Financial Year Wise Addenda & Notices

2023-2024

Addenda & Notices / Addendum To	Date	Download
Appointment of CISO and Resignation of COO & CISO of Shriram AMC	23 Feb 2023
Appointment of Directors and Change of Administration & HO/ SID & SAI	17 Jan 2023
Appointment and Resignation of Chief Financial Officer of AMC/ - SAI	20 Dec 2022
Unaudited Financial Results for half-year ended September 30, 2022 / --	29 Oct 2022
Hosting of Half Yearly Portfolio	08 Oct 2022
Appointment and Resignation of Trustees/ SAI	27 Aug 2022
Change in Fund Management Responsibilities/ SID, KIM	20 Aug 2022
NFO notice of Shriram Overnight Fund / SID,KIM	06 Aug 2022
Hosting of Annual Report FY 21-22	28 Jul 2022
Appointment of Directors/ SAI	29 Jun 2022
Notice cum addendum pursuant to allotment of subscription securities	02 Jun 2022
Change in control without change in sponsor of Shriram Mutual Fund	25 May 2022
Unaudited Financial Results for half-year ended March 31, 2022 / --	29 Apr 2022
Resignation of AMC Director/ SAI	21 Apr 2022
Hosting of Half Yearly Portfolio	09 Apr 2022

2022-2023

Addenda & Notices / Addendum To	Date	Download
Vacation of Office of Director/ SAI	09 Mar 2022
Change in Composition of Board & Appointment of Chief Risk Officer	11 Feb 2022
Change in Registered Office Address of Shriram Mutual Fund/ SAI, SID, KIM	31 Dec 2021
Change in benchmark of Shriram Balanced Advantage Fund / SAI, SID, KIM	10 Dec 2021
Change in benchmark of Shriram Hybrid Equity Fund & change in Registered Office of AMC	01 Dec 2021
Appointment of Director and Resignation of Director / Managing Director/ SAI	09 Nov 2021
Non applicability of Minimum Application Amount (Lump-sum) and Minimum Redemption amount	30 Oct 2021
Unaudited Financial Results for half-year ended September 30, 2021 / --	26 Oct 2021
Hosting of Half Yearly Portfolio	09 Oct 2021
Appointment of MFCentral as Official Point of Acceptance/ SAI, SID & KIM	21 Sep 2021
Resignation of AMC Director/ SAI	18 Sep 2021
Hosting of Annual Report FY 20-21	29 Jul 2021
Appointment of New Independent Trustee & Cessation of the Term of Trustee / SAI	24 Jun 2021
Change in Risk-o-meter of Shriram Balanced Advantage Fund	08 May 2021
Unaudited Financial Results for half-year ended March 31, 2021 / --	28 Apr 2021
Hosting of Half Yearly Portfolio & Change in Risk-o-meter of SBAF	10 Apr 2021

2021-2022

Addenda & Notices / Addendum To	Date	Download
Change in name of Dividend Options	29 Mar 2021
Redesignation of KMPs	01 Mar 2021
Change in Risk-o-meter of Shriram Balanced Advantage Fund	09 Feb 2021
Notice cum Addendum_Appointment of Key Personnel / SAI	21 Jan 2021
Change in Risk-o-meter of the schemes of Shriram Mutual Fund	10 Jan 2021
Resignation of AMC Director/ SAI	07 Jan 2021
Changes in NAV Applicability w.e.f February 01, 2021	05 Jan 2021
Change in Fundamental Attributes of Shriram Multicap Fund / SID,KIM	31 Dec 2020
Changes in NAV Applicability w.e.f January 01, 2021	30 Dec 2020
Withdrawal of changes proposed in Fundamental Attributes	29 Dec 2020
Change in Fund Management Responsibilities/ SID, KIM	24 Dec 2020
Change in Fundamental Attributes of Shriram Multicap Fund / SID,KIM	18 Dec 2020
Unaudited Financial Results for half-year ended September 30, 2020 / --	31 Oct 2020
Restoring to Normal Cut off timings	19 Oct 2020
Hosting of Half Yearly Portfolio Statement half-year ended September 30, 2020	09 Oct 2020
Change in Fund Management Responsibilities/ SID, KIM	08 Oct 2020
Hosting of Annual Report FY 19-20	29 Aug 2020
Change of Registered Office Address of AMC/ SAI, SID, KIM	24 Jul 2020
Notice cum Addendum_Appointment of Key Personnel / SAI	15 Jul 2020
Unaudited Financial Results for half-year ended March 31, 2020 / --	30 May 2020
Temporary Advancing of Cut off timings to Continue till further Notice	02 May 2020
Change in Fund Management Responsibilities	22 Apr 2020
Extension in Reduced Cut off timings till April 30, 2020	18 Apr 2020
Hosting of Half Yearly Portfolio Statement half-year ended March 31, 2020	09 Apr 2020
Advancing of Cut off timings April 7 to 17, 2020	08 Apr 2020

