Shriram Multi Asset Allocation Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Shriram Multi Asset Allocation Growth Direct Plan

NAV
₹13.4541
+0.03%
(20 Nov)
AUM
137 Cr
TER
0.69%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+19.6%
+17.3%
+15.1%
+13.5%
+10.6%
3Y
+21.6%
+20.4%
+22.1%
+21.3%
NA
5Y
+19.1%
+24.8%
+27.7%
+16.9%
NA
ALL
+19.2%
+17.1%
+15.9%
+10.7%
+14.4%
VOL
9.1%
11.8%
10.6%
10.2%
11.7%
TER
0.3%
0.7%
0.6%
0.6%
0.7%
AUM
₹8,722 Cr
₹71,900 Cr
₹4,057 Cr
₹6,376 Cr
₹137 Cr
INFO
2.12
1.44
1.51
1.05
1.23
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Shriram Multi Asset Allocation (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Nippon India ETF Gold BeES
11.6%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
6.7%
Reliance Industries Ltd
4.8%
HDFC Bank Ltd
4.4%
Bharti Airtel Ltd
4.3%
ICICI Bank Ltd
4.1%
Clearing Corporation Of India Ltd.
4.0%
Nippon India Silver ETF
4.0%
State Bank of India
3.3%
Infosys Ltd
2.9%
Top industry exposure
Financial Services
21.9%
Energy
8.2%
Consumer Cyclical
6.9%
Technology
6.6%
Healthcare
6.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
276%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
• 1% for redemption within 32850 days
Fund objective
The primary objective of the scheme is to generate long term capital appreciation with inflation beating returns by investing in Equity and Equity related securities, Debt and Money Market instruments, Gold/Silver ETFs, and REITs/ InvITs. There is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s)
Amit Modani
Prateek Nigudkar
Deepak Ramaraju
Sudip More

FAQs