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

Shriram Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹28.0691
+1.06%
(20 Jun)
AUM
48 Cr
TER
0.96%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+5.9%
-0.8%
-0.8%
-0.8%
-0.8%
-1.9%
3Y
+19.4%
+27.0%
+27.0%
+27.0%
+27.0%
+15.8%
5Y
+20.4%
+28.2%
+28.2%
+28.2%
+28.2%
+15.8%
ALL
+16.6%
+13.2%
+14.3%
+14.3%
+13.2%
+11.4%
VOL
-
14.5%
15.4%
15.4%
14.5%
12.2%
TER
-
0.6%
0.6%
0.6%
0.6%
1.0%
AUM
-
₹822 Cr
₹822 Cr
₹822 Cr
₹822 Cr
₹48 Cr
INFO
-
0.91
0.93
0.93
0.91
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 Reinvest (DR)
₹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 May
Top holdings
6.54% Govt Stock 2032
6.6%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.8%
HDFC Bank Ltd
5.1%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.5%
ICICI Bank Ltd
4.5%
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
4.3%
Bharti Airtel Ltd
4.1%
Reliance Industries Ltd
3.7%
ITC Ltd
2.9%
Axis Bank Ltd
2.8%
Top industry exposure
Financial Services
20.8%
Consumer Cyclical
10.9%
Basic Materials
6.8%
Industrials
6.5%
Healthcare
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
424%
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