Formerly Shriram Hybrid Equity Reg DP
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
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.
8 Years. The Fund has Sufficient history for analysis and the track record is good.
59 Cr. Large within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
The investment objective of the scheme would be to hemerate long-term capital appreciation and current income with rediced volatility by investing in a judicious mix of a diversified portfolio of Equity and Equity-related investments,debt and money-market instruments.
Low to Moderate
Very High Risk
Nov 29, 2013
Launched (8y ago)
AUM in Crores
CRISIL Composite Bond Fund TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 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.
Comparison with Hybrid Funds
About the AMC
Shriram Asset Management Co Ltd
Shriram Asset Management Co Ltd manages assets worth 204 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.
₹ 36 Cr
₹ 58 Cr
₹ 63 Cr
Dynamic Asset Allocation Or Balanced Advantage
₹ 46 Cr
₹ 63 Cr
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A) is a aggressive hybrid hybrid fund and has delivered an annualised return of 10.1% over a period of 8 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 Alok Ranjan, Gargi Banerjee, Kartik Soral, Rohit Gautam
The investment objective of the scheme would be to hemerate long-term capital appreciation and current income with rediced volatility by investing in a judicious mix of a diversified portfolio of Equity and Equity-related investments,debt and money-market instruments. However, there is no assurance that the objective of the scheme will be realized.
The Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Nov 29, 2013. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-05-06 is ₹ 16.3237. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 58.243. The category risk of the Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 2.35 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 75.9% in this asset class. The top three holdings of the fund are lic housing finance limited,rural electrification corporation limited and rural electrification corporation limited
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Composite Bond Fund TR INR
Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.