Shriram Hybrid Equity Fund (IDCW)

  • 5 years return (%) 11.13%
  • AUM (₹) ₹64.87 Cr
  • NAV (₹) 19.1594
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 35.55% 15.09% 11.13% 46.29%
Category Average 57.49% 22.93% 17.76% 25.21%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
35.55%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Shriram Hybrid Equity Fund (IDCW) 2.35 64.8746 +15%
Navi Equity Hybrid Fund - Regular (G) 2.3 110.67 +15%
Edelweiss Aggressive Hybrid Fund - Plan A (G) 2.35 100.8715 +18%
Quant Absolute Fund (G) 2.25 96.0878 +32%
Aditya Birla SL Retirement-The 40s Plan-Reg (G) 2.48 95.776 +0%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Reliance Industr

    Automobile Sector
    Equity Instrument
    8.6% % Assets
  • Net CA & Others

    Automobile Sector
    Net CA & Others Instrument
    7.3% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    6.0% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.6% % Assets
  • LIC Housing Fin.

    Automobile Sector
    NCD Instrument
    5.1% % Assets

AMC Details

Shriram Mutual Fund

  • 217.4328 Cr

    AUM

Contact Details

CK-6, 2nd Floor, Sector II, Salt Lake
City, Kolkata - 700091


033-23373012 | 033-23373014
info@shriramamc.com