Shriram Multi Asset Allocation Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Shriram Multi Asset Allocation Fund - Growth - Direct Plan is ₹12.61.
It is better to invest in a fund with a longer track record as Shriram Multi Asset Allocation Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Shriram Multi Asset Allocation Fund - Growth - Direct Plan fund’s expense ratio is 0.50%
The process for redemption is
The AUM of Shriram Multi Asset Allocation Fund - Growth - Direct Plan is currently ₹137 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and Larsen & Toubro and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 36% of fund’s portfolio respectively.
Top three sectors of Shriram Multi Asset Allocation Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 61% of the total portfolio.
Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Shriram Multi Asset Allocation Fund - Growth - Direct Plan Fund is Hybrid - Multi Asset Allocation.
Deepak Ramaraju and Gargi Bhattacharyya Banerjee manage the Shriram Multi Asset Allocation Fund - Growth - Direct Plan Fund.
Shriram Multi Asset Allocation Fund - Growth - Direct Plan current PE ratio is 36.73 and PB ratio is 5.98
The asset allocation of Shriram Multi Asset Allocation Fund - Growth - Direct Plan is Stocks : 65.59%, Debt : 19.38% and Gold : 15.04%
The minimum SIP amount for Shriram Multi Asset Allocation Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for Shriram Multi Asset Allocation Fund - Growth - Direct Plan is NIL for 12% of units and 1% for remaining units on or before 90 days, Nil after 90 days