What is
Shriram Hybrid Equity Fund ?

Aggressive Hybrid Fund (an open-ended hybrid scheme investing predominantly in Equity and Equity related instruments). The scheme automatically spreads the investors’ money across a diversified portfolio of stocks and bonds to provide investors the best of both worlds.

Equity returns + Low Volatility = Shriram Hybrid Equity Fund

This product is suitable for investors who are seeking:

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    Long term capital appreciation and current income.

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    Investment in equity related securities as well as fixed income securities (debt and money market securities).

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    Very High Risk.

*Investors should consult their financial advisor if in doubt about whether the product is suitable for them.

Shriram Hybrid equity fund Riskometer

Why Hybrid Equity?

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    An Open Ended Hybrid Scheme Investing Predominantly In Equity And Equity Related Instruments.

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    Very High Risk

The investment objective of the Scheme would be to generate long-term capital appreciation and current income with reduced volatility by investing in equity and equity related securities as well as fixed income securities (debt and money market instruments).

Advantages of Hybrid Equity Fund

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    The scheme is suitable for investors with an objective to build long-term wealth with a time limit of 3 to 5 years.

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    Reduced volatility by investing in equity and equity related securities as well as fixed income securities.

How does Shriram Hybrid Equity Fund construct its portfolio?

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    The scheme shall invest a minimum of 65% and a maximum of 80% in equity and equity related instruments

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    The balance, between 20% to 35%, would stay invested in debt securities including money market instruments.

Returns of
Regular Plan

How has the fund performed?
Returns of Regular Plan - Growth Option as on January 25, 2023
Date of inception: 29-Nov-2013

AUM Rs.(in crore) 47.46 NAV Rs. 22.9327
DatePeriodNAV (Rs.) Per UnitScheme Returns (%) Scheme Benchmark Returns (%) Additional Benchmark (NIFTY50) Returns (%)
Value of Investment of Rs.10000
SchemeScheme BenchmarkAdditional Benchmark (NIFTY50)
January 25, 2022 Last 1 Year22.63471.324.594.90
10,13210,45910,490
January 25, 2020 Last 3 Year17.73188.9413.1114.80
12,93314,47615,135
January 25, 2018 Last 5 Year16.38726.9510.2611.46
13,99416,30017,208
NA Last 10 YearNANANANA
NANANA
November 29, 2013 Since Inception10.00009.4812.8713.68
22,93330,31932,382

Returns of
Direct Plan


Returns of Direct Plan - Growth Option as on January 25, 2023
Date of inception: 29-Nov-2013

AUM Rs.(in crore) 10.04NAV Rs. 25.2023
DatePeriodNAV (Rs.) Per UnitScheme Returns (%) Scheme Benchmark Returns (%) Additional Benchmark (NIFTY50) Returns (%)
Value of Investment of Rs.10000
SchemeScheme BenchmarkAdditional Benchmark (NIFTY50)
January 25, 2022 Last 1 Year24.50082.864.594.90
10,28610,45910,490
January 25, 2020 Last 3 Year18.619710.6113.1114.80
13,53514,47615,135
January 25, 2018 Last 5 Year16.79668.4510.2611.46
15,00416,30017,208
NA Last 10 YearNANANANA
NANANA
November 29, 2013 Since Inception10.000010.6212.8713.68
25,20230,31932,382

CRISIL Hybrid 35+65 – Aggressive Index is the scheme benchmark.

As per SEBI circular no. SEBI/HO/IMD/DF3/CIR/P/2018/04 dated Jan 04, 2018, the performance of the scheme is benchmarked to the Total Return variant of the Index.

The returns are Compounded Annual Growth Returns (CAGR) for the past 1 year, 3 years, 5 years & since inception and simple annualized for less than 1 year. Different plans shall have a different expense structure. The performance details provided herein are of Regular Plan-Growth Option & Direct Plan-Growth Option.

Performance of Income Distribution cum Capital Withdrawal (IDCW) option would be Net of Dividend distribution tax, if any. For computation of return since inception (%) the allotment NAV has been taken as Rs. 10.00. Point-to-point returns on a standard investment of Rs. 10,000/- are in addition to CAGR for the Scheme.

Past performance may or may not be sustained in future. Load is not considered for computation of returns. In case, the start/end date of the concerned period is a non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period.

The scheme is being currently managed by Mr. Deepak Ramaraju along with Ms. Gargi Bhattacharyya Banerjee with effect from August 20, 2022

Why should you choose
Hybrid Equity Fund ?

The beneficial factor of this scheme’s investment objective would be to generate long-term capital appreciation and current income with reduced volatility by investing in equity and equity related securities as well as fixed income securities (debt and money market instruments).

Frequently Asked Questions

What is Shriram Hybrid Equity Fund?

Read More

Aggressive Hybrid Fund (an open-ended hybrid scheme investing predominantly in Equity and Equity related instruments). The scheme automatically spreads the investors’ money across a diversified portfolio of stocks and bonds to provide investors the best of both worlds.

What is the Investment Objective?

Read More

The investment objective of the Scheme would be to generate long-term capital appreciation and current income with reduced volatility by investing in equity and equity related securities as well as fixed income securities (debt and money market instruments).

What is the suitability of this scheme?

Read More

The scheme is suitable for investors with an objective to build long-term wealth with a time horizon of 3 to 5 years.

