Shriram Aggressive Hybrid Fund- Regular Growth
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: 49.61 As on (30-06-2025)
Expense Ratio: 2.41% As on (30-06-2025)
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 25-07-2025
31.3422
-0.2657
CAGR Since Inception
10.28%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Shriram Aggressive Hybrid Fund- Regular Growth | -3.94 | 12.1 | 12.95 | 8.79 | 10.28 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 3.47 | 16.14 | 18.09 | 11.47 | 13.11 |
Funds Manager
Mr. Deepak Ramaraju, Ms. Gargi Bhattacharyya Banerjee & Mr. Sudip More
RETURNS CALCULATORS for Shriram Aggressive Hybrid Fund- Regular Growth
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 Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Shriram Aggressive Hybrid Fund- Regular Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Shriram Aggressive Hybrid Equity Gr | 29-11-2013 | -3.94 | 12.39 | 12.1 | 12.95 | 8.79 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 9.95 | 16.73 | 15.25 | 16.76 | 12.07 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 9.22 | 16.98 | 16.35 | 19.1 | 0.0 |
| DSP Aggressive Hybrid Fund Reg Gr | 26-05-1999 | 7.77 | 17.41 | 17.59 | 17.83 | 12.27 |
| PGIM India Aggr Hybrid Equity Fund Gr | 29-01-2004 | 7.07 | 12.65 | 14.29 | 14.58 | 8.26 |
| Invesco India Aggressive Hybrid Reg Gr | 15-06-2018 | 6.4 | 19.55 | 17.93 | 16.71 | 0.0 |
| ICICI Pru Equity & Debt Gr | 05-11-1999 | 5.82 | 20.4 | 20.7 | 25.05 | 15.3 |
| Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 5.1 | 18.16 | 19.06 | 20.2 | 12.26 |
| Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 5.09 | 18.12 | 18.97 | 20.14 | 12.21 |
| Axis Aggressive Hybrid Reg Gr | 05-08-2018 | 4.59 | 12.88 | 12.08 | 14.06 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Shriram Aggressive Hybrid Fund- Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Shriram Aggressive Hybrid Fund- Regular Growth | 9.53 | 0.79 | -1.4 | 1.07 | 7.33 | 3.13 |
| Hybrid: Aggressive | - | - | - | - | - | - |