Shriram Multi Asset Allocation Fund(G)-Direct Plan
+11.03%
3Y annualised
+11.03%
3Y annualised
-0.51% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹14.07
Min. SIP amount
₹500
Fund size (AUM)
137 Cr
Expense ratio
0.69%
Launched on
08 Sep 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹14.07
Min. SIP amount
₹500
Fund size (AUM)
137 Cr
Expense ratio
0.69%
Launched on
08 Sep 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
54.61%
Mid Cap
4.63%
Small Cap
12.15%
Others
28.62%
Sector Allocation
Bank
15.92%
Domestic Mutual Funds Units - Gold
11.78%
Certificate Of Deposit
7.82%
Healthcare
7.30%
Automobile & Ancillaries
5.82%
Fmcg
5.63%
Crude Oil
5.53%
It
3.96%
Others
35.38%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
NIL for 12% of units and 1% for remaining units on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Prateek Nigudkar
Present
Hitesh Savanth
Present
Amit Modani
Present
Similar/Peer Fund Comparison
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FAQs
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