Hybrid · Multi Asset Allocation

Shriram Multi Asset Allocation Fund

Shriram Mutual Fund

Benchmark

Nifty 50 TRI 70% + NIFTY Short Duration Debt Index 20% + Domestic prices of Gold 8% + Domestic prices of Silver 2%

Riskometer

Very High

Size

₹141 cr

Allotted

Not on record

Holdings as of

Not on record

Shriram Multi Asset Allocation Fund is a multi asset allocation fund of Shriram Mutual Fund with ₹141 cr under management. It is ahead of its benchmark (Nifty 50 TRI 70% + NIFTY Short Duration Debt Index 20% + Domestic prices of Gold 8% + Domestic prices of Silver 2%) in 2 of 2 periods. Its direct plan charges 0.62% a year.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Shriram Multi Asset Allocation Fund invested in?

Mix not on record

Has Shriram Multi Asset Allocation Fund beaten its benchmark?

Ahead of its benchmark, Nifty 50 TRI 70% + NIFTY Short Duration Debt Index 20% + Domestic prices of Gold 8% + Domestic prices of Silver 2%, in 2 of 2 periods in AMFI's figures; +2.07% over the last year against −3.06%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−2.80%	−3.60%	—
3 months	−2.47%	−5.03%	—
6 months	−1.91%	−1.83%	—
1 year	+1.37%	−4.06%	+5.43 pts
3 years	+10.20%	+9.27%	+0.93 pts
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 15 Sep 2023	+9.83%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty 50 TRI 70% + NIFTY Short Duration Debt Index 20% + Domestic prices of Gold 8% + Domestic prices of Silver 2%) in 2 of 2 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+2.07%	+0.39%	−3.06%	+5.13	🔒
3y	+10.33%	+8.37%	+9.49%	+0.84	🔒
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Multi Asset Allocation funds, and how steady the lead is, in the app

Value of 100, month-end

Sep 2023 to 14 Oct 2026

Fund 134Nifty 500 TRI 131

₹100 put in at the start of Sep 2023 would be ₹134 on 14 Oct 2026, against ₹131 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Shriram Multi Asset Allocation Fund cost?

0.62% a year on the direct plan, 2.48% on the regular plan; 2 of 18 funds in its category charge less.

Direct plan

0.62% a year

Category median 0.93%

Regular plan

2.48% a year

Category median 2.21%

Gap

1.86 points

for the same holdings

2 of 18 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Schemes - Multi Asset Allocation Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Shriram Multi Asset Allocation Fund?

ManagersNot on record

Benchmark as filedNot on record

Exit load

Not on record

Questions people ask

What is the expense ratio of Shriram Multi Asset Allocation Fund?

0.62% a year on the direct plan and 2.48% on the regular plan (expense report, Oct 2026).

How has Shriram Multi Asset Allocation Fund done?

Its direct plan returned +10.33% a year over 3 years against +9.49% for its benchmark, Nifty 50 TRI 70% + NIFTY Short Duration Debt Index 20% + Domestic prices of Gold 8% + Domestic prices of Silver 2%, as of 13 Oct 2026.