Shriram Aggressive Hybrid Fund - Direct (G)
Aggressive Hybrid FundNAV
37.44(1.55%)Fund Size (CR)
₹49.7Expense Ratio
0.93Scheme Type
Active FundValue Research
-
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹1Exit Load
1%Return Since Launch
10.61%
Basic Details
Scheme Manager
Prateek Nigudkar
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 | October 28, 2026 | 10347.68 | 3.48% | - | 3.49% | 93/199 |
| 1 Month | October 1, 2026 | 10330.83 | 3.31% | - | 2.47% | 45/197 |
| 3 Month | August 4, 2026 | 9763.70 | -2.36% | - | -2.35% | 99/197 |
| 6 Month | May 4, 2026 | 10158.68 | 1.59% | - | 2.24% | 121/195 |
| 1 Year | November 4, 2025 | 9976.27 | -0.24% | -0.24% | -0.92% | 54/195 |
| 3 Year | November 3, 2023 | 13138.01 | 31.38% | 9.51% | 10.10% | 121/195 |
| 5 Year | November 3, 2021 | 14705.97 | 47.06% | 8.01% | 8.55% | 99/195 |
| Since Inception | November 29, 2013 | 36869.20 | 268.69% | 10.61% | 11.27% | 123/199 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | December 1, 2025 | 1,20,000 | 123076.65 | 2.56% | 2.56% |
| 3 Year | December 1, 2023 | 3,60,000 | 381606.37 | 6.00% | 1.96% |
| 5 Year | December 1, 2021 | 6,00,000 | 735145.44 | 22.52% | 4.15% |
| 10 Year | December 1, 2016 | 12,00,000 | 2024584.08 | 68.72% | 5.37% |
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%.
Risk Ratios
3.46%
Standard Deviation
0.76%
Beta
0.31%
Sharpe Ratio
-0.02%
Treynor's Ratio
4.50%
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 | 4.32% | 30310 | 2.15 | Equity | Banks |
| ICICI Bank | 3.92% | 14724 | 1.95 | Equity | Banks |
| Axis Bank | 3.69% | 14943 | 1.83 | Equity | Banks |
| Reliance Industr | 3.41% | 14293 | 1.70 | Equity | Refineries |
| Bharti Airtel | 3.14% | 8889 | 1.56 | Equity | Telecom-Service |
| M & M | 2.53% | 4263 | 1.26 | Equity | Automobile |
| SBI | 2.31% | 11952 | 1.15 | Equity | Banks |
| ITC | 1.86% | 35117 | 0.92 | Equity | FMCG |
| Sun Pharma.Inds. | 1.78% | 4870 | 0.88 | Equity | Pharmaceuticals |
| SBI Life Insuran | 1.75% | 5136 | 0.87 | Equity | Insurance |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Shriram Aggressive Hybrid Fund - Direct (G) | 49.70 | 3.31% | -2.36% | 1.59% | -0.24% | 9.51% | |
| Bank of India Aggressive Hybrid Fund -Dir (G) | 2195.61 | -1.28% | -0.94% | 4.49% | 10.30% | 15.79% | |
| Bank of India Aggressive Hybrid Fund -D(IDCW) | 2195.61 | -1.27% | -0.99% | 4.42% | 10.22% | 15.73% | |
| Navi Aggressive Hybrid Fund - Direct (G) | 115.21 | 2.07% | -0.82% | 7.60% | 7.34% | 12.86% | |
| Navi Aggressive Hybrid Fund - Direct (IDCW-M) | 115.21 | 2.07% | -0.83% | 7.59% | 7.31% | 12.84% | |
| Navi Aggressive Hybrid Fund - Direct (IDCW) | 115.21 | 2.07% | -0.83% | 7.59% | 7.31% | 12.84% |
List of Schemes under Shriram Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| SHRIRAM Aggressive Hybrid Fund | Hybrid | Very High | -0.24% | 1 | ₹49.70 |
| Shriram Flexi Cap Fund | Equity | Very High | -4.37% | 1 | ₹121.70 |
| Shriram ELSS Tax Saver Fund | Equity | Very High | -3.89% | 1 | ₹44.46 |
| Shriram Balanced Advantage Fund | Hybrid | Very High | -2.18% | 1 | ₹40.96 |
| Shriram Overnight Fund | Debt | Low | 5.25% | 1 | ₹75.22 |
| Shriram Multi Asset Allocation Fund | Hybrid | Very High | 3.24% | 0 | ₹139.56 |
| Shriram Multi Sector Rotation Fund | Equity | Very High | -0.4% | 0 | ₹147.57 |
| Shriram Liquid Fund | Debt | Moderately Low | 6.33% | 0 | ₹662.40 |
| Shriram Money Market Fund | Debt | Moderately Low | 0% | 0 | ₹75.68 |
| Shriram Gold ETF Passive FOF | Other | Very High | 0% | 0 | ₹24.02 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
November 8, 2013
Total AUM (Cr)
₹49.70
Shriram Aggressive Hybrid Fund - Direct (G) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, Shriram Mutual Fund. Launched in November 8, 2013, this fund is managed by Prateek Nigudkar. With assets under management (AUM) worth ₹49.7 (Cr), as of November 5, 2026, Shriram Aggressive Hybrid Fund - Direct (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 10.61% since its launch.
The current NAV of Shriram Aggressive Hybrid Fund - Direct (G) is ₹37.44, as on November 5, 2026. 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:
The fund has generated 9.51% and 8.01% 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 74.03% in Equity, 25.17% in Debt and 0.80% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 25.17% in Debt, 15.20% in Banks, 5.59% in Automobiles, 4.38% in IT-Software, 4.22% in Pharmaceuticals & Biotech
Mutual Fund Categories
Types of Mutual Funds
Debt Funds
Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors
Hybrid Funds
Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon
Equity Funds
Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors
FAQs
Shriram Aggressive Hybrid Fund - Direct (G) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 10.61% 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:
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- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
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- 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!