Shriram Aggresive Hybrid Fund Regular Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹48.94 Cr
Expense Ratio
2.42%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹1000.00
Launch Date
29 Nov 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.49% | -- |
| 3 Months | +0.09% | -- |
| 6 Months | -4.58% | -- |
| 1 Year | -1.79% | -1.79% |
| 2 Years | -- | -1.3% |
| 3 Years | +29.74% | +9.07% |
| 5 Years | +43.64% | +7.51% |
| Since Launch | +207.12% | +9.37% |
Holdings as on 13 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| 6.54% Govt Stock 2032 | 3.01 | 6.13 |
| Rural Electrification Corporation Limited | 2.77 | 5.65 |
| HDFC Bank | 2.46 | 5.03 |
| Reliance Industries | 2.39 | 4.87 |
| LIC Housing Finance Ltd | 2.16 | 4.41 |
| National Bank For Agriculture And Rural Development | 2.10 | 4.28 |
| Net Receivables / (Payables) | 1.93 | 3.93 |
| AXIS Bank Ltd | 1.90 | 3.87 |
| Clearing Corporation Of India Ltd. | 1.87 | 3.82 |
| ICICI Bank | 1.84 | 3.75 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.31
Sharpe Ratio
11.83%
Std. Deviation
2.30%
Tracking Error
-3.53%
Alpha
1.02
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Navi Aggressive Hybrid Fund Regular Growth | +0.89% | +10.22% | +9.69% |
| LIC MF Aggressive Hybrid Fund Growth | -3.96% | +10.09% | +8.17% |
| Shriram Aggresive Hybrid Fund Regular Growth | -1.79% | +9.07% | +7.51% |
| PGIM India Aggresive Hybrid Equity Fund Growth Option | -3.8% | +7.93% | +6.67% |
| Groww Aggressive Hybrid Fund Regular Growth | -4.23% | +8.24% | +7.87% |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme would be to generate long-term capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of Equity and Equity-related investments, debt and money-market instruments.
The Shriram Aggresive Hybrid Fund Regular Growth has an AUM of 48.94 crores & has delivered CAGR of 7.51 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.42%. The minimum investment in Shriram Aggresive Hybrid Fund Regular Growth is Rs 500 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include 6.54% Govt Stock 2032, Rural Electrification Corporation Limited, HDFC Bank, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming, Auto & Truck Manufacturers.
Some of the similar funds are Navi Aggressive Hybrid Fund Regular Growth, LIC MF Aggressive Hybrid Fund Growth, Shriram Aggresive Hybrid Fund Regular Growth, PGIM India Aggresive Hybrid Equity Fund Growth Option, Groww Aggressive Hybrid Fund Regular Growth. Shriram Aggresive Hybrid Fund Regular Growth has a sharpe ratio of 0.31 & a standard deviation of 11.83%.
FAQs
According to the morning star rating Shriram Aggresive Hybrid Fund Regular Growth has a Medium risk & Moderate return.
Shriram Aggresive Hybrid Fund Regular Growth is managed by Amit Modani,Prateek Nigudkar,Deepak Ramaraju,Sudip More.
The expense ratio of Shriram Aggresive Hybrid Fund Regular Growth is 2.42%.
The 5 year annualized return on Shriram Aggresive Hybrid Fund Regular Growth is 7.51% & it has generated -1.79% in the last 1 year.
The minimum investment in Shriram Aggresive Hybrid Fund Regular Growth is 500 Rs.
Shriram Aggresive Hybrid Fund Regular Growth has an AUM of 48.94 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.