Shriram Aggressive Hybrid Fund - Growth - Regular Plan

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  • 0.51 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

  • 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 1.29 4.94 -0.72 12.16 15.69 10.27
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 -0.72 12.16 15.69 2.41 47.18
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 13.11 14.82 19.14 1.40 74,035.66
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 11.44 20.65 27.54 1.57 42,339.71
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 9.80 15.54 21.61 1.69 23,850.72
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 17.00 18.82 20.60 1.72 10,829.34
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 10.37 15.47 18.63 1.72 10,655.45

Fund Holdings as on 30-April-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

  • Bharti Airtel Ltd.

  • Coromandel International Ltd.

  • InterGlobe Aviation Ltd.

  • Kotak Mahindra Bank Ltd.

  • SBI Cards & Payment Services Ltd.

  • Grasim Industries Ltd.

  • Shree Cement Ltd.

  • Bajaj Finserv Ltd.

  • Reliance Industries Ltd.

  • Marico Ltd.

  • Federal Bank Ltd.

  • Axis Bank Ltd.

  • ICICI PRUDENTIAL LIQUID DIRECT GROWTH

  • Divi's Laboratories Ltd.

  • ITC Ltd.

  • State Bank of India

  • BSE Ltd.

  • Abbott India Ltd.

  • PNB Housing Finance Ltd.

  • Bharat Electronics Ltd.

  • Eicher Motors Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Hindustan Aeronautics Ltd.

  • Hindustan Unilever Ltd.

  • Power Grid Corporation of India Ltd.

  • JK Cement Ltd.

  • Indian Hotels Co. Ltd.

  • Coforge Ltd.

  • UTI Asset Management Company Ltd.

  • Aavas Financiers Ltd.

  • Tata Investment Corporation Ltd.

  • Jio Financial Services Ltd.

  • TVS Motor Company Ltd.

  • Godrej Consumer Products Ltd.

  • Persistent Systems Ltd.

  • Hitachi Energy India Ltd.

  • Mazagoan Dock Shipbuilders Ltd.

  • Hindustan Construction Company Ltd.

  • Net Receivables / (Payables)

  • Premier Energies Ltd.

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  • Bank - Private

  • Miscellaneous

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Fertilizers

  • Airlines

  • Diversified

  • Finance - Investment

  • Refineries

  • Consumer Food

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Household & Personal Products

  • IT - Software

  • Cigarettes/Tobacco

  • Bank - Public

  • Finance - Others

  • Defence

  • Power Generation/Distribution

  • Hotel, Resort & Restaurants

  • Finance - Asset Management

  • Electric Equipment

  • Ship Building

  • Engineering - Construction

  • Electronics - Components

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Fund Manager

  • Cash

  • CRISIL AAA

  • Derivatives

  • Equity

  • ICRA AAA

  • MFU

  • SOVEREIGN

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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 ₹47.18 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 up ₹0.16(0.51%)yesterday to ₹30.8056.

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