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Home>Mutual Funds>Shriram Mutual Fund>Shriram Hybrid Equity Fund IDCW

Shriram Hybrid Equity Fund IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
11.69%
3Y annualised
-1.95% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Jan 2022₹18.09
Min. SIP amountNA
Rating2
Fund size₹62.77Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.6%11.7%10.6%10.4%
Category average42.2%12.7%12.2%NA
Rank with in category443823NA
Understand terms

Holdings (47)

NameSectorInstrumentAssets
EnergyEquity7.2%
FinancialEquity6.6%
FinancialEquity5.7%
LIC Housing Finance Ltd.
FinancialDebenture5.2%
TechnologyEquity5.0%
FinancialEquity4.8%
TechnologyEquity4.2%
FinancialBonds3.4%
CommunicationEquity3.4%
FinancialEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 2.35%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Gargi Bhattacharyya Banerjee
Oct 2016 - Present
View details

Fund house & investment objective

Fund house contact details

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