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Fund Overview

Fund Size

Fund Size

₹48 Cr

Expense Ratio

Expense Ratio

0.96%

ISIN

ISIN

INF680P01042

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

29 Nov 2013

About this fund

Shriram Hybrid Equity Fund Direct Growth is a Aggressive Allocation mutual fund schemes offered by Shriram Mutual Fund. This fund has been in existence for 11 years, 7 months and 9 days, having been launched on 29-Nov-13.
As of 07-Jul-25, it has a Net Asset Value (NAV) of ₹36.40, Assets Under Management (AUM) of 47.86 Crores, and an expense ratio of 0.96%.
  • Shriram Hybrid Equity Fund Direct Growth has given a CAGR return of 11.78% since inception.
  • The fund's asset allocation comprises around 71.55% in equities, 21.14% in debts, and 7.30% in cash & cash equivalents.
  • You can start investing in Shriram Hybrid Equity Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-0.93%

+5.13% (Cat Avg.)

3 Years

+15.49%

+18.81% (Cat Avg.)

5 Years

+15.66%

+19.90% (Cat Avg.)

10 Years

+10.41%

+12.32% (Cat Avg.)

Since Inception

+11.78%

(Cat Avg.)

Portfolio Summaryas of 31st May 2025

Equity34.25 Cr71.55%
Debt10.12 Cr21.14%
Others3.5 Cr7.31%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
6.54% Govt Stock 2032Bond - Gov't/Treasury3.15 Cr6.57%
Rural Electrification Corporation LimitedBond - Corporate Bond2.78 Cr5.80%
HDFC Bank LtdEquity2.42 Cr5.06%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond2.15 Cr4.49%
ICICI Bank LtdEquity2.14 Cr4.47%
LIC Housing Finance LtdBond - Corporate Bond2.05 Cr4.27%
Bharti Airtel LtdEquity1.94 Cr4.06%
Reliance Industries LtdEquity1.78 Cr3.71%
ITC LtdEquity1.37 Cr2.86%
Axis Bank LtdEquity1.36 Cr2.84%
Mahindra & Mahindra LtdEquity1.16 Cr2.43%
State Bank of IndiaEquity1.11 Cr2.33%
TVS Motor Co LtdEquity1 Cr2.09%
Clearing Corporation Of India Ltd. (02-06-2025)Cash - Repurchase Agreement1 Cr2.09%
Clearing Corporation Of India Ltd. (04-06-2025)Cash - Repurchase Agreement1 Cr2.09%
Eicher Motors LtdEquity0.96 Cr2.01%
PNB Housing Finance LtdEquity0.96 Cr2.01%
Bajaj Holdings and Investment LtdEquity0.94 Cr1.96%
Bharat Petroleum Corp LtdEquity0.92 Cr1.93%
Aurobindo Pharma LtdEquity0.91 Cr1.89%
ICICI Pru Liquid Dir GrMutual Fund - Open End0.8 Cr1.67%
Sun Pharmaceuticals Industries LtdEquity0.79 Cr1.65%
Force Motors LtdEquity0.76 Cr1.59%
Chambal Fertilisers & Chemicals LtdEquity0.74 Cr1.55%
Net Receivables / (Payables)Cash - Collateral0.7 Cr1.46%
Fortis Healthcare LtdEquity0.7 Cr1.46%
Bharti Hexacom LtdEquity0.66 Cr1.38%
Hindalco Industries LtdEquity0.65 Cr1.36%
Marico LtdEquity0.6 Cr1.26%
Great Eastern Shipping Co LtdEquity0.6 Cr1.24%
Coromandel International LtdEquity0.57 Cr1.20%
HDFC Life Insurance Co LtdEquity0.5 Cr1.04%
Mold-tek Packaging LtdEquity0.5 Cr1.03%
HCL Technologies LtdEquity0.49 Cr1.03%
Lloyds Metals & Energy LtdEquity0.49 Cr1.02%
Mazagon Dock Shipbuilders LtdEquity0.49 Cr1.02%
Tata Consultancy Services LtdEquity0.48 Cr1.01%
Bharat Electronics LtdEquity0.48 Cr1.01%
InterGlobe Aviation LtdEquity0.48 Cr1.00%
Narayana Hrudayalaya LtdEquity0.47 Cr0.98%
Power Grid Corp Of India LtdEquity0.46 Cr0.96%
Siemens LtdEquity0.46 Cr0.96%
Tata Steel LtdEquity0.44 Cr0.93%
Coforge LtdEquity0.43 Cr0.89%
Adani Ports & Special Economic Zone LtdEquity0.36 Cr0.75%
NMDC LtdEquity0.36 Cr0.75%
Indian Hotels Co LtdEquity0.35 Cr0.74%
BSE LtdEquity0.27 Cr0.56%
CCL Products (India) LtdEquity0.26 Cr0.54%
Bank of IndiaEquity0.25 Cr0.52%
Gabriel India LtdEquity0.24 Cr0.51%
Pricol LtdEquity0.24 Cr0.51%
KFin Technologies LtdEquity0.24 Cr0.50%
Delhivery LtdEquity0.24 Cr0.49%
GAIL (India) LtdEquity0.24 Cr0.49%

