Top Shriram Mutual Funds - SIP Schemes, Performance, Returns 2025

Top Shriram Mutual Funds in 2025
Top Shriram Mutual Funds in India (2025)
Here's the list of top Shriram mutual funds across equity, debt, hybrid funds offered by Shriram Asset Management Company Ltd.
Showing 1 - 8 of 8 results
| NameMFs (8)↓ | ↓Sub CategorySub Category↓ | ↓PlanPlan↓ | ↓AUMAUM↓ | ↓AMCAMC↓ | ↓NAVNAV↓ | ↓Absolute Returns - 3MAbsolute Ret. - 3M↓ | ↓Absolute Returns - 1YAbsolute Ret. - 1Y↓ | ↓CAGR 3YCAGR 3Y↓ | ↓Expense RatioExpense Ratio↓ | ↓Exit LoadExit Load↓ | ↓VolatilityVolatility↓ | ↓Sharpe RatioSharpe Ratio↓ | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | Shriram Liquid Fund Shriram Liquid Fund | Liquid Fund Liquid Fund | Growth Growth | 242.34 242.34 | Shriram Asset Management Company Limited Shriram Asset Management Company Limited | 1,064.26 1,064.26 | 1.41 1.41 | - - | - - | 0.12 0.12 | 0.01 0.01 | 0.12 0.12 | 2.24 2.24 | |
| 2. | Shriram Multi Sector Rotation Fund Shriram Multi Sector Rotation Fund | Thematic Fund Thematic Fund | Growth Growth | 195.30 195.30 | Shriram Asset Management Company Limited Shriram Asset Management Company Limited | 8.11 8.11 | 5.53 5.53 | - - | - - | 0.78 0.78 | 1.00 1.00 | 16.72 16.72 | -1.58 -1.58 | |
| 3. | Shriram Overnight Fund Shriram Overnight Fund | Overnight Fund Overnight Fund | Growth Growth | 155.01 155.01 | Shriram Asset Management Company Limited Shriram Asset Management Company Limited | 12.19 12.19 | 1.35 1.35 | 5.87 5.87 | 6.38 6.38 | 0.11 0.11 | - - | 0.02 0.02 | -9.54 -9.54 | |
| 4. | Shriram Multi Asset Allocation Fund Shriram Multi Asset Allocation Fund | Multi Asset Allocation Fund Multi Asset Allocation Fund | Growth Growth | 137.19 137.19 | Shriram Asset Management Company Limited Shriram Asset Management Company Limited | 13.21 13.21 | 6.52 6.52 | 6.11 6.11 | - - | 0.69 0.69 | 1.00 1.00 | 10.02 10.02 | 0.27 0.27 | |
| 5. | Shriram Flexi Cap Fund Shriram Flexi Cap Fund | Flexi Cap Fund Flexi Cap Fund | Growth Growth | 133.31 133.31 | Shriram Asset Management Company Limited Shriram Asset Management Company Limited | 23.09 23.09 | 3.13 3.13 | -4.84 -4.84 | 11.99 11.99 | 0.83 0.83 | 1.00 1.00 | 15.05 15.05 | -0.51 -0.51 | |
| 6. | Shriram Balanced Advantage Fund Shriram Balanced Advantage Fund | Dynamic Asset Allocation Fund Dynamic Asset Allocation Fund | Growth Growth | 57.66 57.66 | Shriram Asset Management Company Limited Shriram Asset Management Company Limited | 19.14 19.14 | 2.94 2.94 | 1.95 1.95 | 9.83 9.83 | 1.00 1.00 | 1.00 1.00 | 8.80 8.80 | -0.17 -0.17 | |
| 7. | Shriram ELSS Tax Saver Fund Shriram ELSS Tax Saver Fund | Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS) | Growth Growth | 49.80 49.80 | Shriram Asset Management Company Limited Shriram Asset Management Company Limited | 24.03 24.03 | 3.23 3.23 | -3.97 -3.97 | 11.81 11.81 | 0.80 0.80 | - - | 14.90 14.90 | -0.45 -0.45 | |
| 8. | Shriram Aggressive Hybrid Fund Shriram Aggressive Hybrid Fund | Aggressive Hybrid Fund Aggressive Hybrid Fund | Growth Growth | 49.77 49.77 | Shriram Asset Management Company Limited Shriram Asset Management Company Limited | 36.86 36.86 | 3.45 3.45 | 3.72 3.72 | 12.53 12.53 | 0.85 0.85 | 1.00 1.00 | 9.56 9.56 | 0.03 0.03 |
Selection criteria: AMC: Shriram Asset Management Company Limited | AUM: Sorted from Highest to Lowest
What are Shriram Mutual Funds?
