Shriram Hybrid Equity Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
9.17%
3Y annualised
-0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Feb 2023₹22.85
Min. SIP amountNot Supported
Rating2
Fund size₹58.50Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.3%9.2%7.0%9.4%
Category average-0.5%12.0%8.4%NA
Rank with in category213021NA
Understand terms

Holdings (52)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity5.5%
LIC Housing Finance Ltd.
FinancialDebenture5.3%
HDFC Bank Ltd.FinancialEquity5.2%
GOISovereignGOI Sec5.0%
Infosys Ltd.TechnologyEquity5.0%
ICICI Bank Ltd.FinancialEquity4.9%
REC Ltd.FinancialBonds3.7%
State Bank of IndiaFinancialEquity3.6%
Axis Bank Ltd.FinancialEquity3.0%
Tata Consultancy Services Ltd.TechnologyEquity3.0%
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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Fund house & investment objective

Fund house contact details

Address
CK 6,2nd Floor Sector IISalt Lake Kolkata 700091
Phone
033-23373012 / 9339787128
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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