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HybridMulti Asset AllocationDirect · Growth

Shriram Multi Asset Allocation Fund - Direct Growth

Shriram · Scheme 152051

₹14.02▼ 0.24%NAV · 2026-09-18
61
Decent FundScore
Start SIP
AUM
₹143 cr
Expense ratio
0.62%
3Y CAGR
—
Risk level
Moderately High
Min SIP
₹500
Benchmark
Multi-asset composite index
Fund manager: Gargi Bhattacharyya BanerjeeExit load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
Decent · 61/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 15%.
  • ✓Low cost — 0.62% expense ratio means more of the return stays with you.
  • ✓Volatility: 12% annualised
  • ✓Max drawdown: -15%

📉 What could drag it down

  • •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • •1Y return vs category: -1.0% vs category avg
  • •Sharpe ratio: 0.50

FundScore breakdown

61/100 · Decent
How it works →
49
Returns
Average
50
Consistency
Average
34
Risk-adjusted
Weak
92
Downside protection
Excellent
78
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.