Formerly Shriram Hybrid Equity Reg DP
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Poor
NAV (Jan 27)
6 Month CAGR
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.
Launched (10y ago)
Nov 29, 2013
AUM in Crores
CRISIL Hybrid 35+65 - Agg TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Shriram Hybrid Equity Fund (PIDCW-A)||863,369||130,757||6.8%|
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.
treps - 02jan202313%
reliance industries ltd5.5%
lic housing finance limited5.3%
hdfc bank ltd5.2%
|Fund Name||Fund Size||Rolling Returns|
₹ 21,281 cr
₹ 3,294 cr
₹ 949 cr
₹ 530 cr
₹ 2,750 cr
Shriram Asset Management Co Ltd
Shriram Asset Management Co Ltd manages assets worth 294 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Shriram Hybrid Equity Fund (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 9.4% over a period of 9 years. The fund was previously known as Shriram Hybrid Equity Reg DP. The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Deepak Ramaraju, Gargi Banerjee.
Nav of Shriram Hybrid Equity Fund (PIDCW-A) as of 1/27/2023 is ₹18.24 with the total AUM as of 1/28/2023 is ₹58.503. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram Hybrid Equity Fund (PIDCW-A) 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 (PIDCW-A) 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.
What is Shriram Hybrid Equity Fund (PIDCW-A)?
How to invest in Shriram Hybrid Equity Fund (PIDCW-A)?
You can invest in Shriram Hybrid Equity Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Shriram Hybrid Equity Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Shriram Hybrid Equity Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Shriram Hybrid Equity Fund (PIDCW-A) is a Not Recommended fund. You can investShriram Hybrid Equity Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Shriram Hybrid Equity Fund (PIDCW-A) is 2.35% for regular plan.