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

Shriram Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹27.2604
-1.14%
(25 Apr)
AUM
46 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+7.4%
+5.3%
+5.3%
+5.3%
+5.3%
+0.7%
3Y
+14.2%
+22.5%
+22.5%
+22.5%
+22.5%
+12.3%
5Y
+20.8%
+29.3%
+29.3%
+29.3%
+29.3%
+17.1%
ALL
+13.6%
+13.1%
+13.1%
+14.2%
+14.2%
+11.3%
VOL
-
14.5%
14.5%
15.5%
15.5%
12.3%
TER
-
0.7%
0.7%
0.7%
0.7%
0.8%
AUM
-
₹768 Cr
₹768 Cr
₹768 Cr
₹768 Cr
₹46 Cr
INFO
-
0.90
0.90
0.92
0.92
0.92
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
Clearing Corporation Of India Ltd.
7.2%
6.54% Govt Stock 2032
6.6%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
6.1%
HDFC Bank Ltd
5.2%
ICICI Bank Ltd
5.1%
LIC Housing Finance Limited - NCD & Bonds - NCD & Bonds
4.7%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.5%
Net Receivables / (Payables)
3.6%
Bharti Airtel Ltd
3.6%
ITC Ltd
2.9%
Top industry exposure
Financial Services
30.0%
Healthcare
6.7%
Consumer Defensive
6.0%
Consumer Cyclical
5.9%
Technology
5.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
389%
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