Shriram Aggressive Hybrid IDCW Payout Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Shriram Aggressive Hybrid IDCW Payout Direct Plan

NAV
₹27.1760
-0.23%
(30 Apr)
AUM
46 Cr
TER
1.0%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+58.5%
+58.5%
+58.5%
+58.5%
+34.1%
+30.7%
3Y
+26.2%
+26.2%
+26.2%
+26.2%
+16.1%
+16.8%
5Y
+20.3%
+20.3%
+20.3%
+20.3%
+14.5%
+14.9%
ALL
+14.0%
+14.0%
+15.1%
+15.1%
+12.5%
+13.9%
VOL
14.6%
14.6%
15.6%
15.6%
12.2%
-
TER
0.3%
0.3%
0.3%
0.3%
1.0%
-
AUM
₹223 Cr
₹223 Cr
₹223 Cr
₹223 Cr
₹46 Cr
-
INFO
0.96
0.96
0.97
0.97
1.03
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Shriram Aggressive Hybrid IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Reliance Industries Ltd
7.6%
LIC Housing Finance Ltd - NCD & Bonds
6.8%
6.54% Govt Stock 2032
6.4%
Clearing Corporation Of India Ltd.
6.1%
Rural Electrification Corporation Limited - NCD & Bonds
6.1%
Rural Electrification Corporation Limited - NCD & Bonds
4.7%
HDFC Bank Ltd
4.4%
Jio Financial Services Ltd
3.5%
ICICI Bank Ltd
3.3%
Maruti Suzuki India Ltd
3.2%
Top industry exposure
Consumer Cyclical
18.0%
Financial Services
14.8%
Industrials
12.8%
Energy
10.4%
Technology
4.4%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
289%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund 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(s)
Gargi Banerjee
Deepak Ramaraju

FAQs