Allocation By Market Cap (Equity)

Large Cap Stocks

47.92%

Mid Cap Stocks

12.68%

Small Cap Stocks

10.95%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services9.94 Cr20.78%
Consumer Cyclical5.22 Cr10.90%
Basic Materials3.26 Cr6.80%
Industrials3.1 Cr6.47%
Healthcare2.86 Cr5.98%
Energy2.7 Cr5.64%
Communication Services2.6 Cr5.44%
Consumer Defensive2.23 Cr4.66%
Technology1.64 Cr3.44%
Utilities0.7 Cr1.45%

Risk & Performance Ratios

Standard Deviation

This fund

10.94%

Cat. avg.

10.51%

Lower the better

Sharpe Ratio

This fund

0.85

Cat. avg.

1.10

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.92

Higher the better

Fund Managers

GB

Gargi Banerjee

Since November 2016

DR

Deepak Ramaraju

Since August 2022

SM

Sudip More

Since October 2024

Additional Scheme Detailsas of 31st May 2025

ISIN
INF680P01042
Expense Ratio
0.96%
Exit Load
1.00%
Fund Size
₹48 Cr
Age
11 years 7 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Aggressive Allocation Funds

Fund nameExpense RatioExit LoadFund size
1Y
HSBC Aggressive Hybrid Fund Direct Growth

Very High Risk

0.8%1.0%₹5396.34 Cr2.0%
LIC MF Aggressive Hybrid Fund Direct Growth

Very High Risk

1.4%1.0%₹530.29 Cr5.4%
HDFC Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹24460.63 Cr6.6%
HDFC Hybrid Equity Fund Regular Growth

Very High Risk

1.7%1.0%₹24460.63 Cr5.9%
SBI Equity Hybrid Fund Direct Growth

Very High Risk

0.7%1.0%₹75639.24 Cr11.1%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.7%1.0%₹6146.43 Cr6.2%
Nippon India Equity Hybrid Fund Direct Growth

Very High Risk

1.1%1.0%₹3897.03 Cr6.3%
JM Equity Hybrid Fund Direct Growth

Very High Risk

0.6%1.0%₹822.48 Cr-0.4%
HSBC Aggressive Hybrid Fund Regular Growth

Very High Risk

1.9%1.0%₹5396.34 Cr0.9%
Union Hybrid Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹651.94 Cr5.2%
Union Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹651.94 Cr6.5%
Bank of India Mid & Small Cap Equity & Debt Direct Growth

Very High Risk

0.8%1.0%₹1198.04 Cr2.0%
Bank of India Mid & Small Cap Equity & Debt Regular Growth

