Shriram Aggressive Hybrid Fund- Regular Growth
(Erstwhile Shriram Equity and Debt Opportunities Fund-Growth)
Fund House: Shriram Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 29-11-2013 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.4% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 49.39 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 300.1% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. |
30.8146
0.01 (0.0435%)
10.77%
Benchmark: 12.55%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 1 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.09 |
| Sharpe Ratio | 0.44 |
| Alpha | 0.81 |
| Beta | 1.04 |
| Yield to Maturity | 7.33 |
| Average Maturity | 3.13 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Shriram Aggressive Hybrid Fund- Regular Growth | 29-11-2013 | 17.93 | 14.87 | 9.92 | 11.86 | 9.05 |
| JM Aggressive Hybrid Fund (Regular) -Growth Option | 01-04-1995 | 32.4 | 29.78 | 20.24 | 23.82 | 12.41 |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 31.05 | 22.73 | 14.2 | 14.63 | - |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 26.35 | 20.4 | 14.35 | 18.64 | - |
| Kotak Equity Hybrid - Growth | 25-11-1999 | 25.64 | 19.39 | 13.64 | 17.76 | 12.67 |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 20-03-1995 | 25.4 | 21.34 | 14.76 | 18.48 | 11.9 |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH | 05-07-2016 | 25.33 | 27.33 | 16.61 | 25.39 | - |
| HSBC Aggressive Hybrid Fund - Regular Growth | 30-01-2013 | 25.22 | 20.87 | 12.25 | 14.76 | 11.64 |
| DSP Equity & Bond Fund- Regular Plan - Growth | 26-05-1999 | 24.83 | 20.8 | 11.85 | 15.92 | 12.64 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 24.73 | 22.14 | 17.55 | 21.31 | 15.06 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.95%
Others
34.46%
Large Cap
34.45%
Mid Cap
28.14%
