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Shriram Multi Asset Allocation Fund

Shriram Mutual Fund Multi Asset Allocation As of 2026-06-30
Holdings
81
Well diversified
Top 10 weight
50%
Concentration
Strategy data
N/A
Not reported
Equity
68%
Asset allocation

Portfolio

34Sectors 4Large positions 16.8%Top: Banks 10.7%Cash

Market-cap allocation

Large cap52%
Mid cap4%
Small cap11%

Asset allocation

Equity68%
Debt8%
Cash11%
Gold11%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 68% equity, 8% debt, 11% cash, 11% gold, 2% silver.
  • 81 disclosed positions across 34 classified equity sectors.
  • Largest equity sector is Banks at 16.8% of the portfolio.

Watchpoints

  • Cash and cash equivalents are 11%, which can create performance drag when markets rise.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Multi Asset Allocation.

ICICI Prudential Multi-Asset Fund256 holdings · 38% top 10
UTI Multi Asset Allocation Fund132 holdings · 37% top 10
HDFC Multi-Asset Allocation Fund124 holdings · 42% top 10
Sbi Multi Asset Allocation Fund122 holdings · 28% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks16.8%
Pharmaceuticals & Biotechnology5.5%
Petroleum Products5.2%
Automobiles4.3%
IT - Software3.6%
Telecom - Services3.5%
Finance2.7%
Industrial Products2.6%
Construction2.3%
Insurance1.9%
Leisure Services1.5%
Power1.5%
Diversified FMCG1.4%
Retailing1.4%
Other 20 sectors13.9%