Key Announcement

Shriram Asset Management Company Limited announced a Refreshed Fund Opportunity (RFO) for its three hybrid funds, introducing a refreshed investment strategy and investment framework across the schemes.

Offer Period Details

The Partner Opportunity Offer Period is open from July 15, 2026, to August 7, 2026, specifically for Mutual Fund Distributors.

Funds Affected

The refresh covers three hybrid funds:

  • Shriram Multi Asset Allocation Fund
  • Shriram Aggressive Hybrid Fund
  • Shriram Balanced Advantage Fund

Investment Strategy Changes

The refreshed framework incorporates:

  • Structured asset allocation process
  • Equity selection methodology based on GARP (Growth at a Reasonable Price) principles
  • Research-led fixed income framework
  • Exposure to precious metals such as gold and silver through ETFs and related instruments

Fund Objectives and Target Investors

  • Shriram Balanced Advantage Fund: Designed for investors seeking dynamic allocation between equity and debt that adapts to market conditions
  • Shriram Aggressive Hybrid Fund: Suitable for investors looking for higher equity participation with potential for long-term capital appreciation
  • Shriram Multi Asset Allocation Fund: Offers diversified exposure across equity, debt and Gold & Silver ETFs through single investment solution

Management Commentary

Kartik Jain, Managing Director & CEO: "The refresh reflects our belief that asset allocation, rather than market timing, will remain the primary driver of long-term investor outcomes. A well-diversified portfolio across asset classes may help investors navigate uncertainty better than relying on any single asset class."

Prateek Nigudkar, Senior Fund Manager: "Over the past year, we've strengthened our approach to asset allocation by combining a disciplined, research-driven investment process with active portfolio management. Our endeavour is to take the complexity of asset allocation away from investors."

Company Background

Shriram Asset Management Company Limited, part of the Shriram Group, was incorporated in 1994. The company received SEBI approval to act as Asset Management Company of Shriram Mutual Fund (registration no. MF/017/94/4). The company employs a "quantamental" approach blending quantitative analysis with fundamental research.

Risk Disclosure

The document contains standard mutual fund risk disclosures: "Mutual Fund investments are subject to market risks, read all scheme related documents carefully." Each fund carries a riskometer indicating "Very high risk" for the Aggressive Hybrid Fund.