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Shriram Hybrid Equity Fund

Shriram Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.59

as on 16 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,276 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

  • ₹ 23.337

    as on 16 Aug 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 62 Cr.

    as on 31 Dec 2021
  • 2.35%

  • 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 ₹ 23.337 as on 16 Aug 2022.

This fund has 8 years of track record. Since 30 Nov 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 8.67% 12.16% 10.54% 27.10% 38.52% 30.19% 18.76% 17.53% 13.97% 27.47% 33.61% 25.29% 19.11%
Category Average 7.32% 9.16% 2.17% 6.59% 22.48% 16.03% 10.48% 13.27% 5.96% 14.01% 17.32% 13.69% 12.80%
Shriram Hybrid Equity Fund 7.74%₹ 10,773 9.68%₹ 10,968 3.29%₹ 10,328 5.51%₹ 10,551 6.99%₹ 12,448 16.99%₹ 13,699 11.04%₹ 26,809 12.59%₹ 14,276 13.41%₹ 43,964 8.69%₹ 15,169 10.75%₹ 78,619 - -
ICICI Prudential Equity & Debt Fund 7.61%₹ 10,760 8.04%₹ 10,803 3.68%₹ 10,368 17.00%₹ 11,700 12.69%₹ 12,807 33.76%₹ 17,921 25.82%₹ 30,744 21.76%₹ 18,061 26.56%₹ 52,829 13.97%₹ 19,237 19.05%₹ 96,445 16.71%₹ 46,914 16.15%₹ 2,79,872
Kotak Equity Hybrid 7.48%₹ 10,748 9.54%₹ 10,953 3.71%₹ 10,370 9.95%₹ 10,995 9.30%₹ 12,594 27.38%₹ 16,246 17.22%₹ 28,431 19.31%₹ 16,991 20.88%₹ 48,868 12.08%₹ 17,688 16.22%₹ 89,998 - -
Canara Robeco Equity Hybrid Fund 8.10%₹ 10,809 10.34%₹ 11,034 1.42%₹ 10,142 4.78%₹ 10,477 5.82%₹ 12,373 20.32%₹ 14,491 12.69%₹ 27,239 17.30%₹ 16,148 16.46%₹ 45,920 11.88%₹ 17,533 14.24%₹ 85,718 14.34%₹ 38,212 13.80%₹ 2,46,716
DSP Equity And Bond Fund 8.49%₹ 10,848 10.90%₹ 11,090 0.68%₹ 10,067 1.36%₹ 10,135 3.20%₹ 12,206 20.70%₹ 14,582 11.23%₹ 26,860 15.89%₹ 15,570 15.18%₹ 45,092 10.77%₹ 16,683 13.14%₹ 83,428 13.50%₹ 35,501 13.09%₹ 2,37,459
Mirae Asset Hybrid - Equity Fund 7.78%₹ 10,778 9.99%₹ 10,998 2.36%₹ 10,235 4.82%₹ 10,481 6.04%₹ 12,387 20.91%₹ 14,635 13.23%₹ 27,381 15.58%₹ 15,447 16.64%₹ 46,038 11.42%₹ 17,174 13.75%₹ 84,680 - -

Portfolio Holdings

Portfolio holdings pattern of Shriram Hybrid Equity Fund as on 17 Aug 2022 are listed below:

  • Equity Holdings:

    78.08%
  • Debt Holdings:

    9.80%
  • Others Holdings:

    12.12%

Top Sector Holdings of Shriram Hybrid Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.78% ₹ 11.16 Cr.
Computers - Software 11.10% ₹ 6.96 Cr.
Refineries/Marketing 7.24% ₹ 4.55 Cr.
Pharmaceuticals 6.29% ₹ 4.07 Cr.
Housing Finance 4.84% ₹ 3.04 Cr.
Others 52.75% -

Top Stock Holdings of Shriram Hybrid Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 7.24% ₹ 4.55 Cr.
ICICI Bank Ltd. 6.57% ₹ 4.13 Cr.
HDFC Bank Ltd. 5.69% ₹ 3.57 Cr.
Infosys Ltd. 4.96% ₹ 3.11 Cr.
Housing Development Finance Corporation Ltd. 4.84% ₹ 3.04 Cr.
Others 70.70% -

Top Debt Instrument Type holdings of Shriram Hybrid Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 9.80% ₹ 6.15 Cr.
Others 90.20% -

Top Debt Holdings of Shriram Hybrid Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - LIC Housing Finance Ltd. 5.17% ₹ 3.25 Cr.
Bond - Rural Electrification Corporation Limited 3.95% ₹ 2.48 Cr.
Bond - Tata Sons Ltd. 0.68% ₹ .43 Cr.
Others 90.20%

Other Holdings

Holding TypeHolding Percentage
TREPS 6.53%
Net Receivables 5.59%