| Category: Hybrid: Aggressive |
| Launch Date: 29-11-2013 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| Expense Ratio: 2.35% As on (28-02-2023) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 56.67 Cr As on (28-02-2023) |
| Turn over: 120.9 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Shriram Hybrid Equity Fund- Growth | -0.79 | 18.38 | 7.43 | - | 8.93 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 0.73 | 24.07 | 9.55 | 12.71 | 10.94 |
Gargi Bhattacharyya Banerjee, Deepak Ramaraju
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.
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Shriram Hybrid Equity Fund- Growth | 15.24 | 0.45 | -2.95 | 0.82 | 7.76 | 4.38 |
| Hybrid: Aggressive | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Shriram Hybrid Equity Fund- Growth | 29-11-2013 | -0.79 | 5.1 | 18.38 | 7.43 | 0.0 |
| HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 6.01 | 12.0 | 28.18 | 10.71 | 14.8 |
| JM Equity Hybrid Fund (Regular) -Growth Option | 01-04-1995 | 5.78 | 10.26 | 31.51 | 9.94 | 11.88 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 4.89 | 18.42 | 33.3 | 13.7 | 15.86 |
| Tata Hybrid Equity Fund- Regular Plan - Growth Option | 08-10-1995 | 4.61 | 9.73 | 24.66 | 9.31 | 12.77 |
| Franklin India Equity Hybrid Fund - Growth Plan | 10-12-1999 | 3.87 | 8.1 | 24.52 | 9.79 | 12.91 |
| UTI - Hybrid Equity Fund - Regular Plan - Growth | 20-03-1995 | 3.72 | 11.61 | 28.5 | 9.18 | 11.72 |
| Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option | 05-09-2018 | 3.57 | 4.76 | 18.97 | 0.0 | 0.0 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 3.52 | 11.81 | 25.61 | 11.36 | 12.73 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 3.32 | 11.72 | 25.54 | 11.31 | 12.69 |