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Shriram Aggressive Hybrid Fund- Regular Growth

Category: Hybrid: Aggressive Launch Date: 29-11-2013
AUM:

₹ 49.7 Cr

Expense Ratio

2.46%

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

ISIN

INF680P01018

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Mr. Hitesh Savanth, Mr. Prateek Nigudkar, Mr. Amit Modani

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Shriram Aggressive Hybrid Fund- Regular Growth -5.66 6.75 5.25
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
30.4994
Last change
0.1 (0.3334%)
Fund Size (AUM)
₹ 49.7 Cr
Performance
9.0% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment 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
Mr. Hitesh Savanth, Mr. Prateek Nigudkar, Mr. Amit Modani
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Bank of Baroda 6.87
6.54% Government of India 5.99
Union Bank of India (22/02/2027) ** 5.88
8.54% REC Ltd. 5.5
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.32
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.92
AXIS BANK LIMITED EQ NE FV RS. 2/- 3.69
RELIANCE INDUSTRIES LIMITED EQ 3.41
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.14
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 2.53

Sector Allocation

Sector Holdings (%)
Financial Services 21.39
Automobile and Auto Components 7.01
Healthcare 6.17
Oil, Gas & Consumable Fuels 5.92
Fast Moving Consumer Goods 5.56
Information Technology 4.78
Capital Goods 4.16
Telecommunication 3.14
Consumer Services 3.09
Metals & Mining 2.98

Peer Comparison

Scheme Name 5Y (%)
Shriram Aggressive Hybrid Equity Reg Gr 5.25