Shriram Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 1,255.48 Cr
Funds on Anand Rathi
20
AMC Age
32 Yrs
Sorted by 5Y Returns descending
List of Top Shriram Mutual Fund Schemes
20 records
| Fund Name | |||
|---|---|---|---|
| Shriram ELSS Tax Saver Fund (IDCW) | -2.45% | 8.10% | 8.14% |
| Shriram ELSS Tax Saver Fund (G) | -2.44% | 8.07% | 8.12% |
| Shriram Aggressive Hybrid Fund - Regular (IDCW) | 0.34% | 9.64% | 7.94% |
| Shriram Aggressive Hybrid Fund - Regular (G) | 0.34% | 9.63% | 7.93% |
| Shriram Flexi Cap Fund (G) | -2.73% | 8.33% | 7.92% |
| Shriram Flexi Cap Fund (IDCW) | -2.75% | 8.33% | 7.92% |
| Shriram Balanced Advantage Fund (IDCW) | -3.40% | 6.09% | 5.55% |
| Shriram Balanced Advantage Fund (G) | -3.41% | 6.04% | 5.52% |
| Shriram Multi Sector Rotation Fund - Regular (G) | -1.67% | - | - |
| Shriram Overnight Fund (G) | 5.26% | 6.07% | - |
| Shriram Overnight Fund (IDCW-D) RI | 5.81% | 7.48% | - |
| Shriram Overnight Fund (IDCW-M) | 5.27% | 6.08% | - |
| Shriram Liquid Fund - Regular (G) | 5.92% | - | - |
| Shriram Liquid Fund - Unclaimed IDCW Stable Scheme | 0.00% | - | - |
| Shriram Liquid Fund - Unclaimed Redemption | 6.06% | - | - |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Shriram Mutual Fund
Prior to this assignment, Mr. Sudip was Debt Fund Manager at Kshema General Insurance Company. Additionally, he has also worked with Sahara India Life Insurance Company Ltd as a Debt Fund Manager whereby managing ULIP and Traditional funds on Fixed Income side. B.E. (EXTC), MMS (Finance) and FRM
From May 1, 2022 onwards, Fund Manager -DSP Investment Managers Private Limited Oct-2017-April 30, 2022, Quantitative Analyst - DSP Investment Managers Private Limited May 2017 - Sept 2017, Quantitative Analyst - State Street Global Advisors Jan 2012 - April 2017, Quantitative Analyst - Credit Suisse Business Analytics (India) MS Quantitative Finance, B.E
Mr. Deepak Ramaraju comes with a diverse experience of over 21 years. He is a chemical engineer by academic background. Prior to joining Shriram Asset Management Company Ltd., Mr. Deepak was advising Sanlam Group of South Africa on their India focused fund and was part of their global equity research team. He has been associated with equity markets for the past 17 years and prior to that Mr. Deepak was a researcher and co inventor at GE India Technology Center, Bangalore with 10 patents as co-inventor to his credit. Bachelor of Engineering -(BE Chemical Engineering)
Around 7 years of experience in Dealing in Fixed Income and Portfolio Management. Experience Details: 1. BOI AXA Investment managers (September 2016 Onwards) 2. DHFL Pramerica Mutual Fund (November 2011 -February 2016) 3. Quantum Mutual Fund (April 2016 - September 2016) Chartered Accountant
Ms. Gargi Bhattacharyya Banerjee has an experience of over 23 years in her professional career. She joined as Research Manager in Shriram Asset Management Company Limited in November 2012. Prior to joining Shriram Asset Management Company Limited, she has held key positions with Zacks Research Private Limited and Shriram Insight Share Brokers Limited. MBM, B.Sc with Economics (H) from University of Calcutta.
Key Information of Shriram Mutual Fund
Shriram Mutual Fund
AMCFunds Managed
10
Assets Managed
₹ 1,255.48 Cr
Contact Details
Registered Address
511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East),Mumbai - 400059.
Managing Director
Mr. Kartik Jain
Chief Executive Officer
Mr. Kartik Jain
Compliance Officer
Ajay Ramesh Bhanushali
How to Invest in Shriram Mutual Fund with Anand Rathi?
Planning to invest in Shriram Mutual Fund online?
Anand Rathi provides a secure and seamless platform to get started easily.
Follow these 5 simple steps:
- 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.
- Complete Your KYC: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.
- Explore Shriram Mutual Fund: Browse available Shriram Mutual Fund and shortlist those that align with your investment goals.
- 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 investment.
- 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.
Documents Required to Invest in Shriram Mutual Fund
Investing in 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 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).
SEBI Regulations & Compliance on Shriram Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
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Disclaimer
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Frequently Asked Questions
Log in to the AR Invest app or website, or else, open a demat account with the stock broker online. Then complete your KYC, select the Shriram Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in Shriram Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
Log in to the AR Invest app or open a demat account
Select your preferred Shriram Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Log in to the AR Invest app or open a demat account
Select your preferred Shriram Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in Shriram Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing Shriram Mutual Fund funds.
By investing in Shriram Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Shriram Mutual Fund funds.
Unlike anymarket instrument, even Shriram Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 32 years, reflecting its experience and track record in the mutual fund industry.
Shriram Mutual Fund manages assets worth ₹1,255.48 crore under its mutual fund business, indicating its scale and investor trust.
Mr. Kartik Jain is the current Chief Executive Officer of Shriram Mutual Fund.
Ajay Ramesh Bhanushali is the current Compliance Officer of Shriram Mutual Fund.
Shriram Mutual Fund currently manages 10 Mutual fund schemes.
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