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SHRIRAM HYBRID EQUITY FUND REGULAR - IDCW REINVESTMENT

23.23
0.14 as on 19-Mar-2025
HYBRID | AGGRESSIVE

9.21

1 YEAR RETURNS

13.95

3 YEAR RETURNS

8.44

5 YEAR RETURNS

3 / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

1000.0

Minimum SIP Investment

1000.0

Additional Purchase

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
JM AGGRESSIVE HYBRID FUND MONTHLY IDCW REINVESTMENT OPTION 5 81.28 9.38 19.11 27.98 Buy
JM AGGRESSIVE HYBRID FUND - IDCW REINVESTMENT OPTION 5 31.4 9.38 19.11 27.98 Buy
EDELWEISS AGGRESSIVE HYBRID FUND - IDCW REINVESTMENT PLAN 5 26.4 11.41 15.17 22.78 Buy
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND REGULAR - IDCW REINVESTMENT 5 29.17 9.06 15.25 27.62 Buy
JM AGGRESSIVE HYBRID FUND - HALF YEARLY IDCW REINVESTMENT OPTION 5 81.93 9.38 19.11 27.98 Buy

Fund Portfolio

Top 5 Holdings

S. No Company Net Assets
1 Net CA & Others 9.02
2 HDFC Bank Ltd 7.24
3 LIC Housing Finance Ltd 5.33
4 ICICI Bank Ltd 4.65
5 Kotak Mahindra Bank Ltd 4.29

Top 5 Sectors

S. no Sector Name Net Assets
1 Miscellaneous 13.7
2 Finance 12.04
3 Banks - Private Sector 11.98
4 Banks 7.24
5 Finance - Term-Lending Institutions 6.14