How to check the XIRR of Shriram Money Market Fund - Direct Plan Growth Option?

You can track the exact XIRR and portfolio overlapping of Shriram Money Market Fund - Direct Plan Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Shriram Money Market Fund - Direct Plan Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Shriram Money Market Fund - Direct Plan Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Shriram Money Market Fund - Direct Plan Growth Option

Shriram Mutual Fund

Expense Ratio: 0.13

Risk: Low to Moderate

Debt Scheme - Money Market Fund

Plan: Direct

Benchmark: NIFTY Money Market Index A-I

Inception: 19-01-2026

Exit Load: Nil

Fund Size:₹392.42 Cr

Performance

FundN/A

Cat. Avg.6.21%

FundN/A

Cat. Avg.7.20%

FundN/A

Cat. Avg.7.28%

FundN/A

Cat. Avg.6.52%

10Y

FundN/A

Cat. Avg.6.64%

Fund2.63%

Cat. Avg.11.31%

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

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

Tap to expand

Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Clearing Corporation of India Ltd.	CASH	CCIL	CCIL	5.20%	119.48	28.32%
2	Motilal Oswal Financial Services Ltd.	DEBT	CP	CRISIL A1	7.52%	24.90	5.90%
3	Birla Group Holdings Pvt Ltd.	DEBT	CP	CRISIL A1	7.22%	24.87	5.90%
4	Punjab National Bank	DEBT	CD	CRISIL A1	6.67%	24.85	5.89%
5	Axis Bank Ltd.	DEBT	CD	CRISIL A1	6.70%	24.85	5.89%
6	NTPC Ltd.	DEBT	CP	CRISIL A1	6.57%	24.83	5.89%
7	Canara Bank	DEBT	CD	CRISIL A1	6.65%	24.82	5.88%
8	HDFC Bank Ltd.	DEBT	CD	CARE A1	6.66%	24.82	5.88%
9	Indian Bank	DEBT	CD	FITCH A1	6.63%	24.82	5.88%
10	Union Bank of India	DEBT	CD	ICRA A1	7.17%	24.37	5.78%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	25000	25319	+1.3%	N/A

Lumpsum Returns

Amount (₹)

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.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.