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

Shriram Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹26.6287
-1.95%
(21 Jan)
AUM
49 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+15.4%
+15.4%
+15.4%
+15.4%
+13.9%
+6.0%
3Y
+20.8%
+20.8%
+20.8%
+20.8%
+12.6%
+10.6%
5Y
+24.1%
+24.1%
+24.1%
+24.1%
+16.0%
+12.7%
ALL
+13.4%
+13.4%
+14.5%
+14.5%
+14.0%
+11.4%
VOL
14.5%
14.5%
15.5%
15.5%
-
12.3%
TER
0.7%
0.7%
0.7%
0.7%
-
0.8%
AUM
₹763 Cr
₹763 Cr
₹763 Cr
₹763 Cr
-
₹49 Cr
INFO
0.93
0.93
0.94
0.94
-
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 Dec
Top holdings
Clearing Corporation Of India Ltd.
8.3%
6.54% Govt Stock 2032
6.2%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.6%
LIC Housing Finance Limited - NCD & Bonds - NCD & Bonds
4.3%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.2%
Sun Pharmaceuticals Industries Ltd
3.6%
Bharti Airtel Ltd
3.3%
Dixon Technologies (India) Ltd
3.1%
Trent Ltd
3.0%
Lupin Ltd
2.9%
Top industry exposure
Consumer Cyclical
15.1%
Industrials
13.8%
Healthcare
11.3%
Technology
10.8%
Financial Services
5.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
371%
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