Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Shriram Multi Asset Allocation
  • Opening:
    18th August 2023
  • Closing:
    1st September 2023
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs. 5,000/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of the applicable NAV if redeemed/switched-out within 1 year from the date of allotment
  • Thereafter:

Fund Stats


The primary objective of the scheme is to generate long term capital appreciation with inflation beating returns by investing in Equity and Equity related
securities, Debt and Money Market instruments, Gold/Silver ETFs, and REITs / InvITs.

  • Benchmark:

  • S&P CNX Nifty Total Return Index

  • Fund Manager:

  • Deepak Ramaraju, Gargi Bhattacharyya Banerjee

Asset Allocation

65-80% Equity
10 - 25% Money Market
Comparable existing schemes
SBI Multi Asset Allocation Fund 14.59(6M) 16.23(1Y)
WhiteOak Capital Multi Asset Allocation Fund 3.17(3M) Not Available

Fund Prognosis

Idea Distiller

This category should be the biggest in the business. Oriented towards risk mitigation and decent returns.

  • Fund House AAUM:

  • Rs. 27526.65 Lakhs (as on 30th June 2023)

  • Fund Manager:

  • Combined experience of above 22 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

Proof of the pudding is in the eating. And it is a very difficult product to manage. It is a retail product only.