According to the comprehensive guide, Shriram Mutual Fund represents a significant player in India's mutual fund industry with a 30-year operational history. The fund house operates under the broader Shriram Group umbrella, providing institutional backing and brand recognition in the financial services sector. The AMC's long-standing presence in the market reflects its established track record and credibility among investors seeking stable, experienced fund management.
As reported in the guide, Shriram Mutual Fund has developed a quantamental Multi Sector Rotation Fund that combines quantitative and fundamental analysis approaches. This strategy aims to identify market opportunities across multiple sectors while maintaining disciplined risk management. The fund's approach leverages both systematic quantitative models and fundamental market insights to navigate various market conditions and sector rotations.
The latest performance data reveals that Shriram ELSS Tax Saver Fund has delivered ₹45.88 crore in assets under management with a NAV of ₹20.72. The fund has shown mixed performance with 1-month returns of 3.34%, 6-month returns of -3.35%, and 1-year returns of 7.97%. According to the latest reports, the fund is managed by Mr. Deepak Ramaraju since August 2022 and Mr. Prateek Nigudkar since August 2025, with the fund benchmarked against the NIFTY 500 Total Return Index. The fund maintains a 98.4% equity allocation with 38.94% in top 10 holdings and 48.65% in top 3 sector holdings, primarily focusing on financial sector investments.
According to the guide, Shriram Mutual Fund provides comprehensive investment resources including detailed scheme ratings and performance data. The fund house offers various investment options across different asset classes and risk profiles, catering to diverse investor needs. The guide emphasizes the importance of understanding scheme ratings and performance metrics when making investment decisions, highlighting the fund house's commitment to transparency and investor education. This includes detailed information about the Nifty 1D Rate Liquid ETF's structure, returns calculation methodology, and investment features, along with comprehensive performance analysis of all available schemes.
The Mutual Fund Riskometer, introduced by SEBI in 2015 and upgraded in January 2021, serves as a standardized visual tool for assessing mutual fund risk levels. This SEBI-mandated tool classifies schemes into six risk levels from Low to Very High, based on underlying assets, volatility, credit quality, and liquidity. The Riskometer appears on every fund factsheet, scheme information document, and AMC website, making it mandatory for all mutual fund schemes in India. Investors should use this tool to match fund risk levels with their own risk appetite before investing, as returns alone provide an incomplete picture of investment risk.
