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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%)

Returns and rankings

Category: 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

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

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
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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Fund house & investment objective

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Fund house contact details

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