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shriram hybrid equity fund regular growth
Shriram Hybrid Equity Fund Regular Growth

Shriram Hybrid Equity Fund Regular Growth

  • Very High Risk
  • Allocation
  • Aggressive Allocation
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NAV as on Jul 14, 2025
i
Price per unit of the scheme.
₹ 31.52550.22%1 Day Change
2.13%
Minimum Investment₹5000
Expense Ratio2.55%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Shriram Hybrid Equity Fund Regular Growth
VS
Allocation: Aggressive Allocation Average NAV
    Topper in Allocation: Aggressive Allocation
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Shriram Hybrid Equity Fund Regular Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
    Expense Ratio
    2.55%
    Category Avg Expense Ratio
    1.07%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 47.86 Cr(As on May, 2025)
    Inception Date
    Nov 29, 2013
    Turnover
    168.80 %
    Exit Load
    If redeemed / switched-out within 90 days from the date of allotment:- Upto 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

    bt_logoABOUT THE FUND

    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.

    Shriram Hybrid Equity Fund Regular Growth is an Allocation - Aggressive Allocation fund. The fund was launched inNov 29, 2013. Its risk level is . The NAV of the fund as onJul 14, 2025 is ₹31.53. Its expense ratio is 2.55 %. The fund has an AUM of ₹47.86 Cr.The fund is managed byGargi Banerjee,Deepak Ramaraju,Sudip More.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Gargi Banerjee
    Gargi Banerjee
    i
    Lead Fund Manager.
    Nov 15, 2016 - Present
    • Fund Manager Rank29Out of 33
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed5
    • Total AUM₹ 490.17 Cr
    • Highest Return In 1 Yr6.21 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Shriram Balanced Advantage Fund Direct Growth
    ₹ 18.91
    1.52%
    1.37%
    Very High Risk
    ₹60.70Cr
    Shriram Hybrid Equity Fund Direct Growth
    ₹ 36.06
    2.27%
    1.54%
    Very High Risk
    ₹47.86Cr
    Shriram Overnight Fund Direct Growth
    --
    ₹ 11.98
    0.43%
    -%
    Low Risk
    ₹199.57Cr
    Shriram Balanced Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 18.91
    • Fund Size₹60.70Cr
    Fund Return1.52%
    Category Return1.37%
    Shriram Hybrid Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 36.06
    • Fund Size₹47.86Cr
    Fund Return2.27%
    Category Return1.54%
    Shriram Overnight Fund Direct Growth
    Low Risk--
    • NAV₹ 11.98
    • Fund Size₹199.57Cr
    Fund Return0.43%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Deepak Ramaraju
    Deepak Ramaraju
    i
    Lead Fund Manager.
    Aug 20, 2022 - Present
    • Schemes managed5
    • Total AUM₹ 490.17 Cr
    • Highest Return In 1 Yr6.21 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Shriram Balanced Advantage Fund Direct Growth
    ₹ 18.91
    1.52%
    1.37%
    Very High Risk
    ₹60.70Cr
    Shriram Hybrid Equity Fund Direct Growth
    ₹ 36.06
    2.27%
    1.54%
    Very High Risk
    ₹47.86Cr
    Shriram Overnight Fund Direct Growth
    --
    ₹ 11.98
    0.43%
    -%
    Low Risk
    ₹199.57Cr
    Shriram Balanced Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 18.91
    • Fund Size₹60.70Cr
    Fund Return1.52%
    Category Return1.37%
    Shriram Hybrid Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 36.06
    • Fund Size₹47.86Cr
    Fund Return2.27%
    Category Return1.54%
    Shriram Overnight Fund Direct Growth
    Low Risk--
    • NAV₹ 11.98
    • Fund Size₹199.57Cr
    Fund Return0.43%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sudip More
    Sudip More
    i
    Lead Fund Manager.
    Oct 3, 2024 - Present
    • Schemes managed5
    • Total AUM₹ 490.17 Cr
    • Highest Return In 1 Yr6.21 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Shriram Flexi Cap Fund Direct Growth
    ₹ 22.96
    2.89%
    2.09%
    Very High Risk
    ₹133.27Cr
    Shriram Balanced Advantage Fund Direct Growth
    ₹ 18.91
    1.52%
    1.37%
    Very High Risk
    ₹60.70Cr
    Shriram Hybrid Equity Fund Direct Growth
    ₹ 36.06
    2.27%
    1.54%
    Very High Risk
    ₹47.86Cr
    Shriram Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 22.96
    • Fund Size₹133.27Cr
    Fund Return2.89%
    Category Return2.09%
    Shriram Balanced Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 18.91
    • Fund Size₹60.70Cr
    Fund Return1.52%
    Category Return1.37%
    Shriram Hybrid Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 36.06
    • Fund Size₹47.86Cr
    Fund Return2.27%
    Category Return1.54%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (72.85%)
    DEBT (20.40%)
    CASH (6.75%)
    Allocation by Market Cap
    Large Cap(47.27%)
    Mid Cap(13.54%)
    Small Cap(12.04%)
    Industry Holdings
    • Banks Regional20.38%
    • Auto Manufacturers11.83%
    • Oil Gas Refining Marketing7.85%
    • Telecom Services7.77%
    • Drug Manufacturers Specialty Generic4.66%
    • Information Technology Services4.11%
    Stock Holdings
    • HDFC Bank Ltd5.02%
    • ICICI Bank Ltd4.31%
    • Bharti Airtel Ltd4.24%
    • Reliance Industries Ltd3.78%
    • Axis Bank Ltd2.76%
    • ITC Ltd2.75%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -2.48
      This Fund
      VS
      1.66
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      84.17
      This Fund
      VS
      87.54
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      1.08
      This Fund
      VS
      1.05
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.70
      This Fund
      VS
      1.10
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.03
      This Fund
      VS
      1.92
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      10.94
      This Fund
      VS
      10.51
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Shriram Asset Management Co Ltd
    Shriram Asset Management Co Ltd manages assets worth ₹ 882.33 crores. It’s current offering of mutual fund schemes includes 3 equity, 1 debt and 2 hybrid schemes.
    phone icon
    Phone
    +91 33 23373012
    mail icon
    Email
    info@shriramamc.com
    aum
    AUM
    ₹ 882.33 Cr (
    As on May 31, 2025
    )
    location
    Address
    CK-6, 2nd Floor, Kolkata,700 091

