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Shriram Aggressive Hybrid Fund - Direct (G)

Aggressive Hybrid Fund
  • NAV

    36.06(0.23%)
  • Fund Size (CR)

    ₹49.61
  • Expense Ratio

    0.963
  • Scheme Type

    Active Fund
  • Value Research

  • Min. investment

    ₹500
  • Minimum Additional Investment

    ₹500
  • Minimum SIP Investment

    ₹500
  • Minimum Withdrawal

    ₹1
  • 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 Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil

    1%
  • Return Since Launch

    11.65%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 6.05%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Deepak Ramaraju

Bench Mark

CRISIL Hybrid 35+65 - Aggressive Index

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 4 July 20259883.50-1.16%--0.83%190/199
1 Month11 June 202510073.070.73%-0.28%26/199
3 Month11 April 202510746.887.47%-9.58%191/199
6 Month10 January 202510322.093.22%-5.52%175/199
1 Year11 July 20249719.75-2.80%-2.80%4.14%186/199
3 Year11 July 202215190.5251.91%14.94%17.22%140/199
5 Year10 July 202020457.02104.57%15.37%18.85%180/195
Since Inception29 November 201335979.80259.80%11.65%12.92%143/199

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 August 20241,20,000122101.181.75% 1.75%
3 Year1 August 20223,60,000430577.5719.60% 6.15%
5 Year3 August 20206,00,000820648.2336.77% 6.46%
10 Year3 August 201512,00,0002226219.5085.52% 6.37%

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

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

  • Invested Amount

    25,000

  • Estimated Returns

    19,059

76%

Returns

Future value of your investment

44,059

Risk Ratios

3.16%

Standard Deviation

0.77%

Beta

0.88%

Sharpe Ratio

-0.02%

Treynor's Ratio

2.06%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
HDFC Bank5.02%124442.49EquityBanks
ICICI Bank4.31%148002.14EquityBanks
Bharti Airtel4.24%104672.10EquityTelecomm-Service
Reliance Industr3.78%125001.88EquityRefineries
Axis Bank2.76%114001.37EquityBanks
ITC2.75%328001.37EquityTobacco Products
M & M2.50%39001.24EquityAutomobile
St Bk of India2.27%137001.12EquityBanks
TVS Motor Co.2.12%36001.05EquityAutomobile
Eicher Motors2.05%18001.02EquityAutomobile

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Shriram Aggressive Hybrid Fund - Direct (G)
49.610.73%7.47%3.22%-2.80%14.94%
SBI Equity Hybrid Fund - Direct (G)
78708.421.12%10.36%11.99%10.56%17.13%
SBI Equity Hybrid Fund - Direct (IDCW)
78708.421.12%10.36%11.99%10.56%17.13%
Bandhan Aggressive Hybrid Fund - Direct (G)
988.650.24%10.46%6.54%10.48%18.59%
Bandhan Aggressive Hybrid Fund - Direct (IDCW)
988.650.24%10.45%6.51%10.44%18.53%
DSP Aggressive Hybrid Fund - Direct (IDCW)
11417.61-0.18%7.41%7.27%9.56%19.78%

List of Schemes under Shriram Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Shriram Multi Sector Rotation FundEquityVery High0%0₹204.64
Shriram ELSS Tax Saver FundEquityVery High-10.62%1₹50.71
Shriram Overnight FundDebtLow6.22%2₹138.46
Shriram Liquid FundDebtModerately Low0%0₹117.00
SHRIRAM Aggressive Hybrid FundHybridVery High-2.8%1₹49.61
Shriram Balanced Advantage FundHybridVery High-3.29%2₹62.78
Shriram Multi Asset Allocation FundHybridVery High-5.21%0₹148.50
Shriram Flexi Cap FundEquityVery High-11.92%2₹140.63

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)

₹49.61

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 ₹49.61 (Cr), as of 14 July 2025, Shriram Aggressive Hybrid Fund - Direct (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 11.65% since its launch.
The current NAV of Shriram Aggressive Hybrid Fund - Direct (G) is ₹36.06, as on 14 July 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 14.94% and 15.37% 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 72.88% in Equity, 25.44% in Debt and 1.68% 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 11.65% 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?

In the short term, i.e., 1 year, Shriram Aggressive Hybrid Fund - Direct (G) has generated annualised return of -2.80%. In the long-term, the fund has generated 14.94% and 15.37% in 3 and 5 years respectively. Since its inception, the fund has generated 11.65% returns.

What is the expense ratio of Shriram Aggressive Hybrid Fund - Direct (G) Direct Growth?

The expense ratio of Shriram Aggressive Hybrid Fund - Direct (G) Direct Growth is 0.96%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Shriram Aggressive Hybrid Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Shriram Aggressive Hybrid Fund - Direct (G) is ₹49.61 (Cr) as of 2025-07-14 AUM shows the fund’s popularity and is often indicative of fund strength.

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).