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

Shriram Aggressive Hybrid IDCW Payout Direct Plan

NAV
₹29.1464
-0.60%
(9 Jan)
AUM
50 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+5.8%
+5.0%
+1.4%
+1.4%
-0.6%
-0.6%
3Y
+14.6%
+12.9%
+19.2%
+19.2%
+19.1%
+19.1%
5Y
+13.9%
+11.1%
+19.5%
+19.5%
+17.2%
+17.2%
ALL
+12.2%
+11.3%
+16.0%
+16.0%
+13.7%
+13.7%
VOL
-
12.0%
14.7%
14.7%
15.2%
15.2%
TER
-
0.8%
0.7%
0.7%
0.7%
0.7%
AUM
-
₹50 Cr
₹1,321 Cr
₹1,321 Cr
₹811 Cr
₹811 Cr
INFO
-
0.94
1.09
1.09
0.90
0.90
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 Dec
Top holdings
6.54% Govt Stock 2032
6.2%
HDFC Bank Ltd
5.9%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.5%
Reliance Industries Ltd
5.1%
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
4.2%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.1%
ICICI Bank Ltd
3.8%
Axis Bank Ltd
3.7%
Bharti Airtel Ltd
3.5%
ITC Ltd
2.7%
Top industry exposure
Financial Services
22.4%
Consumer Cyclical
8.8%
Energy
8.2%
Industrials
6.5%
Technology
6.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
207%
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)
Amit Modani
Prateek Nigudkar
Deepak Ramaraju
Sudip More

FAQs