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

Shriram Hybrid Equity Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
11.82%
3Y annualised
+0.59% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2021₹22.65
Min. SIP amountNA
Rating2
Fund size₹64.28Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns19.3%11.8%11.2%10.7%
Category average42.2%12.7%12.2%NA
Rank with in category423824NA
Understand terms

Holdings (54)

NameSectorInstrumentAssets
EnergyEquity8.7%
FinancialEquity7.0%
FinancialEquity5.9%
LIC Housing Finance Ltd.
FinancialDebenture5.1%
FinancialEquity4.8%
TechnologyEquity3.6%
FinancialBonds3.4%
CommunicationEquity3.3%
FinancialEquity3.3%
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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Gargi Bhattacharyya Banerjee
Oct 2016 - Present
View details
Rohit Kumar Gautam
Oct 2019 - Present
View details
Alok Ranjan
Oct 2020 - Present
View details

Fund house & investment objective

Fund house contact details

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