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Shriram Aggressive Hybrid Fund- Regular-IDCW

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

₹ 48.94 Cr

Expense Ratio

2.42%

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

ISIN

INF680P01026

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Mr. Deepak Ramaraju, Mr. Prateek Nigudkar, Mr. Amit Modani, Mr. Sudip Suresh More

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Shriram Aggressive Hybrid Fund- Regular-IDCW -0.18 9.39 7.86
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
24.7677
Last change
-0.01 (-0.0517%)
Fund Size (AUM)
₹ 48.94 Cr
Performance
9.27% (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. Deepak Ramaraju, Mr. Prateek Nigudkar, Mr. Amit Modani, Mr. Sudip Suresh More
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
6.54% Government of India (17/01/2032) 6.13
8.54% REC Ltd. 5.65
HDFC BANK LIMITED EQ NEW FV RE. 1/- 5.03
RELIANCE INDUSTRIES LIMITED EQ 4.87
LIC Housing Finance Ltd. 4.41
NABARD 4.28
Net Receivables / (Payables) 3.91
AXIS BANK LIMITED EQ NE FV RS. 2/- 3.87
Clearing Corporation of India Ltd. 3.82
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.75

Sector Allocation

Sector Holdings (%)
Financial Services 22.47
Oil, Gas & Consumable Fuels 8.47
Automobile and Auto Components 6.07
Healthcare 5.67
Fast Moving Consumer Goods 5.65
Information Technology 4.79
Telecommunication 3.32
Capital Goods 3.24
Metals & Mining 3.1
Construction 2.54

Peer Comparison

Scheme Name 5Y (%)
Shriram Aggressive Hybrid Equity IDCW 7.86