Very High Risk

2.1%1.0%₹1198.04 Cr0.7%
Mirae Asset Hybrid Equity Fund Regular Growth

Very High Risk

1.7%1.0%₹9057.55 Cr6.1%
Mirae Asset Hybrid Equity Fund Direct Growth

Very High Risk

0.4%1.0%₹9057.55 Cr7.5%
Kotak Equity Hybrid Fund Regular Growth

Very High Risk

1.8%1.0%₹7413.46 Cr5.1%
Kotak Equity Hybrid Fund Direct Growth

Very High Risk

0.5%1.0%₹7413.46 Cr6.5%
Invesco India Equity & Bond Fund Regular Growth

High Risk

2.3%1.0%₹704.37 Cr5.9%
Invesco India Equity & Bond Fund Direct Growth

High Risk

0.8%1.0%₹704.37 Cr7.6%
Axis Equity Hybrid Fund Regular Growth

High Risk

2.1%1.0%₹1575.64 Cr6.2%
Axis Equity Hybrid Fund Direct Growth

High Risk

1.1%1.0%₹1575.64 Cr7.4%
Navi Equity Hybrid Fund Direct Growth

Very High Risk

0.4%0.0%₹120.52 Cr7.4%
Navi Equity Hybrid Fund Regular Growth

Very High Risk

2.3%0.0%₹120.52 Cr5.4%
UTI Hybrid Equity Fund Direct Growth

Very High Risk

1.2%1.0%₹6254.02 Cr6.8%
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth

Very High Risk

1.1%1.0%₹7464.54 Cr5.9%
ICICI Prudential Equity & Debt Fund Direct Growth

Very High Risk

1.0%1.0%₹43159.31 Cr9.1%
Canara Robeco Equity Hybrid Fund Direct Growth

Very High Risk

0.6%1.0%₹11242.91 Cr7.5%
Tata Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹4073.65 Cr3.4%
Baroda BNP Paribas Aggressive Hybrid Fund Direct Growth

Very High Risk

0.5%1.0%₹1224.36 Cr5.0%
Baroda BNP Paribas Aggressive Hybrid Fund Regular Growth

Very High Risk

2.1%1.0%₹1224.36 Cr3.4%
DSP Equity & Bond Fund Direct Growth

Very High Risk

0.7%1.0%₹11104.36 Cr10.3%
PGIM India Hybrid Equity Fund Direct Growth

High Risk

0.8%0.0%₹214.21 Cr7.6%
Edelweiss Aggressive Hybrid Fund Direct Growth

Very High Risk

0.4%1.0%₹2749.34 Cr8.6%
Quant Absolute Fund Direct Growth

Very High Risk

0.7%1.0%₹2102.43 Cr0.4%
Franklin India Equity Hybrid Fund Direct Growth

Very High Risk

1.0%1.0%₹2187.18 Cr7.3%
Motilal Oswal Equity Hybrid Fund Direct Growth

Very High Risk

0.9%1.0%₹417.89 Cr18.4%
Motilal Oswal Equity Hybrid Fund Regular Growth

Very High Risk

2.4%1.0%₹417.89 Cr16.6%
Aditya Birla Sun Life Equity Hybrid '95 Fund Regular Growth

Very High Risk

1.8%1.0%₹7464.54 Cr5.1%
LIC MF Aggressive Hybrid Fund Regular Growth

Very High Risk

2.5%1.0%₹530.29 Cr4.2%
Sundaram Aggressive Hybrid Fund Regular Growth

High Risk

1.8%1.0%₹6146.43 Cr5.0%
JM Equity Hybrid Fund Regular Growth

Very High Risk

2.2%1.0%₹822.48 Cr-2.0%
Groww Aggressive Hybrid Fund Direct Growth

Very High Risk

1.4%1.0%₹46.90 Cr1.5%
Groww Aggressive Hybrid Fund Regular Growth

Very High Risk

2.4%1.0%₹46.90 Cr0.1%
ICICI Prudential Equity & Debt Fund Regular Growth

Very High Risk

1.6%1.0%₹43159.31 Cr8.4%
Franklin India Equity Hybrid Fund Regular Growth

Very High Risk

2.1%1.0%₹2187.18 Cr6.1%
Shriram Hybrid Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹47.86 Cr-2.6%
Shriram Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹47.86 Cr-0.9%
DSP Equity & Bond Fund Regular Growth

