Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Shriram Mutual Fund

Shriram Overnight Fund- Direct Monthly IDCW

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 52/100 · Average

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)6.07%
  • Expense ratio (20%)0.19%
  • AUM (15%)₹62 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Shriram Mutual Fund · Income/Debt Oriented · Overnight Fund

₹10.0

-993.69 (-99.0%)

AUM: ₹62 Cr

NAV updated 14 days ago

Plan

Direct

Option

Idcw

Risk

Low

Expense Ratio

0.19%

Exit Load

Nil

Fund Manager

Sudip Suresh More

Inception

Sep 2026

Benchmark

Domestic Price of Gold

Sharpe Ratio

-5.01

Std Dev (1Y)

1.22%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-0.05%

3m

-0.05%

6m

+2.58%

1y

+5.31%

3y

+6.07%

5y

—

10y

—

since inception

+0.15%

TopFund's Take on Shriram Overnight Fund- Direct Monthly IDCW

Shriram Overnight Fund- Direct Monthly IDCW sits in the middle of the pack for Overnight Fund funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 52/100.

Cost: At 0.19%, the expense ratio runs 12% above the Overnight Fund category average of 0.17%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -5.01 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.22% is on the lower side for a Overnight Fund fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Unspecified 100.21%

Asset Allocation

Reverse Repo 99.28%
Net Receivables 0.72%

Frequently Asked Questions about Shriram Overnight Fund- Direct Monthly IDCW

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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