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Shriram Hybrid Equity Fund

Shriram Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.57

as on 21 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,055 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

  • ₹ 23.461

    as on 21 Oct 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 60 Cr.

    as on 21 Oct 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 ₹ 23.461 as on 21 Oct 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 6.79% 18.88% 32.31% 75.71% 40.77% 30.64% 19.38% 17.18% 66.97% 59.28% 42.91% 28.00% 20.09%
Category Average 2.69% 10.41% 22.39% 45.54% 22.69% 18.13% 12.74% 13.93% 40.90% 35.77% 25.70% 17.57% 14.63%
Shriram Hybrid Equity Fund 0.57%₹ 10,057 9.49%₹ 10,949 16.83%₹ 11,683 32.90%₹ 13,289 29.22%₹ 13,818 16.50%₹ 13,595 26.75%₹ 31,000 14.57%₹ 15,055 19.86%₹ 48,185 10.52%₹ 16,497 14.03%₹ 85,292 - -
DSP Equity And Bond Fund 1.20%₹ 10,120 8.34%₹ 10,833 21.27%₹ 12,126 45.56%₹ 14,555 37.79%₹ 14,328 22.66%₹ 15,079 34.60%₹ 33,176 21.36%₹ 17,903 26.75%₹ 52,982 13.37%₹ 18,738 18.41%₹ 94,968 14.49%₹ 38,741 15.77%₹ 2,74,222
Canara Robeco Equity Hybrid Fund 1.05%₹ 10,104 9.30%₹ 10,930 20.48%₹ 12,047 39.13%₹ 13,912 35.12%₹ 14,170 23.68%₹ 15,332 32.98%₹ 32,723 20.29%₹ 17,430 25.71%₹ 52,234 14.32%₹ 19,534 18.58%₹ 95,371 15.46%₹ 42,158 16.05%₹ 2,78,426
Mirae Asset Hybrid - Equity Fund 2.51%₹ 10,250 9.87%₹ 10,987 22.13%₹ 12,212 41.97%₹ 14,196 38.01%₹ 14,340 22.78%₹ 15,109 34.25%₹ 33,079 19.07%₹ 16,904 25.32%₹ 51,957 14.62%₹ 19,787 18.18%₹ 94,441 - -
Principal Hybrid Equity Fund 3.49%₹ 10,349 13.07%₹ 11,307 24.03%₹ 12,402 46.26%₹ 14,625 43.72%₹ 14,674 23.75%₹ 15,350 37.32%₹ 33,942 16.46%₹ 15,815 25.93%₹ 52,395 14.06%₹ 19,311 17.42%₹ 92,699 15.29%₹ 41,531 15.63%₹ 2,72,147
Kotak Equity Hybrid 3.71%₹ 10,371 9.48%₹ 10,948 19.05%₹ 11,904 47.11%₹ 14,711 40.07%₹ 14,461 25.12%₹ 15,693 38.69%₹ 34,331 21.66%₹ 18,037 28.75%₹ 54,431 13.36%₹ 18,723 18.90%₹ 96,099 - -

Portfolio Holdings

Portfolio holdings pattern of Shriram Hybrid Equity Fund as on 22 Oct 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%