How to check the XIRR of Shriram Money Market Fund - Direct Plan Growth Option?

You can track the exact XIRR and portfolio overlapping of Shriram Money Market Fund - Direct Plan Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Shriram Money Market Fund - Direct Plan Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Shriram Money Market Fund - Direct Plan Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Shriram Money Market Fund - Direct Plan Growth Option

Shriram Mutual Fund

Expense Ratio: 0.13

Risk: Low to Moderate

Debt Scheme - Money Market Fund

Plan: Direct

Benchmark: NIFTY Money Market Index A-I

Inception: 19-01-2026

Exit Load: Nil

Fund Size:₹392.42 Cr

Performance

FundN/A

Cat. Avg.6.45%

FundN/A

Cat. Avg.7.08%

FundN/A

Cat. Avg.7.28%

FundN/A

Cat. Avg.6.67%

10Y

FundN/A

Cat. Avg.6.62%

Fund4.24%

Cat. Avg.11.33%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Clearing Corporation of India Ltd.	CASH	CCIL	CCIL	5.35%	31.41	24.89%
2	360 One Prime Ltd.	DEBT	CP	CRISIL A1	8.04%	14.25	11.29%
3	Bank of Baroda	DEBT	CD	ICRA A1	6.80%	12.49	9.90%
4	Canara Bank	DEBT	CD	CRISIL A1	6.21%	9.87	7.82%
5	Union Bank of India	DEBT	CD	ICRA A1	6.22%	9.86	7.81%
6	Small Industries Development Bank of India	DEBT	CP	CRISIL A1	6.43%	9.86	7.81%
7	HDFC Bank Ltd.	DEBT	CD	CARE A1	6.85%	9.57	7.59%
8	Kotak Securities Ltd.	DEBT	CP	CRISIL A1	7.27%	9.55	7.57%
9	National Bank for Agriculture & Rural Development	DEBT	CD	CRISIL A1	6.88%	9.53	7.55%
10	182 DAYS TBILL RED 18-09-2026	DEBT	T-Bills	SOVEREIGN	5.19%	4.94	3.92%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	40000	40798	+2.0%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	12 Feb, 26	1 L.	1.04 L.	+4.2%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.