3 Year return
13.84%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹51.76 Cr.
Expense Ratio
0.75% (inclusive of GST)
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 Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Shriram Mutual Fund Managers
GB
Gargi Bhattacharyya Banerjee
Fund Manager since Nov 2019
Fund House Details
Shriram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Aggressive Hybrid Fund |
23.14% |
3.5 |
Bank of India Mid and Small Cap Equity and Debt Fund |
20.02% |
3 |
Quant Absolute Fund |
18.6% |
4 |
Schemes by Shriram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Shriram Aggressive Hybrid Fund Direct Growth
Hybrid . Aggressive Hybrid Fund
Shriram Aggressive Hybrid Fund Direct IDCW Payout
Hybrid . Aggressive Hybrid Fund
Shriram Aggressive Hybrid Fund Direct IDCW Reinvestment
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Shriram Balanced Advantage Fund Direct Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Shriram Balanced Advantage Fund Direct IDCW Payout
Key Features of The Fund
5-year return | 16.36% |
Expense Ratio | 0.75% |
Fund Manager | Gargi Bhattacharyya Banerjee |
Fund Size | ₹51.76 Cr |
Risk Profile | Very High |
AMC Contact Details
Name | Shriram Mutual Fund |
Launch Date | 27th July 1994 |
Addresss | 217, 2nd Floor, Swastik Chambers, Near Junction of S.T. & C.S.T. Road, Chembur, MUMBAI – 400 071 |
Contact | 033 2337 3012 |
info@shriramamc.in | |
Website | https://www.shriramamc.in/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Shriram Aggressive Hybrid Fund Direct IDCW Reinvestment?
What is the AUM of Shriram Aggressive Hybrid Fund Direct IDCW Reinvestment?
What is the expense ratio of Shriram Aggressive Hybrid Fund Direct IDCW Reinvestment?
What are the returns of Shriram Aggressive Hybrid Fund Direct IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in Shriram Aggressive Hybrid Fund Direct IDCW Reinvestment?
How do I invest in Shriram Aggressive Hybrid Fund Direct IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Shriram Aggressive Hybrid Fund Direct IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Shriram Aggressive Hybrid Fund Direct IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Shriram Aggressive Hybrid Fund Direct IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.