- Mutual Funds
- Shriram Mutual Fund
- Shriram Hybrid Equity Fund (Growth)
Formerly Shriram Equity & Debt Opp(s) Reg Gr
Shriram Hybrid Equity Fund (Growth)
₹ 29.8099
NAV (Apr 16)
Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 29.8099
NAV (Apr 16)
Fund Returns
Last 1Y | 30.2% |
Last 3Y | 13.5% |
Last 5Y | 11.9% |
Last 10Y | 10.9% |
Since Inception | 11.1% |
6 Month CAGR | 17.1% |
Scheme Information
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.
Expense Ratio | 2.55 |
Launched (11y ago) | Nov 29, 2013 |
AUM in Crores | 46.003 |
ISIN | INF680P01018 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.7 |
Standard Deviation (5yr) | 12.9 |
Beta (3yr) | 1.04 |
Beta (5yr) | 1.03 |
Sharpe Ratio (3yr) | 0.824 |
Sharpe Ratio (5yr) | 0.55 |
YTM | 7.6 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Shriram Hybrid Equity Fund (Growth) | 9,82,041 | 2,49,429 | 11.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
reliance industries ltd
7.6%lic housing finance ltd
6.8%6.54% govt stock 2032
6.4%clearing corporation of india ltd.
6.1%rural electrification corporation limited
6.1%Allocation by Sector
consumer cyclical
18%financial services
14.8%industrials
12.8%energy
10.4%technology
4.4%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr | ||
₹ 741 cr |
About the AMC
Shriram Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.5% | 14.9% | ||
13.5% | 11.1% | ||
17.5% | 13.5% | ||
17.5% | 13.5% | ||
13.5% | 11.1% |
Shriram Hybrid Equity Fund (G) Review
Shriram Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.1% over a period of 10 years. The fund was previously known as Shriram Equity & Debt Opp(s) Reg Gr. The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Deepak Ramaraju, Gargi Banerjee.
Nav of Shriram Hybrid Equity Fund (G) as of 4/16/2024 is ₹29.81 with the total AUM as of 4/18/2024 is ₹46.003. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram Hybrid Equity Fund (G) was launched on Nov 29, 2013. The category risk of the fund is Very High Risk.
The minimum SIP amount for Shriram Hybrid Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Shriram Hybrid Equity Fund (G)?
How to invest in Shriram Hybrid Equity Fund (G)?
You can invest in Shriram Hybrid Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Shriram Hybrid Equity Fund (G)?
The minimum sip amount for Shriram Hybrid Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Shriram Hybrid Equity Fund (G) good to invest in?
As per Scripbox experts, Shriram Hybrid Equity Fund (G) is a Not Recommended fund. You can investShriram Hybrid Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Shriram Hybrid Equity Fund (G)?
The expense ratio of the Shriram Hybrid Equity Fund (G) is 2.55% for regular plan.