Shriram Aggressive Hybrid Fund - Growth - Regular Plan

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  • 0.67 %Nav, as on 17-03-2026

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  • Net Change on 17-03-2026

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  • 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 -6.11 -6.46 5.87 10.57 8.18 9.38
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 Nov 29, 2013 Unrated 5.87 10.57 8.18 2.40 49.76
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 Unrated 8.24 14.22 10.74 1.38 82,317.65
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 9.58 17.85 17.36 1.52 50,205.35
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 3.41 9.85 10.20 1.69 23,810.70
DSP Aggressive Hybrid Fund- Regular Plan - Growth May 27, 1999 3.85 14.71 10.64 1.72 11,928.12
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 7.30 12.77 10.14 1.72 11,267.55

Fund Holdings as on 28-February-2026

  • Clearing Corporation of India Ltd.

  • 6.54% Government of India

  • 8.54% REC Ltd. **

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • 7.835% LIC Housing Finance Ltd. **

  • 7.7% National Bank for Agriculture & Rural Development **

  • Axis Bank Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Net Receivables / (Payables)

  • State Bank of India

  • Mahindra & Mahindra Ltd.

  • ITC Ltd.

  • Larsen & Toubro Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Tata Consultancy Services Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Infosys Ltd.

  • NTPC Ltd.

  • TVS Motor Company Ltd.

  • Hindalco Industries Ltd.

  • InterGlobe Aviation Ltd.

  • Eicher Motors Ltd.

  • Coforge Ltd.

  • VARUN BEVERAGES LIMITED

  • Kotak Mahindra Bank Ltd.

  • Bharat Electronics Ltd.

  • Eternal Ltd.

  • Mold-Tek Packaging Ltd.

  • Marico Ltd.

  • HCL Technologies Ltd.

  • Maruti Suzuki India Ltd.

  • PNB Housing Finance Ltd.

  • Cipla Ltd.

  • REC Ltd.

  • Rainbow Children's Medicare Ltd.

  • Ambuja Cements Ltd.

  • Kalpataru Projects International Ltd.

  • Power Grid Corporation of India Ltd.

  • Oil India Ltd.

  • Siemens Ltd.

  • Aurobindo Pharma Ltd.

  • 364 DAYS TBILL RED 23-04-2026

  • Tata Steel Ltd.

  • Kirloskar Oil Engines Ltd.

  • Sapphire Foods India Ltd.

  • Adani Ports & Special Economic Zone Ltd.

  • NMDC Ltd.

  • Ajanta Pharma Ltd.

  • Pricol Ltd.

  • Canara Robeco Asset Mgmt Co Ltd.

  • HDFC Life Insurance Company Ltd.

  • SBI Life Insurance Company Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • KFIN Technologies Ltd.

  • R R Kabel Ltd.

  • GAIL (India) Ltd.

  • LT Foods Ltd.

  • Lloyds Metals And Energy Ltd.

  • TIPS Music Ltd.

  • Chambal Fertilizers & Chemicals Ltd.

  • Narayana Hrudayalaya ltd.

  • Sona BLW Precision Forgings Ltd.

  • Swiggy Ltd.

  • Coromandel International Ltd.

  • CCL Products (India) Ltd.

  • BSE Ltd.

  • Fortis Healthcare Ltd.

  • Manappuram Finance Ltd.

  • Cohance Lifesciences Ltd.

  • Power Mech Projects Ltd.

  • Krsnaa Diagnostics Ltd.

  • ICICI Prudential Asset Mgmt Co Ltd.

  • LG Electronics India Ltd.

  • 6% TVS Motor Company Ltd.(Preference Share) ##

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Bank - Public

  • Engineering - Construction

  • Automobile Two & Three Wheelers

  • Cigarettes/Tobacco

  • Power Generation/Distribution

  • Consumer Food

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Metal - Non Ferrous

  • e-Commerce

  • Airlines

  • Oil Exploration

  • Insurance

  • Defence

  • Packaging

  • Edible Oil

  • Finance - Housing

  • Finance Term Lending

  • Auto Ancillary

  • Cement & Construction Materials

  • Electric Equipment

  • Steel & Iron Products

  • Engineering - Industrial Equipments

  • Fertilizers

  • Port

  • Mining & Minerals

  • Finance - Asset Management

  • Depository Services

  • Cable

  • Gas Transmission/Marketing

  • Steel/Sponge Iron/Pig Iron

  • Film Production, Distribution & Entertainment

  • Tea/Coffee

  • Finance - Others

  • Consumer Durables - Domestic Appliances

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Fund Manager

  • CARE A1+

  • Cash

  • CRISIL AAA

  • Derivatives

  • Equity

  • ICRA AAA

  • 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 29-Nov-2013 and currently has an AUM of ₹49.76 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 ₹0.2(0.67%)yesterday to ₹30.328.

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

The Shriram Aggressive Hybrid Fund is managed by Amit Modani and Prateek Nigudkar.

Fund House Contact

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

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