Shriram Multi Asset Allocation Fund - Direct Growth
Shriram Mutual Fund Hybrid Multi Asset Allocation
Expense Ratio
0.69%
AUM
₹13.43 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-1.90%
Poor
6 Months
+23.61%
Excellent
1 Year
+16.04%
Good
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 9 quarters
AUM Metrics
Key indicators
Current AUM
₹13.43 Cr
Recent Trend
Growing
Stability Score
13.7
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+1.18%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
11.50%
Annualized standard deviation
Sharpe Ratio
0.779
Fair - Risk-adjusted return
Max Drawdown
-15.30%
Moderate - Worst decline
Consistency
68.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.72%
Average daily price movement
Annualized Volatility
11.50%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance