Optional
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The scheme is ranked 2 in Aggressive Hybrid Fund category by Crisil (for quarter ended Dec 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
Shriram Equity and Debt Opportunities Fund has been renamed as Shriram Hybrid Equity Fund w.e.f. June 15, 2018
| Period | Returns(%) | Rank# |
|---|---|---|
| 1 Month | -2.2 | 25 |
| 3 Months | -0.5 | 30 |
| 6 Months | -5.5 | 20 |
| 1 Year | 1.5 | 8 |
| 2 Years | 7.1 | 10 |
| 3 Years | 10.8 | 27 |
| 5 Years | 10.0 | 36 |
# Moneycontrol Rank within 54 Aggressive Hybrid Fund Schemes
*Returns over 1 year are Annualised
* Calculation Remark - Dividends are reinvested at the rate of return
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2018 | -2.0 | 1.9 | 0.7 | 0.8 | 2.4 |
| 2017 | 10.7 | 3.0 | 2.2 | 4.9 | 24.1 |
| 2016 | -3.1 | 5.5 | 6.5 | -8.5 | 1.6 |
| 2015 | 2.3 | -0.6 | -1.5 | -1.2 | 0.5 |
| 2014 | 4.0 | 8.2 | 6.7 | 5.9 | 27.4 |
View where it stands within its peers
Return Calculator SIP Calculator| 1mth(%) | 3mth(%) | 6mth(%) | 1yr(%) | 2yr(%) | 3yr(%) | 5yr(%) | |
|---|---|---|---|---|---|---|---|
| Fund Returns | -2.2 | -0.5 | -5.5 | 1.5 | 7.1 | 10.8 | 10 |
| Category average | -2.5 | -0.9 | -6.4 | -2.3 | 5.5 | 11.5 | 13.5 |
| Difference of Fund returns and Category returns | 0.3 | 0.4 | 0.9 | 3.8 | 1.6 | -0.7 | -3.5 |
| Best of Category | -0.2 | 1.4 | -0.1 | 4.8 | 11.8 | 18.4 | 16.9 |
| Worst of Category | -8 | -6.6 | -12.7 | -8.2 | 0.7 | 6.4 | 8.4 |
| Benchmark returns # | -2.1 | 0.7 | -7.1 | 3.6 | 10 | 14.1 | 12 |
| Difference of Fund returns and Benchmark returns | -0.1 | -1.2 | 1.6 | -2.1 | -2.9 | -3.3 | -2 |
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.
Open-Ended
Growth
Nifty 50
10.01 ( Dec 31, 2018 )
Dec 31, 2018
Rs.5000
N.A.
Kartik Soral, Gargi Bhattacharyya Banerjee
View performance of schemes managed by the Fund Manager
Shriram Equity and Debt Opportunities Fund has been renamed as Shriram Hybrid Equity Fund w.e.f. June 15, 2018
N.A
1.00%
Exit Load 1% if redeemed within 365 days from the date of allotment, in excess of 12% of the units
CK-6, 2nd Floor, Sector II, Salt Lake City, Kolkata, 700091
033-23373012
033-23373014
| Fund | Crisil Rank | Assets(Rs Cr.) | Current NAV | 3mth(%) | 6mth(%) | 1yr(%) | 3yr(%) | 5yr(%) |
|---|---|---|---|---|---|---|---|---|
| Reliance Equity Hybrid Fund (G) | 9,844.32 | 50.9 | -3.1 | -10.1 | -6.2 | 11.0 | 14.5 | |
| HDFC Hybrid Equity Fund - Direct Plan (G) | 3,415.29 | 52.3 | -0.3 | -4.5 | -1.2 | 14.6 | 16.7 | |
| ICICI Prudential Equity & Debt Fund - Direct Plan (G) | 2,375.28 | 132.2 | -2.7 | -4.7 | -2.2 | 14.8 | 16.3 | |
| Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan (G) | 1,098.40 | 755.4 | -1.1 | -8.1 | -3.2 | 12.3 | 15.8 | |
| SBI Equity Hybrid Fund - Direct Plan (G) | 1,202.68 | 132.5 | 0.7 | -3.9 | 1.9 | 12.8 | 16.3 |
| Company | Sector | Value | %Assets |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 2.18 | 4.12 |
| Larsen | Engineering | 2.27 | 3.97 |
| HDFC Bank | Banking/Finance | 2.16 | 3.92 |
| Kotak Mahindra | Banking/Finance | 2.02 | 3.67 |
| SBI | Banking/Finance | 1.85 | 3.37 |
| Infosys | Technology | 1.80 | 3.28 |
| ITC | Tobacco | 1.68 | 3.06 |
| Reliance | Oil & Gas | 1.28 | 2.48 |
| TCS | Technology | 1.37 | 2.37 |
| HCL Tech | Technology | 1.30 | 2.32 |
| Equity | 72.40 |
| Others | 1.73 |
| Debt | 12.02 |
| Mutual Funds | 0.00 |
| Money Market | 0.00 |
| Cash / Call | 13.85 |
| Sector | % |
|---|---|
| Banking/Finance | 20.07 |
| Technology | 10.24 |
| Oil & Gas | 6.44 |
| Engineering | 6.26 |
| Chemicals | 3.98 |
| Cons NonDurable | 3.57 |
| Holdings | % |
|---|---|
| Top 5 | 19.05 |
| Top 10 | 72.4 |
| Sectors | % |
|---|---|
| Top 3 |
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