Shriram Hybrid Equity Fund-Reg(G)

23.31 -0.17 (-0.74%) NAV as on 19-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-2.018.5716.4613.0911.6611.09
Category Avg-0.9410.1826.8216.8711.6614.05
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20215.248.94-1.762.09
202012.445.6516.70-18.70
20190.530.063.853.58
20182.760.280.75-2.56
20173.322.675.1810.80

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202114.993335NA
202012.72335NA
20198.21935NA
20181.17635NA
201723.621828NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)282.0204-Apr-0142.5329.1220.6817.4
BOI AXA Mid & Small Cap Equity & Debt Fund-Reg(G)24.6520-Jul-1655.6725.7818.9317.86
ICICI Pru Equity & Debt Fund(G)225.2803-Nov-9942.7920.9515.8215.05
DSP Equity & Bond Fund-Reg(G)241.5731-May-9924.8519.5814.3315.1
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]13.2359
Semi Standard Deviation [%]0.0639
Beta [%]-0.7258
Sharp Ratio [%]0.3306
R-Square [%]-0.0942
Expense Ratio [%]2.3500
AVG Ratio [%]0.0048
Other Ratios
Jenson Ratio [%]0.0447
Treynor Ratio [%]-0.0678
Turnover Ratio [%]135.0000
FAMA Ratio [%]0.0783
SORTINO Ratio [%]-0.0964

Return Calculator

MARKET STATS As on 19/01/2022 As on 19/01/2022

17938.40 (-0.96) 60098.82 (-1.08)

TOP GAINERS

Company Price Change Gain (%)
33.659.6039.92
Precision Wire India122.7520.4519.99

TOP LOSERS

Company Price Change Loss (%)
Hind National Glass28.95-3.20-9.95
Sterlite Technologie249.15-20.10-7.47

Portfolio Comparison

MUTUAL FUND ACTIVITY