2020-2021

Addenda & Notices / Addendum To	Date	Download
Notice cum Addendum_Appointment of Key Personnel / SAI	25 Mar 2020
Cessation of the Term of Trustee, Change in Fund Management Responsibilities and Change in the Minimum Purchase/Switch In Amount (Lumpsum)	21 Nov 2019
Notice cum Addendum_Appointment of Key Personnel & Change in Fund Management Responsibilities / SAI, SID	07 Nov 2019
Unaudited Financial Results for half-year ended September 30, 2019 / --	31 Oct 2019
Hosting of Half Yearly Portfolio Statement half-year ended September 30, 2019	10 Oct 2019
Hosting of Annual Report FY 18-19	30 Jul 2019
NFO notice of Shriram Balanced Advantage Fund / SID,KIM	31 May 2019
Unaudited Financial Results for half-year ended March 31, 2019 / --	27 Apr 2019
Hosting of Half Yearly Portfolio Statement half-year ended March 31, 2019	10 Apr 2019

2019-2020

Addenda & Notices / Addendum To	Date	Download
NFO notice of Shriram Long Term Equity Fund / SID,KIM	30 Nov 2018
Unaudited Financial Results for half-year ended September 30, 2018 / --	30 Oct 2018
Hosting of Half Yearly Portfolio Statement half-year ended September 30, 2018	10 Oct 2018
NFO notice of Shriram Multicap Fund / SID,KIM	24 Aug 2018
Hosting of Annual Report & Change in Minimum SWP Amount	31 Jul 2018
Change in Exit Load for the Scheme “Shriram Equity and Debt Opportunities Fund” with effect from June 15, 2018	13 Jun 2018
Change in Name of Scheme	01 Jun 2018
Unaudited Financial Results for half-year ended March 31, 2018 / --	28 Apr 2018

2018-2019

Addenda & Notices / Addendum To	Date	Download
Notice cum Addendum_Appointment of Key Personnel / SAI	17 Mar 2018
Resignation of Head-Sales & Marketing of Shriram AMC / SAI	19 Jan 2018
Change in Fundamental Attributes / SID, KIM	13 Jan 2018
Change in Fund Management Responsibilities & Resignation of Dealer / SAI, SID, KIM	30 Nov 2017
Unaudited Financial Results for half-year ended September 30, 2017 / --	28 Oct 2017
Notice cum Addendum_Appointment of Key Personnel / SAI	05 Oct 2017
Resignation of Director of Shriram AMC / SAI	16 Aug 2017
Notice cum Addendum_Appointment of Key Personnel / SAI	26 Jul 2017
Unaudited Financial Results for half-year ended March 31, 2017 / --	28 Apr 2017
Appointment of Director of Shriram AMC / SAI,SID,KIM	07 Apr 2017

2017-2018

2016-2017

Addenda & Notices / Addendum To	Date	Download
Dividend Record date Shriram Equity and Debt Opportunities Fund November 2015/ - -	09 Nov 2015
Unaudited Financial Results for half-year ended September 30, 2015 / --	29 Oct 2015
Notice cum Addendum_Appointment of Key Personnel / SAI	17 Oct 2015
Change in Montly & Quarterly SIP / SAI,SID,KIM	29 Sep 2015
Change of Custodian & Change in SIP/Micro SIP date	27 Jul 2015
Appointment of Trustee / SAI	27 Jun 2015
Unaudited Financial Results for half-year ended March 31, 2015 / --	30 Apr 2015
Notice cum Addendum_Appointment & Resignation of Key Personnel / SAI	17 Apr 2015

2015-2016

Addenda & Notices / Addendum To	Date	Download
Provisions relating to FATCA and UBO & Change of status and name of the Statutory Auditors/ SAI,SID,KIM	23 Dec 2014
Appointment and Resignation of Directors of Shriram AMC / SAI,SID,KIM	01 Nov 2014
Unaudited Financial Results for half-year ended September 30, 2014 / --	28 Oct 2014
Dividend Record date Shriram Equity and Debt Opportunities Fund October 2014 / --	22 Oct 2014
Resignation Of Director / SAI	28 Aug 2014
AMFI Best Practice Guidelines Circular No. 48 / 2014 -15 / SID,KIM	23 Jul 2014
Appointment of Director of Shriram AMC / SAI,SID,KIM	17 Jun 2014
Unaudited Financial Results for half-year ended March 31, 2014 / --	29 Apr 2014

2014-2015

2013-2014

Financial Year Wise Addenda & Notices

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