Shriram Aggressive Hybrid IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Shriram Aggressive Hybrid IDCW Payout Direct Plan

NAV
₹27.7180
+0.14%
(23 May)
AUM
47 Cr
TER
0.96%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+8.2%
+2.4%
+2.4%
+2.4%
+2.4%
-1.4%
3Y
+17.2%
+24.6%
+24.6%
+24.6%
+24.6%
+14.1%
5Y
+21.8%
+29.7%
+29.7%
+29.7%
+29.7%
+17.6%
ALL
+13.7%
+13.1%
+13.1%
+14.2%
+14.2%
+11.4%
VOL
-
14.5%
14.5%
15.5%
15.5%
12.3%
TER
-
0.6%
0.6%
0.6%
0.6%
1.0%
AUM
-
₹802 Cr
₹802 Cr
₹802 Cr
₹802 Cr
₹47 Cr
INFO
-
0.90
0.90
0.92
0.92
0.93
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 30th Apr
Top holdings
Clearing Corporation Of India Ltd.
8.9%
6.54% Govt Stock 2032
6.6%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
6.0%
HDFC Bank Ltd
5.3%
ICICI Bank Ltd
5.2%
LIC Housing Finance Limited - NCD & Bonds - NCD & Bonds
4.6%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.5%
Bharti Airtel Ltd
4.1%
Coromandel International Ltd
3.1%
InterGlobe Aviation Ltd
3.0%
Top industry exposure
Financial Services
30.2%
Basic Materials
9.2%
Industrials
6.8%
Consumer Defensive
5.4%
Communication Services
4.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
382%
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
Sudip More

FAQs