Shriram Asset Management Company Limited announced a Refreshed Fund Opportunity (RFO) for its three hybrid funds on July 16, 2026, introducing a refreshed investment strategy and framework. The Partner Opportunity Offer Period is open from July 15, 2026, to August 7, 2026, for mutual fund distributors. The initiative aims to provide a more disciplined, research-driven, and diversified investment approach to help investors navigate uncertain market conditions.

The Refreshed Fund Opportunity covers the Shriram Multi Asset Allocation Fund, the Shriram Aggressive Hybrid Fund, and the Shriram Balanced Advantage Fund. The refreshed framework combines equity, debt, and exposure to precious metals such as gold and silver. This structure enables fund managers to dynamically manage allocations across market conditions, aiming for long-term wealth creation while managing portfolio risk.

Investment Framework and Strategy

The updated strategy incorporates a structured asset allocation process and an equity selection methodology based on Growth at a Reasonable Price (GARP) principles. It also includes a research-led fixed income framework and exposure to precious metals. The objective is to create a repeatable investment process aligned with the funds' investment objectives and designed to respond to changing market conditions.

Kartik Jain, Managing Director & CEO of Shriram Asset Management Company , stated that asset allocation, rather than market timing, will remain the primary driver of long-term investor outcomes. He emphasized that a well-diversified portfolio across asset classes may help investors navigate uncertainty better than relying on any single asset class.

Fund Details

The three funds under the Refreshed Fund Opportunity cater to different investor needs:

Prateek Nigudkar, Senior Fund Manager at Shriram AMC, elaborated that the firm has strengthened its approach to asset allocation by combining a disciplined, research-driven investment process with active portfolio management. The funds are suited for investors pursuing long-term goals such as retirement, children's education, and home ownership.

Shriram Asset Management Company Limited will conduct its 32nd Annual General Meeting on July 28, 2026, at 5:00 p.m. IST through Video Conferencing and Other Audio Visual Means. The meeting is being held in compliance with Ministry of Corporate Affairs circulars and the Companies Act, 2013. Members attending via video conferencing will be counted for quorum purposes under Section 103 of the Act, with the Registered Office deemed as the venue.

The Notice of the AGM and the Annual Report for F.Y. 2025-26 will be sent by email to members whose addresses are registered with the company or its Registrar and Share Transfer Agent, Purva Sharegistry India Private Limited. For members without registered email addresses, the company will dispatch a letter containing a web link and a QR code to access the reports. Physical copies of the Annual Report can be requested by emailing the company.

Members can cast votes through a remote e-voting system or during the meeting. Login credentials for remote e-voting will be emailed to non-individual members, while individual members holding shares in NSDL or CDSL must log in to the respective depository websites. The remote e-voting period commences at 9.00 a.m. IST on Friday, July 24, 2026, and ends at 5.00 p.m. IST on Monday, July 27, 2026. The facility for voting will also be available at the AGM for those who have not voted remotely.

The company will provide a live webcast of the AGM proceedings. Members are advised to ensure their email addresses and mobile numbers are updated with their depository participants or the Registrar to receive communications and voting credentials. Mr. Suhas S. Ganpule, Practicing Company Secretary, has been appointed as the Scrutinizer for the e-voting process.

Business to be Transacted

The agenda includes the adoption of the audited financial statements for the year ended March 31, 2026, and the re-appointment of Mr. Gaurav Patankar, who retires by rotation and is eligible for re-appointment. Additionally, shareholders will vote on an ordinary resolution to approve a related party transaction with Shriram Finance Limited for the renewal of a rental agreement for a property in Bangalore.

Financial Performance

For the financial year ended March 31, 2026, the company reported a total income of ₹ 1,220.29 lakhs, an increase from ₹ 675.46 lakhs in the previous year. However, the company reported a net loss of ₹ 2,030.99 lakhs for the year, compared to a loss of ₹ 1,651.22 lakhs in F.Y. 2024-25. The total assets under management reached ₹ 1,188 crore, up from ₹ 901 crore in the previous year.

The Board of Directors has not recommended any dividend for the financial year 2025-26 due to the absence of profits.