Very High Risk

1.7%1.0%₹11104.36 Cr9.1%
PGIM India Hybrid Equity Fund Regular Growth

High Risk

2.3%0.0%₹214.21 Cr5.9%
Quant Absolute Fund Regular Growth

Very High Risk

2.0%1.0%₹2102.43 Cr-0.9%

About the AMC

Shriram Mutual Fund

Shriram Mutual Fund

Total AUM

₹636 Cr

Address

CK-6, 2nd Floor, Kolkata, 700 091

Other Funds by Shriram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Shriram Multi Asset Allocation Fund Direct Growth

Very High Risk

0.6%1.0%₹146.00 Cr-4.6%
Shriram Flexi Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹133.26 Cr-10.5%
Shriram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹199.57 Cr6.2%
Shriram Balanced Advantage Fund Direct Growth

Very High Risk

0.8%1.0%₹60.70 Cr-2.3%
Shriram Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹47.86 Cr-0.9%
Shriram Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹48.76 Cr-9.4%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Shriram Hybrid Equity Fund Direct Growth, as of 07-Jul-2025, is ₹36.40.
The fund has generated -0.93% over the last 1 year and 15.49% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 71.55% in equities, 21.14% in bonds, and 7.30% in cash and cash equivalents.
The fund managers responsible for Shriram Hybrid Equity Fund Direct Growth are:-
  1. Gargi Banerjee
  2. Deepak Ramaraju
  3. Sudip More

Fund Overview

Fund Size

Fund Size

₹48 Cr

Expense Ratio

Expense Ratio

0.96%

ISIN

ISIN

INF680P01042

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

29 Nov 2013

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Shriram Hybrid Equity Fund Direct Growth is a Aggressive Allocation mutual fund schemes offered by Shriram Mutual Fund. This fund has been in existence for 11 years, 7 months and 9 days, having been launched on 29-Nov-13.
As of 07-Jul-25, it has a Net Asset Value (NAV) of ₹36.40, Assets Under Management (AUM) of 47.86 Crores, and an expense ratio of 0.96%.
  • Shriram Hybrid Equity Fund Direct Growth has given a CAGR return of 11.78% since inception.
  • The fund's asset allocation comprises around 71.55% in equities, 21.14% in debts, and 7.30% in cash & cash equivalents.
  • You can start investing in Shriram Hybrid Equity Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-0.93%

+5.13% (Cat Avg.)

3 Years

+15.49%

+18.81% (Cat Avg.)

5 Years

+15.66%

+19.90% (Cat Avg.)

10 Years

+10.41%

+12.32% (Cat Avg.)

Since Inception

+11.78%

(Cat Avg.)