Shriram Mutual Funds are managed by Shriram Asset Management Company, which began its operations in the stock market on 5th December 1994. Shriram Credit Company Limited (SCCL) holds a 68.67% controlling stake in the fund house, overseeing its stock market operations. Shriram Mutual Fund was established as a trust and registered under the Indian Trusts Act on 27th May 1994. It received SEBI registration on 21st November, 1994.
Key Information About Shriram Asset Management Company Limited
Here are the key details about Shriram Asset Management Company Limited-
| Category | Details |
|---|---|
| Established | 27th May, 1994 (Registered under Indian Trusts Act) |
| AMC Name | Shriram Asset Management Company Ltd |
| Ownership | Shriram Credit Company Limited (SCCL) - 68.67% controlling stake |
| Assets Under Management | ₹930.86 cr (as of September 2025) |
| Number of Schemes | Multiple schemes including equity, debt, hybrid, and tax-saving (ELSS) |
| Regulatory Registration | Registered with SEBI on 21st November, 1994 (SEBI Reg. No. MF/017/94/4) |
| Headquarters | Chennai, Tamil Nadu, India |
| Managing Director & CEO | Kartik Jain |
| Strategic Partnership | Sanlam (South African financial services firm) became a co-promoter in May 2025 |
Types of Funds Offered by Shriram Mutual Fund
Shriram Equity Funds
Shriram's equity funds invest in stocks across various sectors and market capitalisations, aiming for long-term capital growth. As of September 2025, Shriram Mutual Fund offers a range of equity schemes, including flexi-cap, tax-saving (ELSS), and multi-sector rotation funds. These funds provide diversified equity exposure, catering to different investor risk profiles and goals.
Shriram Hybrid Funds
Shriram's hybrid funds invest in both stocks and fixed-income securities, aiming to balance growth and stability. These funds mix equity and debt to offer a blend of risk and return. Shriram offers three hybrid funds, including aggressive hybrid, balanced advantage, and multi-asset allocation funds, catering to different investor preferences.
Shriram Debt Funds
Shriram's debt funds invest in fixed-income securities like bonds and money market instruments, offering stable returns with lower risk. These funds are ideal for conservative investors seeking steady income. Shriram offers two debt funds, like the overnight fund and liquid fund, providing liquidity and moderate returns for short-term investors.
Overview Top Shriram Mutual Fund Schemes
Shriram Multi Sector Rotation Fund
This fund invests in equity and equity derivatives, focusing on sectors expected to perform well based on earnings outlooks. It rotates investments across different sectors using a proprietary quantitative model, combined with fundamental analysis.
Shriram Liquid Fund
The Shriram Liquid Fund is a debt mutual fund that primarily invests in money market instruments and short-term debt securities with an average maturity of less than 91 days.
Shriram Overnight Fund
The Shriram Overnight Fund is a debt mutual fund that invests in short-term debt instruments with overnight maturity. This fund is designed for investors who want to park their money for very short periods, offering a safer alternative to traditional savings accounts.
Shriram Multi Asset Allocation Fund
The Shriram Multi Asset Allocation Fund is a hybrid scheme that invests in equity and equity-related securities, debt and money market instruments, gold/silver ETFs, and REITs/InvITs.
Shriram Flexi Cap Fund
The Shriram Flexi Cap Fund is an actively managed equity funds that invests across large-cap, mid-cap, and small-cap stocks. The fund aims to diversify investments across different market segments to mitigate risks.
How to Invest in Shriram Mutual Funds?
Here’s how you can identify and invest in top Shriram Mutual Funds with Tickertape Mutual Fund Screener -
- Launch Tickertape Mutual Fund Screener.
- Add a filter “AMC” and select “ Shriram Asset Management Company Limited”.
- Sort out the top Shriram Mutual Funds based on over 50 fundamental and technical filters.
- After identifying the Shriram mutual fund that aligns with your investment thesis, click on “Place Order” to invest in the Shriram mutual fund.
