Shriram Aggresive Hybrid Fund Direct Progress efficiency overview evaluation for December: Shriram Aggresive Hybrid Fund Direct Progress, managed by the seasoned fund managers Gargi Banerjee,Deepak Ramaraju,Sudip Extra, stays a outstanding participant within the Aggressive Allocation. Shriram Aggresive Hybrid Fund boasts a formidable AUM of ₹49.36 crore. Below the steering of Gargi Banerjee,Deepak Ramaraju,Sudip Extra, the fund adheres to its goal of the funding goal of the scheme can be to generate long-term capital appreciation and present revenue with decreased volatility by investing in a even handed mixture of a diversified portfolio of Fairness and Fairness-related investments, debt and money-market devices.
Efficiency Evaluation:
Over the previous week, Shriram Aggresive Hybrid Fund returned 0.80%, exhibiting a constructive delta of two.00%. The one-month efficiency exhibits a detrimental pattern, with the fund delivering 3.98%.
The efficiency over the longer durations is talked about under:
Under is the checklist of high holdings within the fund:
Threat Measurement
Understanding the chance related to the fund is essential for traders. The Sharpe Ratio, which measures risk-adjusted returns, is a key indicator of how properly the fund compensates traders for the chance taken. Over the previous 12 months, the fund’s Sharpe Ratio stands at 1.24, whereas the three-year and five-year ratios are 0.73 and 0.68, respectively. Sharpe ratio values above 1 are thought-about good, whereas values under 1 are thought-about unhealthy.
By way of volatility, the usual deviation over the identical intervals— 10.16% for one 12 months, 9.92% for 3 years, and 13.08% for 5 years. Larger customary deviations point out higher volatility, whereas decrease ones counsel extra secure returns.
Within the final month, the fund acquired new positions within the following shares:
The fund has elevated its place within the following shares:
The fund has decreased its holding within the following shares:
Disclaimer: That is an AI-generated dwell story and has not been edited by LiveMint workers.
