Shriram Mutual Fund
- AMC AGE 32 years
- AMC AUM (In Cr) ₹ 1,128.09
- Number of Schemes 9
Shriram Mutual Fund is a long-standing AMC with roots going back decades, associated with the Shriram group ecosystem and a history of operating across market cycles. This kind of tenure is relevant for investors who value continuity of operations, established governance structures, and a fund house that has navigated multiple interest-rate and equity-market regimes.
For cohesive content, it should be framed as a legacy AMC where the emphasis remains on selecting schemes aligned to goals, horizon, and risk comfort - rather than treating “best” as a one-size-fits-all label.
List of Shriram Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
|
49 | 10.26% | 8.47% | |
|
128 | 9.01% | 8.50% | |
|
46 | 8.71% | 8.59% | |
| |
52 | 6.62% | 6.07% | |
|
128 | 6.07% | - | |
|
130 | - | - | |
|
285 | - | - | |
|
139 | - | - | |
|
171 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
|
10.26% Fund Size (Cr.) - 49 |
||
|
9.01% Fund Size (Cr.) - 128 |
||
|
8.71% Fund Size (Cr.) - 46 |
||
| |
6.62% Fund Size (Cr.) - 52 |
||
|
6.07% Fund Size (Cr.) - 128 |
||
|
- Fund Size (Cr.) - 130 |
||
|
- Fund Size (Cr.) - 285 |
||
|
- Fund Size (Cr.) - 139 |
||
|
- Fund Size (Cr.) - 171 |
Key Information about Shriram Mutual Fund
- Name of the Mutual Fund
- Shriram Mutual Fund
- Date of Incorporation
- 27 July 1994
- Setup Date
- 05 December 1994
- Sponsor Name
- Shriram Credit Company Ltd.
- Trustee Name
- NA
- Managing Director
- Mr. Kartik Jain
- Compliance Officer
- Mr. Ajay Ramesh Bhanushali
- Chief Investment Officer
- NA
- Investment Service Officer
- Mr. Chandrashekhar Kadechkar
- Auditor
- NA
- Custodian
- Standard Chartered Bank
- Registrars
- Computer Age Management Services Pvt. Ltd. (CAMS)
- Address (Head Office)
- 511-512, Meadows, Sahar Plaza, J.B. Nagar, Andheri (East)
- Telephone No
- 022-6947 3400
- Fax No
- 033-23373014
Shriram Mutual Fund Managers
How to Invest in Shriram Mutual Fund?
Investing in Shriram Mutual Fund through 5paisa gives you a simple online route to explore schemes, compare categories, and invest without offline complexity.
Step 1: Log in/register on 5paisa.
Step 2: Complete KYC using your PAN and accepted documents.
Step 3: Search for Shriram Mutual Fund under Mutual Funds.
Step 4: Evaluate your horizon and choose schemes aligned to your needs (not just popularity).
Step 5: Select SIP or lump sum, then confirm the amount and bank mandate.
Step 6: Submit the order securely and track it through your dashboard.
How to Invest in Shriram Mutual Fund ?
Investing in Shriram Mutual Fund through 5paisa gives you a simple online route to explore schemes, compare categories, and invest without offline complexity.
Step 1: Log in/register on 5paisa.
Step 2: Complete KYC using your PAN and accepted documents.
Step 3: Search for Shriram Mutual Fund under Mutual Funds.
Step 4: Evaluate your horizon and choose schemes aligned to your needs (not just popularity).
Step 5: Select SIP or lump sum, then confirm the amount and bank mandate.
Step 6: Submit the order securely and track it through your dashboard.
Top 10 Shriram Mutual Fund to Invest
- Shriram Aggressive Hybrid Fund - Regular Growth is an Aggressive Hybrid scheme that was launched on 08-11-2013 and is currently under the management of our experienced fund manager Prateek Nigudkar. With an impressive
AUM of ₹49 Crores, this scheme's latest NAV is ₹31.4104 as of 5/26/2026 12:00:00 AM.
Shriram Aggressive Hybrid Fund - Regular Growth scheme has delivered a return performance of 1.60% in the last 1 year, 10.26% in the last 3 years, and an 9.59 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 49
- 3Y Return
- 10.26%
- Shriram Flexi Cap Fund Growth is an Flexi Cap scheme that was launched on 07-09-2018 and is currently under the management of our experienced fund manager Deepak Ramaraju. With an impressive
AUM of ₹128 Crores, this scheme's latest NAV is ₹19.4413 as of 5/26/2026 12:00:00 AM.
