Shriram Asset Management Co. Ltd. · BSE:SRAMSET

Shriram Asset Management — Investor Presentation (December 2025)

15 slides from Shriram Asset Management's investor presentation, December 2025

  1. Slide 1: Make your idle money work harder

    Make your idle money work harder 1 www.shriramamc.in

  2. Slide 2: Investors are increasingly allocating to Money Market Funds

    AUM of Money Market Fund category grew by 2.8x AUM of Money Market Fund grew to ₹ 3,32,151 Crore, whereas Liquid Fund category grew by 0.4x accounting for 18% of total Debt Funds AUM* AUM Growth^ Money Market Fund AUM Growth (₹ Crore) 400.00 350000.00 332151.98 350.00 300000.00 300.00 253709.45 2500

  3. Slide 3: What is a Money Market Fund

    A Money Market Fund is an open-ended Money-market instruments typically include*: debt scheme that invests in money-market • Treasury bills (T-bills) instruments with a maturity of up to one • Government securities with up to one-year residual maturity year. • TREPs and Repo • Certificates of Deposi

  4. Slide 4: Risk-return spectrum of debt fund categories

    Long Duration Fund (7+ years) Medium Duration Fund (3 – 4 Years) Short Duration Fund (1 to 3 Years) Potential Return Money Market Fund (Up to 1 Year) Low Duration Fund (6 – 12 Months) Ultra Short Duration Fund (3 - 6 Months) Liquid Fund (Up to 91 Days) Overnight Fund (1 Day) Risk Low Medium High Not

  5. Slide 5: Who Can Invest?

    Corporate Treasuries: Investors managing short-term surplus funds as part of their treasury allocation framework. HNI’s: Investors looking to temporarily allocate surplus amounts while planning subsequent deployments. Who Can Invest? Retirees: Investors who prefer low to moderate risk and relatively

  6. Slide 6: Introducing the Money Market Fund

    Introducing (An open-ended debt scheme investing in money market instruments. A relatively low-interest rate risk and moderate credit risk) 6 www.shriramamc.in

  7. Slide 7: Better Quality Portfolio Mix, Financial Goals, Ease of Exit

    Better Quality Portfolio For Up To 1-year Ease Of Exit Mix Financial Goals No lock-in and no exit Seeks to invest primarily May be used for up to 1- load, allowing investors year financial goals, to access or park money in money-market depending on investor based on their short- instruments with ter

  8. Slide 8: Fund features: high liquidity, quality portfolio, suitable for STPs

    ₹ Relatively High Aims For Better Risk Active Cash Management High Liquidity Suitable For STPs Quality Portfolio Adjusted Returns For Treasuries • No exit load. Invests in • High-quality short- • Attempts to • Efficient cash • This fund can be money-market term securities. provide a management used

  9. Slide 9: Portfolio Construction

    Macro Economic Factors Credit Research & Portfolio • Economic growth trends Construction • Global developments • Company credit research • Monetary policy review • External ratings • Internal ratings and exposure limits Technical and Market Analysis Risk Management • Assessment of market trends • SE

  10. Slide 10: Scheme details: fund managers, benchmark, exit load

    Fund Manager Mr. Amit Modani & Mr. Sudip More Scheme Type An open-ended debt scheme investing in money Exit Load market instruments. A relatively low-interest Nil rate risk and moderate credit risk Benchmark Minimum Application Amount (Lumpsum) NIFTY Money Market Index A-I TRI Rs. 1,000 and in multi

  11. Slide 11: Mr. Amit Modani and Mr. Sudip Suresh More

    • Over 13 years of experience in fixed income fund management and dealing • Prior experience of managing fixed income AUM of ~₹25,000 crore. • Prior to current role, he served as Fund Manager – Fixed Income at Mirae Asset Investment Managers (India) Pvt. Ltd. • His professional background includes t

  12. Slide 12: Promoters and strategic investor

    Promoter Promoter (Shriram Credit Co. Ltd., (Sanlam Emerging Markets (Mauritius) entity of Shriram Group) Ltd., entity of Sanlam Group) - Over 1.2 Lac Crore - $ 80 bn AUM** AUM* - South Africa’s largest asset manager - Shriram Finance India’s - Investments capabilities leading NBFC - Market leader -

  13. Slide 13: Product suitability and riskometer

    As on 31st January 2026 This product is suitable for investors who are seeking*: Scheme Riskometer Benchmark Riskometer • Regular income over short term • To generate income by investing in money market instruments *Investors should consult their financial advisers if in doubt about whether the prod

  14. Slide 14: NSE Indices Ltd Disclaimer

    NSE Indices Ltd Disclaimer: NSE INDICES LIMITED do not guarantee the accuracy and/or the completeness of the Index, or any data included therein and NSE INDICES LIMITED shall not have any responsibility or liability for any errors, omissions, or interruptions therein. NSE INDICES LIMITED does not ma

  15. Slide 15: www.shriramamc.in

    15 www.shriramamc.in

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