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

Shriram Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹28.0246
-1.38%
(9 Mar)
AUM
49 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
+12.9%
+12.5%
+12.5%
+11.1%
+9.5%
+9.1%
3Y
+19.1%
+18.0%
+18.0%
+18.4%
+14.0%
+12.1%
5Y
+18.2%
+18.1%
+18.1%
+17.8%
+12.4%
+9.9%
ALL
+15.7%
+16.9%
+16.9%
+15.5%
+11.5%
+10.8%
VOL
14.7%
13.4%
13.4%
14.7%
-
12.0%
TER
0.7%
0.9%
0.9%
0.7%
-
0.8%
AUM
₹1,329 Cr
₹49,257 Cr
₹49,257 Cr
₹1,329 Cr
-
₹49 Cr
INFO
1.07
1.26
1.26
1.05
-
0.89
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 Jan
Top holdings
6.54% Gs 2032
6.1%
HDFC Bank Ltd
5.6%
Rural Electrification Corporation Limited - NCD & Bonds
5.6%
Clearing Corporation Of India Ltd.
4.9%
Reliance Industries Ltd
4.6%
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
3.9%
Bharti Airtel Ltd
3.3%
Top industry exposure
Financial Services
22.6%
Consumer Cyclical
8.8%
Energy
7.6%
Industrials
7.0%
Technology
6.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
186%
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