📊 AMC Portfolio · RightAdvise

Shriram Mutual Fund — Portfolio, Holdings & Monthly Changes

Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Aug 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.

6
Active Funds
111
Unique Stocks
27
Fresh Entries
3
Complete Exits
✓ Copied!
🏆 Conviction 🟢 Fresh Entries 🔴 Complete Exits 📈 Adding 📉 Reducing 📋 Active Funds (6)

Shriram Mutual Fund is one of India's registered mutual fund houses. Like most AMCs, it may run schemes across multiple categories — equity, debt, hybrid, international, or others. This page tracks only the equity segment: 6 actively managed equity funds, based on official AMFI portfolio disclosures as mandated by SEBI. Other scheme types, if any, are not covered here.

Within the active equity funds, stocks held across five or more funds simultaneously indicate high conviction — a shared view among multiple fund managers within Shriram Mutual Fund. As of Aug 2026, HDFC Bank Limited is the most widely held stock, present in 6 active funds. The dominant sector exposure is Banks, followed by IT - Software.

This page compares portfolio holdings month on month to surface active decisions. Between Jul 2026 and Aug 2026, Shriram Mutual Fund's active equity funds made 27 fresh stock entries and fully exited 3 stocks. Only active fund changes are tracked here — index and ETF changes are benchmark-driven and not shown.

High Conviction

Which Stocks Are Held in 5 or More Funds?

Stocks held across multiple Shriram Mutual Fund funds simultaneously.

#StockSectorNo. of FundsCombined ValueHeld By
1
HDFC Bank Limited
Banks
Banks 6 funds ₹33.3 Cr Equity, ELSS, Flexi Cap, Balanced Advantage, Aggressive Hybrid, Multi Asset
2
Reliance Industries Limited
Petroleum Products
Petroleum Products 6 funds ₹26.0 Cr Equity, ELSS, Flexi Cap, Balanced Advantage, Multi Asset, Aggressive Hybrid
3
Axis Bank Limited
Banks
Banks 6 funds ₹23.1 Cr Equity, ELSS, Flexi Cap, Aggressive Hybrid, Multi Asset, Balanced Advantage
4
State Bank of India
Banks
Banks 6 funds ₹21.2 Cr Flexi Cap, ELSS, Equity, Balanced Advantage, Multi Asset, Aggressive Hybrid
5
Bharti Airtel Limited
Telecom - Services
Telecom - Services 6 funds ₹18.6 Cr Flexi Cap, ELSS, Equity, Aggressive Hybrid, Multi Asset, Balanced Advantage
6
Eternal Limited
Retailing
Retailing 6 funds ₹15.1 Cr Equity, Flexi Cap, ELSS, Aggressive Hybrid, Balanced Advantage, Multi Asset
7
Mahindra & Mahindra Limited
Automobiles
Automobiles 6 funds ₹14.6 Cr Equity, Balanced Advantage, Aggressive Hybrid, Flexi Cap, ELSS, Multi Asset
8
InterGlobe Aviation Limited
Transport Services
Transport Services 6 funds ₹10.6 Cr Equity, ELSS, Flexi Cap, Balanced Advantage, Multi Asset, Aggressive Hybrid
9
SBI Life Insurance Company Limited
Insurance
Insurance 6 funds ₹10.5 Cr Flexi Cap, Equity, ELSS, Aggressive Hybrid, Multi Asset, Balanced Advantage
10
Tata Consultancy Services Limited
IT - Software
IT - Software 6 funds ₹10.2 Cr Equity, Flexi Cap, ELSS, Aggressive Hybrid, Multi Asset, Balanced Advantage
Portfolio Changes — Active Funds Only

Which Stocks Did This AMC Buy or Exit This Month?

Jul 2026 Aug 2026

Index/ETF funds excluded — they track benchmarks mechanically and do not reflect active stock selection.

