• Mutual Funds
  • Shriram Mutual Fund
  • Shriram Hybrid Equity Fund (Growth)

Formerly Shriram Equity & Debt Opp(s) Reg Gr

Shriram Mutual Fund

Shriram Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

29.7087

NAV (Feb 23)

13.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Invest in this fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

29.7087

NAV (Feb 23)

Fund Returns

Last 1Y
30.5%
Last 3Y
13.7%
Last 5Y
13.3%
Last 10Y
11.2%
Since Inception
11.2%
6 Month CAGR
19.5%

Scheme Information

Investment 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.

Expense Ratio
2.55
Launched (11y ago)
Nov 29, 2013
AUM in Crores
45.375
ISIN
INF680P01018
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.8
Standard Deviation (5yr)
13.1
Beta (3yr)
1.03
Beta (5yr)
1.03
Sharpe Ratio (3yr)
0.891
Sharpe Ratio (5yr)
0.566
YTM
7.68
Fund Managers

Gargi Banerjee

Fund Manager

Deepak Ramaraju

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Shriram Hybrid Equity Fund (Growth)70%10,18,231 2,85,61913.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-02-23

Top Stock Holdings

lic housing finance limited

6.8%
6.8%

6.54% govt stock 2032

6.4%
6.4%

rural electrification corporation limited

6.1%
6.1%

reliance industries ltd

4.8%
4.8%

rural electrification corporation limited

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

15.5%
15.5%

industrials

11.5%
11.5%

consumer cyclical

8.9%
8.9%

energy

8.5%
8.5%

technology

8.1%
8.1%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,349 cr

₹ 31,196 cr

₹ 8,516 cr

₹ 3,380 cr

₹ 3,054 cr

About the AMC

Shriram Asset Management Co Ltd

Shriram Asset Management Co Ltd manages assets worth 420 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.amc-img
033-23373012
info@shriramamc.com
Fund NameScripbox Opinion
Till Date CAGR

17.2%

15.8%

13.7%

11.2%

18.3%

14.3%

18.3%

14.3%

13.7%

11.2%

Shriram Hybrid Equity Fund (G) Review

Shriram Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.2% 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 2/23/2024 is ₹29.71 with the total AUM as of 2/26/2024 is ₹45.375. 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)?

Shriram Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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.