Shriram Hybrid Equity Fund Regular Growth
Medium
Risk
Other Schemes
Aggressive Allocation
+
13.58
%
13.58
%
3Y annualised
+
0.15
%
0.15
%
1D
1M
6M
1Y
3Y
All
Fund size
45
NAV:
Mar 7, 2024
29.9879
Sector
Tech
Type
Other_schemes
Launched
Nov 2013
Min Investment
5000
Expense Ratio
3
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
LIC Housing Finance Limited
6.83
%
6.54% Govt Stock 2032
6.38
%
Rural Electrification Corporation Limited
6.06
%
Reliance Industries Ltd
4.82
%
Rural Electrification Corporation Limited
4.70
%
HDFC Bank Ltd
4.46
%
Larsen & Toubro Ltd
2.99
%
Infosys Ltd
2.49
%
ICICI Bank Ltd
2.45
%
Bharti Airtel Ltd
2.06
%
Expense ratio, exit load and tax
Expense Ratio:
3
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 90.0 Days, 0.0 % if redeemed after 90.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Shriram Hybrid Equity Fund Regular Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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