Shriram Mutual Fund
AUM
₹ - Cr
Funds Managed
-
AMC Age
-
Shriram Funds
Investment
AUM
Rating
3Y Returns
5Y Returns
| Scheme Name | Min. Investment | AUM (in Cr.) | Rating | 1Y Returns | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|---|---|---|
Returns on Shriram Mutual Fund
Total Investment
₹ 1,20,000
Gain
₹ 40,000
Current Value
₹ 1,60,000
You have invested
Check the Returns of Your Investment in
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.
AMC Information
-
Funds Managed
-
Assets Managed
₹ - Cr
Contact Details
-
@-
- Registered Address
-
Other Popular AMCs in India
Explore All Mutual Funds
Dhan App
Chrome
Join us on
Follow us on
Partner with us
built with love
for Indians who love to invest & trade
we are part of Raise Financial Services
Explore
*All securities mentioned on this website are exemplary and not recommendatory.
We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.
Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.
That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.
©2021-2024 Moneylicious Securities Private Limited. All rights reserved. CIN - U74999WB2012PTC184187 Moneylicious Securities is part of Raise Financial Services.
SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: Office No. 14D, 4th Floor, Shri Krishna Chambers, 78, Bentick Street, Kolkata - 700001, West Bengal, India.
Corporate Office: A-302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.
For any query / feedback / clarifications, email at help@dhan.co.
Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders
Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Saarthi 2.0 Mobile App for Investors
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: Office No. 14D, 4th Floor, Shri Krishna Chambers, 78, Bentick Street, Kolkata - 700001, West Bengal, India.
Corporate Office: A-302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.
Details of client bank account
For any query / feedback / clarifications, email at help@dhan.co.
In case of grievances for any of the services rendered by Moneylicious Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.
DHAN is a brand owned by Moneylicious Securities Private Limited. All DHAN clients are registered under Moneylicious Securities Private Limited. Clients are advised to refer to our company as Moneylicious Securities Private Limited when communicating with regulatory authorities.
Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances
Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit
Attention investors:
- Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
- Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
- Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / Moneylicious / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.
Moneylicious Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.
Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/
Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX
Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets
Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders
Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Saarthi 2.0 Mobile App for Investors