Shriram Mutual Fund

Shriram Mutual Fund is one of India's established asset management companies, founded in 1994 as part of the well-known Shriram Group. Managed by Shriram Asset Management Company Ltd., it benefits from the group's strong retail network and deep understanding of the Indian financial market.

In recent years, the fund house has undergone a strategic transformation, with Sanlam Emerging Markets joining as a co-promoter to add global investment expertise. The AMC follows a risk-first investment approach focused on long-term stability and downside protection. Its strategy combines bottom-up stock selection with an emphasis on companies that demonstrate strong cash flows and sound corporate governance.

Here are some of the key advantages you can gain by selecting Shriram Mutual Fund for your investments:

1. Strong Group Legacy: Benefit from the trust of the Shriram Group, which has years of experience in financial services and a deep understanding of the Indian retail investor.
2. Global Risk Expertise: Through its partnership with Sanlam (a leading financial services group from South Africa), the AMC integrates international best practices in risk management and asset allocation.
3. Risk-Focused Philosophy: The fund house prioritizes "risk-first" investing, focusing on capital preservation and downside protection rather than chasing short-term market momentum.
4. Focus on "Bharat": Leveraging its massive national network, the AMC specializes in making investment products accessible and relatable to investors in Tier 2 and Tier 3 cities.
5. Diversified Asset Allocation: Their multi-asset and hybrid schemes are designed to provide steady returns by balancing equities with debt and commodities, reducing overall portfolio volatility.

Planning to invest in the Shriram Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. Register or Log In

   : Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Shriram Mutual Fund

   : Browse available Shriram Mutual Funds and shortlist those that align with your investment goals.

4. Choose Your Investment Mode

   : Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.

5. Monitor & Watch Your Investments Anytime

   : Invested in Shriram Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.

Investing in the Shriram Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:

The following set of documents is required to invest in a mutual fund:

• PAN Card - Mandatory for all investment transactions.
• Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
• KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).