After entering the stock market on December 5, 1994, Shriram Asset Management Company operates Shriram Mutual Funds. Shriram Credit Company Limited (SCCL) controls 68.67% of the fund house, overseeing stock market operations. (SCCL), a Shriram subsidiary, manages Shriram Mutual Funds' investments. SCCL is an acclaimed financial services business listed on the Bombay Stock Exchange with registration number 8215 and a paid-up capital of RS. 240,631,296.
On 27 May 1994, Shriram Mutual Fund was registered under the Indian Trusts Act as a trust. The AMC was registered by SEBI on November 21, 1994. An AMC manages Rs. 445.25 crores in assets.
How to Invest in Shriram Mutual Fund on Swaraj Finpro.
Investing in Shriram Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred Shriram Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The Shriram Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The Shriram Flexi Cap Fund Fund has given 18.50% annualized returns in the past three years and 18.16% in the last 5 years and 0.00% in the last 10 years. The Shriram Flexi Cap Fund Fund comes under the Equity category of Shriram Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Shriram Flexi Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 2000.
Scheme Objective: The scheme seeks to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors.
Fund Performance: The Shriram ELSS Tax Saver Fund Fund has given 17.37% annualized returns in the past three years and 18.53% in the last 5 years and 0.00% in the last 10 years. The Shriram ELSS Tax Saver Fund Fund comes under the Equity category of Shriram Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Shriram ELSS Tax Saver Fund via lump sum is ₹ 500 and via SIP is ₹ 2000.
Scheme Objective: The Scheme seeks to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
Fund Performance: The Shriram Aggressive Hybrid Fund Fund has given 14.45% annualized returns in the past three years and 15.19% in the last 5 years and 10.77% in the last 10 years. The Shriram Aggressive Hybrid Fund Fund comes under the Equity category of Shriram Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Shriram Aggressive Hybrid Fund via lump sum is ₹ 5000 and via SIP is ₹ 2000.
Scheme Objective: The scheme seeks 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.
Fund Performance: The Shriram Balanced Advantage Fund Fund has given 12.60% annualized returns in the past three years and 12.62% in the last 5 years and 0.00% in the last 10 years. The Shriram Balanced Advantage Fund Fund comes under the Equity category of Shriram Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Shriram Balanced Advantage Fund via lump sum is ₹ 5000 and via SIP is ₹ 2000.
Scheme Objective: The scheme seeks to generate capital appreciation with relatively lower volatility over a longer tenure of time. The Scheme will accordingly invest in equities, arbitrage opportunities, derivative strategies and debt and money market instruments.
Fund Performance: The Shriram Overnight Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Shriram Overnight Fund Fund comes under the Equity category of Shriram Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Shriram Overnight Fund via lump sum is ₹ 5000 and via SIP is ₹ 100.
Scheme Objective: The scheme seeks to generate returns commensurate with low risk and providing high level of liquidity, through investments made in debt and money market instruments with overnight maturity.
Shriram Mutual Fund
