Shriram Multi Asset Allocation Fund Regular Plan Growth

Risk: Very High
₹ 12.63
NAV (Jul 25,2024)

Shriram Multi Asset Allocation Fund - Regular Plan - Growth is an investment option with an expense ratio of 2.3%. The fund has a PE ratio of 38.36 and a PB ratio of 6.94. With an established date of 2023-09-08, it is relatively new in the market. The fund requires a minimum investment of INR 5000 and has no lock period. With a scheme AUM of INR 123, it offers a diversified investment approach across different asset classes.

Shriram Multi Asset Allocation Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Shriram Multi Asset Allocation Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    51.23
  • P/B Ratio
    UM_URBAN_MONEY

    8.89
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.12
  • Sortino
    UM_URBAN_MONEY

    0.17

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.30%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 152.08 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,455.82 (4.56%)₹ 11,213.98 (12.14%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 30,000₹ 31,367.46 (4.56%)₹ 33,641.94 (12.14%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 50,000₹ 52,279.1 (4.56%)₹ 56,069.9 (12.14%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 80,000₹ 83,646.56 (4.56%)₹ 89,711.84 (12.14%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,04,558.2 (4.56%)₹ 1,12,139.8 (12.14%)₹ -- (--)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Nippon India ETF Gold BeES10.72%
  • DAYS TBILL RED9.38%
  • Net Receivables Payables6.11%
  • HDFC Bank Ltd5.52%
  • ICICI Bank Ltd4.10%
  • Reliance Industries Ltd4.09%
  • Trent Ltd2.73%
  • Mahindra & Mahindra Ltd2.68%
  • Bharti Airtel Ltd2.60%
  • Jio Financial Services Ltd2.45%
  • Zomato Ltd2.16%
  • Hindustan Aeronautics Ltd2.12%
  • Indus Towers Ltd2.11%
  • Exide Industries Ltd2.10%
  • Siemens Ltd2.00%
  • Tata Consultancy Services Ltd1.95%
  • ABB India Ltd1.95%
  • Samvardhana Motherson International Ltd1.94%
  • Deepak Nitrite Ltd1.89%
  • Power Grid Corporation of India Ltd1.87%
  • Nippon India Silver ETF1.84%
  • Tata Steel Ltd1.81%
  • Housing & Urban Development Corp Ltd1.52%
  • Bharat Electronics Ltd1.50%
  • Cochin Shipyard Ltd1.48%
  • State Bank of India1.45%
  • Rail Vikas Nigam Ltd1.45%
  • Axis Bank Ltd1.38%
  • JSW Infrastructure Ltd1.11%
  • Larsen & Toubro Ltd1.07%
  • REC Ltd1.04%
  • Grasim Industries Ltd1.03%
  • Amara Raja Energy & Mobility Ltd1.02%
  • Steel Authority of India Ltd1.01%
  • Clearing Corporation of India Ltd0.99%
  • GlaxoSmithKline Pharmaceuticals Ltd0.98%
  • JSW Energy Ltd0.98%
  • Vodafone Idea Ltd0.98%
  • Bharat Petroleum Corporation Ltd0.97%
  • Carborundum Universal Ltd0.93%
  • Bajaj Auto Ltd0.90%
  • ITD Cementation India Ltd0.54%
  • NTPC Ltd0.52%
  • KEI Industries Ltd0.49%
  • National Bank for Agriculture & Rural Development0.48%
  • Infosys Ltd0.43%
  • Zydus Lifesciences Ltd0.41%
  • Ingersoll Rand India Ltd0.39%
  • Cipla Ltd0.37%
  • LIC Housing Finance Ltd0.34%
  • Inox Wind Ltd0.29%
  • Tata Power Company Ltd0.25%
  • Indian Railway Finance Corporation Ltd0.14%
  • Indian Renewable Energy Dev Agency Ltd0.07%
  • NIFTY-0.63%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

18.44%

Baroda BNP Paribas Multi Asset Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

16.48%

Kotak Multi Asset Allocation Fund - IDCW - Direct PlanKotak Multi Asset Allocation Fund - IDCW - Direct Plan

HYBRID

Very High

16.30%

Nippon India Multi Asset Allocation Fund - Regular Plan - GrowthNippon India Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.87%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

14.99%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

12.38%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

Very High

12.02%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

11.83%

WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - GrowthWhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

11.08%

Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - GrowthAditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

7.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

42.30%

Nippon India Multi Asset Allocation Fund - Regular Plan - GrowthNippon India Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

