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Shriram Mutual Fund Asset Management Company | Best Mutual Funds

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Shriram Mutual Fund

Updated on March 17, 2019 , 68 views

The Shriram Mutual Fund Company received the permission to act as an Asset Management Company by SEBI (Securities and Exchange Board of India) on November 12, 1994. Then, as an integral part of Shriram Group of Chennai, Shriram Mutual Fund was incorporated on December 05, 1994.

shriram-mutual-fund

Today, Shriram Asset Management Company has made its presence in various financial services that include consumer finance, Life Insurance, general insurance, Chit Fund (such as Shriram Chit Fund), Stock Broking and distribution of financial products.

AMC Shriram Mutual Fund
Date of Setup December 05, 1994
AUM INR 47.09 crore (Jun-30-2018)
CEO/MD Mr. Akhilesh Kumar Singh
Compliance Officer Mr. Tanmoy Sengupta
investor Service Officer Mrs. Sneha Jaiswal
Fax 033-23373014
Tel 033-23373012
Website www.shriramamc.com
Email info[AT]shriramamc.com

Shriram Mutual Fund NAV

Shriram Mutual Fund NAV can be found on the AMFI website. The latest NAV can also be found on the asset management company’s (AMFI) website. You can also check for the historical NAV of Shriram Mutual Fund on the AMFI website.

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Best Mutual Funds Offered

1. Shriram Hybrid Equity Fund

(Erstwhile Shriram Equity & Debt Opportunities Fund)

To generate long-term capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of equity and equity related investments, debt and money market instruments.

Shriram Hybrid Equity Fund is a Hybrid - Balanced Hybrid fund was launched on 29 Nov 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Return for 2018 was 1.2% , 2017 was 23.6% and 2016 was 1.1% .

Below is the key information for Shriram Hybrid Equity Fund

Shriram Hybrid Equity Fund
Growth
Launch Date 29 Nov 13
NAV (19 Mar 19) ₹16.6911 ↑ 0.05   (0.33 %)
Net Assets (Cr) ₹55 on 28 Feb 19
Category Hybrid - Balanced Hybrid
AMC Shriram Asset Management Co Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.31
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹12,868
29 Feb 16₹11,201
28 Feb 17₹13,499
28 Feb 18₹15,316
28 Feb 19₹15,324

Shriram Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Shriram Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Mar 19

DurationReturns
1 Month 6.1%
3 Month 1.7%
6 Month 1.3%
1 Year 7.1%
3 Year 10.7%
5 Year 9.8%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 1.2%
2017 23.6%
2016 1.1%
2015 0%
2014 26.8%
2013
2012
2011
2010
2009
Fund Manager information for Shriram Hybrid Equity Fund
NameSinceTenure
Kartik Soral30 Nov 171.17 Yr.
Gargi Banerjee21 Nov 162.19 Yr.

Data below for Shriram Hybrid Equity Fund as on 28 Feb 19

Asset Allocation
Asset ClassValue
Equity71.06%
Debt12.09%
Other16.86%
Equity Sector Allocation
SectorValue
Financial Services24.86%
Technology10.2%
Basic Materials7.31%
Industrials6.71%
Consumer Defensive6.68%
Consumer Cyclical5.14%
Energy3.97%
Utility3.61%
Health Care2.58%
Debt Sector Allocation
SectorValue
Corporate9.51%
Government3.13%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash,cash Equivalents And Net Current Assets
Receivables | -
16%₹9 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
6%₹3 Cr14,991
↑ 4,610
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
4%₹2 Cr65,437
↑ 3,166
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 13 | LT
4%₹2 Cr17,495
↑ 880
LIC Housing Finance Limited
Debentures | -
4%₹2 Cr20
Rural Electrification Corporation Limited
Debentures | -
4%₹2 Cr20
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 14 | KOTAKBANK
4%₹2 Cr16,095
Infosys Ltd (Technology)
Equity, Since 31 Dec 13 | INFY
3%₹2 Cr25,381
↑ 1,311
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | ITC
3%₹2 Cr62,145
↑ 1,731
State Bank of India (Financial Services)
Equity, Since 31 Mar 17 | SBIN
3%₹2 Cr63,160

How to Invest in Shriram MF Online?

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Why Opt for Shriram Mutual Fund Investment

  • Invest in Shriram Mutual Fund to avail the best of both equity and debt instruments.
  • Shriram Mutual Fund ensures good returns with comparatively less market risk involved (unlike Equity Mutual Funds).
  • When held for long-term, Shriram Mutual Fund Investment offers exceptionally good returns.

Address

CK-6, 2nd Floor, Sector II, Salt Lake City, Kolkata - 700091

Sponsor(s)

Shriram Credit Company Ltd.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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