Shriram Asset Management
- Company typePublic
- Founded1994
- HeadquartersMumbai, India
- Headcount101–250
- GTM typeB2C
- OfferingServices
Shriram Asset Management firmographics
Firmographics- Name
- Shriram Asset Management
- Legal name
- Shriram Asset Management Company Limited
- Website
- https://shriramamc.in
- Company type
- Public
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Shriram Asset Management industry classification
Industry- Product category
- Asset Management (Mutual Funds)
- NAICS
- Open-End Investment Funds (525910), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Balanced & Allocation (Multi-Asset) Funds (FSAAAEAD)
- akta.pro secondary industries
- Fixed Income Mutual Funds (FSAAAEAB), Sector & Thematic Mutual Funds (FSAAAEAJ), Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)
Keywords
Where Shriram Asset Management is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
Shriram Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset Management Fees (TER): Shriram AMC generates revenue through management fees calculated as a percentage of Assets Under Management (AUM). The Total Expense Ratio (TER) varies by scheme and covers management costs, distributor commissions, and operational expenses. Revenue scales with AUM growth.
- Investment Advisory and Portfolio Management Services (PMS): The company offers Portfolio Management Services (PMS) as an additional revenue stream, managing discrete portfolios for high net worth and institutional investors. Registered with SEBI (INP000008765).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Pay-as-you-go | Minimum investment starting at ₹1,000 for most schemes |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
Shriram Asset Management product offering
Product offeringCore offering
Shriram Asset Management Company operates the Shriram Mutual Fund platform, offering 10 distinct mutual fund schemes spanning equity (Flexi Cap, Multi Sector Rotation, ELSS Tax Saver), hybrid (Balanced Advantage, Aggressive Hybrid, Multi Asset Allocation), and debt (Money Market, Liquid, Overnight, Nifty 1D Rate Liquid ETF) categories. The company also provides SEBI-registered Portfolio Management Services (PMS) for high net worth and institutional investors. Products are distributed directly through an online investor portal and via an empanelled network of financial advisors across India.
Product overview
Shriram Asset Management Company is a mutual fund and asset management company offering a diversified portfolio of investment products. The company's product suite consists of 10 distinct mutual fund schemes across multiple categories including equity funds (Flexi Cap, Multi Sector Rotation), hybrid funds (Balanced Advantage, Aggressive Hybrid), debt funds (Money Market, Liquid, Overnight), tax-saving funds (ELSS), and multi-asset allocation funds. Additionally, the company offers Portfolio Management Services (PMS) for high net worth investors. The mutual fund products are distributed through the Shriram Mutual Fund brand, while PMS operates under Shriram Asset Management Company Limited (INP000008765). The product lineup is designed to address various investor needs from wealth creation and tax planning to retirement planning and liquidity management.
Differentiator
Problem solved
Functional benefit
Brands
- Shriram Money Market Fund: An open-ended debt scheme investing in money market instruments with relatively low-interest rate risk and moderate credit risk.
- Shriram Multi Sector Rotation Fund
- Shriram Liquid Fund
- Shriram Nifty 1D Rate Liquid ETF
- Shriram Balanced Advantage Fund
- Shriram Flexi Cap Fund
- Shriram ELSS Tax Saver Fund
- Shriram Overnight Fund
- Shriram Aggressive Hybrid Fund
- Shriram Multi Asset Allocation Fund
Products and services
- Shriram Money Market Fund An open-ended debt scheme investing in money market instruments with maturity of up to one year, offering relatively low-interest rate risk and moderate credit risk. Designed for investors seeking liquidity and short-term cash management amid higher interest rates and market volatility.
- Shriram Multi Sector Rotation Fund An open-ended scheme investing in equity and related instruments following a multi sector rotation theme. Targeted at investors seeking active sectoral allocation within equities.
- Shriram Liquid Fund An open-ended liquid scheme with relatively low interest rate risk and moderate credit risk, designed for easy liquidity and short-term cash management needs.
- Shriram Nifty 1D Rate Liquid ETF An open-ended Exchange Traded Fund replicating/tracking the Nifty 1D Rate index, with relatively low interest rate risk and relatively low credit risk, suited for very short-duration cash equivalents.
- Shriram Balanced Advantage Fund An open-ended dynamic asset allocation fund investing in equity, equity-related securities, debt and money market instruments, managing risk through active allocation and hedged equity.
- Shriram Flexi Cap Fund An open-ended dynamic equity scheme investing across large cap, mid cap, and small cap stocks to provide diversified equity exposure.
- Shriram ELSS Tax Saver Fund An open-ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefit under Section 80C, designed for tax-saving equity investors.
- Shriram Overnight Fund An open-ended debt scheme investing in overnight securities with relatively low interest rate risk and relatively low credit risk, intended for very short-term parking of funds.
- Shriram Aggressive Hybrid Fund An open-ended hybrid scheme investing predominantly in equity and equity related instruments, balanced by a debt component, designed for investors seeking higher equity exposure with hybrid risk profile.
- Shriram Multi Asset Allocation Fund An open-ended scheme investing in equity, debt and money market securities, and gold/silver ETFs and related instruments, providing multi-asset diversification.