Shriram Flexi Cap Fund Growth scheme has delivered a return performance of -1.41% in the last 1 year, 9.01% in the last 3 years, and an 9.06 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 128
- 3Y Return
- 9.01%
- Shriram ELSS Tax Saver Fund Growth is an ELSS scheme that was launched on 17-12-2018 and is currently under the management of our experienced fund manager Deepak Ramaraju. With an impressive
AUM of ₹46 Crores, this scheme's latest NAV is ₹20.3795 as of 5/26/2026 12:00:00 AM.
Shriram ELSS Tax Saver Fund Growth scheme has delivered a return performance of -1.14% in the last 1 year, 8.71% in the last 3 years, and an 10.19 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 46
- 3Y Return
- 8.71%
- Shriram Balanced Advantage Fund Growth is an Dynamic Asset Allocation or Balanced Advantage scheme that was launched on 14-06-2019 and is currently under the management of our experienced fund manager Prateek Nigudkar. With an impressive
AUM of ₹52 Crores, this scheme's latest NAV is ₹16.3616 as of 5/26/2026 12:00:00 AM.
Shriram Balanced Advantage Fund Growth scheme has delivered a return performance of -2.77% in the last 1 year, 6.62% in the last 3 years, and an 7.40 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Dynamic Asset Allocation or Balanced Advantage.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 52
- 3Y Return
- 6.62%
- Shriram Overnight Fund Growth is an Overnight scheme that was launched on 17-08-2022 and is currently under the management of our experienced fund manager Amit Modani. With an impressive
AUM of ₹128 Crores, this scheme's latest NAV is ₹12.4956 as of 5/26/2026 12:00:00 AM.
Shriram Overnight Fund Growth scheme has delivered a return performance of 5.26% in the last 1 year, 6.07% in the last 3 years, and an 6.12 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Overnight Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 128
- 3Y Return
- 6.07%
- Shriram Liquid Fund - Regular Growth is an Liquid scheme that was launched on 04-11-2024 and is currently under the management of our experienced fund manager Amit Modani. With an impressive
AUM of ₹130 Crores, this scheme's latest NAV is ₹1097.3961 as of 5/26/2026 12:00:00 AM.
Shriram Liquid Fund - Regular Growth scheme has delivered a return performance of 5.89% in the last 1 year, - in the last 3 years, and an 6.27 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Liquid Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 130
- 3Y Return
- -
- Shriram Money Market Fund - Regular Growth is an Money Market scheme that was launched on 19-01-2026 and is currently under the management of our experienced fund manager Amit Modani. With an impressive
AUM of ₹285 Crores, this scheme's latest NAV is ₹1016.1144 as of 5/26/2026 12:00:00 AM.
Shriram Money Market Fund - Regular Growth scheme has delivered a return performance of - in the last 1 year, - in the last 3 years, and an 1.61 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Money Market Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 285
- 3Y Return
- -
- Shriram Multi Asset Allocation Fund - Regular Growth is an Multi Asset Allocation scheme that was launched on 18-08-2023 and is currently under the management of our experienced fund manager Prateek Nigudkar. With an impressive
AUM of ₹139 Crores, this scheme's latest NAV is ₹13.0978 as of 5/26/2026 12:00:00 AM.
Shriram Multi Asset Allocation Fund - Regular Growth scheme has delivered a return performance of 9.69% in the last 1 year, - in the last 3 years, and an 10.45 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Multi Asset Allocation.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 139
- 3Y Return
- -
- Shriram Multi Sector Rotation Fund - Regular Growth is an Sectoral / Thematic scheme that was launched on 18-11-2024 and is currently under the management of our experienced fund manager Deepak Ramaraju. With an impressive
AUM of ₹171 Crores, this scheme's latest NAV is ₹7.7734 as of 5/26/2026 12:00:00 AM.
Shriram Multi Sector Rotation Fund - Regular Growth scheme has delivered a return performance of -1.09% in the last 1 year, - in the last 3 years, and an -15.84 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 171
- 3Y Return
- -
Other Calculators
Frequently Asked Questions
Begin with your goal and time horizon, then shortlist schemes by category and risk comfort so the fund plays a clear role in your allocation.
Yes, SIPs can generally be created online for eligible schemes, supporting disciplined investing over time.
The key charges to review are scheme-level disclosures and expense structures, rather than assuming additional platform fees.
Yes, SIP changes are typically possible online, but allow for cut-off and mandate processing timelines.
KYC completion, a linked bank mandate, and clarity on horizon and risk capacity are the practical prerequisites.
Yes, redemptions are usually available digitally, with settlement timelines depending on the scheme type.
It is fairly simple to increase your SIP amount in Shriram Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.