Shriram Aggressive Hybrid IDCW Reinvest Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Shriram Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹26.4344
+0.07%
(16 Apr)
AUM
46 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+52.8%
+52.8%
+50.1%
+50.1%
+32.0%
+28.8%
3Y
+25.4%
+25.4%
+26.3%
+26.3%
+15.3%
+16.2%
5Y
+19.6%
+19.6%
+22.2%
+22.2%
+13.7%
+14.5%
ALL
+13.7%
+13.7%
+17.1%
+17.1%
+12.2%
+13.9%
VOL
14.6%
14.6%
14.4%
14.4%
12.2%
-
TER
0.3%
0.3%
1.2%
1.2%
0.8%
-
AUM
₹202 Cr
₹202 Cr
₹665 Cr
₹665 Cr
₹46 Cr
-
INFO
0.94
0.94
1.19
1.19
1.00
-
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 Mar
Top holdings
Reliance Industries Ltd
7.6%
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
6.8%
6.54% Govt Stock 2032
6.4%
Clearing Corporation Of India Ltd.
6.1%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
6.1%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
4.7%
HDFC Bank Ltd
4.4%
Jio Financial Services Ltd
3.5%
ICICI Bank Ltd
3.3%
Maruti Suzuki India Ltd
3.2%
Top industry exposure
Consumer Cyclical
18.0%
Financial Services
14.8%
Industrials
12.8%
Energy
10.4%
Technology
4.4%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
285%
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

FAQs