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

Shriram Aggressive Hybrid IDCW Payout Direct Plan

NAV
₹28.2149
-0.78%
(26 Sep)
AUM
48 Cr
TER
0.85%
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
In beta. Send feedback here.
Compare with other fund
1Y
-2.8%
-5.4%
-5.8%
-5.8%
-5.8%
-5.8%
3Y
+15.3%
+12.6%
+22.3%
+22.3%
+22.3%
+22.3%
5Y
+18.3%
+15.1%
+23.5%
+23.5%
+23.5%
+23.5%
ALL
+12.6%
+11.3%
+13.1%
+13.1%
+14.1%
+14.1%
VOL
-
12.1%
14.4%
14.4%
15.3%
15.3%
TER
-
0.8%
0.7%
0.7%
0.7%
0.7%
AUM
-
₹48 Cr
₹804 Cr
₹804 Cr
₹804 Cr
₹804 Cr
INFO
-
0.93
0.91
0.91
0.92
0.92
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 Aug
Top holdings
6.54% Govt Stock 2032
6.3%
Rural Electrification Corporation Limited - NCD & Bonds
5.9%
Clearing Corporation Of India Ltd.
5.9%
HDFC Bank Ltd
5.0%
National Bank For Agriculture And Rural Development - NCD & Bonds
4.6%
LIC Housing Finance Ltd - NCD & Bonds
4.4%
ICICI Bank Ltd
4.4%
Bharti Airtel Ltd
4.0%
Reliance Industries Ltd
3.7%
Axis Bank Ltd
3.4%
Top industry exposure
Financial Services
22.1%
Consumer Cyclical
8.2%
Energy
6.4%
Technology
6.1%
Industrials
5.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
363%
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)
Prateek Nigudkar
Deepak Ramaraju
Sudip More

FAQs