Shriram Aggressive Hybrid Fund- Regular-IDCW

Fund House: Shriram Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 29-11-2013

Minimum Investment: 500.0

Asset Class: Mixed Asset

Minimum Topup: 500.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 50.1 As on (31-12-2025)

Expense Ratio: 2.4% As on (31-12-2025)

Turn over: 81.00% | Exit Load: If redeemed / switched-out within 90 days from the date of allotment :- • Upto 12% of units: Nil • More than 12% of units: 1% of applicable Net Asset Value (NAV) If redeemed/switched-out after 90 days from the date of allotment: Nil

NAV as on 16-01-2026

25.6074

-0.0203

CAGR Since Inception

9.88%

CRISIL Hybrid 35+65 Aggressive Index 12.27%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Shriram Aggressive Hybrid Fund- Regular-IDCW 5.75 11.59 9.49 10.06 9.88
Benchmark - - - - -
Hybrid: Aggressive 6.76 14.36 13.3 12.46 12.72

Funds Manager

Mr. Deepak Ramaraju, Mr. Sudip More, Mr. Prateek Nigudkar and Mr. Amit Modani

RETURNS CALCULATORS for Shriram Aggressive Hybrid Fund- Regular-IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Shriram Aggressive Hybrid Fund- Regular-IDCW

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Shriram Aggressive Hybrid Fund- Regular-IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Shriram Aggressive Hybrid Equity IDCW 29-11-2013 5.75 5.97 11.59 9.49 10.06
ICICI Pru Equity & Debt Gr 05-11-1999 12.92 13.51 19.17 20.29 16.64
SBI Equity Hybrid Reg Gr 01-12-1995 12.3 11.91 14.33 12.63 12.66
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 10.98 10.48 13.93 12.55 13.27
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 10.8 12.61 15.94 14.09 0.0
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 8.81 11.91 16.66 15.81 0.0
ABSL Equity Hybrid95 Reg Gr 10-02-1995 8.25 9.96 14.52 12.01 11.13
Nippon India Aggressive Hybrid Fund Gr Plan 05-06-2005 7.86 9.7 15.0 14.67 10.53
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 7.81 11.35 16.46 15.86 13.17
Canara Robeco Equity Hybrid Reg Gr 01-02-1993 7.69 9.57 13.68 12.16 12.96

Asset Allocation (%)

Key Performance and Risk Statistics of Shriram Aggressive Hybrid Fund- Regular-IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Shriram Aggressive Hybrid Fund- Regular-IDCW 9.53 0.84 1.6 0.82 7.33 3.13
Hybrid: Aggressive - - - - - -