What is the asset allocation?

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The scheme shall invest a minimum of 65% and a maximum of 80% in equity and equity related instruments. The balance, between 20% to 35%, would stay invested in debt securities including money market instruments.

What is the Fund Management Process & Investment Style?

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The Fund follows a robust investment process that encapsulates profitability, business attractiveness, competitive positioning, balance sheet strength, management track record, corporate governance, valuations etc. The investment style is a combination of top down and bottom up approach. For instance, we use the top down approach to focus on a particular industry which we believe is likely to outperform. Once we decide on a sector, we use the bottom up approach to decide the company that is likely to give better value for money.

Who is the Fund Manager of the scheme?

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The scheme is being currently managed by Mr. Deepak Ramaraju along with Ms. Gargi Bhattacharyya Banerjee

What is the minimum investment amount?

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Minimum investment amount is Rs. 5000 and therein multiples of Re.1. Under systematic investment plan, the minimum amount is Rs. 1000 monthly and Rs. 3000 quarterly.

Is there any entry – exit load?

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There is no entry load. Exit load is chargeable @1% of applicable NAV if more than 12 % of units, held by the investor, are redeemed/switched out within 365 days from the date of allotment.

What is the tax treatment of investment of Shriram Hybrid Equity Fund?

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As per the current tax law, dividends are tax-free in the hands of the investor. Long-term capital gains exceeding Rs. 1 lakh shall be taxed at the rate of 10% without allowing the benefit of any indexation.



Disclaimer: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. With regard to taxation, investors are advised to consult their tax consultants to know the consequences of tax, if any. Income Tax benefits to the mutual fund & to the unit-holder are in accordance with prevailing tax law. The investor shall be solely responsible for any action taken based on this document. Shriram Mutual Fund, Shriram Asset Management Co. Ltd., Shriram Mutual Fund Trustee Ltd., and their associates shall not be liable in any manner for the consequences of such action taken by the investor.
Risk Factors:All investments in mutual funds and securities are subject to market risks and the NAV of the Scheme may go up or down depending upon the factors and forces affecting the securities market. There can be no assurance that the Scheme's investment objective will be achieved. The past performance of the Mutual Fund is not indicative of the future performance of the Scheme. The scheme inception date was 29th November 2013. The Sponsor is not responsible or liable for any loss resulting out of the operation of the Scheme beyond the initial contribution of Rs.1 Lakh made towards setting up the Mutual Fund. Shriram Hybrid Equity Fund is only the name of the Scheme and does not in any manner indicate the quality of the Scheme or its future prospects or returns. There is no guarantee or assurance as to any return on investment of the unit holders. The investments made by the Scheme are subject to external risks on transfer, pricing, trading volumes, settlement risks, etc. of securities. Please refer to the Offer Document/Statement of Additional Information/Key Information Memorandum of the scheme before investing

Our Company
Team Members

Deepak Ramaraju

Mr. Deepak Ramaraju
Senior Fund Manager

Mr. Deepak Ramaraju serves as the Senior Fund Manager of Shriram Asset Management Company Ltd. Mr. Deepak comes with a diverse experience of over 20 years. He is a chemical engineer by academic background. Prior to joining Shriram Asset Management Company, Mr. Deepak was advising Sanlam Group of South Africa on their India focused fund and was part of their global equity research team. He has been associated with equity markets for the past 16 years and prior to that Mr. Deepak was a researcher and co inventor at GE India Technology Center, Bangalore with 10 patents as co-inventor to his credit.

Gargi Bhattacharyya Banerjee

Ms. Gargi Bhattacharyya Banerjee
Fund Manager

Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of Shriram Mutual Fund having an experience of more than 19 years in her professional career. Ms. Gargi Bhattacharyya Banerjee received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in Shriram Asset Management Company Limited in November 2012 and before that, she has held a key position in the Research team with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.

Rohit Kumar Chawda

Mr. Rohit Kumar Chawda
Chief Operating Officer

Mr. Rohit Kumar Chawda has an experience of 26 years in various domains like Risk Management, Compliance, Accounts, Operations and Client servicing. He has held several important positions such as Director, Chief Operating Officer and Sr. Vice President in various asset management companies in India like IDBI, SBI, ICICI Prudential, Tata, Mirae, Shriram and Peerless. His profile has evolved around control and risk free operations. During his last stint with Peerless Funds Management Company Limited, he has developed unique risk frame work covering Operational, Regulatory, Reputation, and Financial risk arising out of each activity across all departments of Asset Management Company. Mr. Chawda is a graduate in the field of Commerce from Sambalpur University, Odisha.

Chandur Bhaya

Mr. Chandur Bhaya
Head Sales (Retail)

Mr. Chandur Bhaya experience and insights have been honed more than 39 years of association in Capital Market/Financial services industry. His skill sets of scaling distribution, developing newer markets/products, investment strategy, technical knowledge, training and development of channel partners, have been much appreciated within the industry. His corporate journey has been with reputed organizations like JM Morgan Stanley Retail Services, JM Asset Management Co, Metlife Life Insurance, Citigroup Global Markets, Shriram Insight Share Brokers, IFAN Finserv (erstwhile ING Financial Services). His academics include a post graduation in electronics, MMS from SP Jain Institute of Management and Research , and he has also done a MDP from Wharton School of Finance, Pennsylvania - USA.