Shriram Multi Asset Allocation Fund (G) Mutual fund

Shriram Multi Asset Allocation Fund (G)

Q: How to Invest in Shriram Multi Asset Allocation Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Shriram Multi Asset Allocation Fund good?

The Shriram Multi Asset Allocation Fund has an AUM of ₹167.65 Cr as on 12/9/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.58%. The risk is Very High against the category average of 50.44.

Q: Is Shriram Multi Asset Allocation Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Shriram Multi Asset Allocation Fund?

There is no lock-in period applicable on Shriram Multi Asset Allocation Fund.

Q: What is the expense ratio of Shriram Multi Asset Allocation Fund?

The expense ratio of Shriram Multi Asset Allocation Fund is 2.3%.

Hybrid

●

Multi Asset Allocation

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Fund Details

Current NAV

₹12.41

Expense Ratio

2.3%

Min SIP

₹500

Fund Size

₹160Cr

Min Investment

₹500

Lock In

Scheme Information Document

Exit load: If redeemed / switched-out within 90 days from the date of allotment:- Upto 12% of units : Nil More than 12% of units: 1% of applicable Net Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil

Fund Performance

Alpha

5.74%

Beta

0.62

Sharpe Ratio

1.2942

Risk

9.97%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Shriram Multi Asset Allocation Fund (G) FAQs

Q1. How to Invest in Shriram Multi Asset Allocation Fund through Rupeezy?

Q2. Is Shriram Multi Asset Allocation Fund good?

Q3. Is Shriram Multi Asset Allocation Fund tax free?

Q4. What is the lock-in period of Shriram Multi Asset Allocation Fund?

Q5. What is the expense ratio of Shriram Multi Asset Allocation Fund?

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