the right expectations from the fund.
Online platforms such as Dhan have made it easy to invest in AMCs from the comfort of one’s home. They not only provide a platform for investing but also equip investors with all the necessary information on the different fund types. This includes their AUM, expected one-year, three-year, and five-year returns, minimum investment amount, and ratings. This information helps investors make an informed decision about their investments.
Let us now look at the steps for investing in the Shriram mutual fund through Dhan. These include:
- Step 1: Go to the App Store or the Play Store on your phone and install the Dhan app.
- Step 2: Once the app is downloaded, you must register on the app by entering your phone number. Enter the OTP you will receive shortly to proceed.
- Set up your account by providing personal details such as your email address, PAN, and Aadhaar number.
- Step 4: After your account is set up, navigate to the mutual fund section and locate the Shriram mutual fund.
- Step 5:Based on their rating and returns, select the fund type from equity funds, debt funds, ELSS funds, or hybrid funds.
- Step 6: Once the fund is selected, the last step is to select the payment method. Depending on your preference, you can choose from Shriram mutual fund lump sum plans or Shriram mutual fund SIP plans. The Shriram mutual fund SIP plan is suitable for individuals who cannot make the entire payment at one time and must pay monthly or quarterly installments.
- Step 7: Once your payment method is set, you will receive a confirmation message and an OTP on your registered mobile number. Enter that, and you are done.
If you want to calculate your returns using the SIP payment method, use the Dhan Shriram mutual fund SIP calculator. All you have to enter is your SIP installment amount, duration, and expected returns. To make the process hassle-free, you can also set up a date for automatic payments.
Invest in the Shriram mutual fund through Dhan for a smooth and seamless investment journey.
Founded on 27 July 1994, Shriram Asset Management Company Limited is a key part of the Shriram Group. Since then, it has consistently delivered competitive returns, instilling confidence in its investors. The AMC is proudly sponsored by Shriram Credit Company Limited (SCCL), formerly Swastik Credit Company Limited.
The board of directors of the company, comprising of Mr. Ramamurthy Vaidyanathan, Mr. Gaurav Makarand Patankar, Mr. Kartik Jain, Mr. Dhruv Mehta, Mrs. Subhasri Sriram, Mrs. Jayashree Mahesh, Mr. Marc Scott Irizarry, and Mr. Prem Haroomal Samtani, brings a wealth of experience and expertise to the table. The Shriram Mutual fund is trusted by over 27000 investors and has Asset Under Management worth Rs. 536 Crore+ as of March 31, 2024.
The AMC provides various types of funds to its investors, including ELSS funds, equity funds, debt funds, and hybrid funds. Here are some of the top Shriram mutual funds:
- Equity funds:Shriram Flexi Cap Fund Direct - Growth and Shriram Long Term Equity Fund Direct - Growth
- Debt Funds: Shriram Overnight Fund Direct - Growth
- Hybrid funds: Shriram Hybrid Equity Fund Direct - Growth
Investors can choose between these fund types based on investment goals and return expectations. Shriram MF's fund managers employ risk-managed return strategies to ensure that they invest in securities that have stood the test of time. As a result, they ensure that the investors receive competitive returns on their investments. This is the reason behind the fund’s success over the years and its current extensive investor base.
The Shriram mutual fund has several advantages over other AMCs that make it a preferred choice for investors. Let us look at some of these advantages:
- Professionally Managed Funds: The Shriram MF is professionally managed by experienced and skilled professionals who employ efficient risk management strategies to provide competitive returns to investors. They invest money after thoroughly analyzing the performance of different securities over the years to ensure they make reliable investments.
- Tax Benefits: Several investors look for an investment option that helps them save tax while also getting a competitive return. This is where investing in the ELSS mutual fund in Shriram mutual fund proves beneficial. As per Section 80C of the Income Tax Act, the investors can get a tax return of up to Rs. 1.5 lakhs by investing in this fund type.
- Balanced and Diversified Portfolio: The fund managers of the Shriram mutual fund company build diversified portfolios for investors by investing in different asset classes. This helps them mitigate risks in case an asset class does not perform well. Additionally, they balance the portfolio to further ensure that the investors can benefit from the growth potential of securities while simultaneously minimizing risks with investments in reliable securities.
- Ease and Convenience: The best Shriram mutual fund provides convenience to investors by professionally managing their funds. This is a relatively easier way of investing compared with independent investing. Investors also get access to more securities since their funds are combined with those of others to invest in several securities.
The investments in the Shriram mutual fund are managed by experienced and skilled fund managers who use tried-and-tested investment strategies that work in all market conditions. This is why investors trust their funds with Shriram mutual fund managers. Additionally, this AMC diversifies and balances the portfolio to invest in different asset classes to mitigate risks.
While these are strategic and investment ways of keeping the funds secure, the AMC also complies with the rules and regulations set by SEBI to protect investors' interests.
Over the years, Shriram funds have given competitive returns. For instance, Shriram Flexi Cap Fund Direct-Growth provides its investors with a one-year return of 44.01 %, a three-year return of 19.79 %, and a five-year return of 17.12 %. Another debt fund, Shriram Overnight Fund Direct-Growth, provides its investors with a 6.79 % one-year return.
While this AMC helps investors get competitive returns, they must still analyze the fund before investing. This will help them understand the fund's performance better and assess whether it satisfies their needs. Investors should also remember that returns are influenced by market fluctuations and global events. Therefore, it becomes even more important to analyze the fund perforce to judge whether the securities invested in have delivered returns despite the market conditions.
Making an informed investment decision in AMC is crucial to ensure peace of mind and to have the right expectations from the fund.
Online platforms such as Dhan have made it easy to invest in AMCs from the comfort of one’s home. They not only provide a platform for investing but also equip investors with all the necessary information on the different fund types. This includes their AUM, expected one-year, three-year, and five-year returns, minimum investment amount, and ratings. This information helps investors make an informed decision about their investments.
Let us now look at the steps for investing in the Shriram mutual fund through Dhan. These include:
- Step 1: Go to the App Store or the Play Store on your phone and install the Dhan app.
- Step 2: Once the app is downloaded, you must register on the app by entering your phone number. Enter the OTP you will receive shortly to proceed.
- Set up your account by providing personal details such as your email address, PAN, and Aadhaar number.
- Step 4: After your account is set up, navigate to the mutual fund section and locate the Shriram mutual fund.
- Step 5:Based on their rating and returns, select the fund type from equity funds, debt funds, ELSS funds, or hybrid funds.
- Step 6: Once the fund is selected, the last step is to select the payment method. Depending on your preference, you can choose from Shriram mutual fund lump sum plans or Shriram mutual fund SIP plans. The Shriram mutual fund SIP plan is suitable for individuals who cannot make the entire payment at one time and must pay monthly or quarterly installments.
- Step 7: Once your payment method is set, you will receive a confirmation message and an OTP on your registered mobile number. Enter that, and you are done.
If you want to calculate your returns using the SIP payment method, use the Dhan Shriram mutual fund SIP calculator. All you have to enter is your SIP installment amount, duration, and expected returns. To make the process hassle-free, you can also set up a date for automatic payments.
Invest in the Shriram mutual fund through Dhan for a smooth and seamless investment journey.
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