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Shriram Mutual Fund

All 11 current funds of Shriram Mutual Fund, with NAV up to 23 Oct 2026. Figures are for each fund's Direct Growth version, or the nearest equivalent. Returns depend on the kind of fund, so compare a fund only with others in its category.

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Fund House PosiPenta

Five pillars worked out by PositoAI's own method from this house's current funds: what they hold, how they did against their categories, and how steady they were.

Data incomplete
P
Price
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E
Earnings
0
N
Nitro
38
T
Torque
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A
Anchor
38
11current funds
11categories
2013oldest NAV history from
Equity3Hybrid3Debt3ETFs1Fund of Funds1

Equity 3 funds · Invest mainly in shares

ELSS (Tax Saver)1
FundNAV (₹)1 year3 years5 years
Shriram ELSS Tax Saver Fundsince Feb 2019 22.03 -8.7%+6.1%+5.5%
Flexi Cap Fund1
FundNAV (₹)1 year3 years5 years
Shriram Flexi Cap Fundsince Oct 2018 21.07 -9.2%+6.1%+5.6%
Sectoral / Thematic1
FundNAV (₹)1 year3 years5 years
Shriram Multi Sector Rotation Fundsince Dec 2024 7.72 -4.0%——

Hybrid 3 funds · A mix of shares and bonds

Aggressive Hybrid Fund1
FundNAV (₹)1 year3 years5 years
Shriram Aggressive Hybrid Fundsince Dec 2013 35.34 -4.4%+8.4%+7.0%
Balanced Advantage / Dynamic Asset Allocation1
FundNAV (₹)1 year3 years5 years
Shriram Balanced Advantage Fundsince Jul 2019 18.12 -5.7%+5.6%+5.6%
Multi Asset Allocation Fund1
FundNAV (₹)1 year3 years5 years
Shriram Multi Asset Allocation Fundsince Sep 2023 13.14 -1.0%+9.8%—

Debt 3 funds · Invest mainly in bonds and loans

Liquid Fund1
FundNAV (₹)1 year3 years5 years
Shriram Liquid Fundsince Nov 2024 1,128.08 +6.3%——
Money Market Fund1
FundNAV (₹)1 year3 years5 years
Shriram Money Market Fundsince Jan 2026 1,046.78 ———
Overnight Fund1
FundNAV (₹)1 year3 years5 years
Shriram Overnight Fundsince May 2026 1,279.98 ———

ETFs 1 fund · Funds traded on the stock exchange

Debt ETF1
FundNAV (₹)1 year3 years5 years
Shriram Nifty 1D Rate Liquid ETFsince Jul 2024 1,127.03 +4.7%——

Fund of Funds 1 fund · Invest in other funds

Fund of Funds (Domestic)1
FundNAV (₹)1 year3 years5 years
Shriram Gold ETF Passive FOFsince Sep 2026 9.68 ———

Returns up to 1 year are simple %; 3 and 5 years are yearly averages (compounded). Within each category, funds are listed by 3-year return. A dash means the fund is too young for that period. Past returns do not indicate future returns.

Disclaimer — PositoAI is a research and screening tool for educational and informational purposes. It is not investment advice or a recommendation to buy or sell any security or mutual fund. Scores and rankings are calculated by PositoAI's own method using publicly available data, which may be incomplete, delayed or inaccurate, and past performance does not indicate future results. AI summaries of company news may contain errors. PositoAI is not registered with the SEC, SEBI or any other regulatory authority. Please do your own research or consult a licensed financial advisor before investing.