Fund Name | Category Rank | Fund Category | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
---|---|---|---|---|---|---|---|---|---|---|
Shriram Hybrid Equity Fund |
18 | Aggressive Hybrid Fund | The Shriram Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 40% of the KPIs that are in bottom quartile. | 33.20% | 13.34% | -8.57% | -10.26% | 0.61 | 0.34 | 0.38 |
Shriram Balanced Advantage Fund |
14 | Dynamic Asset Allocation or Balanced Advantage | The Shriram Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 20% of the KPIs that are in bottom quartile. | 30.06% | 11.89% | -4.54% | -8.04% | 0.39 | 0.20 | 0.39 |
Shriram Long Term Equity Fund |
28 | ELSS (Tax Saving) Fund | The Shriram Long Term Equity Fund is a ELSS. In the ELSS category there are 35 funds. The fund does not have any KPI that are top quartile. The fund has 11<sup>th</sup> KPIs that are in bottom quartile. The fund has 50% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 40.33% | 15.97% | -12.36% | -13.44% | 0.68 | 0.36 | 0.39 |
Shriram Flexi Cap Fund |
16 | Flexi Cap Fund | The Shriram Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 23% of the KPIs that are in bottom quartile. | 43.21% | 17.06% | -12.26% | -14.57% | 0.72 | 0.39 | 0.37 |
Fund Name | Fund Category | Fund Type | Fund Launch Date |
---|---|---|---|
Shriram Hybrid Equity Fund | Aggressive Hybrid Fund |
Open Ended |
08-Nov-2013 |
Shriram Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage |
Open Ended |
14-Jun-2019 |
Shriram Long Term Equity Fund | ELSS (Tax Saving) Fund |
Open Ended |
17-Dec-2018 |
Shriram Flexi Cap Fund | Flexi Cap Fund |
Open Ended |
28-Sep-2018 |
Amc Name | Started On | Address | Phone Number | Website |
---|---|---|---|---|
Shriram Mutual Fund | None | Wockhardt Towers, 2nd Floor, East Wing, C-2, G Block, |
None None |
Shriram Mutual Fund |