Shriram Money Market Fund - Regular Plan Growth Option
Expense Ratio: 0.33
Risk: Low to Moderate
Debt Scheme - Money Market Fund
Plan: Regular
Benchmark: NIFTY Money Market Index A-I
Inception: 19-01-2026
Exit Load: Nil
Fund Size:₹392.42 Cr
Performance
1Y
FundN/A
Cat. Avg.5.94%
2Y
FundN/A
Cat. Avg.6.88%
3Y
FundN/A
Cat. Avg.6.96%
5Y
FundN/A
Cat. Avg.6.18%
10Y
FundN/A
Cat. Avg.6.32%
SI
Fund2.60%
Cat. Avg.14.49%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Debt Ratings
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Debt Instruments
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Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Clearing Corporation of India Ltd. | 31.41 | 24.89% |
| 2 | 360 One Prime Ltd. | 14.25 | 11.29% |
| 3 | Bank of Baroda | 12.49 | 9.90% |
| 4 | Canara Bank | 9.87 | 7.82% |
| 5 | Union Bank of India | 9.86 | 7.81% |
| 6 | Small Industries Development Bank of India | 9.86 | 7.81% |
| 7 | HDFC Bank Ltd. | 9.57 | 7.59% |
| 8 | Kotak Securities Ltd. | 9.55 | 7.57% |
| 9 | National Bank for Agriculture & Rural Development | 9.53 | 7.55% |
| 10 | 182 DAYS TBILL RED 18-09-2026 | 4.94 | 3.92% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 25000 | 25325 | +1.3% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 12 Feb, 26 | 1 L. | 1.03 L. | +2.6% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.