Shriram Aggressive Hybrid Fund- Regular Growth
Category: Hybrid: Aggressive
Launch Date: 29-11-2013
AUM:
51.12 Cr
Expense Ratio
2.45%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF680P01018
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 Growth | 3.8 | 9.47 | 7.85 |
| 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
32.3151
Last change
-0.04 (-0.1256%)
Fund Size (AUM)
₹ 51.12 Cr
Performance
9.65% (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 | 6.21 |
| 8.54% REC Ltd. | 5.46 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.26 |
| Bank of Baroda (MD 04/02/2027) | 4.83 |
| Clearing Corporation of India Ltd. | 4.82 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.44 |
| 7.835% LIC Housing Finance Ltd. | 4.08 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.07 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.04 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.26 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.13 |
| Oil, Gas & Consumable Fuels | 6.67 |
| Healthcare | 5.98 |
| Automobile and Auto Components | 5.97 |
| Fast Moving Consumer Goods | 5.81 |
| Information Technology | 4.65 |
| Capital Goods | 3.72 |
| Telecommunication | 3.26 |
| Metals & Mining | 2.78 |
| Construction | 2.65 |