Shriram Hybrid Equity Fund - Regular - Growth+0.3%

2.0%
1 Year Return
Hybrid
Aggressive
1.0 star
1Y
3Y

Fund Details

Shriram Hybrid Equity Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.35%
NAV16.0 (16-Nov-2018)
Fund Started29-Nov-2013
Fund Size43 Cr

Returns

Fund
1Y
3Y
5Y
Shriram Hybrid Equity Fund - Regular - Growth
2.0%
8.1% p.a
NA

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 2.0% 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 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Cash8.2%Current AssetsCash--4.4
    Larsen & Toubro Ltd.4.0%ConstructionEquityLarge Cap2.1
    ICICI Bank Ltd. 3.9%Financial ServicesEquityLarge Cap2.0
    Infosys Ltd.3.8%ITEquityLarge Cap2.0
    8.61 LIC Housing Finance Ltd. Dec 11 2019 3.7%Financial ServicesDebenturesAAA2.0
    8.57 Rural Electrification Corporation Dec 21 2024 3.7%Financial ServicesDebenturesAAA2.0
    HDFC Bank Ltd.3.4%Financial ServicesEquityLarge Cap1.8
    ITC Ltd.3.2%Consumer GoodsEquityLarge Cap1.7
    Kotak Mahindra Bank Ltd.3.0%Financial ServicesEquityLarge Cap1.6
    9.73 LIC Housing Finance Ltd. Jan 16 2019 3.0%Financial ServicesDebenturesAAA1.6
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    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.

    Launch Date4 Dec 1994
    AddressCK-6, 2nd Floor, Sector II, Salt Lake City, Kolkata - 700091
    Assets43 Cr
    SponsorNA
    Phone033-23373012
    Emailinfo@shriramamc.com
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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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