Shriram Mutual Fund: AUM, Schemes, Leadership & Top Funds
Shriram Mutual Fund manages ₹1,269.25 crore across 9 schemes. See its background, leadership and top funds with returns and risk data.
Shriram Mutual Fund is operated by Shriram Asset Management Company, which began operations on 5 December 1994. It manages ₹1,269.25 crore across 9 schemes under MD and CEO Kartik Jain. This guide covers its background, key details and its top 9 funds with returns and risk data.
Key takeaways
- Shriram Mutual Fund manages ₹1,269.25 crore across 9 schemes and is 31 years old.
- Shriram Credit Company Limited (SCCL), a subsidiary of the Shriram conglomerate, holds a 68.67% controlling stake in the fund house.
- The mutual fund began as a trust registered under the Indian Trusts Act on 27 May 1994, and its SEBI registration number is MF/017/94/4.
- Kartik Jain is Managing Director and CEO.
- Its top 9 funds include liquid, overnight, hybrid, ELSS and flexi cap funds.
What is Shriram Mutual Fund?
Shriram Mutual Fund is operated by Shriram Asset Management Company, which commenced operations on 5 December 1994. It originated as a trust, registered under the Indian Trusts Act on 27 May 1994, and received SEBI registration on 21 November 1994 under registration number MF/017/94/4.
Who controls Shriram Mutual Fund?
Shriram Credit Company Limited (SCCL) holds a 68.67% controlling stake in the fund house. SCCL is a subsidiary of the Shriram conglomerate and is responsible for the investment patterns of Shriram Mutual Funds. It is a financial services company listed on the Bombay Stock Exchange.
Shriram Mutual Fund: key information
| Field | Detail |
|---|---|
| Total AUM | ₹1,269.25 crore |
| Number of schemes | 9 |
| AMC age | 31 years |
| Incorporation date | 5 December 1994 |
| Sponsors | Shriram Credit Company Limited |
| Trustee organisation | Shriram Trustees Limited |
| CEO | Kartik Jain(Managing Director and Chief Executive Officer) |
| Compliance officer | Mr Tanmoy Sengupta |
| Address | 511-512, Meadows, Sahar Plaza, J. B. Nagar, Andheri (East), Mumbai 400059 |
Top 9 Shriram Mutual Funds ranked by an internal score
These are the fund house's top 9 funds, ranked by Invo Wealth's internal fund-quality score. The score itself is not shown, only the return and risk numbers behind it. A "--" means the fund has not completed that period or the data is unavailable.
Returns across 6 months to 5 years
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Shriram Liquid Fund | Liquid Fund | 6.85% | 6.22% | -- | -- |
| Shriram Multi Sector Rotation Fund | Sectoral/Thematic Fund | 9.89% | 6.20% | -- | -- |
| Shriram Overnight Fund | Overnight Fund | -- | -- | -- | -- |
| Shriram Balanced Advantage Fund | Dynamic Asset Allocation / Balanced Advantage Fund | -1.26% | 0.12% | 5.13% | 5.02% |
| Shriram ELSS Tax Saver Fund | ELSS (Tax Saver) Fund | 1.42% | -0.16% | 6.28% | 5.91% |
| Shriram Aggressive Hybrid Fund | Aggressive Hybrid Fund | 3.29% | 2.44% | 8.27% | 6.65% |
| Shriram Flexi Cap Fund | Flexi Cap Fund | 0.95% | -0.48% | 6.42% | 6.25% |
| Shriram Multi Asset Allocation Fund | Multi Asset Allocation Fund | -0.57% | 9.61% | -- | -- |
| Shriram Money Market Fund | Money Market Fund | 6.60% | -- | -- | -- |
All funds listed are Regular Plan - Growth option. CAGR = compound annual growth rate.
Risk and consistency metrics
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| Shriram Liquid Fund | INF680P01448 | 6.01% | 0.20% | -0.01% | -8.72 |
| Shriram Multi Sector Rotation Fund | INF680P01463 | -2.45% | 19.87% | -31.05% | -0.05 |
| Shriram Overnight Fund | INF680P01505 | -- | 0.12% | 0.00% | -- |
| Shriram Balanced Advantage Fund | INF680P01174 | 7.57% | 12.17% | -14.82% | -0.20 |
| Shriram ELSS Tax Saver Fund | INF680P01133 | 11.04% | 18.81% | -23.97% | -0.05 |
| Shriram Aggressive Hybrid Fund | INF680P01018 | 10.30% | 13.25% | -16.79% | 0.13 |
| Shriram Flexi Cap Fund | INF680P01075 | 11.43% | 19.15% | -25.10% | -0.04 |
| Shriram Multi Asset Allocation Fund | INF680P01414 | 6.27% | 14.40% | -16.32% | 0.24 |
| Shriram Money Market Fund | INF680P01489 | -- | 0.70% | -0.18% | -0.97 |
The Shriram Liquid Fund shows volatility of 0.20%, while the Shriram Multi Sector Rotation Fund shows 19.87% and a max drawdown of -31.05%. Several funds are recent, so compare risk metrics, not only returns.
How to invest in Shriram Mutual Fund
You can invest online through the fund house's website or a platform of your choice. Sign up on Invo Wealth, get complete portfolio insights and start investing in mutual funds that actually suit you.
Conclusion
Shriram Mutual Fund is a small, 9-scheme fund house backed by the Shriram group's SCCL. Check each fund's returns, volatility and drawdown against your goals before investing.
Frequently asked questions
How do I start an SIP in Shriram Mutual Fund online?
You can start an SIP online through Invo Wealth, or through the fund house's website or any other online platform or mobile app. Choose a scheme, set the amount and begin.
How do I calculate a Shriram Mutual Fund SIP?
An SIP calculation takes into account your investment amount, the SIP tenure, the number of instalments already paid and the expected interest rate.
How do I redeem a Shriram Mutual Fund investment?
Offline, visit the nearest fund house office and submit a form. Online, sign in with your folio number on the official website, or redeem through any online portal where you invested.
Can I increase my Shriram Mutual Fund SIP amount?
Yes, through a step-up or top-up SIP, which most fund houses now offer. Check with the fund house first and use a step-up calculator to decide the new amount.
How do I stop a Shriram Mutual Fund SIP online?
Place a Cancel SIP request at any time. Log in to the fund house's website with your folio number, contact your agent, or use the platform where you invested.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).