Shriram Hybrid Equity Fund Direct Growth+0.15%

3.66%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Shriram Hybrid Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.65%
NAV18.77 (23 Oct 2020)
Fund Started29 Nov 2013
Fund Size54 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Shriram Hybrid Equity Fund Direct Growth
3.7%
5.2%
6.8%
9.5%
Category Average
3.8%
3.1%
6.8%
-
Rank within category
26
13
17
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 3.7% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    3. 5Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.4%
    LIC Housing Finance Ltd.FinancialDebenture6.1%
    ICICI Bank Ltd.FinancialEquity5.1%
    HDFC Bank Ltd.FinancialEquity4.2%
    Sanofi India Ltd.HealthcareEquity4.0%
    REC Ltd.FinancialBonds4.0%
    HDFC Asset Management Company Ltd.FinancialEquity3.6%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.1%
    Bharti Airtel Ltd.CommunicationEquity2.8%
    Infosys Ltd.TechnologyEquity2.5%
    See All

    Fund Managers

    addRohit Kumar Gautam
    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.
    Funds Managed

    Shriram Hybrid Equity Fund Direct Growth Details

    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 29 Nov 2013. 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 ₹54 Cr and the Latest NAV as of 23 Oct 2020 is ₹18.77.

    The Shriram Hybrid Equity Fund Direct Growth is rated Moderately 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

    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 diversified portfolio of equity and Equity related investments, debt and money market instruments.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 12% of the allotted, an exit load of 1% will be charged if redeemed within 365 days
    Exit Load

    Compare Funds

    Shriram Hybrid Equity Fund Direct Growth
    VS
    search

    About Shriram Mutual Fund

    Address
    CK-6, 2nd Floor, Sector II, Salt Lake City, Kolkata - 700091
    Phone
    033-23373012
    Launch Date
    05 Dec 1994
    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,
    Similar Funds
    Data not available