Shriram Mutual Fundimage

Shriram Aggressive Hybrid Fund

HybridAggressiveGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (20 Dec 24)

₹ 31.50

AUM (in Cr)

₹ 49.09

5 Years CAGR

% 12.68

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Shriram Aggressive Hybrid Fund
4.07
-3.53
0.67
14.95
12.72
12.68
Nifty 50 Hybrid Composite Debt 65:35 Index
1.39
-3.11
3.08
11.64
11.03
13.17
Aggressive
2.23
8.23
15.15
31.95
15.47
19.07

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

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.

Expense Ratio
% 2.40
Benchmark
Nifty 50 Hybrid Composite Debt 65:35 Index
AUM
₹ 49.09
Inception Date
08 Nov 2013
Turnover Ratio
% 369.70
Exit Load
If redeemed / switched-out within 90 days from the date of allotment :- For 12% of units: Nil More than 12% of units: 1% of applicable Net Asset Value (NAV) If redeemed/switched out after 90 days from the date of allotment: Nil.
Asset Class
Hybrid
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Shriram Mutual Fund

Total AUM

₹ 782.24

No. of Schemes under this AMC

7

Phone

23373012

Email

info@shriramamc.in

Incorporation Date

12/5/1994

Address

CK-6, 2nd Floor,, Sector II,, Salt Lake City,

Kolkata - 700091

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Shriram Aggressive Hybrid Fund

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