Shriram Large &
Mid Cap Fund
(An open ended equity scheme investing in both large cap and mid cap stocks)
Unique Strengths, A Dynamic Partnership.
NFO OPENS
4th Dec, 2026
NFO CLOSES
18th Dec, 2026
What is Shriram Large & Mid Cap Fund
Fund Information
Fund name
Shriram Large & Mid Cap Fund
Fund category
Large & Mid Cap Fund
Bench mark
Nifty Large Midcap 250 Index (TRI)
Fund type
An open ended equity scheme investing in both large cap and mid cap stocks
Scheme objective
The objective of the investment scheme is to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks at the time of investment. The fund manager may also seek participation in other equity and equity related securities. There is no assurance that the investment objective of the Scheme will be achieved.
Plan/option
Regular Plan and Direct Plan, each with Growth Option and IDCW Option (Payout of IDCW and Reinvestment of IDCW)
Fund manager
Mr. Prateek Nigudkar
Minimum investment
- During NFO and on continuous basis: Rs. 500/- and in multiples of Re. 1/- thereafter.
- Additional purchase: Rs. 500/- and in multiples of Re. 1/- thereafter.
- Minimum redemption / switch out: Rs. 500/- or account balance, whichever is lower.
Exit load
- 1% of the applicable NAV, if redeemed within 1 month from the date of allotment.
- Nil if redeemed after 1 month from the date of allotment.
Facilities
This product is suitable for investors who are seeking*
- Wealth creation over long term
- Open ended equity scheme investing in both large cap and mid cap stocks
Scheme Riskometer
Very High – Investors understand that their principal will be at very high risk Benchmark Riskometer
Very High – As per AMFI Tier I Benchmark i.e. Nifty Large Midcap 250 TRI. The risk of the benchmark is very high.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.The above product labelling assigned during the New Fund Offer (NFO) is based on an internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made
Fund Management
Mr. Ketankumar Shah
Mr. Prateek Nigudkar
Frequently Asked Questions
Shriram Large & Mid Cap Fund is an open ended equity scheme investing in both large cap and mid cap stocks. It aims to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks.
Disclaimer : MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY With regard to taxation, investors are advised to consult their tax consultants to know the consequences of tax, if any. Income Tax benefits to the mutual fund & to the unit-holder are in accordance with prevailing tax law. The investor shall be solely responsible for any action taken based on this document. Shriram Mutual Fund, Shriram Asset Management Co. Ltd., Shriram Mutual Fund Trustee Ltd., and their associates shall not be liable in any manner for the consequences of such action taken by the investor.
