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Shriram Aggressive Hybrid Fund- Regular Growth
Category: Hybrid: Aggressive
Launch Date: 29-11-2013
AUM:
₹ 50.35 Cr
Expense Ratio
2.4%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF680P01018
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Deepak Ramaraju, Mr. Sudip More, Mr. Prateek Nigudkar and Mr. Amit Modani
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Shriram Aggressive Hybrid Fund- Regular Growth | 3.45 | 11.27 | 9.51 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
32.0343
Last change
-0.19 (-0.6037%)
Fund Size (AUM)
₹ 50.35 Cr
Performance
10.07% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Deepak Ramaraju, Mr. Sudip More, Mr. Prateek Nigudkar and Mr. Amit Modani
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 6.54% Government of India | 6.16 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.9 |
| 8.54% REC Ltd. | 5.49 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.08 |
| 7.835% LIC Housing Finance Ltd. | 4.24 |
| 7.7% National Bank for Agriculture & Rural Development | 4.12 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.83 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.74 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.45 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.74 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.91 |
| Oil, Gas & Consumable Fuels | 8.61 |
| Automobile and Auto Components | 6.71 |
| Information Technology | 5.73 |
| Fast Moving Consumer Goods | 5.08 |
| Healthcare | 4.94 |
| Metals & Mining | 3.64 |
| Telecommunication | 3.45 |
| Capital Goods | 3.33 |
| Construction | 2.65 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Shriram Aggressive Hybrid Equity Gr | 9.51 |
| ICICI Pru Equity & Debt Gr | 20.68 |
| SBI Equity Hybrid Reg Gr | 12.69 |
| Mirae Asset Aggressive Hybrid Reg Gr | 12.59 |
| Bandhan Aggr Hyb Fund Reg Gr | 14.2 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 16.61 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 15.77 |
| ABSL Equity Hybrid95 Reg Gr | 11.86 |
| Canara Robeco Equity Hybrid Reg Gr | 12.1 |
| Nippon India Aggressive Hybrid Fund Gr Plan | 14.96 |