30.33%

Baroda BNP Paribas Multi Asset Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

30.20%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

27.28%

Tata Multi Asset Opportunities Fund - Regular Plan - GrowthTata Multi Asset Opportunities Fund - Regular Plan - Growth

HYBRID

Very High

22.87%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

Very High

22.57%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

20.45%

Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - GrowthAditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

19.96%

WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - GrowthWhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

18.62%

Motilal Oswal Multi Asset Fund - Regular Plan - GrowthMotilal Oswal Multi Asset Fund - Regular Plan - Growth

HYBRID

High

14.40%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

23.40%

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

22.83%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

17.61%

Nippon India Multi Asset Allocation Fund - Regular Plan - GrowthNippon India Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

16.70%

Tata Multi Asset Opportunities Fund - Regular Plan - GrowthTata Multi Asset Opportunities Fund - Regular Plan - Growth

HYBRID

Very High

15.82%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.26%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

Very High

13.84%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

9.27%

Motilal Oswal Multi Asset Fund - Regular Plan - GrowthMotilal Oswal Multi Asset Fund - Regular Plan - Growth

HYBRID

High

8.08%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

28.76%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

21.00%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

Very High

15.96%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.17%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

14.99%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

12.69%

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Fund Managers

DR

Mr. Deepak RamarajuSenior Fund Manager

Mr. Deepak Ramaraju comes with a diverse experience of over 20 years. He is a chemical engineer by academic background. Prior to joining Shriram Asset Management Company Ltd., Mr. Deepak was advising Sanlam Group of South Africa on their India focused fund and was part of their global equity research team. He has been associated with equity markets for the past 16 years and prior to that Mr. Deepak was a researcher and co inventor at GE India Technology Center, Bangalore with 10 patents as co-inventor to his credit.

GB

Mr. Gargi Bhattacharyya BanerjeeFund Manager

Mr. Gargi Bhattacharyya Banerjee has an experience of over 16 years in her professional career.She joined as Research Manager in Shriram Asset Management Company Limited in November 2012. Prior to joining Shriram Asset Management Company Limited, she has held the key positions (Research Head) with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.

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Compare with similar Funds

Shriram Multi Asset Allocation Fund - Regular Plan - Growth

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Shriram Multi Asset Allocation Fund - Regular Plan - Growth

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Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth

Shriram Multi Asset Allocation Fund - Regular Plan - Growth

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Baroda BNP Paribas Multi Asset Fund - Regular Plan - Growth

Shriram Multi Asset Allocation Fund - Regular Plan - Growth

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

Shriram Multi Asset Allocation Fund - Regular Plan - Growth

vs

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth

Shriram Multi Asset Allocation Fund - Regular Plan - Growth

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HSBC Multi Asset Allocation Fund - Regular Plan - Growth

Shriram Multi Asset Allocation Fund - Regular Plan - Growth

vs

Axis Multi Asset Allocation Fund - Regular Plan - Growth

Shriram Multi Asset Allocation Fund - Regular Plan - Growth

vs

ICICI Prudential Multi-Asset Fund - Growth

Shriram Multi Asset Allocation Fund - Regular Plan - Growth

vs

HDFC Multi-Asset Fund - Growth

Shriram Multi Asset Allocation Fund - Regular Plan - Growth

vs

UTI Multi Asset Allocation Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Shriram Multi Asset Allocation Fund - Regular Plan - Growth?

The Shriram Multi Asset Allocation Fund - Regular Plan - Growth is a mutual fund that carries a Very High risk rating.

What is the current NAV (Net Asset Value) of the Shriram Multi Asset Allocation Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Shriram Multi Asset Allocation Fund - Regular Plan - Growth as of Jul 25,2024 is INR 12.63.

What is the expense ratio associated with the Shriram Multi Asset Allocation Fund - Regular Plan - Growth?

The Shriram Multi Asset Allocation Fund - Regular Plan - Growth has a 2.3% expense ratio, which covers the costs associated with managing the fund and is deducted from the investors' returns.

What is the minimum investment amount required for the Shriram Multi Asset Allocation Fund - Regular Plan - Growth?

The Shriram Multi Asset Allocation Fund - Regular Plan - Growth requires a minimum investment of INR 5000.

Is there a systematic investment plan (SIP) available for the Shriram Multi Asset Allocation Fund - Regular Plan - Growth?

Yes, SIP is available for the Shriram Multi Asset Allocation Fund - Regular Plan - Growth with a minimum investment of INR 5000 per month.

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