Shriram Hybrid Equity Fund Growth | Pros & Cons NAV(21.59)

Shriram Hybrid Equity Fund Growth

Hybrid: Aggressive

Fund Information

Objective

Very High Risk

Nifty 50

Benchmark

2013-11-29

Launched On

Type

--

Min SIP

5000

Min Investment

64

AUM in Crores

2.35

Expense Ratio

1.00

Exit Load

Shriram Asset Management Co. Ltd.

Fund House

Kartik Soral, Gargi Bhattacharyya Banerjee

Fund Managers

Shriram Hybrid Equity Fund Pros & Cons

Pros

  • Lower Expense Ratio

Cons

  • Shriram Hybrid Equity Fund Growth has under performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • Shriram Hybrid Equity Fund Growth is ranking 61st in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Shriram Hybrid Equity Fund Growth 
9.3512.189.747.63
Nifty 50
15.718.9415.6911.3813.3111.27

Shriram Hybrid Equity Fund Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Shriram Hybrid Equity Fund Growth 
8.0315.42-2.458.112.440.15
Nifty 50
1561.7-15.2215.5147.66-1.03

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Shriram Hybrid Equity Fund Growth 
20.2510.681.4530.1611.22
Nifty 50
31.6321.671.241--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
7.26
2020-03-11 - 2020-03-18
-12.65
Month2020-03-23 - 2020-04-23
13.5
2020-02-24 - 2020-03-24
-23.65
Quarter2020-03-23 - 2020-07-23
28.79
2019-11-25 - 2020-03-25
-21.4
Year2020-03-23 - 2021-03-23
53.33
2019-04-03 - 2020-04-03
-17.27

Portfolio

Stock NameSector% of Total Holdings
Reliance Industries Ltd.Energy7
ICICI Bank Ltd.Financials6.6
HDFC Bank Ltd.Financials5.66
Infosys Ltd.Technology4.26
Housing Development Finance Corporation Ltd.Financials4.2
Tata Consultancy Services Ltd.Technology3.53
Hindustan Unilever Ltd.FMCG3.22
Bharti Airtel Ltd.Media and Communications3.19
State Bank Of IndiaFinancials2.66
SBI Life Insurance Company Ltd.Financials1.75
HDFC Life Insurance Co Ltd.Financials1.69
Aurobindo Pharma Ltd.Healthcare1.66
ITC Ltd.FMCG1.59
Axis Bank Ltd.Financials1.56
PI Industries Ltd.Chemicals1.5
Cipla Ltd.Healthcare1.48
Dabur India Ltd.FMCG1.42
Abbott India Ltd.Healthcare1.38
Sanofi India Ltd.Healthcare1.26
HCL Technologies Ltd.Technology1.26
Nestle India Ltd.FMCG1.24
Asian Paints Ltd.Chemicals1.22
Dr. Reddys Laboratories Ltd.Healthcare1.21
Avenue Supermarts Ltd.Retail and Other Services1.13
Hero MotoCorp Ltd.Automobile and Ancillaries1.1
Navin Fluorine International Ltd.Chemicals1.08
Alembic Pharmaceuticals Ltd.Healthcare1.02
Pidilite Industries Ltd.Chemicals0.93
Maruti Suzuki India Ltd.Automobile and Ancillaries0.92
Sun Pharmaceutical Industries Ltd.Healthcare0.9
ACC Ltd.Construction0.88
Ultratech Cement Ltd.Construction0.88
Bajaj Auto Ltd.Automobile and Ancillaries0.87
L&T Technology Services Ltd.Capital Goods0.83
Shree Cement Ltd.Construction0.83
Voltas Ltd.Consumer Durables0.69
Titan Company Ltd.Retail and Other Services0.68
Exide Industries Ltd.Automobile and Ancillaries0.64
ICICI Lombard General Insurance Co Ltd.Financials0.64
JK Lakshmi Cement Ltd.Construction0.61
Jubilant Pharmova Ltd.Healthcare0.61
Nocil Ltd.Chemicals0.55
GAIL (India) Ltd.Energy0.52
Oil & Natural Gas Corporation Ltd.Energy0.49
NTPC Ltd.Energy0.47
JK Cement Ltd.Construction0.4

AUM Yearly

Shriram Hybrid Equity Fund Details

Shriram Hybrid Equity Fund Growth is a mutual fund scheme launched by Shriram Asset Management Co. Ltd..This fund has been launched on 2013-11-29. Shriram Hybrid Equity Fund Growth currently has 64 crores of assets under management (AUM) and has an expense ratio of 2.35 which is higher than what most other Large Cap funds charge.


Shriram Hybrid Equity Fund Growth has given returns of 9.35% in the last 1 year and 12.18% in the last 3 years. And since launch the fund has given 9.4% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


The top holdings of the fund are Reliance Industries Ltd. , ICICI Bank Ltd. , HDFC Bank Ltd. , Infosys Ltd. , Housing Development Finance Corporation Ltd.

Frquently Asked Questions

1. What is the NAV of Shriram Hybrid Equity Fund ?

The current Net Asset Value (NAV) of the Shriram Hybrid Equity Fund is 21.59

2. Shriram Hybrid Equity Fund Rolling Returns

The 3 year rolling returns of the Shriram Hybrid Equity Fund :

  • Mean : 8.03%
  • Max : 15.42%
  • Min : -2.45%

3. How do I invest in Shriram Hybrid Equity Fund ?

  1. Click here Invest Now
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  3. Invest and enjoy the returns

Shriram Hybrid Equity Fund Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.