Shriram Mutual Fund

Shriram Money Market Fund - Regular Plan Growth Option

Shriram Mutual Fund

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.6.12%
2Y
FundN/A
Cat. Avg.6.75%
3Y
FundN/A
Cat. Avg.6.94%
5Y
FundN/A
Cat. Avg.6.30%
10Y
FundN/A
Cat. Avg.6.29%
SI
Fund4.08%
Cat. Avg.14.46%

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Clearing Corporation of India Ltd.31.4124.89%
2360 One Prime Ltd.14.2511.29%
3Bank of Baroda12.499.90%
4Canara Bank9.877.82%
5Union Bank of India9.867.81%
6Small Industries Development Bank of India9.867.81%
7HDFC Bank Ltd.9.577.59%
8Kotak Securities Ltd.9.557.57%
9National Bank for Agriculture & Rural Development9.537.55%
10182 DAYS TBILL RED 18-09-20264.943.92%

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Shriram Mutual Fund
NAV / Fund Size₹10.00₹250.88 Cr
Overnight FundLow RiskDebt

0.00%

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-

0.00%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI09 Mar, 264000040768+1.9%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI12 Feb, 261 L.1.04 L.+4.1%N/A

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP 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.

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