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

Shriram Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹27.1145
-1.39%
(27 Mar)
AUM
50 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.5%
+6.5%
+4.7%
+4.7%
+1.7%
+0.4%
3Y
+20.0%
+20.0%
+18.0%
+18.0%
+11.8%
+13.2%
5Y
+18.3%
+18.3%
+18.5%
+18.5%
+9.8%
+11.6%
ALL
+15.4%
+15.4%
+16.5%
+16.5%
+10.4%
+11.1%
VOL
14.7%
14.7%
13.5%
13.5%
12.1%
-
TER
0.7%
0.7%
0.9%
0.9%
0.8%
-
AUM
₹1,360 Cr
₹1,360 Cr
₹50,205 Cr
₹50,205 Cr
₹50 Cr
-
INFO
1.04
1.04
1.23
1.23
0.86
-
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 28th Feb
Top holdings
Clearing Corporation Of India Ltd.
7.2%
6.54% Gs 2032
6.1%
Rural Electrification Corporation Limited - NCD & Bonds
5.6%
HDFC Bank Ltd
5.4%
Reliance Industries Ltd
4.5%
LIC Housing Finance Ltd - NCD & Bonds
4.3%
National Bank For Agriculture And Rural Development - NCD & Bonds
4.2%
Axis Bank Ltd
4.1%
ICICI Bank Ltd
4.0%
Bharti Airtel Ltd
3.3%
Top industry exposure
Financial Services
22.2%
Consumer Cyclical
9.0%
Energy
7.4%
Industrials
6.9%
Technology
5.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
156%
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)
Amit Modani
Prateek Nigudkar
Deepak Ramaraju
Sudip More

FAQs