Shriram Aggressive Hybrid Fund - Growth - Direct Plan

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  • (-0.25%)Nav, as on 13-03-2025

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  • Net Change on 13-03-2025

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  • Assets (Cr.)

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Fund Overview Growth | Direct 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- Direct Growth -2.54 -11.01 -2.41 11.04 14.94 11.01
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- Direct Growth Dec 06, 2013 Unrated -2.41 11.04 14.94 0.85 43.69
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth Jan 01, 2013 Unrated 9.16 11.40 16.48 0.81 68,440.31
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth Jan 01, 2013 6.48 17.71 25.97 1.02 38,507.07
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Jan 01, 2013 5.53 12.32 17.16 0.61 9,841.01
Mirae Asset Aggressive Hybrid Fund -Direct Plan-Growth Jul 29, 2015 5.37 12.40 18.37 0.40 8,170.45
Kotak Equity Hybrid - Growth - Direct Nov 03, 2014 7.30 14.17 20.80 0.50 6,324.10

Fund Holdings as on 28-February-2025

  • Net Receivables / (Payables)

  • Clearing Corporation of India Ltd.

  • 6.54% Government of India

  • 8.54% REC Ltd. **

  • 7.835% LIC Housing Finance Ltd. **

  • 7.7% National Bank for Agriculture & Rural Development

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Eicher Motors Ltd.

  • Mahindra & Mahindra Ltd.

  • Zomato Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Dixon Technologies (India) Ltd.

  • Wipro Ltd.

  • Marico Ltd.

  • Pidilite Industries Ltd.

  • Persistent Systems Ltd.

  • ICICI PRUDENTIAL LIQUID DIRECT GROWTH

  • The Federal Bank Ltd.

  • Maruti Suzuki India Ltd.

  • InterGlobe Aviation Ltd.

  • The Indian Hotels Company Ltd.

  • Info Edge (India) Ltd.

  • Hindustan Unilever Ltd.

  • Havells India Ltd.

  • TVS Motor Company Ltd.

  • State Bank of India

  • Coromandel International Ltd.

  • ITC Ltd.

  • Tata Consultancy Services Ltd.

  • Hindustan Construction Company Ltd.

  • Tata Investment Corporation Ltd.

  • PNB Housing Finance Ltd.

  • Divi's Laboratories Ltd.

  • Bharat Electronics Ltd.

  • UTI Asset Management Company Ltd.

  • BSE Ltd.

  • Hindustan Aeronautics Ltd.

  • Max Financial Services Ltd.

  • Muthoot Finance Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Hitachi Energy India Ltd.

  • Dabur India Ltd.

  • Fortis Healthcare Ltd.

  • United Breweries Ltd.

  • DLF Ltd.

  • Jio Financial Services Ltd.

  • One 97 Communications Ltd.

  • City Union Bank Ltd.

  • Narayana Hrudayalaya ltd.

  • Page Industries Ltd.

  • BEML Ltd.

  • Procter & Gamble Hygiene&HealthCare Ltd.

  • Central Depository Services (I) Ltd.

  • Premier Energies Ltd.

  • PB Fintech Ltd.

  • Petronet LNG Ltd.

  • Wipro Ltd.

  • Havells India Ltd.

  • Mahindra & Mahindra Ltd.

  • HDFC Bank Ltd.

  • NIFTY MIDCAP

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Household & Personal Products

  • e-Commerce

  • Consumer Durables - Electronics

  • Electric Equipment

  • Consumer Food

  • Chemicals

  • Defence

  • Airlines

  • Hotel, Resort & Restaurants

  • Finance - Others

  • BPO/ITeS

  • Bank - Public

  • Fertilizers

  • Cigarettes/Tobacco

  • Engineering - Construction

  • Finance - Housing

  • Finance - Asset Management

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Fintech

  • Construction - Real Estate

  • Textile

  • Construction Vehicles

  • Depository Services

  • Electronics - Components

  • Industrial Gases & Fuels

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Fund Manager

  • Cash

  • CRISIL AAA

  • Derivatives

  • Equity

  • ICRA AAA

  • MFU

  • Sov

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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 ₹43.69 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 ₹-0.08(-0.25%)yesterday to ₹32.3721.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), 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