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

Shriram Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹29.3888
-0.05%
(15 Dec)
AUM
50 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+3.0%
+2.0%
-4.2%
-4.2%
-4.2%
-4.2%
3Y
+14.4%
+12.5%
+19.3%
+19.3%
+19.3%
+19.3%
5Y
+15.4%
+12.3%
+19.1%
+19.1%
+19.1%
+19.1%
ALL
+12.5%
+11.4%
+13.9%
+13.9%
+12.8%
+12.8%
VOL
-
12.1%
15.2%
15.2%
14.3%
14.3%
TER
-
0.8%
0.7%
0.7%
0.7%
0.7%
AUM
-
₹50 Cr
₹816 Cr
₹816 Cr
₹816 Cr
₹816 Cr
INFO
-
0.95
0.91
0.91
0.89
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 Oct
Top holdings
6.54% Govt Stock 2032
6.2%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.7%
HDFC Bank Ltd
4.9%
Clearing Corporation Of India Ltd.
4.8%
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
4.2%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.1%
Reliance Industries Ltd
4.0%
ICICI Bank Ltd
3.9%
Bharti Airtel Ltd
3.8%
Axis Bank Ltd
3.8%
Top industry exposure
Financial Services
21.4%
Consumer Cyclical
8.0%
Energy
7.1%
Technology
6.2%
Industrials
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
236%
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