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Shriram Hybrid Equity Fund Direct Growth+1.15%

16.28%
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%
NAV₹21.74 (19 Jan 2021)
Fund Started29 Nov 2013
Fund Size59 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.3%
9.3%
11.9%
11.5%
Category Average
15.3%
6.6%
11.9%
-
Rank Within Category
22
9
16
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 16.3% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 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
3. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity6.9%
LIC Housing Finance Ltd.FinancialDebenture5.9%
HDFC Bank Ltd.FinancialEquity5.3%
ICICI Bank Ltd.FinancialEquity4.8%
REC Ltd.FinancialBonds3.9%
HDFC Asset Management Company Ltd.FinancialEquity3.8%
Sanofi India Ltd.HealthcareEquity3.6%
Housing Development Finance Corpn. Ltd.FinancialEquity3.2%
Bharti Airtel Ltd.CommunicationEquity2.9%
Infosys Ltd.TechnologyEquity2.6%
See All

Fund Managers

Rohit Kumar Gautam
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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 ₹59 Cr and the Latest NAV as of 19 Jan 2021 is ₹21.74.

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

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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,
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