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

Shriram Aggressive Hybrid IDCW Payout Direct Plan

NAV
₹27.6593
+0.68%
(17 Mar)
AUM
50 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.5%
+12.5%
+9.6%
+9.6%
+7.6%
+6.9%
3Y
+18.9%
+18.9%
+17.9%
+17.9%
+12.3%
+13.9%
5Y
+17.3%
+17.3%
+17.5%
+17.5%
+10.1%
+12.0%
ALL
+15.3%
+15.3%
+16.6%
+16.6%
+10.6%
+11.3%
VOL
14.7%
14.7%
13.4%
13.4%
12.0%
-
TER
0.7%
0.7%
0.9%
0.9%
0.8%
-
AUM
₹1,360 Cr
₹1,360 Cr
₹50,205 Cr
₹50,205 Cr
₹50 Cr
-
INFO
1.04
1.04
1.23
1.23
0.88
-
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 28th Feb
Top holdings
Clearing Corporation Of India Ltd.
7.2%
6.54% Gs 2032
6.1%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.6%
HDFC Bank Ltd
5.4%
Reliance Industries Ltd
4.5%
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
4.3%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.2%
Axis Bank Ltd
4.1%
ICICI Bank Ltd
4.0%
Bharti Airtel Ltd
3.3%
Top industry exposure
Financial Services
22.2%
Consumer Cyclical
9.0%
Energy
7.4%
Industrials
6.9%
Technology
5.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
186%
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