Portfolio Summaryas of 31st May 2025

Equity34.25 Cr71.55%
Debt10.12 Cr21.14%
Others3.5 Cr7.31%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
6.54% Govt Stock 2032Bond - Gov't/Treasury3.15 Cr6.57%
Rural Electrification Corporation LimitedBond - Corporate Bond2.78 Cr5.80%
HDFC Bank LtdEquity2.42 Cr5.06%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond2.15 Cr4.49%
ICICI Bank LtdEquity2.14 Cr4.47%
LIC Housing Finance LtdBond - Corporate Bond2.05 Cr4.27%
Bharti Airtel LtdEquity1.94 Cr4.06%
Reliance Industries LtdEquity1.78 Cr3.71%
ITC LtdEquity1.37 Cr2.86%
Axis Bank LtdEquity1.36 Cr2.84%
Mahindra & Mahindra LtdEquity1.16 Cr2.43%
State Bank of IndiaEquity1.11 Cr2.33%
TVS Motor Co LtdEquity1 Cr2.09%
Clearing Corporation Of India Ltd. (02-06-2025)Cash - Repurchase Agreement1 Cr2.09%
Clearing Corporation Of India Ltd. (04-06-2025)Cash - Repurchase Agreement1 Cr2.09%
Eicher Motors LtdEquity0.96 Cr2.01%
PNB Housing Finance LtdEquity0.96 Cr2.01%
Bajaj Holdings and Investment LtdEquity0.94 Cr1.96%
Bharat Petroleum Corp LtdEquity0.92 Cr1.93%
Aurobindo Pharma LtdEquity0.91 Cr1.89%
ICICI Pru Liquid Dir GrMutual Fund - Open End0.8 Cr1.67%
Sun Pharmaceuticals Industries LtdEquity0.79 Cr1.65%
Force Motors LtdEquity0.76 Cr1.59%
Chambal Fertilisers & Chemicals LtdEquity0.74 Cr1.55%
Net Receivables / (Payables)Cash - Collateral0.7 Cr1.46%
Fortis Healthcare LtdEquity0.7 Cr1.46%
Bharti Hexacom LtdEquity0.66 Cr1.38%
Hindalco Industries LtdEquity0.65 Cr1.36%
Marico LtdEquity0.6 Cr1.26%
Great Eastern Shipping Co LtdEquity0.6 Cr1.24%
Coromandel International LtdEquity0.57 Cr1.20%
HDFC Life Insurance Co LtdEquity0.5 Cr1.04%
Mold-tek Packaging LtdEquity0.5 Cr1.03%
HCL Technologies LtdEquity0.49 Cr1.03%
Lloyds Metals & Energy LtdEquity0.49 Cr1.02%
Mazagon Dock Shipbuilders LtdEquity0.49 Cr1.02%
Tata Consultancy Services LtdEquity0.48 Cr1.01%
Bharat Electronics LtdEquity0.48 Cr1.01%
InterGlobe Aviation LtdEquity0.48 Cr1.00%
Narayana Hrudayalaya LtdEquity0.47 Cr0.98%
Power Grid Corp Of India LtdEquity0.46 Cr0.96%
Siemens LtdEquity0.46 Cr0.96%
Tata Steel LtdEquity0.44 Cr0.93%
Coforge LtdEquity0.43 Cr0.89%
Adani Ports & Special Economic Zone LtdEquity0.36 Cr0.75%
NMDC LtdEquity0.36 Cr0.75%
Indian Hotels Co LtdEquity0.35 Cr0.74%
BSE LtdEquity0.27 Cr0.56%
CCL Products (India) LtdEquity0.26 Cr0.54%
Bank of IndiaEquity0.25 Cr0.52%
Gabriel India LtdEquity0.24 Cr0.51%
Pricol LtdEquity0.24 Cr0.51%
KFin Technologies LtdEquity0.24 Cr0.50%
Delhivery LtdEquity0.24 Cr0.49%
GAIL (India) LtdEquity0.24 Cr0.49%

Allocation By Market Cap (Equity)

Large Cap Stocks

47.92%

Mid Cap Stocks

12.68%

Small Cap Stocks

10.95%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services9.94 Cr20.78%
Consumer Cyclical5.22 Cr10.90%
Basic Materials3.26 Cr6.80%
Industrials3.1 Cr6.47%
Healthcare2.86 Cr5.98%
Energy2.7 Cr5.64%
Communication Services2.6 Cr5.44%
Consumer Defensive2.23 Cr4.66%
Technology1.64 Cr3.44%
Utilities0.7 Cr1.45%

Risk & Performance Ratios

Standard Deviation

This fund

10.94%

Cat. avg.