With Tickertape Mutual Fund Screener, you can invest via ‘lumpsum’ or start a ‘SIP’ in Shriram Mutual Funds. Moreover, by connecting your portfolio, you can do a deep analysis of your portfolio and assess its performance.
Top Shriram Mutual Funds Managers
Mr. Kartik Soral
Mrs. Gargi Bhattacharya Banerjee
Ms. Chandana Dutt
Mr. Tanmoy Sengupta
Ms. Reena Yadav
Ms. Sneha Jaiswal
Risks Associated with Shriram Mutual Funds
Market Risk
Credit Risk
Liquidity Risk
Interest Rate Risk
Inflation Risk
Regulatory and Operational Risks
Receive real-time market alerts for timely decisions
Monitor your portfolio from the palm of your hands
Watchlist stocks and mutual funds to stay updated

Factors to Consider Before Investing in Shriram Mutual Funds
Define Financial Goals
Assess Risk Tolerance
Understand the Additional Costs
Fund Manager's Experience
Documents Required to Invest in Shriram Mutual Fund
Here are a few documents you may require to invest in Shriram Mutual Funds:
- Know Your Customer (KYC) Compliance
- Common Application Form
- Proof of Identity (PoI)
- Proof of Address (PoA)
- Passport-sized Photograph
- Proof of Bank Account
- Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
- NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate
- Minor Investors: Proof of Date of Birth, Guardian's KYC Documents
Note: For the latest details, visit Shriram Mutual Fund's official website.
Conclusion
The fund house offers flexibility in investment options, including lump sum and Systematic Investment Plans (SIPs), making it easy for both new and experienced investors to invest. However, investors should be careful when selecting a Shriram Mutual Fund. They need to understand factors like risk tolerance, financial goals, and the types of assets the fund invests in, as these can affect the performance of the fund. To compare and make informed decisions, investors can use tools like the Tickertape Mutual Fund Screener, which provides 50+ pre-built filters to sort funds based on various factors and parameters.
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Frequently Asked Questions About Shriram Mutual Funds
How to start a Shriram mutual funds SIP online?
Here’s how you can start a SIP in Shriram mutual funds,
- Launch Tickertape Mutual Fund Screener.
- Select the Shriram Mutual Funds that align with your investment goals.
- Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”
Your order will be placed.How to calculate Shriram mutual funds returns?
Here’s how you can calculate returns on your Shriram mutual fund investment -
Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100
With this formula, you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get the latest data on the Shriram mutual funds’ performance.Does Shriram offer tax-free mutual fund schemes?
Shriram mutual funds offer tax-saving options, particularly through its ELSS mutual funds. While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.
Disclaimer: You can check the latest information about Shriram ELSS funds on Tickertape Mutual Fund Screener.How to cancel/stop Shriram mutual funds SIP?
To cancel the Shriram mutual funds SIP, please refer to the official website.
Disclaimer: Please do your own research or consult your financial advisor before making financial decision.How to withdraw money from Shriram Mutual Funds?
Here’s how to withdraw/redeem from Shriram mutual funds on Tickertape Mutual Fund Screener -
- Step 1 - Select the Shriram mutual funds you want to redeem
- Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
- Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
- Step 4 - Find the Shriram mutual funds you want to withdraw under “Mutual Funds” section (or “My Investments”),
- Step 5 - Tap on the mutual fund
What are the redemption charges of Shriram mutual funds?
Shriram mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on the Tickertape Mutual Fund Screener.Which are the top-performing Shriram mutual funds?
Here are the top Shriram mutual funds based on their 3Y CAGR:
- Shriram Aggressive Hybrid Fund
- Shriram Flexi Cap Fund
- Shriram ELSS Tax Saver Fund
- Shriram Balanced Advantage Fund
- Shriram Overnight Fund
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.How to increase the SIP amount in Shriram mutual funds?
You can do it from your broker account or from the Shriram mutual fund official website.How to choose the best Shriram Mutual Funds before investing?
Here’s how to choose the best Shriram mutual funds for investing -
- Assess your risk tolerance.
- Analyse the fund’s performance on Tickertape Mutual Fund Screener.
- Compare the expense ratio.
- Evaluate portfolio diversification across sectors, market c=aps, and asset classes.
- Understand tax implications as equity and debt funds are taxed differently.
- Check for exit load and lock-in period.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.