Home>Mutual Funds>Shriram Mutual Fund>Shriram Hybrid Equity Fund Direct Growth

Shriram Hybrid Equity Fund Direct Growth

Hybrid
Aggressive Hybrid
Very High Risk
16.97%
3Y annualised
+0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Oct 2021₹25.67
Min. SIP amount₹1,000
Rating3star
Fund size₹64.87 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns39.3%17.0%12.3%12.8%
Category average42.2%12.7%12.2%NA
Rank with in category413425NA
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Holdings (53)

NameSectorInstrumentAssets
EnergyEquity8.6%
FinancialEquity6.0%
FinancialEquity5.6%
FinancialDebenture5.1%
FinancialEquity4.6%
TechnologyEquity3.6%
FinancialBonds3.4%
CommunicationEquity3.3%
TechnologyEquity3.1%
FMCGEquity3.0%
See All

Pros and cons

info
Category: Hybrid Aggressive Hybrid
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Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.65%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower AUM: 64Cr. Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 2.9%

Expense ratio, exit load and tax

Expense ratio: 0.65%

Inclusive of GST

Exit load

For units more than 12% of the allotted, an exit load of 1% will be charged if redeemed within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Gargi Bhattacharyya Banerjee
Oct 2016 - Present
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Rohit Kumar Gautam
Oct 2019 - Present
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Alok Ranjan
Oct 2020 - Present
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Fund house & investment objective

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Fund house contact details

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