10.51%

Lower the better

Sharpe Ratio

This fund

0.85

Cat. avg.

1.10

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.92

Higher the better

Fund Managers

GB

Gargi Banerjee

Since November 2016

DR

Deepak Ramaraju

Since August 2022

SM

Sudip More

Since October 2024

Additional Scheme Detailsas of 31st May 2025

ISIN
INF680P01042
Expense Ratio
0.96%
Exit Load
1.00%
Fund Size
₹48 Cr
Age
11 years 7 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Aggressive Allocation Funds

Fund nameExpense RatioExit LoadFund size
1Y
HSBC Aggressive Hybrid Fund Direct Growth

Very High Risk

0.8%1.0%₹5396.34 Cr2.0%
LIC MF Aggressive Hybrid Fund Direct Growth

Very High Risk

1.4%1.0%₹530.29 Cr5.4%
HDFC Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹24460.63 Cr6.6%
HDFC Hybrid Equity Fund Regular Growth

Very High Risk

1.7%1.0%₹24460.63 Cr5.9%
SBI Equity Hybrid Fund Direct Growth

Very High Risk

0.7%1.0%₹75639.24 Cr11.1%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.7%1.0%₹6146.43 Cr6.2%
Nippon India Equity Hybrid Fund Direct Growth

Very High Risk

1.1%1.0%₹3897.03 Cr6.3%
JM Equity Hybrid Fund Direct Growth

Very High Risk

0.6%1.0%₹822.48 Cr-0.4%
HSBC Aggressive Hybrid Fund Regular Growth

Very High Risk

1.9%1.0%₹5396.34 Cr0.9%
Union Hybrid Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹651.94 Cr5.2%
Union Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹651.94 Cr6.5%
Bank of India Mid & Small Cap Equity & Debt Direct Growth

Very High Risk

0.8%1.0%₹1198.04 Cr2.0%
Bank of India Mid & Small Cap Equity & Debt Regular Growth

Very High Risk

2.1%1.0%₹1198.04 Cr0.7%
Mirae Asset Hybrid Equity Fund Regular Growth

Very High Risk

1.7%1.0%₹9057.55 Cr6.1%
Mirae Asset Hybrid Equity Fund Direct Growth

Very High Risk

0.4%1.0%₹9057.55 Cr7.5%
Kotak Equity Hybrid Fund Regular Growth

Very High Risk

1.8%1.0%₹7413.46 Cr5.1%
Kotak Equity Hybrid Fund Direct Growth

Very High Risk

0.5%1.0%₹7413.46 Cr6.5%
Invesco India Equity & Bond Fund Regular Growth

High Risk

2.3%1.0%₹704.37 Cr5.9%
Invesco India Equity & Bond Fund Direct Growth

High Risk

0.8%1.0%₹704.37 Cr7.6%
Axis Equity Hybrid Fund Regular Growth

High Risk

2.1%1.0%₹1575.64 Cr6.2%
Axis Equity Hybrid Fund Direct Growth

High Risk

1.1%1.0%₹1575.64 Cr7.4%
Navi Equity Hybrid Fund Direct Growth

Very High Risk

0.4%0.0%₹120.52 Cr7.4%
Navi Equity Hybrid Fund Regular Growth

Very High Risk

2.3%0.0%₹120.52 Cr5.4%
UTI Hybrid Equity Fund Direct Growth

Very High Risk

1.2%1.0%₹6254.02 Cr6.8%
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth

Very High Risk

1.1%1.0%₹7464.54 Cr5.9%
ICICI Prudential Equity & Debt Fund Direct Growth

Very High Risk

1.0%1.0%₹43159.31 Cr9.1%
Canara Robeco Equity Hybrid Fund Direct Growth

Very High Risk

0.6%1.0%₹11242.91 Cr7.5%
Tata Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹4073.65 Cr3.4%
Baroda BNP Paribas Aggressive Hybrid Fund Direct Growth

