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  • Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A)

Formerly Shriram Hybrid Equity Reg DP

Shriram Mutual Fund

Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A)

HybridAggressive Hybrid

18.7547

NAV (Oct 21)

10.5%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

8 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

65 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

18.7547

NAV (Oct 21)

Fund Returns

Last 1Y
32.9%
Last 3Y
14.6%
Last 5Y
10.5%
Last 10Y
NA
Since Inception
11.4%
6 Month CAGR
16.8%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.35
Launched (8y ago)
Nov 29, 2013
AUM in Crores
64.875
ISIN
INF680P01026
Lock-in
No Lock-in
Benchmark
CRISIL Composite Bond Fund TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Gargi Banerjee

Fund Manager

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Kartik Soral

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

Shriram Asset Management Co Ltd

Shriram Asset Management Co Ltd manages assets worth 226 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.

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  • tel-amc-about
    033-23373012
  • mail-amc-about
    info@shriramamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    %

    18.9%

    14.6%

    11.4%

    15.7%

    14.7%

    %

    12.8%

    15.7%

    14.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Diversified

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

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    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    About Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    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 11.4% over a period of 7 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 Gargi Banerjee, Kartik Soral

    Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A) NAV,AUM,Risk

    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 fund as of 2021-10-21 is ₹18.75. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹64.875. 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.

    Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 79% in this asset class. The top three holdings of the fund are , reliance industries ltd , cash,cash equivalents and net current assets , icici bank ltd , hdfc bank ltd , lic housing finance limited , housing development finance corp ltd , treps - 01oct2021 , infosys ltd , rural electrification corporation limited , bharti airtel ltd , tata consultancy services ltd , hindustan unilever ltd , state bank of india , itc ltd , axis bank ltd , sbi life insurance company limited , oil & natural gas corp ltd , hdfc life insurance company limited , hcl technologies ltd , dabur india ltd , sun pharmaceuticals industries ltd , avenue supermarts ltd , nestle india ltd , hero motocorp ltd , gail (india) ltd , bajaj auto ltd , power grid corp of india ltd , britannia industries ltd , ultratech cement ltd , titan co ltd , pi industries ltd , pidilite industries ltd , cipla ltd , acc ltd , navin fluorine international ltd , ntpc ltd , tata sons limited , nocil ltd , shree cement ltd , biocon ltd , asian paints ltd , laurus labs ltd , icici lombard general insurance co ltd , bharat electronics ltd , jk lakshmi cement ltd , divi's laboratories ltd , dr reddy's laboratories ltd , coal india ltd , voltas ltd , rural electrification corporation limited , l&t technology services ltd , gland pharma ltd , jk cement ltd , hindalco industries ltd , j.b. chemicals & pharmaceuticals ltd , bharti airtel ltd. (right issue)

    Shriram Hybrid Equity Fund of Income Distribution cum capital withdrawal (PIDCW-A) Sip

    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.

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