Shriram Aggressive Hybrid Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.5%)Nav, as on 30-04-2025

  • Previous Nav

  • Net Change on 30-04-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Shriram Aggressive Hybrid Fund- Regular Growth 2.81 3.15 -0.47 10.78 14.83 10.30
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Shriram Aggressive Hybrid Fund- Regular Growth Dec 06, 2013 Unrated -0.47 10.78 14.83 2.40 46.13
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 12.20 12.79 18.09 1.40 72,555.11
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 10.24 18.93 27.19 1.59 40,961.70
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 7.90 13.39 20.04 1.69 23,229.08
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 17.31 16.37 19.65 1.75 10,425.38
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 9.27 13.26 17.57 1.74 10,371.72

Fund Holdings as on 31-March-2025

  • Clearing Corporation of India Ltd.

  • 6.54% Government of India

  • 8.54% REC Ltd. **

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • 7.835% LIC Housing Finance Ltd. **

  • 7.7% National Bank for Agriculture & Rural Development

  • Net Receivables / (Payables)

  • Bharti Airtel Ltd.

  • ITC Ltd.

  • Kotak Mahindra Bank Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Reliance Industries Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • HDFC Life Insurance Company Ltd.

  • Pidilite Industries Ltd.

  • Bosch Ltd.

  • SBI Life Insurance Company Ltd.

  • Grasim Industries Ltd.

  • SBI Cards & Payment Services Ltd.

  • InterGlobe Aviation Ltd.

  • Axis Bank Ltd.

  • HCL Technologies Ltd.

  • Bajaj Finserv Ltd.

  • Federal Bank Ltd.

  • ICICI PRUDENTIAL LIQUID DIRECT GROWTH

  • Tata Consumer Products Ltd.

  • Cipla Ltd.

  • Infosys Ltd.

  • Eicher Motors Ltd.

  • State Bank of India

  • Hindustan Unilever Ltd.

  • BSE Ltd.

  • Bharat Electronics Ltd.

  • PNB Housing Finance Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Indian Hotels Co. Ltd.

  • UTI Asset Management Company Ltd.

  • Tata Investment Corporation Ltd.

  • Dixon Technologies (India) Ltd.

  • Coromandel International Ltd.

  • Zomato Ltd.

  • Muthoot Finance Ltd.

  • TVS Motor Company Ltd.

  • Persistent Systems Ltd.

  • Hitachi Energy India Ltd.

  • Hindustan Construction Company Ltd.

  • Jio Financial Services Ltd.

  • Premier Energies Ltd.

  • HDFC Bank Ltd.

  • MIDCPNIFTY

View More

  • Bank - Private

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Insurance

  • Telecommunication - Service Provider

  • Cigarettes/Tobacco

  • Automobile Two & Three Wheelers

  • Refineries

  • Hospital & Healthcare Services

  • Chemicals

  • Auto Ancillary

  • Diversified

  • Airlines

  • Finance - Investment

  • Tea/Coffee

  • Bank - Public

  • Household & Personal Products

  • Finance - Others

  • Defence

  • Finance - Housing

  • Hotel, Resort & Restaurants

  • Finance - Asset Management

  • Consumer Durables - Electronics

  • Fertilizers

  • e-Commerce

  • Electric Equipment

  • Engineering - Construction

  • Electronics - Components

View More

Fund Manager

  • Cash

  • CRISIL AAA

  • Derivatives

  • Equity

  • ICRA AAA

  • MFU

  • Sov

View More

About Shriram Aggressive Hybrid Fund

Scheme Analysis

Shriram Aggressive Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to Shriram Mutual Fund. It was launched on 06-Dec-2013 and currently has an AUM of ₹46.13 crore. Shriram Aggressive Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Shriram Aggressive Hybrid Fund ended down ₹-0.15(-0.5%)yesterday to ₹30.4025.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd., and

The Shriram Aggressive Hybrid Fund is managed by Gargi Bhattacharyya Banerjee and Deepak Ramaraju.

Fund House Contact

Shriram House, No. 4 Burkit Road, T. Nagar, Chennai - 600 017

(033) 2337 3012
info@shriramamc.com
(033) 2337 3014