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Shriram Aggressive Hybrid Fund - Direct (G)

Aggressive Hybrid Fund
  • NAV

    32.92(-0.10%)
  • Fund Size (CR)

    ₹45.84
  • Expense Ratio

    0.85
  • Scheme Type

    Active Fund
  • Value Research

  • Min. investment

    ₹500
  • Minimum Additional Investment

    ₹500
  • Minimum SIP Investment

    ₹500
  • Minimum Withdrawal

    ₹0
  • 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

    11.22%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -5.21%
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 7 February 20259649.82-3.50%--3.45%133/210
1 Month14 January 20259627.02-3.73%--3.01%153/210
3 Month14 November 20249472.08-5.28%--3.97%165/210
6 Month14 August 20249022.10-9.78%--5.17%180/210
1 Year14 February 202410147.071.47%1.47%7.63%193/210
3 Year14 February 202213732.0137.32%11.15%12.13%116/210
5 Year14 February 202017671.2076.71%12.06%13.98%125/205
Since Inception29 November 201332958.20229.58%11.22%11.89%140/210

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 March 20241,20,000110996.83-7.50% -7.50%
3 Year2 March 20223,60,000413805.0214.95% 4.75%
5 Year2 March 20206,00,000802011.1833.67% 5.98%
10 Year2 March 201512,00,0002107200.0975.60% 5.79%

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

3.11%

Standard Deviation

0.75%

Beta

0.43%

Sharpe Ratio

0.01%

Treynor's Ratio

1.78%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Sun Pharma.Inds.3.76%98791.72EquityPharmaceuticals
Bharti Airtel3.22%90671.47EquityTelecomm-Service
Indian Hotels Co2.90%174001.33EquityHotels & Restaurants
Dixon Technolog.2.73%8341.25EquityConsumer Durables
Lupin2.59%57001.19EquityPharmaceuticals
Divi's Lab.2.57%21121.18EquityPharmaceuticals
ICICI Bank2.54%93001.17EquityBanks
M & M2.42%37131.11EquityAutomobile
Trent2.29%18231.05EquityRetail
Bajaj Holdings2.27%9001.04EquityFinance

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Shriram Aggressive Hybrid Fund - Direct (G)
45.84-3.73%-5.28%-9.78%1.47%11.15%
DSP Aggressive Hybrid Fund - Direct (G)
10137.49-1.60%-2.58%-0.88%15.23%14.26%
DSP Aggressive Hybrid Fund - Direct (IDCW)
10137.49-1.60%-2.58%-0.88%15.22%14.13%
Invesco India Aggressive Hybrid Fund - Direct (G)
595.95-4.77%-4.63%-2.24%14.63%15.63%
Invesco India Aggressive Hybrid Fund - Direct (IDCW)
595.95-4.77%-4.64%-2.26%14.56%15.56%
JM Aggressive Hybrid Fund - Direct (Bonus)
752.06-8.92%-8.45%-10.20%12.97%20.56%

News

There are no new Updates!

Fund House Details & Investment Objective

Date of Incorporation

8 November 2013

Total AUM (Cr)

₹45.84

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 ₹45.84 (Cr), as of 17 February 2025, Shriram Aggressive Hybrid Fund - Direct (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 11.22% since its launch.
The current NAV of Shriram Aggressive Hybrid Fund - Direct (G) is ₹32.92, as on 17 February 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 11.15% and 12.06% 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 67.17% in Equity, 28.20% in Debt and 4.63% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 24.35% in Debt, 16.87% in Pharmaceuticals & Biotech, 10.11% in Cash & Others, 8.78% in Automobiles, 4.65% in Retailing

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 11.22% 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 across products for life.
  • 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: Enter amount, select payment 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, then enter 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 1.47%. In the long-term, the fund has generated 11.15% and 12.06% in 3 and 5 years respectively. Since its inception, the fund has generated 11.22% 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 0.85%. 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 ₹45.84 (Cr) as of 2025-02-17 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).