    bt_logoFAQ's

    What is the category of Shriram Hybrid Equity Fund Regular Growth ?
    The category of Shriram Hybrid Equity Fund Regular Growth is Allocation - Aggressive Allocation
    What is the current NAV of Shriram Hybrid Equity Fund Regular Growth ?
    The current NAV of Shriram Hybrid Equity Fund Regular Growth as on Jul 14, 2025 is ₹31.53
    How safe is Shriram Hybrid Equity Fund Regular Growth ?
    The risk level of Shriram Hybrid Equity Fund Regular Growth is Very High.
    What are short term returns given by Shriram Hybrid Equity Fund Regular Growth ?
    The return given by Shriram Hybrid Equity Fund Regular Growth in 1 month is 2.13%, 3 months is 7.27%, 6 months is 4.47%, and 1 year is -4.72%
    What are the long term returns given by Shriram Hybrid Equity Fund Regular Growth ?
    The return given by Shriram Hybrid Equity Fund Regular Growth in 3 years is 13.54% and 5 years is 13.86%.
    What is the expense ratio of Shriram Hybrid Equity Fund Regular Growth ?
    The expense ratio of Shriram Hybrid Equity Fund Regular Growth is 2.55%
    What is the AUM of Shriram Hybrid Equity Fund Regular Growth ?
    The assets under Management (AUM) of Shriram Hybrid Equity Fund Regular Growth is Rs 47.86 crores.
    What is the minimum investment in Shriram Hybrid Equity Fund Regular Growth ?
    The minimum Lumpsum investment in Shriram Hybrid Equity Fund Regular Growth is ₹5,000.00 and the minimum SIP investment in Shriram Hybrid Equity Fund Regular Growth is ₹1,000.00
    What is the asset allocation of Shriram Hybrid Equity Fund Regular Growth?
    Shriram Hybrid Equity Fund Regular Growth has an exposure of 72.85% in Equity, 20.40% in Debt and 6.75% in Cash & Money Market Securities

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