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Shriram Hybrid Equity Fund Growth-1.47%

11.96%
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%
NAV₹19.73 (27 Jan 2021)
Fund Started29 Nov 2013
Fund Size59 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.0%
6.4%
9.9%
10.5%
Category Average
12.8%
5.5%
11.2%
-
Rank Within Category
26
12
20
-
*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 12.0% returns per annum

Comparison

Data not available
Pros
1. 3Y 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. 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
8. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 2.35%
11. 1Y Returns are lower than the category average returns
12. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.3%
Reliance Industries Ltd.EnergyEquity6.9%
LIC Housing Finance Ltd.FinancialDebenture5.7%
ICICI Bank Ltd.FinancialEquity5.0%
REC Ltd.FinancialBonds3.8%
Sanofi India Ltd.HealthcareEquity3.6%
Housing Development Finance Corpn. Ltd.FinancialEquity3.3%
HDFC Asset Management Company Ltd.FinancialEquity3.3%
Bharti Airtel Ltd.CommunicationEquity3.1%
Infosys Ltd.TechnologyEquity2.9%
See All

Fund Managers

Rohit Kumar Gautam
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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 ₹59 Cr and the Latest NAV as of 27 Jan 2021 is ₹19.73.

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 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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