Shriram Mutual Fund

9 schemes tracked on GFS, across debt, equity, hybrid.

Schemes tracked

AMFI scheme master

SEBI sub-categories

distinct categories covered

Median expense ratio

0.86%

9 of 9 disclose it

3Y CAGR range

8.04% – 11.04%

4 of 9 have a 3Y record

Schemes on GFS

Fund	Category	1Y	3Y	5Y	Expense
Shriram Aggressive Hybrid Fund Aggressive Hybrid Fund	Hybrid	+4.40%	+11.04%	+9.64%	0.86%
Shriram Flexi Cap Fund Flexi Cap Fund	Equity	+0.54%	+9.61%	+9.73%	1.10%
Shriram ELSS Tax Saver Fund ELSS	Equity	+0.95%	+9.31%	+9.36%	0.99%
Shriram Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage	Hybrid	+1.96%	+8.04%	+7.87%	0.96%
Shriram Liquid Fund Liquid Fund	Debt	+6.27%	—	—	0.15%
Shriram Money Market Fund Money Market Fund	Debt	—	—	—	0.12%
Shriram Multi Asset Allocation Fund Multi Asset Allocation	Hybrid	+12.97%	—	—	0.62%
Shriram Multi Sector Rotation Fund Sectoral/ Thematic	Equity	+7.42%	—	—	1.06%
Shriram Overnight Fund Overnight Fund	Debt	—	—	—	0.19%

Returns over 1Y are annualised · 1W–YTD as at 20 Aug 2026 · 1Y and longer as at 20 Aug 2026 · NAV as at 20 Aug 2026 · — means the scheme has no record for that period. Factual AMFI-sourced numbers; GFS does not rate schemes.

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