Shriram Hybrid Equity Fund (G)

Scheme Information

2019-04-26

Inception Date Dec 6, 2013
Benchmark NIFTY 50 - TRI
Objective The investment objective of the scheme would be 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 Manager Kartik Soral
AUM (In Crores) 58.36
Allocation
Debt: 11.4593%
Equity: 72.2561%
Others: 16.2846%
Exit Load NIL for 12% of units and 1% for remaining units on or before 365 days
Minimum Investment Amount First Investment: 5000
Expense Ratio 2.43
Average Maturity 1058.50 Days
Modified Duration 828.55 Days
Yield to Maturity 8.08%

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