• Mutual Funds
  • Shriram Mutual Fund
  • Shriram Hybrid Equity Fund (RIDCW-A)

Formerly Shriram Hybrid Equity Reg DR

Shriram Mutual Fund

Shriram Hybrid Equity Fund (RIDCW-A)

HybridAggressive Hybrid

18.3323

NAV (Jan 25)

7%
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.

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 ->

Fund Size

Poor

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

Outperformance Consistency

Poor

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

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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

18.3323

NAV (Jan 25)

Fund Returns

Last 1Y

1.3%

Last 3Y

8.9%

Last 5Y

7%

Last 10Y

NA

Since Inception

9.5%

6 Month CAGR

3.1%

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

2.35

Launched (10y ago)

Nov 29, 2013

AUM in Crores

58.503

ISIN

INF680P01034

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

15.3

Standard Deviation (5yr)

13.2

Beta (3yr)

1.02

Beta (5yr)

1.02

Sharpe Ratio (3yr)

0.403

Sharpe Ratio (5yr)

0.244

YTM

7.62

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 (RIDCW-A)70%867,662 135,0507%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-01-25

Top Stock Holdings

treps - 02jan2023

13%
13%

reliance industries ltd

5.5%
5.5%

lic housing finance limited

5.3%
5.3%

hdfc bank ltd

5.2%
5.2%

infosys ltd

5%
5%
See all holdings

Allocation by Sector

financial services

28.1%
28.1%

technology

12.1%
12.1%

industrials

9%
9%

energy

6.5%
6.5%

consumer defensive

5.7%
5.7%
See all sectors

Compare Shriram Hybrid Equity Fund (RIDCW-A)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 949 cr

₹ 530 cr

₹ 2,750 cr

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About the AMC

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.

amc-img

  • 033-23373012
  • info@shriramamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    9%

    9.5%

    10.2%

    9.3%

    10.2%

    9.3%

    8.9%

    9.5%

    8.9%

    9.5%

    Shriram Hybrid Equity Fund (RIDCW-A) Review

    Shriram Hybrid Equity Fund (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 9.5% over a period of 9 years. The fund was previously known as Shriram Hybrid Equity Reg DR. The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Deepak Ramaraju, Gargi Banerjee.

    Nav of Shriram Hybrid Equity Fund (RIDCW-A) as of 1/25/2023 is ₹18.33 with the total AUM as of 1/27/2023 is ₹58.503. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram Hybrid Equity Fund (RIDCW-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 (RIDCW-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.

    Frequently Asked Questions

    What is Shriram Hybrid Equity Fund (RIDCW-A)?

    Shriram Hybrid Equity Fund (RIDCW-A) 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 (RIDCW-A)?

    You can invest in Shriram Hybrid Equity Fund (RIDCW-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 (RIDCW-A)?

    The minimum sip amount for Shriram Hybrid Equity Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Shriram Hybrid Equity Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, Shriram Hybrid Equity Fund (RIDCW-A) is a Not Recommended fund. You can investShriram Hybrid Equity Fund (RIDCW-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 (RIDCW-A)?

    The expense ratio of the Shriram Hybrid Equity Fund (RIDCW-A) is 2.35% for regular plan.