Shriram Hybrid Equity Fund
1,000
Min SIP
5,000
Min Lumpsum
0.85 %
Expense Ratio
Rating
49
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.8% | 16.6% | 9.5% | 10.6% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
H D F C
HDFC Bank
REC Ltd
ITC
Others
Advance Ratio
0.02
Alpha
3.17
SD
0.71
Beta
0.43
Sharpe
Exit Load
| Exit Load | For 12% of units : Nil More than 12% of units: 1% of applicable Net Asst Value (NAV) If redeemed / switched out after 365 days from the date of allotment: Nil |
|---|
Fund Objective
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.
Fund Managers
Deepak Ramaraju
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 22,144
-
14.1%Fund Size - 22,144
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28.6%Fund Size - 22,144
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15.6%Fund Size - 22,144
-
- Hybrid .
- Aggressive Hybrid .
-
- 4,440
-
15.2%Fund Size - 4,440
-
24.5%Fund Size - 4,440
-
11.2%Fund Size - 4,440
-
- Hybrid .
- Aggressive Hybrid .
-
- 2,820
-
15.4%Fund Size - 2,820
-
23.8%Fund Size - 2,820
-
7.1%Fund Size - 2,820
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,249
-
15.1%Fund Size - 3,249
-
22.1%Fund Size - 3,249
-
11.4%Fund Size - 3,249
-
- Hybrid .
- Aggressive Hybrid .
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- 1,374
-
13.1%Fund Size - 1,374
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21.5%Fund Size - 1,374
-
11.3%Fund Size - 1,374
AMC Contact Details
Shriram Mutual Fund
AUM:
282 Cr
Address:
511-512, Meadows, Sahar Plaza,
J. B. Nagar, Andheri (East),
Mumbai - 400059.
Contact:
033-23373012
Email ID:
info@shriramamc.com
Frequently Asked Questions
How to invest in Shriram Hybrid Equity Fund ?
You can invest in Shriram Hybrid Equity Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Shriram Hybrid Equity Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Shriram Hybrid Equity Fund ?
The NAV of Shriram Hybrid Equity Fund is ₹26 as of 02 June 2023.
How to redeem Shriram Hybrid Equity Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Shriram Hybrid Equity Fund?
The minimum SIP amount of Shriram Hybrid Equity Fund is ₹1000
What are the top sectors Shriram Hybrid Equity Fund has invested in??
The top sectors Shriram Hybrid Equity Fund has invested in are
- ICICI Bank - 5.49%
- H D F C - 5.46%
- HDFC Bank - 5.45%
- REC Ltd - 4.55%
- ITC - 4.54%
How much returns have Shriram Hybrid Equity Fund generated ?
The Shriram Hybrid Equity Fund has delivered 10.6% since inception
What is the expense ratio of Shriram Hybrid Equity Fund ?
The expense ratio of Shriram Hybrid Equity Fund is 0.85 % as of 02 June 2023.
What is the AUM of Shriram Hybrid Equity Fund?
The AUM of Shriram Hybrid Equity Fund is ₹282 Cr as of 02 June 2023
What are the top stock holdings of Shriram Hybrid Equity Fund?
The top stock holdings of Shriram Hybrid Equity Fund are
- ICICI Bank - 5.49%
- H D F C - 5.46%
- HDFC Bank - 5.45%
- REC Ltd - 4.55%
- ITC - 4.54%