Shriram Hybrid Equity Fund - Regular - Growth+1.35%

6.70%
1 Year Return
Hybrid
Aggressive
2.0 star
1Y
3Y
5Y

Fund Details

Shriram Hybrid Equity Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.35%
NAV17.0 (24 May 2019)
Fund Started29 Nov 2013
Fund Size58 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Shriram Hybrid Equity Fund - Regular - Growth
6.7%
10.8%
9.3%
9.9%
Category Average
-1.1%
9.8%
11.4%
-
Rank within category
12
18
22
-
*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
    30
    with 6.7% 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

    Top Holdings

    NameSectorInstrument% Assets
    FinancialEquity5.6%
    FinancialEquity5.0%
    FinancialEquity4.1%
    State Bank of IndiaFinancialEquity3.9%
    ConstructionEquity3.7%
    LIC Housing Finance Ltd.FinancialDebenture3.5%
    FinancialBonds3.4%
    EnergyEquity3.1%
    FMCGEquity2.9%
    FinancialEquity2.1%
    See All

    Fund Managers

    addKartik Soral
    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

    About Shriram Mutual Fund

    Shriram Mutual Fund started their mutual fund on 05/12/1994 and its managing total assets of Rs.43 Cr. Its ranked at 40 as per total assets at end of 30th Sep 2016.

    Address
    CK-6, 2nd Floor, Sector II, Salt Lake City, Kolkata - 700091
    Phone
    033-23373012
    Launch Date
    4 Dec 1994
    NAV (24 May 2019)   17.03
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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