Very High Risk

0.5%1.0%₹1224.36 Cr5.0%
Baroda BNP Paribas Aggressive Hybrid Fund Regular Growth

Very High Risk

2.1%1.0%₹1224.36 Cr3.4%
DSP Equity & Bond Fund Direct Growth

Very High Risk

0.7%1.0%₹11104.36 Cr10.3%
PGIM India Hybrid Equity Fund Direct Growth

High Risk

0.8%0.0%₹214.21 Cr7.6%
Edelweiss Aggressive Hybrid Fund Direct Growth

Very High Risk

0.4%1.0%₹2749.34 Cr8.6%
Quant Absolute Fund Direct Growth

Very High Risk

0.7%1.0%₹2102.43 Cr0.4%
Franklin India Equity Hybrid Fund Direct Growth

Very High Risk

1.0%1.0%₹2187.18 Cr7.3%
Motilal Oswal Equity Hybrid Fund Direct Growth

Very High Risk

0.9%1.0%₹417.89 Cr18.4%
Motilal Oswal Equity Hybrid Fund Regular Growth

Very High Risk

2.4%1.0%₹417.89 Cr16.6%
Aditya Birla Sun Life Equity Hybrid '95 Fund Regular Growth

Very High Risk

1.8%1.0%₹7464.54 Cr5.1%
LIC MF Aggressive Hybrid Fund Regular Growth

Very High Risk

2.5%1.0%₹530.29 Cr4.2%
Sundaram Aggressive Hybrid Fund Regular Growth

High Risk

1.8%1.0%₹6146.43 Cr5.0%
JM Equity Hybrid Fund Regular Growth

Very High Risk

2.2%1.0%₹822.48 Cr-2.0%
Groww Aggressive Hybrid Fund Direct Growth

Very High Risk

1.4%1.0%₹46.90 Cr1.5%
Groww Aggressive Hybrid Fund Regular Growth

Very High Risk

2.4%1.0%₹46.90 Cr0.1%
ICICI Prudential Equity & Debt Fund Regular Growth

Very High Risk

1.6%1.0%₹43159.31 Cr8.4%
Franklin India Equity Hybrid Fund Regular Growth

Very High Risk

2.1%1.0%₹2187.18 Cr6.1%
Shriram Hybrid Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹47.86 Cr-2.6%
Shriram Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹47.86 Cr-0.9%
DSP Equity & Bond Fund Regular Growth

Very High Risk

1.7%1.0%₹11104.36 Cr9.1%
PGIM India Hybrid Equity Fund Regular Growth

High Risk

2.3%0.0%₹214.21 Cr5.9%
Quant Absolute Fund Regular Growth

Very High Risk

2.0%1.0%₹2102.43 Cr-0.9%

About the AMC

Shriram Mutual Fund

Shriram Mutual Fund

Total AUM

₹636 Cr

Address

CK-6, 2nd Floor, Kolkata, 700 091

Other Funds by Shriram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Shriram Multi Asset Allocation Fund Direct Growth

Very High Risk

0.6%1.0%₹146.00 Cr-4.6%
Shriram Flexi Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹133.26 Cr-10.5%
Shriram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹199.57 Cr6.2%
Shriram Balanced Advantage Fund Direct Growth

Very High Risk

0.8%1.0%₹60.70 Cr-2.3%
Shriram Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹47.86 Cr-0.9%
Shriram Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹48.76 Cr-9.4%

Still got questions?
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The NAV of Shriram Hybrid Equity Fund Direct Growth, as of 07-Jul-2025, is ₹36.40.
The fund has generated -0.93% over the last 1 year and 15.49% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 71.55% in equities, 21.14% in bonds, and 7.30% in cash and cash equivalents.
The fund managers responsible for Shriram Hybrid Equity Fund Direct Growth are:-
  1. Gargi Banerjee
  2. Deepak Ramaraju
  3. Sudip More
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