Name: Shriram Hybrid Equity Fund Direct Growth
Brand: Shriram Mutual Fund

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Shriram Hybrid Equity Fund Direct Growth
Hybrid
Aggressive Hybrid
Very High Risk
29.33%
1Y return
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹23.12
Min. SIP Amount₹1,000
Rating3star
Fund Size₹60.42 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.3%10.5%10.6%11.5%
Category average42.2%12.7%12.2%NA
Rank with in category463425NA
Understand termsinfo
Holdings (53)NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity7.3%
ICICI Bank Ltd.FinancialEquity6.3%
HDFC Bank Ltd.FinancialEquity5.6%
LIC Housing Finance Ltd.FinancialDebenture5.5%
Infosys Ltd.TechnologyEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
Tata Consultancy Services Ltd.TechnologyEquity3.8%
REC Ltd.FinancialBonds3.6%
Hindustan Unilever Ltd.FMCGEquity3.4%
Bharti Airtel Ltd.CommunicationEquity3.1%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 0.65%Inclusive of GST
Exit loadFor units more than 12% of the allotted, an exit load of 1% will be charged if redeemed within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000
Fund managementKartik Soral
Jan 2021 - Present
View Details
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Education
He has pursued B.Tech (Chemical Engineering) from IT-BHU, Varanasi and PGDM, IIM Ahemdabad.
Experience
Prior to joining Shriram Mutual Fund, he has worked with Edelweiss Mutual Fund, L&T Ltd., Deutsche Bank and TCS.
Also manages these schemes
Shriram Hybrid Equity Fund Direct Growth
Shriram Hybrid Equity Fund Direct IDCW
Shriram Hybrid Equity Fund Growth
Shriram Hybrid Equity Fund IDCW
Shriram Flexi Cap Fund Regular Growth
Shriram Flexi Cap Fund Regular IDCW
Shriram Flexi Cap Fund Direct Growth
Shriram Flexi Cap Fund Direct IDCW
Shriram Long Term Equity Fund Direct Growth
Shriram Long Term Equity Fund Regular Growth
Shriram Long Term Equity Fund Direct IDCW
Shriram Balanced Advantage Fund Regular IDCW
Shriram Balanced Advantage Fund Regular Growth
Shriram Balanced Advantage Fund Direct Growth
Gargi Bhattacharyya Banerjee
Oct 2016 - Present
View Details
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Education
Ms. Banerjee is Master of Business Management in Finance and Bachelor of Science with Economics (Hon) from University of Calcutta.
Experience
Prior to joining Shriram Asset Management Co. Ltd she has worked with Zacks Research Pvt Ltd as Research Head and Shriram Insight Share Brokers Ltd
Also manages these schemes
Shriram Hybrid Equity Fund Direct Growth
Shriram Hybrid Equity Fund Direct IDCW
Shriram Hybrid Equity Fund Growth
Shriram Hybrid Equity Fund IDCW
Shriram Flexi Cap Fund Regular Growth
Shriram Flexi Cap Fund Regular IDCW
Shriram Flexi Cap Fund Direct Growth
Shriram Flexi Cap Fund Direct IDCW
Shriram Long Term Equity Fund Direct Growth
Shriram Long Term Equity Fund Regular Growth
Shriram Long Term Equity Fund Direct IDCW
Shriram Balanced Advantage Fund Regular IDCW
Shriram Balanced Advantage Fund Regular Growth
Shriram Balanced Advantage Fund Direct Growth
Rohit Kumar Gautam
Oct 2019 - Present
View Details
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Education
Mr. Gautam has done B.Tech (IIT Bombay) and PGDM (IIM Ahmedabad)
Experience
Prior to joining Shriram Asset Management Company Limited, he has worked with APRRUS Foods and Beverages Pvt. Ltd., Firestar International Pvt. Ltd., Pythhos Technology Pvt. Ltd./ Boston Analytics, Hangout Adventures where he had held various key positions in Research & Analysis, Corporate Strategy & Planning Professional.
Also manages these schemes
Shriram Hybrid Equity Fund Direct Growth
Shriram Hybrid Equity Fund Direct IDCW
