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shriram hybrid equity fund direct growth
Shriram Hybrid Equity Fund Direct Growth

Shriram Hybrid Equity Fund Direct Growth

  • Very High Risk
  • Allocation
  • Aggressive Allocation
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NAV as on Apr 2, 2026
i
Price per unit of the scheme.
₹ 34.42050.15%1 Day Change
-5.49%
Minimum Investment₹5000
Expense Ratio0.85%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
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 Direct 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 Direct 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
    0.85%
    Category Avg Expense Ratio
    1.07%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 49.36 Cr(As on Jan, 2026)
    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 Direct Growth is an Allocation - Aggressive Allocation fund. The fund was launched inNov 29, 2013. Its risk level is . The NAV of the fund as onApr 02, 2026 is ₹34.42. Its expense ratio is 0.85 %. The fund has an AUM of ₹49.36 Cr.The fund is managed byGargi Banerjee,Deepak Ramaraju,Sudip More,Prateek Nigudkar,Amit Modani.
    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 Rank30Out of 30
      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₹ 472.18 Cr
    • Highest Return In 1 Yr5.43 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Shriram Balanced Advantage Fund Direct Growth
    ₹ 17.87
    -5.52%
    -5.18%
    Very High Risk
    ₹55.54Cr
    Shriram Hybrid Equity Fund Direct Growth
    ₹ 34.42
    -5.49%
    -6.10%
    Very High Risk
    ₹49.36Cr
    Shriram Overnight Fund Direct Growth
    --
    ₹ 12.45
    0.46%
    -%
    Low Risk
    ₹187.95Cr
    Shriram Balanced Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 17.87
    • Fund Size₹55.54Cr
    Fund Return-5.52%
    Category Return-5.18%
    Shriram Hybrid Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 34.42
    • Fund Size₹49.36Cr
    Fund Return-5.49%
    Category Return-6.10%
    Shriram Overnight Fund Direct Growth
    Low Risk--
    • NAV₹ 12.45
    • Fund Size₹187.95Cr
    Fund Return0.46%
    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₹ 472.18 Cr
    • Highest Return In 1 Yr5.43 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Shriram Balanced Advantage Fund Direct Growth
    ₹ 17.87
    -5.52%
    -5.18%
    Very High Risk
    ₹55.54Cr
    Shriram Hybrid Equity Fund Direct Growth
    ₹ 34.42
    -5.49%
    -6.10%
    Very High Risk
    ₹49.36Cr
    Shriram Overnight Fund Direct Growth
    --
    ₹ 12.45
    0.46%
    -%
    Low Risk
    ₹187.95Cr
    Shriram Balanced Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 17.87
    • Fund Size₹55.54Cr
    Fund Return-5.52%
    Category Return-5.18%
    Shriram Hybrid Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 34.42
    • Fund Size₹49.36Cr
    Fund Return-5.49%
    Category Return-6.10%
    Shriram Overnight Fund Direct Growth
    Low Risk--
    • NAV₹ 12.45
    • Fund Size₹187.95Cr
    Fund Return0.46%
    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₹ 472.18 Cr
    • Highest Return In 1 Yr5.43 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Shriram Flexi Cap Fund Direct Growth
    ₹ 20.66
    -7.74%
    -8.02%
    Very High Risk
    ₹131.63Cr
    Shriram Balanced Advantage Fund Direct Growth
    ₹ 17.87
    -5.52%
    -5.18%
    Very High Risk
    ₹55.54Cr
    Shriram Hybrid Equity Fund Direct Growth
    ₹ 34.42
    -5.49%
    -6.10%
    Very High Risk
    ₹49.36Cr
    Shriram Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 20.66
    • Fund Size₹131.63Cr
    Fund Return-7.74%
    Category Return-8.02%
    Shriram Balanced Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 17.87
    • Fund Size₹55.54Cr
    Fund Return-5.52%
    Category Return-5.18%
    Shriram Hybrid Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 34.42
    • Fund Size₹49.36Cr
    Fund Return-5.49%
    Category Return-6.10%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Prateek Nigudkar
    Prateek Nigudkar
    i
    Lead Fund Manager.
    Aug 7, 2025 - Present
    • Schemes managed7
    • Total AUM₹ 2,734.21 Cr
    • Highest Return In 1 Yr10.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    DSP Quant Fund Direct Growth
    --
    ₹ 20.71
    -9.19%
    -%
    Very High Risk
    ₹848.39Cr
    DSP Value Fund Direct Plan Growth
    --
    ₹ 22.64
    -5.89%
    -8.06%
    Very High Risk
    ₹1,413.64Cr
    Shriram Overnight Fund Direct Growth
    --
    ₹ 12.45
    0.46%
    -%
    Low Risk
    ₹187.95Cr
    DSP Quant Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.71
    • Fund Size₹848.39Cr
    Fund Return-9.19%
    Category Return--
    DSP Value Fund Direct Plan Growth
    Very High Risk--
    • NAV₹ 22.64
    • Fund Size₹1,413.64Cr
    Fund Return-5.89%
    Category Return-8.06%
    Shriram Overnight Fund Direct Growth
    Low Risk--
    • NAV₹ 12.45
    • Fund Size₹187.95Cr
    Fund Return0.46%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Amit Modani
    Amit Modani
    i
    Lead Fund Manager.
    Nov 1, 2025 - Present
    • Schemes managed13
    • Total AUM₹ 22,564.97 Cr
    • Highest Return In 1 Yr6.73 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Mirae Asset Dynamic Bond Fund Direct Growth
    ₹ 18.44
    0.22%
    -1.36%
    Moderate Risk
    ₹115.73Cr
    Mirae Asset Nifty SDL Jun 2027 Index Fund Direct Growth
    --
    ₹ 12.90
    0.13%
    -%
    Moderate Risk
    ₹530.20Cr
    Mirae Asset Nifty AAA PSU Bond Plus SDL Apr2026 50:50 Idx Direct Growth
    --
    ₹ 12.75
    0.56%
    -%
    Low to Moderate Risk
    ₹76.67Cr
    Mirae Asset Dynamic Bond Fund Direct Growth
    Moderate Risk
    • NAV₹ 18.44
    • Fund Size₹115.73Cr
    Fund Return0.22%
    Category Return-1.36%
    Mirae Asset Nifty SDL Jun 2027 Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.90
    • Fund Size₹530.20Cr
    Fund Return0.13%
    Category Return--
    Mirae Asset Nifty AAA PSU Bond Plus SDL Apr2026 50:50 Idx Direct Growth
    Low to Moderate Risk--
    • NAV₹ 12.75
    • Fund Size₹76.67Cr
    Fund Return0.56%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Feb, 2026
    EQUITY (68.84%)
    DEBT (20.15%)
    CASH (10.99%)
    Allocation by Market Cap
    Large Cap(55.61%)
    Mid Cap(6.14%)
    Small Cap(8.81%)
    Industry Holdings
    • Banks Regional24.30%
    • Oil Gas Refining Marketing8.88%
    • Auto Manufacturers8.01%
    • Information Technology Services6.88%
    • Drug Manufacturers Specialty Generic5.48%
    • Telecom Services4.61%
    Stock Holdings
    • HDFC Bank Ltd5.37%
    • Reliance Industries Ltd4.54%
    • Axis Bank Ltd4.10%
    • ICICI Bank Ltd3.96%
    • Bharti Airtel Ltd3.25%
    • State Bank of India2.77%

