Shriram Hybrid Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 47.82
Expense Ratio
1.95%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 54
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
16.5909
(0.38 %)
NAV as on 2018-11-19
Returns
Fund
Shriram Hybrid Equity Fund - Direct Plan
1 Year
2.4%
3 Year
8.65%
5 Year
10.67%
AMC Details
amc launch date
Launch Date
Unknown
amc sponsor
Sponsor
amc email
Email
amc phone
Phone
amc address
Address
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units more than 12% of the allotted, an exit load of 1% will be charged if redeemed within 365 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks 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.
Suitability
The scheme is suitable for investors with an objective to build long term wealth with a time horizon of 3 to 5 years.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,042
Portfolio Value
42
Total Returns