Shriram Mutual Fund

Shriram Aggressive Hybrid Fund (G)

₹ 30.4

NAV (May 12)

14.758%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
2.4026 %
Launched 11Y ago
2013-11-29
AUM in Crores
47.2
ISIN
INF680P01018
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
11.1
Beta
0.8
Sharpe Ratio
0.3
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

LIC Housing Finance Ltd.

6.36%
6.36%

GOI

5.79%
5.79%

Others

5.53%
5.53%

REC Ltd.

5.43%
5.43%

ICICI Bank Ltd.

5.16%
5.16%
See all holdings
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Allocation by Sector

Financial

17.76%
17.76%

Services

8.31%
8.31%

Automobile

6.97%
6.97%

Consumer Staples

6.01%
6.01%

Capital Goods

5.12%
5.12%
See all sectors
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comparison

Comparison with Hybrid Funds

Shriram Aggressive Hybrid Fund (G) Review

Shriram Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.08% over 11 years. The fund has grown over a period of 11 years. The fund is managed by Shriram Mutual Fund. The fund managers are Deepak Ramaraju, Gargi Bhattacharyya Banerjee, Sudip Suresh More.

Nav of Shriram Aggressive Hybrid Fund (G) as of 5/12/2025 is ₹30.40 with the total AUM as of 5/13/2025 is ₹47.18. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram Aggressive Hybrid Fund (G) was launched on 2013-11-29. The category risk of the fund is Very High.

The minimum SIP amount for Shriram Aggressive Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

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