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Shriram Hybrid Equity Fund

Shriram Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.53

as on 03 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,143 today.

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NAV Performance

Shriram Hybrid Equity Fund performance graph for last 3 years
Performance of Shriram Hybrid Equity Fund for last 3 Years

Fund Information

  • ₹ 21.922

    as on 03 Aug 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 60 Cr.

    as on 03 Aug 2021
  • 2.35%

    since 31 May 2021
  • 29 Nov 2013

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • shriram mutual fund

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Highlights of this fund

Shriram Hybrid Equity Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 29 Nov 2013. This fund is offered by one of the top AMC (Assets Management Company) shriram mutual fund. You can also view here all other Hybrid funds offered by shriram mutual fund.

Latest NAV of the fund is ₹ 21.922 as on 03 Aug 2021.

This fund has 7 years of track record. Since 31 May 2021 expense ratio of this fund is 2.35%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

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.

List of Fund Managers of Shriram Hybrid Equity Fund

  • About Kartik Soral

    Picture of Kartik Soral
  • About Gargi B Banerjee

    Picture of Gargi B Banerjee

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.83% 22.27% 38.57% 82.15% 42.70% 26.57% 19.38% 15.67% 84.31% 62.17% 42.70% 27.55% 19.89%
Category Average 3.64% 11.54% 14.14% 44.78% 21.70% 12.55% 12.35% 12.47% 42.18% 31.73% 22.48% 15.57% 13.72%
Shriram Hybrid Equity Fund 2.25%₹ 10,225 7.81%₹ 10,781 7.10%₹ 10,710 30.28%₹ 13,028 26.61%₹ 13,660 16.12%₹ 13,494 22.06%₹ 29,729 9.53%₹ 13,143 16.06%₹ 45,668 9.92%₹ 16,051 11.90%₹ 80,901 - -
DSP Equity And Bond Fund 4.39%₹ 10,438 12.57%₹ 11,257 15.18%₹ 11,517 46.59%₹ 14,659 44.38%₹ 14,712 24.50%₹ 15,518 33.00%₹ 32,733 15.24%₹ 15,309 24.67%₹ 51,504 13.86%₹ 19,140 17.18%₹ 92,146 13.28%₹ 34,844 15.26%₹ 2,66,855
Canara Robeco Equity Hybrid Fund 3.47%₹ 10,347 11.25%₹ 11,124 11.97%₹ 11,197 40.26%₹ 14,026 37.46%₹ 14,307 23.61%₹ 15,297 30.55%₹ 32,053 15.14%₹ 15,269 23.10%₹ 50,406 14.54%₹ 19,719 17.10%₹ 91,968 14.29%₹ 38,061 15.44%₹ 2,69,380
Mirae Asset Hybrid - Equity Fund 3.77%₹ 10,377 12.00%₹ 11,199 12.60%₹ 11,259 42.30%₹ 14,229 39.96%₹ 14,454 21.07%₹ 14,673 30.80%₹ 32,121 14.40%₹ 14,979 22.36%₹ 49,893 14.27%₹ 19,486 16.62%₹ 90,890 - -
Principal Hybrid Equity Fund 3.87%₹ 10,387 10.87%₹ 11,087 12.34%₹ 11,234 42.25%₹ 14,224 39.56%₹ 14,430 20.27%₹ 14,479 30.53%₹ 32,046 10.78%₹ 13,599 20.47%₹ 48,597 13.87%₹ 19,149 14.66%₹ 86,613 13.48%₹ 35,439 14.43%₹ 2,55,193
Kotak Equity Hybrid 2.42%₹ 10,241 9.91%₹ 10,990 14.90%₹ 11,490 51.99%₹ 15,198 44.40%₹ 14,713 24.75%₹ 15,582 35.10%₹ 33,322 15.07%₹ 15,243 25.47%₹ 52,068 13.16%₹ 18,558 16.96%₹ 91,648 - -

Portfolio Holdings

Portfolio holdings pattern of Shriram Hybrid Equity Fund as on 04 Aug 2021 are listed below:

  • Equity Holdings:

    80.10%
  • Debt Holdings:

    11.14%
  • Others Holdings:

    8.76%

Top Sector Holdings of Shriram Hybrid Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.10% ₹ 9.73 Cr.
Computers - software 9.90% ₹ 5.99 Cr.
Pharmaceuticals 8.10% ₹ 4.89 Cr.
Refineries/marketing 7.25% ₹ 4.38 Cr.
Housing finance 4.47% ₹ 2.70 Cr.
Others 54.18% -

Top Stock Holdings of Shriram Hybrid Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 7.25% ₹ 4.38 Cr.
ICICI Bank Ltd. 6.30% ₹ 3.81 Cr.
HDFC Bank Ltd. 5.60% ₹ 3.39 Cr.
Infosys Ltd. 4.84% ₹ 2.93 Cr.
Housing Development Finance Corporation Ltd. 4.47% ₹ 2.70 Cr.
Others 71.54% -

Top Debt Instrument Type holdings of Shriram Hybrid Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 11.14% ₹ 6.73 Cr.
Others 88.86% -

Top Debt Holdings of Shriram Hybrid Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - LIC Housing Finance Ltd. 5.45% ₹ 3.29 Cr.
Bond - Rural Electrification Corporation Limited 4.98% ₹ 3.01 Cr.
Bond - Tata Sons Ltd. 0.71% ₹ .43 Cr.
Others 88.86%

Other Holdings

Holding TypeHolding Percentage
TREPS 4.47%
Net Receivables 4.29%