Shriram Hybrid Equity Fund (D)

Shriram Hybrid Equity Fund (D)

AMC Name: Shriram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 50 TRI
Fund Manager Gargi Bhattacharyya
Fund Horizon OPEN
Inception Date 29-Nov-2013
Scheme AUM(CR) ` 56.92
Minimum SIP/LUMPSUM ` 2000/ ` 750
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 1,5,15,20,25
Entry Load 1.00% If redeemed/switched out within 365 days from the date of allotment. Nil if redeemed/switched out after 365 days from the date of allotment.
Exit Load 1.00% If redeemed/switched out within 365 days from the date of allotment. Nil if redeemed/switched out after 365 days from the date of allotment.
Expense Ratio 2.35

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -3.01% -2.94%
3 Month -0.07% -5.83%
6 Month 3.14% 5.21%
1 Year -2.00% -3.03%
3 Year 5.65% 9.89%
5 Year 6.89% 8.32%
Since Inception 8.97% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others