Shriram AMC Announces Refreshed Investment Strategy for Hybrid Funds

Shriram AMC Announces Refreshed Investment Strategy for Hybrid Funds​

Shriram Asset Management Company Limited (Shriram AMC) has introduced a Refreshed Fund Opportunity (RFO) for its hybrid fund suite, featuring a new investment strategy and framework designed to provide a more disciplined, research-driven approach. The initiative covers the Shriram Multi Asset Allocation Fund, the Shriram Aggressive Hybrid Fund, and the Shriram Balanced Advantage Fund.

The refreshed framework is built on an asset allocation model that combines equity, debt, and exposure to precious metals such as gold and silver. This strategy allows for dynamic management across various market conditions with the objective of helping investors participate in long-term wealth creation while managing portfolio risk. The core of this new framework includes a structured asset allocation process, an equity selection methodology based on Growth at a Reasonable Price (GARP) principles, and a research-led fixed income framework.

The firm aims to create a repeatable investment process designed to respond to changing market conditions. This approach acknowledges that in uncertain markets, predicting which asset class will outperform can be challenging. Because different asset classes are driven by different factors and exhibit relatively low correlation, combining them within a single portfolio may help reduce overall volatility while offering the potential for reasonable long-term returns.

The specific schemes involved in this refreshed opportunity include:


The funds are positioned for investors pursuing long-term goals such as retirement, children's education, home ownership, and wealth creation. The Shriram Multi Asset Allocation Fund provides diversified exposure across equity, debt, and Gold and Silver ETFs through a single investment solution. The Shriram Aggressive Hybrid Fund is intended for those seeking higher equity participation with potential for capital appreciation, while the Shriram Balanced Advantage Fund offers dynamic allocation that adapts to market conditions.

Kartik Jain, Managing Director and CEO of Shriram AMC, stated that the refresh reflects a belief that asset allocation, rather than market timing, will remain the primary driver of long-term investor outcomes. He noted that because equities, debt, and precious metals each go through phases of outperformance and underperformance based on economic conditions, a well-diversified portfolio can help investors navigate uncertainty better than relying on any single asset class.

Prateek Nigudkar, Senior Fund Manager who manages the hybrid funds at Shriram AMC, elaborated that the firm has strengthened its approach over the past year by combining a disciplined, research-driven investment process with active portfolio management. He stated that the endeavor is to simplify the complexity of asset allocation for investors so they can stay focused on their long-term financial goals.

The Partner Opportunity Offer Period for Mutual Fund Distributors remains open from July 15, 2026, to August 7, 2026.

Stock Price Movement​

At 11:50, Shriram Asset Management Company Ltd shares are sliding to ₹276.20, down 1.67%. The stock is oscillating between an intraday high of ₹290.00 and a low of ₹276.20.