    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.
      -0.90
      This Fund
      VS
      0.51
      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.
      82.87
      This Fund
      VS
      87.01
      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.
      1.12
      This Fund
      VS
      1.11
      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.
      0.41
      This Fund
      VS
      0.87
      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.
      0.55
      This Fund
      VS
      1.43
      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.
      11.36
      This Fund
      VS
      9.82
      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 ₹ 1,264.77 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
    ₹ 1,264.77 Cr (
    As on Feb 28, 2026
    )
    location
    Address
    CK-6, 2nd Floor, Kolkata,700 091

    bt_logoFAQs

    What is the category of Shriram Hybrid Equity Fund Direct Growth ?
    The category of Shriram Hybrid Equity Fund Direct Growth is Allocation - Aggressive Allocation
    What is the current NAV of Shriram Hybrid Equity Fund Direct Growth ?
    The current NAV of Shriram Hybrid Equity Fund Direct Growth as on Apr 02, 2026 is ₹34.42
    How safe is Shriram Hybrid Equity Fund Direct Growth ?
    The risk level of Shriram Hybrid Equity Fund Direct Growth is Very High.
    What are short term returns given by Shriram Hybrid Equity Fund Direct Growth ?
    The return given by Shriram Hybrid Equity Fund Direct Growth in 1 month is -5.49%, 3 months is -8.67%, 6 months is -4.20%, and 1 year is 1.94%
    What are the long term returns given by Shriram Hybrid Equity Fund Direct Growth ?
    The return given by Shriram Hybrid Equity Fund Direct Growth in 3 years is 11.50% and 5 years is 9.53%.
    What is the expense ratio of Shriram Hybrid Equity Fund Direct Growth ?
    The expense ratio of Shriram Hybrid Equity Fund Direct Growth is 0.85%
    What is the AUM of Shriram Hybrid Equity Fund Direct Growth ?
    The assets under Management (AUM) of Shriram Hybrid Equity Fund Direct Growth is Rs 49.36 crores.
    What is the minimum investment in Shriram Hybrid Equity Fund Direct Growth ?
    The minimum Lumpsum investment in Shriram Hybrid Equity Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in Shriram Hybrid Equity Fund Direct Growth is ₹1,000.00
    What is the asset allocation of Shriram Hybrid Equity Fund Direct Growth?
    Shriram Hybrid Equity Fund Direct Growth has an exposure of 68.84% in Equity, 20.15% in Debt and 10.99% in Cash & Money Market Securities

    bt_logoCALCULATORS

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