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

Shriram Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹29.0018
+0.27%
(17 Oct)
AUM
48 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+2.9%
-3.0%
-3.0%
-3.0%
-3.0%
-3.2%
3Y
+15.9%
+23.3%
+23.3%
+23.3%
+23.3%
+13.6%
5Y
+18.2%
+23.2%
+23.2%
+23.2%
+23.2%
+14.5%
ALL
+12.9%
+13.2%
+13.2%
+14.2%
+14.2%
+11.4%
VOL
-
14.4%
14.4%
15.3%
15.3%
12.1%
TER
-
0.7%
0.7%
0.7%
0.7%
0.8%
AUM
-
₹796 Cr
₹796 Cr
₹796 Cr
₹796 Cr
₹48 Cr
INFO
-
0.92
0.92
0.93
0.93
0.94
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 30th Sep
Top holdings
6.54% Govt Stock 2032
6.4%
Rural Electrification Corporation Limited - NCD & Bonds
5.9%
HDFC Bank Ltd
4.9%
LIC Housing Finance Ltd - NCD & Bonds
4.4%
National Bank For Agriculture And Rural Development - NCD & Bonds
4.2%
ICICI Bank Ltd
4.0%
Bharti Airtel Ltd
3.9%
Reliance Industries Ltd
3.8%
Axis Bank Ltd
3.6%
ITC Ltd
2.7%
Top industry exposure
Financial Services
21.6%
Consumer Cyclical
8.0%
Energy
6.8%
Industrials
6.1%
Technology
5.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
312%
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