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

Shriram Aggressive Hybrid IDCW Reinvest Direct Plan

NAV
₹29.4406
-0.28%
(26 Dec)
AUM
50 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+5.5%
+4.0%
-1.0%
-1.0%
-1.3%
-1.3%
3Y
+15.2%
+13.6%
+20.9%
+20.9%
+20.9%
+20.9%
5Y
+15.1%
+12.1%
+19.0%
+19.0%
+20.8%
+20.8%
ALL
+12.6%
+11.4%
+13.9%
+13.9%
+16.2%
+16.2%
VOL
-
12.0%
15.2%
15.2%
14.7%
14.7%
TER
-
0.8%
0.7%
0.7%
0.7%
0.7%
AUM
-
₹50 Cr
₹811 Cr
₹811 Cr
₹1,321 Cr
₹1,321 Cr
INFO
-
0.95
0.91
0.91
1.10
1.10
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 30th Nov
Top holdings
6.54% Govt Stock 2032
6.1%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.5%
Clearing Corporation Of India Ltd.
5.4%
HDFC Bank Ltd
5.0%
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
4.2%
Reliance Industries Ltd
4.1%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.1%
ICICI Bank Ltd
3.9%
Axis Bank Ltd
3.7%
Bharti Airtel Ltd
3.4%
Top industry exposure
Financial Services
21.2%
Consumer Cyclical
8.5%
Energy
7.0%
Industrials
6.5%
Technology
6.3%
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