The Road to Your Dream Vacation Starts Here.Plan your perfect getaway with our Shriram Mutual Funds.
Dream Vacation Calculator
Select your Risk Appetite
You prefer stable potential returns
You are a balanced investor who possesses a grasp of investment market dynamics. Your preference lies in striking a balance between capital growth and capital preservation. You are willing to take limited short-term risk in pursuit of greater long-term capital appreciation.
You're an experienced, aggressive investor seeking high-growth opportunities. You are ready to take high risks in pursuit of superior long-term capital growth.
You are unsure about your risk appetite, and whether to choose either conservative or aggressive investments.
We recommend that you make monthly investments of ₹4,500 or a lump sum investment of ₹4,59,440 to accumulate ₹10,000,00 in 1 years for a picture perfect holiday.
Your Risk Profile
SIP Investment ₹4,500
Equity
Shriram Overnight Fund
DebtModerate 
SIP amount of
₹ 4,500
Lumpsum Investment ₹ 4,500
Hybrid
Shriram Balanced Advantage Fund
HybridVery High Risk
SIP amount of
₹ 4,59,440
Overview
Experience the world, one investment at a time - the first step towards your dream vacation could be investing in Shriram mutual funds. It empowers you to design the perfect dream vacation you've always envisioned. Kickstart your investment journey today and watch your travel dreams come to life.
How can inflation affect your future?
Today₹ 111.3
At retirement ₹ 158.87
Today₹ 7,500
At retirement₹ 19,500
Today₹ 23,250
At retirement₹ 57,550
Today₹ 8,700
At retirement₹ 16,550
Today₹ 3,750
At retirement₹ 12,825
Today₹ 5,270
At retirement₹ 17,570
Benefits of investing in Shriram Mutual Funds for a Dream Vacation
Accessibility and Liquidity
You can easily sell your investment and access your funds whenever you need them. This can be particularly useful when you need to fund your dream vacation.
Flexible Investment Options
An ideal choice for individuals of all ages and financial backgrounds to invest based on your risk appetite and investment goals.
Expert-managed Funds
Fund managers allocate investments across a range of assets to diversify risk. They understand your goals and personalize your portfolio accordingly. This alignment ensures your investments are customized to meet your financial goals.
Diversify Your Portfolio
Invest in a variety of assets, which can help reduce risk and increase the chances of higher returns making your dream vacation more affordable.
Who should Invest in Shriram Mutual Funds for a Dream Vacation?
Whether you're a young professional starting your career or a retiree eager to explore new destinations, investing in mutual funds can help you save for your dream vacation. Just imagine yourself on a tropical beach, sipping on a refreshing drink, or wandering through a historic city, all while your investment works hard for you. With mutual funds, you don't have to let financial constraints hold you back from experiencing your dream vacation.
This plan is suitable for the following investors*.
- Looking to plan their dream vacation.
- Seeking long-term capital appreciation.
- Willing to take some risk to earn higher returns.
*Investors should consult their financial advisers if in doubt whether the product is suitable for them.
The Shriram Mutual Fund Roadmap to Your Dream Vacation
How to Invest in Shriram Mutual Fund for Dream Vacation
Step 01
Use our dream vacation planning calculator to find out investment required for a dream vacation.Step 02
Register and create a folio by completing KYC verification and bank account authentication.Step 03
Select the mutual fund you wish to invest in.Step 04
Choose SIP or lump sum and make the payment.Step 05
Receive a confirmation of your investment.
Frequently Asked Questions
What are mutual funds?
Mutual funds are investment vehicles that pool money from multiple investors and invest in a diversified portfolio of securities like stocks, bonds, or a combination of both. Mutual funds are managed by professional fund managers who aim to generate returns for the investors.
Can I use mutual funds to save for my dream vacation goal?
Yes, mutual funds can be an excellent option to save for your dream vacation goal. You can choose a mutual fund scheme that suits your investment objective and risk profile, and invest a fixed amount through a Systematic Investment Plan (SIP) to accumulate funds over time.
How much should I invest in mutual funds for my dream vacation goal?
The amount you should invest in mutual funds for your dream vacation goal will depend on various factors like your travel destination, the duration of your trip, the cost of accommodation, and activities you plan to do. You can estimate your expenses and set a saving goal, and then calculate how much you need to invest monthly to achieve it.
What are the benefits of investing in mutual funds for my dream vacation goal?
Investing in mutual funds can provide various benefits like diversification, professional management, convenience, and flexibility. You can choose from a wide range of mutual fund schemes that suit your investment objective and risk profile, and invest through a SIP to accumulate funds over time.
Can I withdraw my mutual fund investments for my dream vacation before the maturity period?
Yes, you can withdraw your mutual fund investments for your dream vacation before the maturity period, but it is not advisable. Mutual funds are designed for long-term investment objectives, and early withdrawals can impact your returns and long-term financial goals. It's best to plan your vacation savings separately and not mix them with your long-term investments.
Are mutual funds safe for investing my dream vacation savings?
Mutual funds are subject to market risks, and the value of your investment can fluctuate based on market conditions. However, mutual funds provide diversification benefits, and professional fund managers manage the investments, making them relatively safer than investing in individual stocks or bonds.
How do I choose the right mutual fund scheme for my dream vacation goal?
You can choose the right mutual fund scheme for your dream vacation goal by considering factors like your investment objective, risk profile, investment horizon, and past performance of the scheme. It's best to consult a financial advisor or conduct thorough research before choosing a mutual fund scheme.
Can I invest in multiple mutual fund schemes for my dream vacation goal?
Yes, you can invest in multiple mutual fund schemes for your dream vacation goal to diversify your portfolio and minimize risk. However, it's essential to ensure that the schemes are complementary to each other and align with your investment objectives.
Can I stop or modify my mutual fund investments for my dream vacation goal?
Yes, you can stop or modify your mutual fund investments for your dream vacation goal at any time based on your financial situation and investment goals. You can pause or change the SIP amount, switch to another mutual fund scheme, or withdraw your investments if needed.
How long should I hold my mutual fund investments for my dream vacation goal?
You should hold your mutual fund investments for your dream vacation goal based on your investment horizon and risk profile. It's best to invest for the long term to generate higher returns and minimize market risk. However, you can choose to hold your investments for a shorter duration if your investment objective is short-term.
