Shriram Aggressive Hybrid Fund - Direct (G)
Aggressive Hybrid FundNAV
35.48(0.62%)Fund Size (CR)
₹47.86Expense Ratio
0.96Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹1Exit Load
1%Return Since Launch
11.53%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Deepak Ramaraju
Bench Mark
CRISIL Hybrid 35+65 - Aggressive Index
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 6 June 2025 | 9895.33 | -1.05% | - | -0.88% | 161/199 |
| 1 Month | 13 May 2025 | 10195.30 | 1.95% | - | 1.99% | 110/199 |
| 3 Month | 13 March 2025 | 10892.93 | 8.93% | - | 10.57% | 180/199 |
| 6 Month | 13 December 2024 | 9636.75 | -3.63% | - | -0.83% | 171/199 |
| 1 Year | 13 June 2024 | 9875.54 | -1.24% | -1.24% | 6.41% | 192/199 |
| 3 Year | 13 June 2022 | 15250.05 | 52.50% | 15.09% | 17.89% | 164/199 |
| 5 Year | 12 June 2020 | 21307.02 | 113.07% | 16.31% | 20.05% | 175/195 |
| Since Inception | 29 November 2013 | 35262.70 | 252.63% | 11.53% | 12.85% | 143/199 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 July 2024 | 1,20,000 | 120144.73 | 0.12% | 0.12% |
| 3 Year | 1 July 2022 | 3,60,000 | 429201.80 | 19.22% | 6.04% |
| 5 Year | 1 July 2020 | 6,00,000 | 818296.48 | 36.38% | 6.40% |
| 10 Year | 1 July 2015 | 12,00,000 | 2206882.93 | 83.91% | 6.28% |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
3.22%
Standard Deviation
0.77%
Beta
0.67%
Sharpe Ratio
-0.03%
Treynor's Ratio
1.73%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| HDFC Bank | 5.06% | 12444 | 2.42 | Equity | Banks |
| ICICI Bank | 4.47% | 14800 | 2.14 | Equity | Banks |
| Bharti Airtel | 4.06% | 10467 | 1.94 | Equity | Telecomm-Service |
| Reliance Industr | 3.71% | 12500 | 1.78 | Equity | Refineries |
| ITC | 2.86% | 32800 | 1.37 | Equity | Tobacco Products |
| Axis Bank | 2.84% | 11400 | 1.36 | Equity | Banks |
| M & M | 2.43% | 3900 | 1.16 | Equity | Automobile |
| St Bk of India | 2.32% | 13700 | 1.11 | Equity | Banks |
| TVS Motor Co. | 2.09% | 3600 | 1.00 | Equity | Automobile |
| PNB Housing | 2.01% | 9185 | 0.96 | Equity | Finance |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Shriram Aggressive Hybrid Fund - Direct (G) | 47.86 | 1.95% | 8.93% | -3.63% | -1.24% | 15.09% | |
| Bandhan Aggressive Hybrid Fund - Direct (G) | 903.65 | 3.11% | 11.94% | -0.06% | 14.17% | 19.50% | |
| Bandhan Aggressive Hybrid Fund - Direct (IDCW) | 903.65 | 3.10% | 11.92% | -0.07% | 14.13% | 19.47% | |
| DSP Aggressive Hybrid Fund - Direct (G) | 11104.36 | 0.72% | 9.88% | 2.48% | 13.38% | 21.28% | |
| DSP Aggressive Hybrid Fund - Direct (IDCW) | 11104.36 | 0.72% | 9.88% | 2.48% | 13.38% | 21.14% | |
| SBI Equity Hybrid Fund - Direct (G) | 75639.24 | 2.25% | 11.06% | 5.02% | 12.13% | 17.53% |
List of Schemes under Shriram Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Shriram Multi Sector Rotation Fund | Equity | Very High | 0% | 0 | ₹194.63 |
| Shriram ELSS Tax Saver Fund | Equity | Very High | -7.28% | 1 | ₹48.76 |
| Shriram Overnight Fund | Debt | Low | 6.32% | 2 | ₹199.57 |
| Shriram Liquid Fund | Debt | Moderately Low | 0% | 0 | ₹177.17 |
| SHRIRAM Aggressive Hybrid Fund | Hybrid | Very High | -1.24% | 2 | ₹47.86 |
| Shriram Balanced Advantage Fund | Hybrid | Very High | -2.94% | 2 | ₹60.70 |
| Shriram Multi Asset Allocation Fund | Hybrid | Very High | -2.68% | 0 | ₹146.00 |
| Shriram Flexi Cap Fund | Equity | Very High | -8.55% | 2 | ₹133.27 |
News
Shriram Mutual Fund announces change in Key Personnel
Shriram Mutual Fund has announced that Mrs. Geetha Ravichandran has been appointed as a Independent Director on the Board of the Trustee Company with effect from June 02, 2025.Details of Mrs. Geetha Ravichandran
Age: 61
Designation: Independent Director
Qualification : MA
Powered by Capital Market - Live News
Fund House Details & Investment Objective
Date of Incorporation
8 November 2013
Total AUM (Cr)
₹47.86
Shriram Aggressive Hybrid Fund - Direct (G) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, Shriram Mutual Fund. Launched in 8 November 2013, this fund is managed by Deepak Ramaraju. With assets under management (AUM) worth ₹47.86 (Cr), as of 16 June 2025, Shriram Aggressive Hybrid Fund - Direct (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 11.53% since its launch.
The current NAV of Shriram Aggressive Hybrid Fund - Direct (G) is ₹35.48, as on 16 June 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in Shriram Aggressive Hybrid Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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 Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil The fund has generated 15.09% and 16.31% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 71.57% in Equity, 25.31% in Debt and 3.12% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 29.10% in Debt, 17.43% in Banks, 6.76% in Finance, 4.82% in Pharmaceuticals & Biotech, 4.38% in Diversified FMCG
FAQs
How to Invest in Shriram Aggressive Hybrid Fund - Direct (G) Direct Growth?
Shriram Aggressive Hybrid Fund - Direct (G) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 11.53% since inception. Looking to invest in Shriram Aggressive Hybrid Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Shriram Aggressive Hybrid Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Shriram Aggressive Hybrid Fund - Direct (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Shriram Aggressive Hybrid Fund - Direct (G) today and reap the benefits of this Aggressive Hybrid Fund fund!
How much returns has Shriram Aggressive Hybrid Fund - Direct (G) Direct Growth generated?
What is the expense ratio of Shriram Aggressive Hybrid Fund - Direct (G) Direct Growth?
What is the AUM of Shriram Aggressive Hybrid Fund - Direct (G) Fund Direct Growth?
How to redeem or withdraw money from Shriram Aggressive Hybrid Fund - Direct (G) Direct Growth?
Redeeming or selling units of Shriram Aggressive Hybrid Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Shriram Aggressive Hybrid Fund - Direct (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Shriram Aggressive Hybrid Fund - Direct (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).