Shriram Multi Asset Allocation Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Shriram Multi Asset Allocation Fund Growth Fund Overview
SIP ₹500 & Lump. ₹500
₹146 Cr
N/A
2.48
If redeemed / switched-out within 90 days from the date of allotment :-For 12% of units: NilMore than 12% of units: 1% of applicable Net Asset Value (NAV)If redeemed/switched out after 90 days from the date of allotment: Nil.
Nifty 50 Total Returns Index
Shriram Multi Asset Allocation Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.86 | -1.64 | 2.17 |
| 6M | 3.84 | 3.17 | 18.87 |
| 1Y | 3.82 | 3.55 | 20.46 |
| 3Y | 8.54 | 12.08 | 78.27 |
Portfolio Analysis
- Equity: 66.43%
- Debt: 33.57%
- Others
About Fund Shriram Multi Asset Allocation Fund Growth
Shriram Multi Asset Allocation Fund Growth managed by Shriram Mutual Fund,is a Multi Asset Allocationscheme with Assets Under Management of ₹146 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 2.48. Under the expert guidance of Amit Modani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Amit Modani
Mr. Amit Modani is Chartered Accountant. Prior to joining BOI AXA Mutual Fund, he has worked with Quantum Asset Management Company Private Limited and Pramerica Asset Managers Pvt. Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Edelweiss Multi Asset Allocation Fund Growth | 0 | 2,953 CR | 1.13 |
| Shriram Multi Asset Allocation Fund Growth | 0 | 145 CR | 2.48 |
| Nippon India Multi Asset Allocation Fund Growth | 5 | 17,983 CR | 1.43 |
| ICICI Prudential Multi Asset Fund - Institutional Option - I Growth | 0 | 11,090 CR | 2.17 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Multi Asset Allocation Fund Growth | 6.3328 | 23.0441 |
| This FundShriram Multi Asset Allocation Fund Growth | 3.8206 | 27.8762 |
| This FundNippon India Multi Asset Allocation Fund Growth | 7.974 | 59.9335 |
| This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth | 20.4613 | 78.2682 |
Shriram Multi Asset Allocation Fund Growth FAQs
- 1 Month : -4.86%
- 6 Months : 3.84%
- 1 Year : 3.82%
- 3 Years : 8.54%