Shriram Hybrid Equity Fund Growth
Shriram Hybrid Equity Fund IDCW
Shriram Flexi Cap Fund Regular Growth
Shriram Flexi Cap Fund Regular IDCW
Shriram Flexi Cap Fund Direct Growth
Shriram Flexi Cap Fund Direct IDCW
Shriram Long Term Equity Fund Direct Growth
Shriram Long Term Equity Fund Regular Growth
Shriram Long Term Equity Fund Direct IDCW
Shriram Balanced Advantage Fund Regular IDCW
Shriram Balanced Advantage Fund Regular Growth
Shriram Balanced Advantage Fund Direct Growth
Alok Ranjan
Oct 2020 - Present
View Details
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Education
Mr. Ranjan has done Physics (honors) and MBA (Finance)
Experience
Prior to joining Shriram Mutual Fund, he has worked with Way2wealth, First Global Ltd., Religare Macquarie Securities, The Boston Consulting Group (Frankfurt) and European Energy Exchange.
Also manages these schemes
Shriram Hybrid Equity Fund Direct Growth
Shriram Hybrid Equity Fund Direct IDCW
Shriram Hybrid Equity Fund Growth
Shriram Hybrid Equity Fund IDCW
Shriram Flexi Cap Fund Regular Growth
Shriram Flexi Cap Fund Regular IDCW
Shriram Flexi Cap Fund Direct Growth
Shriram Flexi Cap Fund Direct IDCW
Shriram Long Term Equity Fund Direct Growth
Shriram Long Term Equity Fund Regular Growth
Shriram Long Term Equity Fund Direct IDCW
Shriram Balanced Advantage Fund Regular IDCW
Shriram Balanced Advantage Fund Regular Growth
Shriram Balanced Advantage Fund Direct Growth
Fund house & investment objective
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Shriram Mutual Fund
Rank (total assets)#38 in India
Total AUM199.67 Cr
Date of Incorporation05 Dec 1994
Shriram Hybrid Equity Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Shriram Mutual Fund. This scheme was made available to investors 
Shriram Hybrid Equity Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Shriram Mutual Fund. This scheme was made available to investors on 05 Dec 1994. Kartik Soral, Gargi Bhattacharyya Banerjee is the Current Fund Manager of Shriram Hybrid Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹200 Cr and the Latest NAV as of 30 Jul 2021 is ₹23.12.
The Shriram Hybrid Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units more than 12% of the allotted, an exit load of 1% will be charged if redeemed within 365 days...Read more
Investment Objective
The scheme seeks to generate long term Capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversifie
The scheme seeks to generate long term Capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of equity and Equity related investments, debt and money market instruments.
...Read more
Fund benchmarkGroww Equity Hybrid
descriptionScheme Information Document(SID)
Fund house contact details
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Address
CK-6, 2nd Floor, Sector II, Salt Lake City, Kolkata - 700091
Phone
033-23373012
Launch Date
05 Dec 1994
E-mail
[email protected]
Website
NA
Shriram Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	29.3%	10.5%	10.6%	11.5%
Category average	42.2%	12.7%	12.2%	NA
Rank with in category	46	34	25	NA

Name	Sector	Instrument	Assets
Reliance Industries Ltd.	Energy	Equity	7.3%
ICICI Bank Ltd.	Financial	Equity	6.3%
HDFC Bank Ltd.	Financial	Equity	5.6%
LIC Housing Finance Ltd.	Financial	Debenture	5.5%
Infosys Ltd.	Technology	Equity	4.8%
Housing Development Finance Corpn. Ltd.	Financial	Equity	4.5%
Tata Consultancy Services Ltd.	Technology	Equity	3.8%
REC Ltd.	Financial	Bonds	3.6%
Hindustan Unilever Ltd.	FMCG	Equity	3.4%
Bharti Airtel Ltd.	Communication	Equity	3.1%

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

Rating	3
Fund Size	₹60.42 Cr

Rank (total assets)	#38 in India
Total AUM	199.67 Cr