
Shriram Aggressive Hybrid Fund - Regular (G)
Aggressive Hybrid FundNAV
30.07(-0.38%)Fund Size (CR)
₹48.77Expense Ratio
2.4Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹0Exit Load
1%Return Since Launch
10.37%
- 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 | 29 January 2025 | 10191.24 | 1.91% | - | 1.89% | 148/210 |
1 Month | 3 January 2025 | 9450.50 | -5.49% | - | -3.03% | 193/210 |
3 Month | 5 November 2024 | 9625.70 | -3.74% | - | -2.13% | 161/210 |
6 Month | 5 August 2024 | 9372.98 | -6.27% | - | -0.72% | 198/210 |
1 Year | 5 February 2024 | 10392.31 | 3.92% | 3.92% | 12.28% | 197/210 |
3 Year | 4 February 2022 | 13206.29 | 32.06% | 9.71% | 12.42% | 174/210 |
5 Year | 5 February 2020 | 17164.01 | 71.64% | 11.41% | 14.95% | 191/205 |
Since Inception | 29 November 2013 | 30188.40 | 201.88% | 10.37% | 12.37% | 183/210 |
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 March 2024 | 1,20,000 | 114234.03 | -4.80% | -4.80% |
3 Year | 2 March 2022 | 3,60,000 | 418351.68 | 16.21% | 5.13% |
5 Year | 2 March 2020 | 6,00,000 | 796260.59 | 32.71% | 5.82% |
10 Year | 2 March 2015 | 12,00,000 | 2015363.35 | 67.95% | 5.32% |
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
2.85%
Standard Deviation
0.73%
Beta
0.51%
Sharpe Ratio
0.05%
Treynor's Ratio
2.09%
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 |
---|---|---|---|---|---|
Sun Pharma.Inds. | 3.55% | 9179 | 1.73 | Equity | Pharmaceuticals |
Bharti Airtel | 3.31% | 10167 | 1.61 | Equity | Telecomm-Service |
Dixon Technolog. | 3.07% | 834 | 1.50 | Equity | Consumer Durables |
Trent | 2.95% | 2023 | 1.44 | Equity | Retail |
Lupin | 2.90% | 6000 | 1.41 | Equity | Pharmaceuticals |
ICICI Bank | 2.79% | 10600 | 1.36 | Equity | Banks |
Zomato Ltd | 2.75% | 48200 | 1.34 | Equity | E-Commerce/App based Aggregator |
Voltas | 2.68% | 7300 | 1.31 | Equity | Consumer Durables |
Divi's Lab. | 2.64% | 2112 | 1.29 | Equity | Pharmaceuticals |
Indian Hotels Co | 2.63% | 14600 | 1.28 | Equity | Hotels & Restaurants |
Peer Comparison
Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
---|---|---|---|---|---|---|---|
Invesco India Aggressive Hybrid Fund - Direct (G) | 598.27 | -4.26% | -0.97% | 4.71% | 21.19% | 16.52% | |
Invesco India Aggressive Hybrid Fund - Direct (IDCW) | 598.27 | -4.27% | -0.98% | 4.68% | 21.11% | 16.45% | |
DSP Aggressive Hybrid Fund - Direct (G) | 10306.16 | -1.85% | -1.55% | 3.62% | 18.42% | 14.13% | |
DSP Aggressive Hybrid Fund - Direct (IDCW) | 10306.16 | -1.85% | -1.55% | 3.62% | 18.42% | 14.00% | |
Kotak Equity Hybrid Fund - Direct (G) | 6913.47 | -4.65% | -2.48% | 0.13% | 17.25% | 15.07% |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
8 November 2013
Total AUM (Cr)
₹48.77
Shriram Aggressive Hybrid Fund - Regular (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 ₹48.77 (Cr), as of 6 February 2025, Shriram Aggressive Hybrid Fund - Regular (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 10.37% since its launch.
The current NAV of Shriram Aggressive Hybrid Fund - Regular (G) is ₹30.07, as on 6 February 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in Shriram Aggressive Hybrid Fund - Regular (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 9.71% and 11.41% 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 68.71% in Equity, 28.61% in Debt and 2.68% 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 - Regular (G) Direct Growth?
Shriram Aggressive Hybrid Fund - Regular (G) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 10.37% since inception. Looking to invest in Shriram Aggressive Hybrid Fund - Regular (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Shriram Aggressive Hybrid Fund - Regular (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 - Regular (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 - Regular (G) today and reap the benefits of this Aggressive Hybrid Fund fund!
How much returns has Shriram Aggressive Hybrid Fund - Regular (G) Direct Growth generated?
What is the expense ratio of Shriram Aggressive Hybrid Fund - Regular (G) Direct Growth?
What is the AUM of Shriram Aggressive Hybrid Fund - Regular (G) Fund Direct Growth?
How to redeem or withdraw money from Shriram Aggressive Hybrid Fund - Regular (G) Direct Growth?
Redeeming or selling units of Shriram Aggressive Hybrid Fund - Regular (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 - Regular (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 - Regular (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).