Shriram Mutual Fund
AUM
₹ 934.24 cr.
AMC Age
30 Years
No. Of Schemes
14
Shriram Mutual Fund is a well-known asset management company in India, recognised for its disciplined approach to investing. The firm prioritises customer-focused services and provides a range of schemes to meet the diverse needs of investors.
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About Shriram Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Shriram Mutual Fund, managed by Shriram Asset Management Company Limited, has been serving investors since 1994 as part of the well-established Shriram Group. The fund house offers a broad spectrum of investment solutions across multiple asset classes, catering to different financial goals and risk preferences.
Key Features
- Shriram Mutual Fund provides various schemes, including equity, debt, and hybrid funds, to accommodate diverse investment needs.
- Backed by a team of experienced professionals, the fund house employs in-depth market research and strategic risk management to optimise portfolio performance.
- With a structured approach to risk management, Shriram Mutual Fund focuses on achieving sustainable, long-term returns while maintaining transparency and control.
- Shriram AMC recently entered a strategic partnership with Sanlam Emerging Markets (Mauritius) Limited (part of South Africa's Sanlam Group).
- Sanlam has acquired a significant stake (around 23%) and joins SCCL as a co-promoter. This partnership enhances the fund house's global expertise and capital
Documents Required
To invest in Shriram Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Shriram Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Shriram Mutual Fund Managers
Mr. Deepak Ramaraju
Mrs. Gargi Bhattacharyya Banerjee
Mr. Sudip Suresh More
How To Invest In Shriram Mutual Fund With Choice?
Shriram Mutual Fund FAQ
The best Shriram Mutual Fund depends on your investment goals and risk tolerance. Equity funds are suited for long-term capital growth, debt funds for stability, and hybrid funds for a balance between risk and return. You can use advanced research tools on platforms like Choice FinX to analyse and select the best fund based on your financial objectives.
Shriram Mutual Fund schemes are not tax-free. Taxation depends on the type of fund and the duration of the investment. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in Shriram Mutual Fund, you will need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. The KYC process is mandatory and can be effortlessly completed online through the investment platform, Choice FinX.
For Shriram Mutual Funds, the minimum investment for a lump-sum purchase is 500, while for Systematic Investment Plans (SIPs), the minimum is 500 per month, with a requirement of at least 24 instalments.
Returns from Shriram Mutual Funds are calculated based on the Net Asset Value (NAV).The return formula is: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIP investments, the XIRR (Extended Internal Rate of Return) method is used to calculate returns, providing a clearer picture of performance over time.
Yes, you can switch between different Shriram Mutual Funds through Choice FinX. However, be mindful of exit loads or tax implications depending on the holding period of your investments.
The charges involved in investing in Shriram Mutual Funds include the expense ratio, exit load (if applicable for early redemption), and transaction fees. Direct plans usually have a lower expense ratio than regular plans. It is important to review the charges before investing to understand the costs involved.
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