📊 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 May 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.

6
Active Funds
114
Unique Stocks
1
Fresh Entries
1
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 May 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 Apr 2026 and May 2026, Shriram Mutual Fund's active equity funds made 1 fresh stock entry and fully exited 1 stock. 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 ₹33.0 Cr ELSS, Flexi Cap, Balanced Advantage, Aggressive Hybrid, Equity, Multi Asset
2
Reliance Industries Limited
Petroleum Products
Petroleum Products 6 funds ₹29.2 Cr Balanced Advantage, ELSS, Multi Asset, Flexi Cap, Equity, Aggressive Hybrid
3
Bharti Airtel Limited
Telecom - Services
Telecom - Services 6 funds ₹24.3 Cr Equity, Balanced Advantage, ELSS, Flexi Cap, Multi Asset, Aggressive Hybrid
4
Axis Bank Limited
Banks
Banks 6 funds ₹23.8 Cr Equity, ELSS, Aggressive Hybrid, Flexi Cap, Multi Asset, Balanced Advantage
5
State Bank of India
Banks
Banks 6 funds ₹19.3 Cr ELSS, Flexi Cap, Equity, Balanced Advantage, Multi Asset, Aggressive Hybrid
6
Infosys Limited
IT - Software
IT - Software 6 funds ₹14.1 Cr Equity, ELSS, Flexi Cap, Multi Asset, Balanced Advantage, Aggressive Hybrid
7
Mahindra & Mahindra Limited
Automobiles
Automobiles 6 funds ₹13.7 Cr Equity, Balanced Advantage, Aggressive Hybrid, ELSS, Flexi Cap, Multi Asset
8
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
Transport Infrastructure 6 funds ₹10.9 Cr Equity, ELSS, Flexi Cap, Multi Asset, Balanced Advantage, Aggressive Hybrid
9
InterGlobe Aviation Limited
Transport Services
Transport Services 6 funds ₹10.9 Cr Equity, ELSS, Flexi Cap, Balanced Advantage, Multi Asset, Aggressive Hybrid
10
Eternal Limited
Retailing
Retailing 6 funds ₹10.0 Cr Equity, ELSS, Flexi Cap, Aggressive Hybrid, Balanced Advantage, Multi Asset
Portfolio Changes — Active Funds Only

Which Stocks Did This AMC Buy or Exit This Month?

Apr 2026 May 2026

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

#StockSectorFundsAvg WeightValue
1
Deepak Fertilizers and Petrochemicals Corporation Limited
Chemicals & Petrochemicals
NEW 5 funds 0.29% ₹1.2 Cr
#StockSectorFundsWas WeightValue
1
LIC Housing Finance Limited
Finance
EXITED 1 fund 0.41% ₹21.2 L
#StockSectorFundsApr 2026May 2026ChangeValue
1
Nuvama Wealth Management Limited
Capital Markets
Capital Markets 1 2.70% 3.16% +0.46% ₹5.4 Cr
2
Samvardhana Motherson International Limited
Auto Components
Auto Components 1 2.24% 2.69% +0.45% ₹4.6 Cr
3
Thyrocare Technologies Limited
Healthcare Services
Healthcare Services 3 1.44% 1.81% +0.37% ₹6.6 Cr
4
Computer Age Management Services Limited
Capital Markets
Capital Markets 3 1.89% 2.23% +0.34% ₹8.2 Cr
5
R R Kabel Limited
Industrial Products
Industrial Products 6 1.06% 1.36% +0.30% ₹9.7 Cr
6
SAMHI Hotels Ltd
Leisure Services
Leisure Services 6 1.13% 1.36% +0.23% ₹9.2 Cr
7
S.J.S. Enterprises Limited
Auto Components
Auto Components 2 1.00% 1.16% +0.16% ₹2.0 Cr
8
Krishna Institute Of Medical Sciences Limited
Healthcare Services
Healthcare Services 2 1.11% 1.25% +0.14% ₹2.2 Cr
9
Mold-Tek Packaging Limited
Industrial Products
Industrial Products 2 0.56% 0.69% +0.13% ₹1.1 Cr
10
Dodla Dairy Ltd.
Food Products
Food Products 5 0.55% 0.67% +0.12% ₹2.8 Cr
#StockSectorFundsApr 2026May 2026ChangeValue
1
Bharat Petroleum Corporation Limited
Petroleum Products
Petroleum Products 5 1.05% 0.38% -0.67% ₹1.6 Cr
2
Reliance Industries Limited
Petroleum Products
Petroleum Products 6 5.41% 5.01% -0.40% ₹29.2 Cr
3
State Bank of India
Banks
Banks 6 3.56% 3.21% -0.35% ₹19.3 Cr
4
KFin Technologies Limited
Capital Markets
Capital Markets 5 0.41% 0.21% -0.20% ₹76.5 L
5
ITC Limited
Diversified FMCG
Diversified FMCG 5 2.08% 1.91% -0.17% ₹7.4 Cr
6
HDFC Bank Limited
Banks
Banks 6 6.07% 5.92% -0.15% ₹33.0 Cr
7
VRL Logistics Limited
Transport Services
Transport Services 1 1.57% 1.45% -0.12% ₹2.5 Cr
8
Tata Consultancy Services Limited
IT - Software
IT - Software 6 1.60% 1.48% -0.12% ₹9.0 Cr
9
Oil & Natural Gas Corporation Limited
Oil
Oil 5 0.87% 0.77% -0.10% ₹3.2 Cr
10
Bharti Airtel Limited
Telecom - Services
Telecom - Services 6 4.04% 3.95% -0.09% ₹24.3 Cr
Sector Exposure

Which Sectors Does This AMC Favour Most?

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

Banks
18.4%
6 funds
IT - Software
6.1%
6 funds
Petroleum Products
5.6%
6 funds
Automobiles
4.6%
6 funds
Pharmaceuticals & Biotechnology
4.2%
6 funds
Healthcare Services
4.1%
6 funds
Telecom - Services
4.0%
6 funds
Capital Markets
3.6%
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.