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Shriram Aggressive Hybrid Fund- Regular Growth
Shriram Aggressive Hybrid Fund- Regular Growth
Category: Hybrid: Aggressive
Launch Date: 29-11-2013
Riskometer: Very High
Asset Class
Mixed Asset
Status
Open Ended Schemes
Fund Managers
Gargi Bhattacharyya Banerjee, Deepak Ramaraju
Investment Objective
The scheme seeks 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.
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio
2.4% As on (30-08-2024)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
51.76 Cr As on (30-08-2024)
Nav Movement
RETURNS CALCULATOR for Shriram Aggressive Hybrid Fund- Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Shriram Aggressive Hybrid Fund- Regular Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Shriram Aggressive Hybrid Fund- Regular Growth | 9.53 | 0.73 | 1.99 | 1.01 | 7.46 | 3.32 |
Hybrid: Aggressive | - | - | - | - | - | - |
Sectors
Sector | Holdings (%) |
---|---|
N/A | 33.54 |
IT - Software | 11.22 |
Banks | 6.81 |
Telecom - Services | 5.33 |
Construction | 4.94 |
Pharmaceuticals & Biotechnology | 4.65 |
Petroleum Products | 4.51 |
Finance | 4.08 |
Automobiles | 3.97 |
Retailing | 3.88 |
Portfolio Holdings
Company | Holdings (%) |
---|---|
Net Receivables / (Payables) | 6.57 |
9.22% LIC Housing Finance Ltd. | 6.27 |
6.54% Government of India | 5.73 |
8.54% REC Ltd. | 5.36 |
8.57% REC Ltd. | 3.97 |
7.7% National Bank for Agriculture & Rural Development | 3.96 |
Reliance Industries Ltd. | 3.52 |
Bharti Airtel Ltd. | 3.37 |
Infosys Ltd. | 3.12 |
Colgate Palmolive (India) Ltd. | 2.89 |