- Portfolio Management Services (PMS) SEBI-registered discretionary portfolio management services (Registration: INP000008765) offering customized investment strategies for high net worth and institutional investors.
Quantifiable outcome
- 60,000+ investors have invested with Shriram Mutual Fund
- +1 more outcomes
Companies that use Shriram Asset Management
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Shriram Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Shriram Asset Management partnerships and signals
Strategic signalScale indicators7 records
Recent moves8 records
Expansion highlights5 records
Shriram Asset Management competitors and assessment
Company assessmentBroad incumbents
- HDFC Asset Management: One of India's largest AMCs by AUM with a broad mutual fund product suite across equity, hybrid, and debt categories, plus PMS. Comparable to Shriram AMC in offering breadth but materially larger in scale and distribution reach.
- ICICI Prudential Asset Management: Large Indian private-sector AMC offering diversified mutual fund schemes plus PMS for HNIs. Directly comparable product set to Shriram AMC across equity, hybrid, and debt funds but at significantly greater AUM scale.
- Nippon Life India Asset Management: Listed Indian AMC (formerly Reliance Nippon) with a multi-category mutual fund suite, ETF offerings, and PMS/AIF services — overlapping with Shriram AMC's equity, debt, hybrid, and ETF product categories at a larger AUM scale.
- Aditya Birla Sun Life AMC: Top-tier Indian AMC offering diversified equity, hybrid, debt, and solution-oriented funds plus PMS. Comparable in product breadth and retail-distributor model to Shriram AMC but with significantly larger AUM.
- UTI Asset Management: Long-established Indian AMC with a broad mutual fund product suite across equity, hybrid, debt, and ETFs. Comparable category coverage to Shriram AMC and similarly operates a listed-entity structure with institutional and retail focus.
- SBI Funds Management: Largest Indian AMC by AUM with the broadest product suite across equity, hybrid, debt, ETFs, and PMS. Competes with Shriram AMC in every retail mutual fund category but at vastly greater scale, distribution, and brand recognition.
Direct peers
- Kotak Mahindra Asset Management: Mid-to-large Indian AMC with multi-category mutual fund offerings including equity (Flexi Cap), debt, hybrid, and ETFs plus PMS. Closely comparable product portfolio to Shriram AMC across active equity and fixed income.
- Axis Asset Management: Indian AMC offering diversified equity, hybrid, debt, and ETF products. Comparable to Shriram AMC in mid-cap private-sector AMC positioning, product breadth, and retail-distributor-led GTM.
- DSP Asset Managers: Indian AMC with a similar mid-scale positioning to Shriram AMC, offering diversified equity, hybrid, and debt mutual funds plus PMS for HNIs. Closely comparable in product mix and target investor segments.
- PPFAS Mutual Fund (Parag Parikh Financial Advisory): Mid-sized Indian AMC known for value-oriented equity funds and an expanding product suite including debt and hybrid. Comparable to Shriram AMC as a sub-scale listed/recognized AMC with diversified offerings and a strong retail-investor focus.
Market position
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Shriram Asset Management social profiles
Digital presenceShriram Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Shriram Asset Management leadership team
Management profileNumber of profiles
Profiles3 records
Shriram Asset Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Shriram Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Shriram Asset Management
What does Shriram Asset Management do?
Shriram Asset Management Company operates the Shriram Mutual Fund platform, offering 10 distinct mutual fund schemes spanning equity (Flexi Cap, Multi Sector Rotation, ELSS Tax Saver), hybrid (Balanced Advantage, Aggressive Hybrid, Multi Asset Allocation), and debt (Money Market, Liquid, Overnight, Nifty 1D Rate Liquid ETF) categories. The company also provides SEBI-registered Portfolio Management Services (PMS) for high net worth and institutional investors. Products are distributed directly through an online investor portal and via an empanelled network of financial advisors across India.
Is Shriram Asset Management a public or private company?
Shriram Asset Management is a public company. It is classified as public and is currently operating.
When was Shriram Asset Management founded?
Shriram Asset Management was founded in 1994. It employs 101 to 250 people.
Where is Shriram Asset Management based?
Shriram Asset Management is headquartered in Mumbai, India, in the Asia region.
How does Shriram Asset Management make money?
Two revenue lines are on record. Asset Management Fees (TER) is the primary driver. The others are investment Advisory and Portfolio Management Services (PMS).
Who are Shriram Asset Management's main competitors?
Broad incumbents on record are HDFC Asset Management, ICICI Prudential Asset Management, Nippon Life India Asset Management, Aditya Birla Sun Life AMC, UTI Asset Management and SBI Funds Management. Direct peers are Kotak Mahindra Asset Management, Axis Asset Management, DSP Asset Managers and PPFAS Mutual Fund (Parag Parikh Financial Advisory).
Does Shriram Asset Management have an API?
No public API is recorded for Shriram Asset Management.
What industry is Shriram Asset Management in?
Shriram Asset Management's product category is Asset Management (Mutual Funds). Its primary akta.pro industry code is FSAAAEAD, Balanced & Allocation (Multi-Asset) Funds, with a secondary code of FSAAAEAB, Fixed Income Mutual Funds. Its NAICS code is 525910 and its SIC code is 6282.