Hybrid | Multi Asset Allocation
3Y Returns
NA
Min SIP
₹1000
Min Lumpsum
₹5000
Expense Ratio
0.35%
Fund Size
₹115 Cr
Inception Date
01-Sep-23
Fund Manager
Deepak Ramaraju
Exit Load
NIL for 12% of units and 1% for remaining units on or before 90D, Nil after 90D.
Overall Fund Zi Tag
Asset Allocation
Equity
69.19%
Debt & Others
30.81%
Market Cap Allocation
Large Cap
50.76%
Mid Cap
9.30%
Small Cap
9.13%
Other Cap
30.81%
Investment 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.
Fund House Detail
AMC Name
Shriram Asset Management Company Limited
Scheme Document
https://www.shriramamc.com/DownloadsFundwise.aspxAddress
Wockhardt Towers, 2nd Floor, East Wing,C-2, G Block,Bandra Kurla Complex, Bandra (East),Mumbai - 400 051
Shriram Multi Asset Allocation Fund Direct Plan - Growth
1Y
16.04%
3Y
NA
5Y
NA
Quant Multi Asset Fund Direct Plan - Growth
1Y
37.39%
3Y
23.25%
5Y
29.29%
Icici Prudential Multi-Asset Fund - Direct Plan - Growth
1Y
22.6%
3Y
20.35%
5Y
21.62%
Uti Multi Asset Fund - Direct Growth Plan
1Y
27.16%
3Y
18.81%
5Y
16.51%
Nippon India Multi Asset Fund-Direct Plan-Growth
1Y
26.5%
3Y
17.16%
5Y
NA
Aditya Birla Sun Life Financial Planning Fof - Aggressive Plan- Direct Plan- Growth
1Y
24.02%
3Y
16.11%
5Y
18.23%
Sbi Multi Asset Allocation Fund Direct Growth
1Y
18.93%
3Y
15.36%
5Y
15.09%
Tata Multi Asset Opportunities Fund Direct Plan Growth
1Y
22.26%
3Y
15.21%
5Y
NA
Hsbc Managed Solutions India Growth Fund Direct Plan Growth
1Y
24.32%
3Y
14.84%
5Y
17.57%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Aggressive - Direct Growth
1Y
23.78%
3Y
13.93%
5Y
NA
Aditya Birla Sun Life Financial Planning Fund Prudent Plan Direct Plan Growth
1Y
19.63%
3Y
13.52%
5Y
14.96%
Hdfc Multi-Asset Fund - Direct Plan - Growth Option
1Y
19.9%
3Y
13.35%
5Y
16.84%
Hsbc Managed Solutions India Moderate Fund Direct Plan Growth
1Y
21.43%
3Y
13.2%
5Y
15.58%
Bandhan Asset Allocation Fund Of Funds-Aggressive Plan-Growth-(Direct Plan)
1Y
23.19%
3Y
12.89%
5Y
14.68%
Franklin India Multi - Asset Solution Fund - Direct Growth
1Y
16.48%
3Y
11.39%
5Y
8.62%
Quantum Multi Asset Fund Of Funds - Direct Plan Growth Option
1Y
16.19%
3Y
11.21%
5Y
11.09%
Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Plan Growth
1Y
15.22%
3Y
11.04%
5Y
11.86%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative - Direct Growth
1Y
17.97%
3Y
10.89%
5Y
NA
Bandhan Asset Allocation Fund Of Fund-Moderate Plan-Direct Plan-Growth
1Y
18.88%
3Y
10.8%
5Y
11.68%
Axis Multi Asset Allocation Fund - Direct Growth
1Y
22.62%
3Y
8.71%
5Y
14.28%
Bandhan Asset Allocation Fund Of Fund-Conservative Plan-Direct Plan-Growth
1Y
12.26%
3Y
7.91%
5Y
8.33%
Motilal Oswal Multi Asset Fund Direct Growth
1Y
7.1%
3Y
7.68%
5Y
NA
Hsbc Managed Solutions India Conservative Fund Direct Plan Growth
1Y
10.89%
3Y
6.83%
5Y
7.1%
Sundaram Multi Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Aditya Birla Sun Life Multi Asset Allocation Fund-Direct Plan Growth
1Y
22.82%
3Y
NA
5Y
NA
Baroda Bnp Paribas Multi Asset Fund Direct Growth
1Y
25.18%
3Y
NA
5Y
NA
Bandhan Multi Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Dsp Multi Asset Allocation Fund - Direct - Growth
1Y
22.93%
3Y
NA
5Y
NA
Kotak Multi Asset Allocation Fund -Direct Plan-Growth
1Y
24.62%
3Y
NA
5Y
NA
Whiteoak Capital Multi Asset Allocation Fund - Direct Plan Growth
1Y
21.76%
3Y
NA
5Y
NA
BSE Member code: 58371
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