Shriram Hybrid Equity Fund Growth-0.94%

3
-1.81%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Shriram Hybrid Equity Fund Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.35%
NAV16.48 (14 Jul 2020)
Fund Started29 Nov 2013
Fund Size53 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Shriram Hybrid Equity Fund Growth
-1.8%
2.4%
4.2%
7.8%
Category Average
-9.3%
-0.1%
4.8%
-
Rank within category
15
13
15
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -1.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    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. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. 3Y Returns are lower than the benchmark
    7. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.1%
    LIC Housing Finance Ltd.FinancialDebenture6.1%
    HDFC Bank Ltd.FinancialEquity5.8%
    Sanofi India Ltd.HealthcareEquity5.7%
    REC Ltd.FinancialBonds4.0%
    Bharti Airtel Ltd.CommunicationEquity3.8%
    ICICI Bank Ltd.FinancialEquity3.7%
    Avenue Supermarts Ltd.ServicesEquity3.2%
    ITC Ltd.FMCGEquity2.7%
    Hindustan Unilever Ltd.FMCGEquity2.4%
    See All

    Fund Managers

    addGargi Bhattacharyya Banerjee
    Education
    Ms. Banerjee is Master of Business Management in Finance and Bachelor of Science with Economics (Hon) from University of Calcutta.
    Experience
    Prior to joining Shriram Asset Management Co. Ltd she has worked with Zacks Research Pvt Ltd as Research Head and Shriram Insight Share Brokers Ltd
    Funds Managed
    addRohit Kumar Gautam
    Education
    Mr. Gautam has done B.Tech (IIT Bombay) and PGDM (IIM Ahmedabad)
    Experience
    Prior to joining Shriram Asset Management Company Limited, he has worked with APRRUS Foods and Beverages Pvt. Ltd., Firestar International Pvt. Ltd., Pythhos Technology Pvt. Ltd./ Boston Analytics, Hangout Adventures where he had held various key positions in Research & Analysis, Corporate Strategy & Planning Professional.
    Funds Managed

    Shriram Hybrid Equity Fund Growth Details

    Shriram Hybrid Equity Fund 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹53 Cr and the Latest NAV as of 14 Jul 2020 is ₹16.48.

    The Shriram Hybrid Equity Fund 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 investment objective of the scheme would be to generate long term Capital appreciation and current income with reduced volatility by investing in a judicious mix of a diviersified portfolio of equity related investmnets, 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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