#StockSectorFundsAvg WeightValue
1
Bajaj Holdings & Investment Limited
Finance
NEW 4 funds 1.37% ₹3.5 Cr
2
Eicher Motors Limited
Automobiles
NEW 4 funds 0.94% ₹2.7 Cr
3
Coforge Limited
IT - Software
NEW 3 funds 1.09% ₹2.4 Cr
4
Metropolis Healthcare Limited
Healthcare Services
NEW 3 funds 0.37% ₹89.5 L
5
Muthoot Finance Limited
Finance
NEW 3 funds 0.32% ₹73.1 L
6
TD Power Systems Limited
Electrical Equipment
NEW 3 funds 0.28% ₹66.3 L
7
Juniper Green Energy Limited
Power
NEW 3 funds 0.24% ₹56.9 L
8
S.J.S. Enterprises Limited
Auto Components
NEW 2 funds 1.85% ₹3.3 Cr
9
Navin Fluorine International Limited
Chemicals & Petrochemicals
NEW 2 funds 1.38% ₹2.5 Cr
10
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
NEW 2 funds 1.17% ₹2.0 Cr
#StockSectorFundsWas WeightValue
1
HDFC Asset Management Company Limited
Capital Markets
EXITED 1 fund 0.81% ₹1.3 Cr
2
ETHOS LIMITED
Consumer Durables
EXITED 1 fund 0.18% ₹25.3 L
3
TD Power Systems Limited
Electrical Equipment
EXITED 1 fund 0.17% ₹24.1 L
#StockSectorFundsJul 2026Aug 2026ChangeValue
1
Bharat Electronics Limited
Aerospace & Defense
Aerospace & Defense 5 0.39% 1.27% +0.88% ₹4.9 Cr
2
Maruti Suzuki India Limited
Automobiles
Automobiles 6 0.65% 1.19% +0.54% ₹7.0 Cr
3
ICICI Bank Limited
Banks
Banks 5 4.18% 4.69% +0.51% ₹19.9 Cr
4
Samvardhana Motherson International Limited
Auto Components
Auto Components 1 2.59% 3.00% +0.41% ₹4.9 Cr
5
KFin Technologies Limited
Capital Markets
Capital Markets 6 0.56% 0.96% +0.40% ₹6.4 Cr
6
Dodla Dairy Ltd.
Food Products
Food Products 6 0.30% 0.68% +0.38% ₹3.5 Cr
7
Power Grid Corporation of India Limited
Power
Power 5 0.36% 0.72% +0.36% ₹2.7 Cr
8
Kirloskar Oil Engines Limited
Industrial Products
Industrial Products 5 0.69% 1.04% +0.35% ₹4.5 Cr
9
ITC Limited
Diversified FMCG
Diversified FMCG 5 1.40% 1.74% +0.34% ₹7.1 Cr
10
VRL Logistics Limited
Transport Services
Transport Services 1 1.66% 1.93% +0.27% ₹3.1 Cr
#StockSectorFundsJul 2026Aug 2026ChangeValue
1
Apollo Hospitals Enterprise Limited
Healthcare Services
Healthcare Services 3 3.56% 1.77% -1.79% ₹7.0 Cr
2
Nuvama Wealth Management Limited
Capital Markets
Capital Markets 1 3.77% 2.68% -1.09% ₹4.4 Cr
3
Computer Age Management Services Limited
Capital Markets
Capital Markets 3 2.83% 1.89% -0.94% ₹7.2 Cr
4
Eternal Limited
Retailing
Retailing 6 3.07% 2.15% -0.92% ₹15.1 Cr
5
Indian Bank
Banks
Banks 3 2.44% 1.57% -0.87% ₹6.2 Cr
6
Pricol Limited
Auto Components
Auto Components 4 1.55% 0.85% -0.70% ₹4.1 Cr
7
Kotak Mahindra Bank Limited
Banks
Banks 3 2.07% 1.40% -0.67% ₹3.8 Cr
8
Tech Mahindra Limited
IT - Software
IT - Software 3 1.92% 1.31% -0.61% ₹4.9 Cr
9
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
Transport Infrastructure 6 1.84% 1.24% -0.60% ₹8.6 Cr
10
Rainbow Childrens Medicare Limited
Healthcare Services
Healthcare Services 6 1.77% 1.18% -0.59% ₹7.8 Cr
Sector Exposure

Which Sectors Does This AMC Favour Most?

Average sector allocation across all active funds. Index/ETF excluded.

Banks
18.5%
6 funds
IT - Software
6.0%
6 funds
Automobiles
5.2%
6 funds
Petroleum Products
4.7%
6 funds
Pharmaceuticals & Biotechnology
4.3%
6 funds
Healthcare Services
4.2%
6 funds
Capital Markets
3.6%
6 funds
Telecom - Services
3.2%
6 funds
Active Funds

What Are the Active Equity Funds Under This AMC?

Click any fund to see full portfolio analysis, NAV history, drawdown and rolling returns.

Shriram Aggressive Hybrid Fund Shriram Balanced Advantage Fund Shriram ELSS Tax Saver Fund Shriram Flexi Cap Fund Shriram Multi Asset Allocation Fund Shriram Multi Sector Rotation Fund
Stock Search

Which Funds Hold a Specific Stock?

Search any stock to see which Shriram Mutual Fund active funds hold it.

Frequently Asked Questions

Frequently Asked Questions About Shriram Mutual Fund

How many equity funds does Shriram Mutual Fund have?

Shriram Mutual Fund manages 6 active equity mutual fund schemes across SEBI categories including Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS and others. Portfolio holdings are updated monthly from official AMFI disclosures.

What stocks does Shriram Mutual Fund hold across its funds?

You can search any stock in the search box above to see which Shriram Mutual Fund funds hold it and at what portfolio weight. The top stocks held across 5 or more funds are shown in the Holdings section above.

Which stocks did Shriram Mutual Fund buy or sell recently?

The Monthly Portfolio Changes section on this page shows stocks that Shriram Mutual Fund funds newly entered or exited in the most recent month compared to the previous month — reflecting the latest investment decisions by fund managers.

How often does Shriram Mutual Fund disclose its portfolio?

SEBI requires all AMCs including Shriram Mutual Fund to disclose their complete portfolio within 10 days of each month end. RightAdvise updates this data monthly from official AMFI portfolio disclosures.

⚠️ Disclaimer: Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI as per SEBI regulations. This is for educational purposes only and does not constitute investment advice. RightAdvise is NOT SEBI registered. Consult a SEBI-registered advisor before investing. Equity Holdings Value shown per fund is calculated from stock holdings only and excludes cash, CBLO, debt instruments, derivatives and net receivables/payables. Actual total fund AUM will be higher. For exact fund AUM refer to the respective AMC website.