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

As of September 2025, Shriram Mutual Fund manages assets exceeding ₹930 cr across various schemes. The fund house offers a diverse range of investment products, including equity, debt, hybrid, tax-saving (ELSS), exchange-traded funds (ETFs), and liquid funds. Let’s take a look at the top Shriram mutual funds in India.

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.

Created by

@82600328260032

Showing 1 - 8 of 8 results

last updated at 11:00 PM IST 
NameMFs (8)Sub CategorySub CategoryPlanPlanAUMAUMAMCAMCNAVNAVAbsolute Returns - 3MAbsolute Ret. - 3MAbsolute Returns - 1YAbsolute Ret. - 1YCAGR 3YCAGR 3YExpense RatioExpense RatioExit LoadExit LoadVolatilityVolatilitySharpe 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
1.41
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
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
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
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
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
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
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
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

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

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 -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “ Shriram Asset Management Company Limited”.
  3. Sort out the top Shriram Mutual Funds based on over 50 fundamental and technical filters.
  4. 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

Mr. Soral is the senior fund manager at Shriram Mutual Fund. He has over ten years of experience in the industry, specialising in risk management, technical analysis, and portfolio construction. He holds a B. Tech in Chemical Engineering from IIT-BHU and an MBA from IIM Ahmedabad. Before joining Shriram Mutual Fund, Mr Soral worked as a fund manager at Edelweiss Asset Management.

Mrs. Gargi Bhattacharya Banerjee

Mrs. Banerjee joined Shriram Mutual Fund in November 2012 and currently works as the equity research manager. She focuses on identifying high-potential equity securities and performs financial modelling to improve investment accuracy. Before this, she was a principal analyst at Zacks Investment Research (2009-2012), where she initiated coverage reports and analysed financial data for various companies.

Ms. Chandana Dutt

Ms. Dutt is the Chief Financial Officer (CFO) at Shriram Mutual Fund. Before this role, she managed corporate accounts and handled audits, tax assessments, and finalisation of accounts. She previously worked as a senior finance executive at Rabindranath Tagore Institute of Cardiac Sciences.

Mr. Tanmoy Sengupta

Mr. Sengupta has served as the Compliance Officer at Shriram Mutual Fund for over six years. He holds an M.Com degree and AICWA from ICAI, with more than 16 years of professional experience in compliance. Prior to joining Shriram Mutual Fund, he worked as the Assistant Compliance Officer at Shriram Share Brokers Limited, where he managed transactional and regulatory reporting and IT control frameworks.

Ms. Reena Yadav

Ms Yadav is the Company Secretary at Shriram Mutual Fund, with over 15 years of experience and an ACS degree. She was part of the company from 2008 to 2011 as Assistant Company Secretary. After a brief break, she rejoined the company as Company Secretary in August 2012.

Ms. Sneha Jaiswal

Ms. Jaiswal has worked as the Investor Service Officer at Shriram Mutual Fund for more than seven years. She holds an ACS degree from the Institute of Company Secretaries of India. Her expertise includes brokering and portfolio management services.

Risks Associated with Shriram Mutual Funds

Market Risk

Mutual fund investments are influenced by changes in the stock market. This means the value of the fund can go up or down depending on economic conditions, interest rates, and market trends. If the market is not performing well, the value of your investment can decrease.

Credit Risk

For Debt funds there is a risk that the companies issuing bonds may fail to pay back their debts or may see a downgrade in their credit rating. This can affect the value of the bonds and, in turn, the value of the fund.

Liquidity Risk

Liquidity risk occurs when it is difficult to buy or sell the securities within the fund without affecting their prices. This is especially true for funds that invest in assets that are not easily traded, like certain bonds or private equity.

Interest Rate Risk

When interest rates increase, the value of existing bonds typically decreases. This can impact debt-oriented mutual funds, which are sensitive to changes in interest rates.

Inflation Risk

Inflation refers to the rise in prices over time. If returns do not keep up with inflation, the purchasing power of your money decreases, meaning your returns may not be as valuable in the future.

Regulatory and Operational Risks

Changes in government rules, taxes, or market regulations can affect the performance of the fund. Additionally, any operational issues like system failures or fraud could also impact the fund's performance.

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Factors to Consider Before Investing in Shriram Mutual Funds

Define Financial Goals

Understanding financial goals can help choose the right mutual fund. Whether it’s for retirement, buying a home, or funding education, having clear objectives helps in selecting a fund that fits the investment horizon and risk level.

Assess Risk Tolerance

Different mutual funds come with different levels of risk. For example, the performance of equity funds depends on market conditions, whereas the debt fund performance is influenced by interest rates. It’s important to evaluate how much risk can be comfortably managed before choosing a fund.

Understand the Additional Costs

There are various costs associated with mutual funds, such as the expense ratio, which is the annual fee for managing the fund. An exit load is charged if units are redeemed before a certain period. There’s also stamp duty, a tax paid when purchasing mutual fund units. Understanding these costs is important as they can impact overall returns.

Fund Manager's Experience

The experience of the fund manager plays a significant role in a mutual fund’s performance. A fund manager with a strong track record of making informed investment decisions is more likely to manage the fund effectively, especially during market changes.

Documents Required to Invest in Shriram Mutual Fund

Here are a few documents you may require to invest in Shriram Mutual Funds:

  1. Know Your Customer (KYC) Compliance
  2. Common Application Form
  3. Proof of Identity (PoI)
  4. Proof of Address (PoA)
  5. Passport-sized Photograph
  6. Proof of Bank Account
  7. Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
  8. NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate
  9. 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.

Frequently Asked Questions About Shriram Mutual Funds

  1. How to start a Shriram mutual funds SIP online?

    Here’s how you can start a SIP in Shriram mutual funds,

    1. Launch Tickertape Mutual Fund Screener.
    2. Select the Shriram Mutual Funds that align with your investment goals.
    3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”

    Your order will be placed.

  2. 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.

  3. 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.

  4. 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.

  5. How to withdraw money from Shriram Mutual Funds?

    Here’s how to withdraw/redeem from Shriram mutual funds on Tickertape Mutual Fund Screener -

    1. Step 1 - Select the Shriram mutual funds you want to redeem
    2. 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.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the Shriram mutual funds you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund

  6. 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.

  7. Which are the top-performing Shriram mutual funds?

    Here are the top Shriram mutual funds based on their 3Y CAGR:

    1. Shriram Aggressive Hybrid Fund
    2. Shriram Flexi Cap Fund
    3. Shriram ELSS Tax Saver Fund
    4. Shriram Balanced Advantage Fund
    5. Shriram Overnight Fund

    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

  8. 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.

  9. How to choose the best Shriram Mutual Funds before investing?

    Here’s how to choose the best Shriram mutual funds for investing -

    1. Assess your risk tolerance.
    2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
    3. Compare the expense ratio.
    4. Evaluate portfolio diversification across sectors, market c=aps, and asset classes.
    5. Understand tax implications as equity and debt funds are taxed differently.
    6. 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.