Shriram Mutual Fund: equity and index funds
3 schemes in 3 categories; 0 of 4 rated plans are in the top two tiers of their category. Data as of 5 Nov 2026.
ELSS (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Shriram ELSS Tax Saver FundELSS · 7.8 yrs | C | -2.4% | 8.2% | -3.8% | 1.01% | ₹47 cr |
| Shriram ELSS Tax Saver FundELSS · 7.8 yrs | C | -4.0% | 6.5% | -5.5% | 2.57% | ₹47 cr |
Flexi Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Shriram Flexi Cap FundFlexi Cap · 8.1 yrs | C | -2.9% | 7.8% | -4.2% | 1.07% | ₹131 cr |
| Shriram Flexi Cap FundFlexi Cap · 8.1 yrs | C | -4.5% | 6.0% | -5.9% | 2.60% | ₹131 cr |
Sectoral/Thematic (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| Shriram Multi Sector Rotation FundThematic: Other Themes · 1.9 yrs | – | 1.5% | – | – | 1.02% | ₹163 cr |
| Shriram Multi Sector Rotation FundThematic: Other Themes · 1.9 yrs | – | -0.2% | – | – | 2.69% | ₹163 cr |
Common questions
How many equity funds does Shriram Mutual Fund have?
3 equity and index schemes (6 plans, Regular and Direct) across 3 categories, as of 5 Nov 2026.
How do Shriram Mutual Fund funds rate?
0 of 4 rated plans are in the A+ or A tier, meaning the top 30% of their category on track record. Ratings compare each plan only with peers in the same category and plan type.
Ratings describe past track records and are not a recommendation. Read the scheme documents before investing.