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Fund Overview of Shriram Aggressive Hybrid Fund-growth
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₹49.0 CrAUM
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₹31.56NAV
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2.42%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Shriram Aggressive Hybrid Fund-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 4.06% | NA | 2.67% |
| 6 Months | -1.96% | NA | 10.68% |
| 1 Year | 1.97% | 1.97% | 2.84% |
| 2 Years | -1.17% | -0.59% | 17.05% |
| 3 Years | 31.51% | 9.56% | 16.22% |
| 5 Years | 47.90% | 8.14% | 18.30% |
| 7 Years | 86.96% | 9.35% | NA |
| 10 Years | 144.33% | 9.34% | 12.71% |
Compare Shriram Aggressive Hybrid Fund-growth with other mutual funds in the same category
Shriram Aggressive Hybrid Fund-growth
SBI Children's Fund - Investment Plan Direct-growth
SBI Children's Fund - Investment Plan Regular-growth
Asset Allocation
equities
70.74%debt instruments
26.11%other assets or cash equivalents
3.15%Shriram Aggressive Hybrid Fund-growth is one Hybrid mutual fund offered by Shriram Mutual Fund. Launched on 29 Nov 2013, the fund aims Long term capital appreciation and current income. Investment in equity and equity related securities as well as fixed income securities (debt and money market securities). It manages assets worth ₹49.0 crore as on Sun May 31, 2026. The expense ratio stands at 2.42%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Shriram Aggressive Hybrid Fund-growth
The portfolio allocation consists of 70.74% in equities, 26.11% in debt instruments, 3.15% in other assets or cash equivalents.Managed by Deepak Ramaraju, it has delivered a return of 1.97% in the last year, a total return since inception of 9.58%.
As shortlisting investment options many investors generally look at best sip based on risk profile.
Key Metrics of Shriram Aggressive Hybrid Fund-growth
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Standard Deviation11.83%
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Sharpe Ratio0.35%
Fund Details
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Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Shriram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Shriram Aggressive Hybrid Fund Direct-growth
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₹49 | 1.55% | 4.52% | -1.11% | 3.72% | 11.39% |
|
Shriram Aggressive Hybrid Fund-idcw
|
₹49 | 1.39% | 4.06% | -1.96% | 1.97% | 9.56% |
|
Shriram Aggressive Hybrid Fund Direct-idcw
|
₹49 | 1.55% | 4.52% | -1.11% | 3.72% | 11.39% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Equity Hybrid Fund-growth |
₹84,011 | ₹311.29 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-growth |
₹84,011 | ₹345.91 | 13.86% | 11.83% | 12.96% |
| SBI Equity Hybrid Fund-idcw |
₹84,011 | ₹65.96 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-idcw |
₹84,011 | ₹101.22 | 13.86% | 11.83% | 12.96% |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹50,033 | ₹448.16 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-growth |
₹50,033 | ₹401.77 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹50,033 | ₹25.44 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹50,033 | ₹29.04 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹50,033 | ₹70.21 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹50,033 | ₹43.03 | 16.01% | 16.59% | 15.50% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100 | Entities | 6.17% | ₹3.02 Cr |
| Rural Electrification Corporation Limited Series Goi-v 8.54 Bd 15nv28 Fvrs10lac | Financial | 5.44% | ₹2.66 Cr |
| Others Cblo | Unspecified | 5.10% | ₹2.50 Cr |
| Hdfc Bank Ltd | Financial | 4.99% | ₹2.44 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.49% | ₹2.20 Cr |
| National Bank For Agriculture And Rural Development Sr 25a 7.70 Bd 30sp27 Fvrs1lac | Financial | 4.28% | ₹2.10 Cr |
| Lic Housing Finance Ltd Tr 438 7.8350 Ncd 11my27 Fvrs1lac | Financial | 4.09% | ₹2.00 Cr |
| Axis Bank Ltd | Financial | 3.92% | ₹1.92 Cr |
| Icici Bank Ltd | Financial | 3.78% | ₹1.85 Cr |
| Bharti Airtel Ltd | Technology | 3.27% | ₹1.60 Cr |
| Net Receivables | Unspecified | 3.15% | ₹1.54 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.34% | ₹1.15 Cr |
| State Bank Of India | Financial | 2.25% | ₹1.10 Cr |
| Itc Ltd | Consumer Staples | 2.06% | ₹1.01 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.79% | ₹0.88 Cr |
| Larsen & Toubro Ltd | Industrials | 1.72% | ₹0.84 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 1.48% | ₹0.73 Cr |
| Tata Consultancy Services Ltd | Technology | 1.43% | ₹0.70 Cr |
| Hindalco Industries Ltd | Materials | 1.37% | ₹0.67 Cr |
| Ntpc Ltd | Energy & Utilities | 1.37% | ₹0.67 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Investment Plan Direct-growth |
₹51.38 | 23.07% | 25.33% | - |
| SBI Children's Fund - Investment Plan Regular-growth |
₹47.83 | 21.73% | 23.83% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹448.16 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹29.04 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹70.21 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹28.65 | 16.70% | 17.26% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-growth |
₹45.72 | 20.52% | 16.95% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-idcw |
₹35.94 | 20.52% | 16.95% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Shriram Aggressive Hybrid Fund-growth
What is the current AUM of Shriram Aggressive Hybrid Fund-growth?
As of Sun May 31, 2026, Shriram Aggressive Hybrid Fund-growth manages assets worth ₹49.0 crore
How has Shriram Aggressive Hybrid Fund-growth performed recently?
- 3 Months: 4.06%
- 6 Months: -1.96%
What is the long-term performance of Shriram Aggressive Hybrid Fund-growth?
- 3 Years CAGR: 9.56%
- 5 Years CAGR: 8.14%
- Since Inception: 9.58%
What is the portfolio composition of Shriram Aggressive Hybrid Fund-growth?
Equity: 70.74%, Debt: 26.11%, Others: 3.15%.
Who manages Shriram Aggressive Hybrid Fund-growth?
Shriram Aggressive Hybrid Fund-growth is managed by Deepak Ramaraju from Shriram Mutual Fund.
What is the market-cap allocation of Shriram Aggressive Hybrid Fund-growth?
Large Cap: 73.99%, Mid Cap: 10.01%, Small Cap: 16.00%.
Which are the top companies Shriram Aggressive Hybrid Fund-growth has invested in?
- CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100 – 6.17% of the fund's portfolio
- RURAL ELECTRIFICATION CORPORATION LIMITED SERIES GOI-V 8.54 BD 15NV28 FVRS10LAC – 5.44% of the fund's portfolio
- Others CBLO – 5.10% of the fund's portfolio
- HDFC Bank Ltd – 4.99% of the fund's portfolio
- Reliance Industries Ltd – 4.49% of the fund's portfolio
Which are the major sectors Shriram Aggressive Hybrid Fund-growth focuses on?
- Financial – 30.24% of the fund's portfolio
- Unspecified – 8.25% of the fund's portfolio
- Entities – 6.17% of the fund's portfolio
- Energy & Utilities – 5.86% of the fund's portfolio
- Technology – 4.70% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
